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0LA Stock Overview
Provides wealth management platform in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 1/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
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AssetMark Financial Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | €31.60 |
| 52 Week High | €34.40 |
| 52 Week Low | €21.60 |
| Beta | 1.1 |
| 1 Month Change | 0% |
| 3 Month Change | 0% |
| 1 Year Change | 22.48% |
| 3 Year Change | 47.66% |
| 5 Year Change | 27.42% |
| Change since IPO | 35.04% |
Recent News & Updates
Recent updates
Shareholder Returns
| 0LA | DE Capital Markets | DE Market | |
|---|---|---|---|
| 7D | 0% | 3.2% | 2.1% |
| 1Y | 22.5% | 37.5% | 16.5% |
Return vs Industry: 0LA underperformed the German Capital Markets industry which returned 28.3% over the past year.
Return vs Market: 0LA exceeded the German Market which returned 5.5% over the past year.
Price Volatility
| 0LA volatility | |
|---|---|
| 0LA Average Weekly Movement | 1.2% |
| Capital Markets Industry Average Movement | 4.8% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in DE Market | 11.3% |
| 10% least volatile stocks in DE Market | 2.5% |
Stable Share Price: 0LA has not had significant price volatility in the past 3 months.
Volatility Over Time: 0LA's weekly volatility (1%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1996 | 990 | H. Kim | www.assetmark.com |
AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel. The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools.
AssetMark Financial Holdings, Inc. Fundamentals Summary
| 0LA fundamental statistics | |
|---|---|
| Market cap | €2.64b |
| Earnings (TTM) | €128.98m |
| Revenue (TTM) | €676.37m |
18.3x
P/E Ratio3.5x
P/S RatioIs 0LA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 0LA income statement (TTM) | |
|---|---|
| Revenue | US$751.44m |
| Cost of Revenue | US$370.07m |
| Gross Profit | US$381.37m |
| Other Expenses | US$238.07m |
| Earnings | US$143.30m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.91 |
| Gross Margin | 50.75% |
| Net Profit Margin | 19.07% |
| Debt/Equity Ratio | 0% |
How did 0LA perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/09/06 15:29 |
| End of Day Share Price | 2024/09/06 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
AssetMark Financial Holdings, Inc. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| James Fotheringham | BMO Capital Markets Equity Research |
| Kevin McVeigh | Credit Suisse |
| Alexander Blostein | Goldman Sachs |