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AssetMark Financial Holdings DB:0LA Stock Report

Last Price

€31.60

Market Cap

€2.6b

7D

0%

1Y

22.5%

Updated

06 Sep, 2024

Data

Company Financials +

AssetMark Financial Holdings, Inc.

DB:0LA Stock Report

Market Cap: €2.6b

This company listing is no longer active

This company may still be operating, however this listing is no longer active. Find out why through their latest events.

0LA Stock Overview

Provides wealth management platform in the United States. More details

0LA fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance4/6
Financial Health6/6
Dividends0/6

Rewards

Price-To-Earnings ratio (18.3x) is below the Capital Markets industry average (25.4x)

Earnings are forecast to grow 18.67% per year

Earnings grew by 35.4% over the past year

Risk Analysis

Significant insider selling over the past 3 months


My Notes

Capture your thoughts, links and company narrative

AssetMark Financial Holdings, Inc. Competitors

DWS Group GmbH KGaA

XTRA:DWS

€8.1b

MLP

XTRA:MLP

€692.9m

AURELIUS Equity Opportunities SE KGaA

HMSE:AR40

€346.0m

OVB Holding

XTRA:O4B

€285.0m

Price History & Performance

Summary of share price highs, lows and changes for AssetMark Financial Holdings
Historical stock prices
Current Share Price€31.60
52 Week High€34.40
52 Week Low€21.60
Beta1.1
1 Month Change0%
3 Month Change0%
1 Year Change22.48%
3 Year Change47.66%
5 Year Change27.42%
Change since IPO35.04%

Recent News & Updates

Recent updates

Shareholder Returns

0LADE Capital MarketsDE Market
7D0%1.9%1.2%
1Y22.5%25.0%10.1%

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

Is 0LA's price volatile compared to industry and market?
0LA volatility
0LA Average Weekly Movement1.2%
Capital Markets Industry Average Movement4.6%
Market Average Movement4.8%
10% most volatile stocks in DE Market11.5%
10% least volatile stocks in DE Market2.4%

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

FoundedEmployeesCEOWebsite
1996990H. Kimwww.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

How do AssetMark Financial Holdings's earnings and revenue compare to its market cap?
0LA fundamental statistics
Market cap€2.64b
Earnings (TTM)€128.98m
Revenue (TTM)€676.37m

18.3x

P/E Ratio

3.5x

P/S Ratio

Is 0LA overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0LA income statement (TTM)
RevenueUS$751.44m
Cost of RevenueUS$370.07m
Gross ProfitUS$381.37m
Other ExpensesUS$238.07m
EarningsUS$143.30m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)1.91
Gross Margin50.75%
Net Profit Margin19.07%
Debt/Equity Ratio0%

How did 0LA perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/09/06 03:57
End of Day Share Price 2024/09/06 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

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 .

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.

AnalystInstitution
James FotheringhamBMO Capital Markets Equity Research
Kevin McVeighCredit Suisse
Alexander BlosteinGoldman Sachs