AMK Stock Overview
AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States.
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 1/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
AssetMark Financial Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$35.47 |
| 52 Week High | US$37.54 |
| 52 Week Low | US$22.92 |
| Beta | 1.11 |
| 1 Month Change | -0.73% |
| 3 Month Change | 15.88% |
| 1 Year Change | 11.75% |
| 3 Year Change | 57.85% |
| 5 Year Change | n/a |
| Change since IPO | 31.18% |
Recent News & Updates
Recent updates
The Price Is Right For AssetMark Financial Holdings, Inc. (NYSE:AMK)
Jan 23
Should You Be Adding AssetMark Financial Holdings (NYSE:AMK) To Your Watchlist Today?
Dec 08AssetMark Is Primed For Investment In Growth And Efficiency (Upgrade)
Nov 10Here's Why We Think AssetMark Financial Holdings (NYSE:AMK) Is Well Worth Watching
Sep 08AssetMark Sees Asset Inflow Improvement But Leading Indicators Are Cloudy
Jul 28Here's Why AssetMark Financial Holdings (NYSE:AMK) Has Caught The Eye Of Investors
Jun 08Should You Be Adding AssetMark Financial Holdings (NYSE:AMK) To Your Watchlist Today?
Feb 28AssetMark Financial Holdings: Increasing Assets Under Management, A Stock To Buy
Feb 21AssetMark Financial's platform assets rise 5.2% in November vs. October
Dec 13AssetMark Financial platform assets dip 5.9% in September, net flows drop 62.3%
Oct 10AssetMark Financial platform assets rose over 5% in July, net flows slid
Aug 10AssetMark Non-GAAP EPS of $0.44 beats by $0.03, revenue of $151.2M beats by $43.74M
Aug 03AssetMark Financial platform assets dip to $82.1B in June
Jul 11AssetMark Financial Holdings, Inc. 2021 Q1 - Results - Earnings Call Presentation
May 09Reflecting on AssetMark Financial Holdings' (NYSE:AMK) Share Price Returns Over The Last Year
Feb 27AssetMark reports 20% growth in December platform assets
Jan 11AssetMark Financial reported 18% Y/Y growth in platform assets
Dec 10AssetMark Financial Holdings downsized FY2020 outlook
Dec 08Shareholder Returns
| AMK | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 0.9% | -0.7% | -3.2% |
| 1Y | 11.8% | 23.2% | 19.3% |
Return vs Industry: AMK underperformed the US Capital Markets industry which returned 23.2% over the past year.
Return vs Market: AMK underperformed the US Market which returned 19.3% over the past year.
Price Volatility
| AMK volatility | |
|---|---|
| AMK Average Weekly Movement | 3.5% |
| Capital Markets Industry Average Movement | 3.4% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: AMK has not had significant price volatility in the past 3 months.
Volatility Over Time: AMK's weekly volatility (3%) 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
| AMK fundamental statistics | |
|---|---|
| Market cap | US$2.64b |
| Earnings (TTM) | US$123.12m |
| Revenue (TTM) | US$708.50m |
21.4x
P/E Ratio3.7x
P/S RatioIs AMK overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AMK income statement (TTM) | |
|---|---|
| Revenue | US$708.50m |
| Cost of Revenue | US$347.44m |
| Gross Profit | US$361.06m |
| Other Expenses | US$237.94m |
| Earnings | US$123.12m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.65 |
| Gross Margin | 50.96% |
| Net Profit Margin | 17.38% |
| Debt/Equity Ratio | 7.4% |
How did AMK perform over the long term?
See historical performance and comparison