AssetMark Financial Holdings, Inc.

NYSE:AMK Stock Report

Market Cap: US$2.6b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

AssetMark Financial Holdings Future Growth

Future criteria checks 2/6

AssetMark Financial Holdings's revenue is forecast to decline at 7.6% per annum while its annual earnings are expected to grow at 18.7% per year. EPS is expected to grow by 17.6% per annum.

Key information

18.7%

Earnings growth rate

17.6%

EPS growth rate

Capital Markets earnings growth13.1%
Revenue growth rate-7.6%
Future return on equityn/a
Analyst coverage

Low

Last updated05 Sep 2024

Recent future growth updates

Recent updates

The Price Is Right For AssetMark Financial Holdings, Inc. (NYSE:AMK)

Jan 23
The Price Is Right For AssetMark Financial Holdings, Inc. (NYSE:AMK)

Should You Be Adding AssetMark Financial Holdings (NYSE:AMK) To Your Watchlist Today?

Dec 08
Should You Be Adding AssetMark Financial Holdings (NYSE:AMK) To Your Watchlist Today?

AssetMark Is Primed For Investment In Growth And Efficiency (Upgrade)

Nov 10

Here's Why We Think AssetMark Financial Holdings (NYSE:AMK) Is Well Worth Watching

Sep 08
Here's Why We Think AssetMark Financial Holdings (NYSE:AMK) Is Well Worth Watching

AssetMark Sees Asset Inflow Improvement But Leading Indicators Are Cloudy

Jul 28

Here's Why AssetMark Financial Holdings (NYSE:AMK) Has Caught The Eye Of Investors

Jun 08
Here's Why AssetMark Financial Holdings (NYSE:AMK) Has Caught The Eye Of Investors

Should You Be Adding AssetMark Financial Holdings (NYSE:AMK) To Your Watchlist Today?

Feb 28
Should You Be Adding AssetMark Financial Holdings (NYSE:AMK) To Your Watchlist Today?

AssetMark Financial Holdings: Increasing Assets Under Management, A Stock To Buy

Feb 21

AssetMark Financial's platform assets rise 5.2% in November vs. October

Dec 13

AssetMark Financial platform assets dip 5.9% in September, net flows drop 62.3%

Oct 10

AssetMark Financial platform assets rose over 5% in July, net flows slid

Aug 10

AssetMark Non-GAAP EPS of $0.44 beats by $0.03, revenue of $151.2M beats by $43.74M

Aug 03

AssetMark Financial platform assets dip to $82.1B in June

Jul 11

AssetMark Financial Holdings, Inc. 2021 Q1 - Results - Earnings Call Presentation

May 09

Reflecting on AssetMark Financial Holdings' (NYSE:AMK) Share Price Returns Over The Last Year

Feb 27
Reflecting on AssetMark Financial Holdings' (NYSE:AMK) Share Price Returns Over The Last Year

Earnings and Revenue Growth Forecasts

NYSE:AMK - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/2025651190N/AN/A2
12/31/2024603161N/AN/A2
6/30/2024751143121169N/A
3/31/2024728144137183N/A
12/31/2023708123130175N/A
9/30/2023694114160204N/A
6/30/2023658106148191N/A
3/31/202363498113154N/A
12/31/2022612103101140N/A
9/30/20225989095131N/A
6/30/20225837295131N/A
3/31/202256057105140N/A
12/31/20215302694129N/A
9/30/2021498382116N/A
6/30/2021465067101N/A
3/31/2021436-195282N/A
12/31/2020432-84877N/A
9/30/2020432-15077N/A
6/30/2020435-135377N/A
3/31/202044103762N/A
12/31/201941803355N/A
9/30/2019403103052N/A
6/30/2019386243151N/A
3/31/2019372303856N/A
12/31/2018364374462N/A
12/31/201729699N/A46N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: AMK's forecast earnings growth (18.7% per year) is above the savings rate (2.5%).

Earnings vs Market: AMK's earnings (18.7% per year) are forecast to grow faster than the US market (14.9% per year).

High Growth Earnings: AMK's earnings are forecast to grow, but not significantly.

Revenue vs Market: AMK's revenue is expected to decline over the next 3 years (-7.6% per year).

High Growth Revenue: AMK's revenue is forecast to decline over the next 3 years (-7.6% per year).

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: Insufficient data to determine if AMK's Return on Equity is forecast to be high in 3 years time

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/09/05 02:54
End of Day Share Price 2024/09/05 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