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 Valuation

Is AMK undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of AMK when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: AMK ($35.24) is trading above our estimate of fair value ($23.89)

Significantly Below Fair Value: AMK is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for AMK?

Key metric: As AMK is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for AMK. This is calculated by dividing AMK's market cap by their current earnings.
What is AMK's PE Ratio?
PE Ratio18.4x
EarningsUS$143.30m
Market CapUS$2.64b

Price to Earnings Ratio vs Peers

How does AMK's PE Ratio compare to its peers?

The above table shows the PE ratio for AMK vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average13.8x
FHI Federated Hermes
13.1x9.5%US$3.3b
HTGC Hercules Capital
9.5x4.1%US$3.0b
ADX Adams Diversified Equity Fund
3.6xn/aUS$2.3b
PAX Patria Investments
28.8x54.5%US$1.9b
AMK AssetMark Financial Holdings
18.4x18.7%US$2.6b

Price-To-Earnings vs Peers: AMK is expensive based on its Price-To-Earnings Ratio (18.4x) compared to the peer average (11.7x).

Price to Earnings Ratio vs Industry

How does AMK's PE Ratio compare vs other companies in the US Capital Markets Industry?

23 CompaniesPrice / EarningsEstimated GrowthMarket Cap
ADX Adams Diversified Equity Fund
3.6xn/aUS$2.27b
CET Central Securities
4.5xn/aUS$1.33b
GAM General American Investors Company
4.2xn/aUS$1.19b
MUDS Mudrick Capital Acquisition Corporation II
3.4xn/aUS$401.64m
AMK 18.4xIndustry Avg. 23.2xNo. of Companies73PE020406080100+
23 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: AMK is good value based on its Price-To-Earnings Ratio (18.4x) compared to the US Capital Markets industry average (20.4x).

Price to Earnings Ratio vs Fair Ratio

What is AMK's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

AMK PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio18.4x
Fair PE Ratio17.4x

Price-To-Earnings vs Fair Ratio: AMK is expensive based on its Price-To-Earnings Ratio (18.4x) compared to the estimated Fair Price-To-Earnings Ratio (17.4x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst AMK forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Currentn/a
US$36.70
0%
0.8%US$37.00US$36.40n/a2
Nov ’25n/a
US$36.70
0%
0.8%US$37.00US$36.40n/a2
Oct ’25n/a
US$36.70
0%
0.8%US$37.00US$36.40n/a2
Sep ’25US$35.15
US$36.70
+4.4%
0.8%US$37.00US$36.40n/a2
Aug ’25US$34.59
US$36.70
+6.1%
0.8%US$37.00US$36.40n/a2
Jul ’25US$34.32
US$36.70
+6.9%
0.8%US$37.00US$36.40n/a2
Jun ’25US$34.39
US$36.70
+6.7%
0.8%US$37.00US$36.40n/a2
May ’25US$33.94
US$36.70
+8.1%
0.8%US$37.00US$36.40n/a2
Apr ’25US$34.80
US$35.60
+2.3%
9.5%US$39.00US$30.00n/a4
Mar ’25US$35.08
US$35.35
+0.8%
9.5%US$39.00US$30.00n/a4
Feb ’25US$31.13
US$32.63
+4.8%
12.0%US$38.00US$27.00n/a4
Jan ’25US$29.95
US$31.63
+5.6%
12.9%US$36.00US$25.00n/a4
Dec ’24US$26.24
US$31.63
+20.5%
12.9%US$36.00US$25.00n/a4
Nov ’24US$23.79
US$31.98
+34.4%
11.7%US$36.00US$25.00n/a5
Oct ’24US$25.08
US$33.54
+33.7%
7.7%US$38.00US$30.00n/a5
Sep ’24US$29.30
US$33.78
+15.3%
7.2%US$38.00US$30.00US$35.156
Aug ’24US$29.04
US$33.69
+16.0%
7.1%US$38.00US$31.00US$34.596
Jul ’24US$29.66
US$33.36
+12.5%
7.0%US$37.00US$30.00US$34.326
Jun ’24US$28.20
US$33.42
+18.5%
6.7%US$37.00US$30.50US$34.396
May ’24US$30.98
US$32.92
+6.3%
6.5%US$37.00US$31.00US$33.946
Apr ’24US$31.45
US$31.25
-0.6%
6.8%US$34.00US$27.00US$34.806
Mar ’24US$31.45
US$30.17
-4.1%
6.5%US$32.00US$27.00US$35.086
Feb ’24US$27.27
US$28.17
+3.3%
13.8%US$32.00US$23.00US$31.136
Jan ’24US$23.00
US$26.00
+13.0%
12.0%US$30.00US$22.00US$29.956
Dec ’23US$24.84
US$26.00
+4.7%
12.0%US$30.00US$22.00US$26.246
Nov ’23US$20.44
US$25.00
+22.3%
12.6%US$30.00US$20.00US$23.796

Analyst Forecast: Target price is less than 20% higher than the current share price.

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