AssetMark Financial Holdings Inc (AMK)
31.61
+1.09
(+3.57%)
USD |
NYSE |
Mar 21, 16:00
31.61
0.00 (0.00%)
After-Hours: 16:10
Key Stats
| Price and Performance | |
|---|---|
| Market Cap | 2.336B |
| 52 Week High (Daily) | Upgrade |
| 52 Week Low (Daily) | Upgrade |
| All-Time High (Daily) | Upgrade |
| Year to Date Total Returns (Daily) | Upgrade |
| 1 Month Total Returns (Daily) | Upgrade |
| 1 Year Total Returns (Daily) | 35.16% |
| Valuation | |
| PE Ratio | 22.58 |
| PE Ratio (Forward) | Upgrade |
| PS Ratio | 3.775 |
| Price to Book Value | 2.074 |
| EV to EBITDA | Upgrade |
| Dividend | |
|---|---|
| Dividend | -- |
| Dividend Yield (Forward) | Upgrade |
| Financials | |
| Revenue (5 Year Growth) | Upgrade |
| Revenue (Quarterly YoY Growth) | Upgrade |
| EPS Diluted (5 Year Growth) | Upgrade |
| EPS Diluted (Quarterly YoY Growth) | Upgrade |
| Debt to Equity Ratio | 0.105 |
| Return on Equity | Upgrade |
| Return on Assets | Upgrade |
| Risk | |
| Beta (5Y) | Upgrade |
| Max Drawdown (5Y) | -- |
News
Headline
Wire
Time (ET)
Events
| DATE | TIME | TYPE | PERIOD | REPORTED EPS |
ESTIMATED EPS |
SURPRISE | |
| 04/28/2023* | 17:00 EST | Earnings Call | Q1 2023 | -- | -- | -- | |
| 04/28/2023* | -- | Results | Q1 2023 | -- | -- | -- | |
| 02/22/2023 | 17:00 EST | Earnings Call | Q4 2022 | -- | -- | -- | |
| 02/22/2023 | -- | Results | Q4 2022 | 0.46 | 0.44 | 4.65% | |
| 11/01/2022 | 17:00 EST | Earnings Call | Q3 2022 | -- | -- | -- | |
| 11/01/2022 | -- | Results | Q3 2022 | 0.47 | 0.41 | 13.91% | |
| 08/03/2022 | 17:00 EST | Earnings Call | Q2 2022 | -- | -- | -- | |
| 08/03/2022 | -- | Results | Q2 2022 | 0.44 | 0.41 | 8.62% |
*Estimated Date/Time
Earnings
Profile
Edit
| AssetMark Financial Holdings Inc is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. It provides an end-to-end experience, spanning nearly all elements of an adviser's engagement with the client, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, the company's platform provides tools and capabilities for advisers to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors. |
| URL | https://www.assetmark.com |
| Investor Relations URL | https://ir.assetmark.com/ |
| HQ State/Province | California |
| Sector | Financial Services |
| Industry | Asset Management |
| Equity Style | Small Cap/Blend |
| Next Earnings Release | Apr. 28, 2023 (est.) |
| Last Earnings Release | Feb. 22, 2023 |
| Next Ex-Dividend Date | N/A |
| Last Ex-Dividend Date | N/A |
Analyst Coverage
|
Consensus Rating
|
|
|
Analyst Recommendation
|
|
Source: S&P Global
Dividends
| Dividend Per Share (TTM) | -- |
|
2017
2018
2019
2020
2021
6.00%
4.00%
2.00%
|
|
| Yield to Market | 0.00 |
| Yield to Sector | 0.00 |
| Yield to Industry | 0.00 |
| Last Dividend Amt. | -- |
| Dividend Frequency | -- |
| Last Ex-Dividend Date | -- |
| Yield (TTM) | 0% |
| Forward Yield | -- |
| Payout Ratio | 0.00% |
| Cash Payout Ratio | 0.00% |
| Consistent Payer (5Y) | No |
| Consistent Growth (5Y) | No |
Risk
Total Returns Comparison
Annual Total Returns Versus Peers
As of March 20, 2023.
Fundamentals
| Revenue (TTM) | 618.31M |
| Total Expenses (TTM) | 475.07M |
| Net Income (TTM) | 103.26M |
| Total Assets (Quarterly) | 1.503B |
| Total Liabilities (Quarterly) | 376.56M |
| Shareholders Equity (Quarterly) | 1.126B |
| Cash from Operations (TTM) | 140.30M |
| Cash from Investing (TTM) | -94.99M |
| Cash from Financing (TTM) | 1.258M |
Ratings
Profile
Edit
| AssetMark Financial Holdings Inc is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. It provides an end-to-end experience, spanning nearly all elements of an adviser's engagement with the client, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, the company's platform provides tools and capabilities for advisers to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors. |
| URL | https://www.assetmark.com |
| Investor Relations URL | https://ir.assetmark.com/ |
| HQ State/Province | California |
| Sector | Financial Services |
| Industry | Asset Management |
| Equity Style | Small Cap/Blend |
| Next Earnings Release | Apr. 28, 2023 (est.) |
| Last Earnings Release | Feb. 22, 2023 |
| Next Ex-Dividend Date | N/A |
| Last Ex-Dividend Date | N/A |
Ownership
| Insider Ownership Percentage | Upgrade |
Jul '20
Nov '20
Mar '21
80.00%
40.00%
10.00%
Analyst Coverage
|
Consensus Rating
|
|
|
Analyst Recommendation
|
|
Source: S&P Global
Other Resources
| Whale Wisdom | 13F Filings |
| Seeking Alpha | Call Transcripts |
| Nasdaq | Insider Trading |
| Nasdaq | Institutional Ownership |
| Nasdaq | Option Chain |
| SEC | SEC Filings |
| AMK Tweets |