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Business Description
AssetMark Financial Holdings Inc
NAICS : 523999
SIC : 6799
ISIN : US04546L1061
Description
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.
Financial Strength
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 6.48 | |||||
| Equity-to-Asset | 0.83 | |||||
| Debt-to-Equity | 0.02 | |||||
| Debt-to-EBITDA | 0.14 | |||||
| Interest Coverage | 21.9 | |||||
| Piotroski F-Score | 8/9 | |||||
| Altman Z-Score | 7.16 | |||||
| Beneish M-Score | -1.98 | |||||
| WACC vs ROIC | ||||||
Growth Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 14.1 | |||||
| 3-Year EBITDA Growth Rate | 67.4 | |||||
| 3-Year FCF Growth Rate | 35 | |||||
| 3-Year Book Growth Rate | 10.9 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 5.63 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 78.37 | |||||
| 9-Day RSI | 74.48 | |||||
| 14-Day RSI | 70.61 | |||||
| 3-1 Month Momentum % | 1.11 | |||||
| 6-1 Month Momentum % | -3.62 | |||||
| 12-1 Month Momentum % | 20.98 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 3.27 | |||||
| Quick Ratio | 3.27 | |||||
| Cash Ratio | 2.51 | |||||
| Days Sales Outstanding | 10.59 | |||||
| Days Payable | 7.96 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Average Share Buyback Ratio | -0.9 | |||||
| Shareholder Yield % | 1.42 |
Profitability Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 50.67 | |||||
| Operating Margin % | 27.08 | |||||
| Net Margin % | 19.43 | |||||
| FCF Margin % | 16.39 | |||||
| ROE % | 11.31 | |||||
| ROA % | 8.89 | |||||
| ROIC % | 11.02 | |||||
| 3-Year ROIIC % | 169.1 | |||||
| ROC (Joel Greenblatt) % | 691.66 | |||||
| ROCE % | 13.27 | |||||
| Years of Profitability over Past 10-Year | 5 |
GF Value Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 18.55 | |||||
| Forward PE Ratio | 12.77 | |||||
| PE Ratio without NRI | 14.27 | |||||
| Price-to-Owner-Earnings | 20.99 | |||||
| PEG Ratio | 0.54 | |||||
| PS Ratio | 3.58 | |||||
| PB Ratio | 1.96 | |||||
| Price-to-Tangible-Book | 43.51 | |||||
| Price-to-Free-Cash-Flow | 21.89 | |||||
| Price-to-Operating-Cash-Flow | 15.68 | |||||
| EV-to-EBIT | 12.12 | |||||
| EV-to-EBITDA | 10.18 | |||||
| EV-to-Revenue | 3.33 | |||||
| EV-to-Forward-Revenue | 3.5 | |||||
| EV-to-FCF | 20.34 | |||||
| Price-to-GF-Value | 1.25 | |||||
| Price-to-Projected-FCF | 1.26 | |||||
| Price-to-Peter-Lynch-Fair-Value | 0.57 | |||||
| Price-to-Graham-Number | 5.27 | |||||
| Price-to-Net-Current-Asset-Value | 881 | |||||
| Earnings Yield (Greenblatt) % | 8.25 | |||||
| FCF Yield % | 4.58 | |||||
| Forward Rate of Return (Yacktman) % | 23.59 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Total Annual Return % Â
AssetMark Financial Holdings Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 737.462 | ||
| EPS (TTM) ($) | 1.9 | ||
| Beta | - | ||
| 3-Year Sharpe Ratio | 0.42 | ||
| 3-Year Sortino Ratio | 0.74 | ||
| Volatility % | 28.62 | ||
| 14-Day RSI | 70.61 | ||
| 14-Day ATR ($) | 0.130767 | ||
| 20-Day SMA ($) | 35.0245 | ||
| 12-1 Month Momentum % | 20.98 | ||
| 52-Week Range ($) | 22.92 - 37.54 | ||
| Shares Outstanding (Mil) | 74.83 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 8 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
AssetMark Financial Holdings Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
AssetMark Financial Holdings Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| No Event Data | ||||
AssetMark Financial Holdings Inc Frequently Asked Questions
What is AssetMark Financial Holdings Inc(AMK)'s stock price today?
The current price of AMK is $35.24. The 52 week high of AMK is $37.54 and 52 week low is $22.92.
When is next earnings date of AssetMark Financial Holdings Inc(AMK)?
The next earnings date of AssetMark Financial Holdings Inc(AMK) is 2025-05-01 Est..
Does AssetMark Financial Holdings Inc(AMK) pay dividends? If so, how much?
AssetMark Financial Holdings Inc(AMK) does not pay dividend.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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