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AMK (AssetMark Financial Holdings) 10-Year ROIIC % : 2.98% (As of Dec. 2023)


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What is AssetMark Financial Holdings 10-Year ROIIC %?

10-Year Return on Invested Incremental Capital (10-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 10-year. AssetMark Financial Holdings does not have enough data to calculate 10-Year ROIIC %.


AssetMark Financial Holdings 10-Year ROIIC % Historical Data

The historical data trend for AssetMark Financial Holdings's 10-Year ROIIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

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AssetMark Financial Holdings 10-Year ROIIC % Chart

AssetMark Financial Holdings Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
10-Year ROIIC %
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AssetMark Financial Holdings Quarterly Data
Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24
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Competitive Comparison of AssetMark Financial Holdings's 10-Year ROIIC %

For the Asset Management subindustry, AssetMark Financial Holdings's 10-Year ROIIC %, along with its competitors' market caps and 10-Year ROIIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


AssetMark Financial Holdings's 10-Year ROIIC % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, AssetMark Financial Holdings's 10-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where AssetMark Financial Holdings's 10-Year ROIIC % falls into.



AssetMark Financial Holdings 10-Year ROIIC % Calculation

AssetMark Financial Holdings's 10-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:

10-Year ROIIC %=10-Year Incremental Net Operating Profit After Taxes (NOPAT)**/10-Year Incremental Invested Capital**
=( 142.2766392 (Dec. 2023) - (Dec. 2013) )/( 1338.614 (Dec. 2023) - (Dec. 2013) )
=/
=N/A%***

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** Annual data of NOPAT and Invested Capital was used to calculate 10-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.


AssetMark Financial Holdings  (NYSE:AMK) 10-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


AssetMark Financial Holdings 10-Year ROIIC % Related Terms

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AssetMark Financial Holdings Business Description

Traded in Other Exchanges
N/A
Address
1655 Grant Street, 10th Floor, Concord, CA, USA, 94520
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.
Executives
Huatai Securities Co., Ltd. 10 percent owner NO.228 MIDDLE JIANGDONG ROAD, NANJING, JIANGSU PROVINCE F4 210019
Mcnatt Joel David Jr officer: EVP, Investment Solutions C/O ASSETMARK FINANCIAL HOLDINGS INC., 1655 GRANT ST 10TH FLOOR, CONCORD CA 94520
Mukesh Mehta officer: EVP, Chief Information Officer C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Michael Kim officer: EVP, Chief Client Officer C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Ted F. Angus officer: EVP, General Counsel C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Gary G. Zyla officer: EVP, Chief Financial Officer C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Carrie E. Hansen officer: EVP, Chief Operating Officer C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Esi Minta-jacobs officer: EVP, Prgm Mgmt & HR C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Natalie Grace Wolfsen officer: EVP, Chief Solutions Officer C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Jeremiah H Chafkin officer: EVP, Chief Investment Officer C/O THE CHARLES SCHWAB CORPORATION, 120 KEARNY STREET, SAN FRANCISCO CA 94108
John Hahn officer: SVP, Finance & Reporting (PAO) C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET 10TH FLOOR, CONCORD CA 94520
Joseph M Velli director
Charles G Goldman director, officer: President and CEO C/O THE CHARLES SCHWAB CORPORATION, 120 KEARNY STREET, SAN FRANCISCO CA 94108
Lei Wang director 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520
Xiaoning Jiao director 1655 GRANT STREET, 10TH FLOOR, CONCORD CA 94520