AssetMark Financial Holdings Inc AMK
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
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News
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AssetMark Reports $116.9B Platform Assets for First Quarter 2024
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INVESTIGATION: The M&A Class Action Firm Announces An Investigation of AssetMark Financial Holdings, Inc. - AMK
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Shareholder Alert: Ademi LLP investigates whether AssetMark Financial Holdings, Inc. has obtained a Fair Price in its transaction with GTCR
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INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against AssetMark Financial Holdings, Inc. and Encourages Investors to Contact the Firm
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Breaking News: Is AssetMark's $35.25 Per Share Sale Price a Fair Deal? Johnson Fistel, LLP Investigates Deal Terms
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AssetMark Signs Definitive Agreement to be Acquired by GTCR
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March AMK Report
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AssetMark Honors Financial Advisors with Community Inspiration Award
Trading Information
- Previous Close Price
- $33.81
- Day Range
- $33.83–34.00
- 52-Week Range
- $22.92–37.54
- Bid/Ask
- $33.00 / $34.77
- Market Cap
- $2.53 Bil
- Volume/Avg
- 775,684 / 346,227
Key Statistics
- Price/Earnings (Normalized)
- 14.84
- Price/Sales
- 3.51
- Dividend Yield (Trailing)
- —
- Dividend Yield (Forward)
- —
- Total Yield
- —
Company Profile
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.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Core
- Total Number of Employees
- 990
- Website
- https://www.assetmark.com
Comparables
Valuation
Metric
|
AMK
|
ALTI
|
FRGE
|
---|---|---|---|
Price/Earnings (Normalized) | 14.84 | — | — |
Price/Book Value | 1.93 | 0.91 | 1.28 |
Price/Sales | 3.51 | 1.17 | 4.77 |
Price/Cash Flow | 13.48 | — | — |
Price/Earnings
AMK
ALTI
FRGE
Financial Strength
Metric
|
AMK
|
ALTI
|
FRGE
|
---|---|---|---|
Quick Ratio | 3.41 | 1.77 | 6.46 |
Current Ratio | 3.84 | 2.71 | 6.74 |
Interest Coverage | 19.39 | −20.81 | — |
Quick Ratio
AMK
ALTI
FRGE
Profitability
Metric
|
AMK
|
ALTI
|
FRGE
|
---|---|---|---|
Return on Assets (Normalized) | 10.96% | −0.73% | −17.70% |
Return on Equity (Normalized) | 14.36% | −2.49% | −20.10% |
Return on Invested Capital (Normalized) | 13.45% | 0.68% | −21.02% |
Return on Assets
AMK
ALTI
FRGE
Asset Management Industry Comparables
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