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
-
March AMK Report
-
AssetMark Honors Financial Advisors with Community Inspiration Award
-
February AMK Report
-
AssetMark Launches Advisor Dashboard, First Step in Broader Digital Ecosystem Enhancements
-
AssetMark Reports $108.9B Platform Assets for Fourth Quarter 2023
-
January AMK Report
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AssetMark to Announce Fourth Quarter 2023 Results on February 21, 2024
Trading Information
- Previous Close Price
- $34.50
- Day Range
- $34.29–34.96
- 52-Week Range
- $22.92–37.54
- Bid/Ask
- $34.28 / $34.77
- Market Cap
- $2.58 Bil
- Volume/Avg
- 198,491 / 229,561
Key Statistics
- Price/Earnings (Normalized)
- 15.08
- Price/Sales
- 3.62
- 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) | 15.08 | — | — |
Price/Book Value | 2.02 | 0.88 | 1.25 |
Price/Sales | 3.62 | 1.13 | 4.67 |
Price/Cash Flow | 15.50 | — | — |
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
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
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|
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