AMK:NYE-AssetMark Financial Holdings Inc (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 18.55

Change

0.00 (0.00)%

Market Cap

USD 1.37B

Volume

0.07M

Avg Analyst Target

USD 30.50 (+64.42%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

AMK Stock Forecast & Price:
Based on the AssetMark Financial Holdings Inc stock forecasts from 3 analysts, the average analyst target price for AssetMark Financial Holdings Inc is USD 30.50 over the next 12 months. AssetMark Financial Holdings Inc’s average analyst rating is Strong Buy. Stock Target Advisor’s own stock analysis of AssetMark Financial Holdings Inc is Neutral, which is based on 7 positive signals and 8 negative signals. At the last closing, AssetMark Financial Holdings Inc’s stock price was USD 18.55. AssetMark Financial Holdings Inc’s stock price has changed by -4.43% over the past week, -11.29% over the past month and -27.11% over the last year.

About AssetMark Financial Holdings Inc (AMK:NYE)

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial ...Read More

Company Website : https://www.assetmark.com

Address : 1655 Grant Street, Concord, CA, United States, 94520

Employees : 874

Fiscal Year End : December

Currency: USD

Country : USA

Technical Indicators

Beta : 1.00

52 Week High : 29.54

Short Ratio : 3.32

52 Week Low : 16.88

Shorted Shares : 230,511

200 Day Moving Average : 21.42

Shorted Shares Previous Month : 294,951

50 Day Moving Average : 19.73

Shares Held By Insiders : 70.70%

Short Percentage : 1.07%

Shares Held by Institutions : 29.08%

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-09-24 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BX Blackstone Group Inc

N/A

 USD110.23B 16.74 N/A
BLK BlackRock Inc

N/A

 USD93.83B 16.39 12.13
BAM Brookfield Asset Management In..

N/A

 USD76.71B 20.28 9.33
KKR KKR & Co LP

N/A

 USD53.46B 41.11 14.53
BK-PC The Bank of New York Mellon Co..

N/A

 USD41.70B 5.38 N/A
BK Bank of New York Mellon

N/A

 USD34.18B 10.79 N/A
APO Apollo Global Management LLC C..

N/A

 USD29.76B 7.28 23.63
AMP Ameriprise Financial Inc

N/A

 USD29.19B 9.74 N/A
STT State Street Corp

N/A

 USD24.49B 9.21 N/A
STT-PD State Street Corporation

N/A

 USD19.03B 3.37 N/A

ETFs Containing AMK

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)		 Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -29.23% 38% F 31% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -29.23% 18% F 27% F
Trailing 12 Months  
Capital Gain -27.11% 51% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -27.11% 24% F 29% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -4.13% 14% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.13% 2% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 11.88% 78% C+ 76% C
Risk Adjusted Return -34.76% 2% F 14% F
Market Capitalization 1.37B 88% B+ 62% D-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)		 Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 19.32 21% F 38% F
Price/Book Ratio 1.29 11% F 58% F
Price / Cash Flow Ratio 10.62 41% F 34% F
EV/EBITDA 9.73 43% F 40% F
Management Effectiveness  
Return on Equity 7.18% 42% F 44% F
Return on Invested Capital 2.79% 40% F 38% F
Return on Assets 5.19% 93% A 73% C
Debt to Equity Ratio 11.39% 80% B- 85% B
Technical Ratios  
Dividend Yield N/A N/A N/A N/A N/A
Short Ratio 3.32 10% F 40% F
Short Percent 1.07% 23% F 75% C
Beta 1.00 30% F 54% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date
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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment
Stock Target Advisor

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.