AMK:NYE-AssetMark Financial Holdings Inc (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 19.64

Change

+0.05 (+0.26)%

Market Cap

USD 1.44B

Volume

0.06M

Avg Analyst Target

USD 32.00 (+62.93%)

Avg User Target

USD
Average Analyst Rating

N/A

Fundamental Analysis

Verdict


AssetMark Financial Holdings Inc (AMK) Stock Analysis:
Based on the AssetMark Financial Holdings Inc stock forecasts from 2 analysts, the average analyst target price for AssetMark Financial Holdings Inc is USD 32.00 over the next 12 months. AssetMark Financial Holdings Inc’s average analyst rating is not available. 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 19.64. AssetMark Financial Holdings Inc’s stock price has changed by -0.51% over the past week, -3.01% over the past month and -22.09% over the last year.

About

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

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-05-24 )

Largest Industry Peers for Asset Management

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

-0.55 (-0.51%)

USD128.60B 14.67 N/A
BLK BlackRock Inc

+6.84 (+1.12%)

USD92.65B 15.36 10.53
BAM Brookfield Asset Management In..

-0.19 (-0.40%)

USD77.28B 19.21 8.61
KKR KKR & Co. Inc

-1.96 (-3.77%)

USD44.14B 11.18 5.04
BK-PC The Bank of New York Mellon Co..

N/A

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

-0.34 (-0.76%)

USD36.09B 11.06 N/A
APO Apollo Global Management Inc

-1.64 (-2.97%)

USD33.13B 88.78 6.54
AMP Ameriprise Financial Inc

-2.41 (-0.92%)

USD28.91B 10.11 N/A
STT State Street Corporation

-1.06 (-1.52%)

USD24.77B 9.15 N/A
ARES Ares Management Corporation

-1.79 (-2.63%)

USD20.02B 33.18 17.52

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 -25.07% 19% F 24% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -25.07% 12% F 22% F
Trailing 12 Months  
Capital Gain -22.86% 34% F 27% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -22.86% 11% F 23% 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 -1.62% 19% F 17% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.62% 4% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 9.91% 82% B- 81% B-
Risk Adjusted Return -16.39% 2% F 13% F
Market Capitalization 1.44B 89% B+ 56% F
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 25.34 15% F 26% F
Price/Book Ratio 1.36 9% F 57% F
Price / Cash Flow Ratio 11.18 40% F 37% F
EV/EBITDA 11.06 35% F 49% F
Management Effectiveness  
Return on Equity 5.78% 26% F 36% F
Return on Invested Capital 2.79% 37% F 36% F
Return on Assets 4.78% 93% A 70% C-
Debt to Equity Ratio 11.39% 81% B- 86% B
Technical Ratios  
Dividend Yield N/A N/A N/A N/A N/A
Short Ratio 5.15 3% F 17% F
Short Percent 1.47% 18% F 71% C-
Beta 1.11 23% F 42% 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

No discussions yet

User / Independent Analyst Ratings

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

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.