AMK - AssetMark Financial Holdings, Inc trade ideas

Fundamentals:
Basic Info:
  • Market Cap: 1.84B
  • Exchange: NYSE
  • Shares Float: 19,152,900
  • Shares Outstanding: 73,546,000
  • Number of Employees: 732
  • Book value per share: 13.04
Advanced Info:
  • ROE ttm: -0.02 %
  • ROA ttm: 1.16 %
  • Beta: 1.15
  • EPS: -0.003
  • Debt Ratio ttm: 0.29
  • Debt / Equity Ratio ttm: 0.41
  • Payout Ratio ttm:
Cash Ratios:
  • Cash Ratio ttm: 4.45
  • Current Ratio ttm: 5.88
  • Quick Ratio ttm: 5.29
Key Ratios:
  • P/E trailing 12 month: -9286.12
  • P/E forward: 14.38
  • P/E trailing 12m high: -7837.49
  • P/E trailing 12m low: -10103.3
  • P/S trailing 12 month: 3.95
  • EV/S trailing 12 month: 3.84
  • P/B trailing 12 month: 1.9
  • PEG ratio:
  • Free Cash Flow Yield (FCF/EV): 3.01%
Shorts:
  • Shares Short: 286,330
  • Shares Short Prev Month: 332,680
  • Days to Cover: 2.64
  • Short Percent Float: 1.49 %
  • Short Percent Outstanding:
Ownership:
  • Percent Insiders: 74.41 %
  • Percent Institutions: 27.97 %
Margins:
  • Gross Profit Margin ttm: 44.00 %
  • EBITDA Margin ttm: 7.00 %
  • Operating Margin ttm: 5.15 %
  • Net Income Margin ttm:
Target Prices:
  • Target Price High: 41 USD
  • Target Price Low: 28 USD
  • Target Price Mean: 33.67 USD
  • Number of Analysts: 6
Key Prices:
  • 52 Week High: 27.2
  • 52 Week Low: 21.1
  • 50 Day Moving Average: 25.45
  • 200 Day Moving Average: 25.01
Dividends:
  • Trailing Dividend yield:
  • Forward Dividend yield:
  • Payout Ratio:
  • Ex-Dividend date: None
Current Quarter Estimates:
  • Current Quarter EPS estimate: 0.35 ~ 0.4 (2021-09-30)
  • Current Quarter revenue estimate: 97.00M ~ 104.00M
  • Median revenue growth YoY estimate: -6.20%
As of: 2021-10-17
Next Quarter Estimates:
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Latest News:
Where Do Hedge Funds Stand On Alamo Group, Inc. (ALG)?Insider Monkey2021-10-04 14:51:21 EDT
AssetMark Launches Pooled Employer Plan (PEP)MarketScreener2021-09-20 13:01:04 EDT
AssetMark Financial's August platform assets rise 30.1% Y/YSeeking Alpha2021-09-09 20:58:00 EDT
August AMK ReportGlobeNewswire2021-09-09 20:15:00 EDT
AssetMark Launches Suite of Separately Managed AccountsGlobeNewswire2021-09-07 14:00:00 EDT
Form N-PX WELLS FARGO FUNDS TRUST For: Jun 30StreetInsider.com2021-08-27 17:08:04 EDT
Form N-PX VANGUARD SCOTTSDALE FUND For: Jun 30StreetInsider.com2021-08-27 14:43:52 EDT
AssetMark Financial (AMK) Q2 Earnings and Revenues Top EstimatesZacks Investment Research2021-07-28 21:15:19 EDT
Earnings Outlook For AssetMark Financial HldgsBenzinga2021-07-27 10:54:40 EDT
AssetMark Financial (AMK) Reports Next Week: Wall Street Expects Earni...Zacks Investment Research2021-07-21 16:15:50 EDT
AssetMark Financial (AMK) Q1 Earnings and Revenues Miss EstimatesZacks Investment Research2021-05-04 20:17:17 EDT
Recap: AssetMark Financial Hldgs Q1 EarningsBenzinga2021-05-04 16:47:26 EDT
What Makes AssetMark Financial (AMK) a New Buy StockZacks Investment Research2021-04-14 12:56:24 EDT
How AssetMark Financial (AMK) Stock Stands Out in a Strong IndustryZacks Investment Research2021-03-02 09:51:22 EDT
AssetMark Financial (AMK) Surges 5.2%: Is This an Indication of Furthe...Zacks Investment Research2021-03-02 07:35:08 EDT
AssetMark Financial (AMK) Q4 Earnings Top EstimatesBusiness Insider2021-02-13 06:00:00 EDT
Recap: AssetMark Financial Hldgs Q4 EarningsBenzinga2021-02-11 16:51:32 EDT
January AMK ReportMorningstar%2c Inc.2021-02-10 13:27:00 EDT
AssetMark Financial earnings preview: what to expectBusiness Insider2021-02-09 07:34:00 EDT
AssetMark Financial Holdings Inc AMKMorningstar%2c Inc.2021-02-01 16:00:00 EDT
Assetmark Financial Holdings IncBloomberg L.P.2021-01-29 15:59:00 EDT
December AMK ReportBenzinga.com2021-01-11 13:55:00 EDT
AssetMark Financial Holdings Inc.Barron's2021-01-07 16:00:00 EDT
Huatai Securities Co. Ltd.Wall Street Journal2020-12-23 15:59:00 EDT
AssetMark to Participate in Upcoming Investor ConferencesBenzinga.com2020-12-02 13:58:00 EDT
AssetMark Financial (AMK) Tops Q3 Earnings and Revenue EstimatesZacks Investment Research2020-11-10 17:55:02 EDT
Recap: AssetMark Financial Hldgs Q3 EarningsBenzinga2020-11-10 17:20:42 EDT
October AMK ReportBusiness Insider2020-11-10 13:40:00 EDT
AMK Crosses Above Key Moving Average LevelNasdaq2020-11-09 12:58:00 EDT
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Income Statements:
AMK - AssetMark Financial Holdings, Inc Income Statement
Unit: (milllion USD)2018Q32018Q42019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q2
Qtr Revenue92.9197.4192.31104.48110.13111.01114.8999.13107.14110.92119.01128.04
Rev Growth yoy % %9.20 %17.69 %18.53 %13.96 %24.46 %-5.12 %-2.72 %-0.08 %3.58 %29.16 %
Cost of Revenue57.4760.3260.4768.7135.0934.1136.3030.52079.53104.0776.13
Gross Profit35.4437.0931.8535.7775.0476.9078.5968.61107.1431.3914.9351.91
Gross Profit Mgn38.14 %38.08 %34.5 %34.24 %68.14 %69.27 %68.4 %69.22 %100 %28.3 %12.55 %40.54 %
Research and Development000000000000
Selling & Marketing Expense0.000.000.000.000.000.000.000.000.000.000.000.00
General & Administrative Expense13.5816.3614.6817.6064.1063.3566.6961.910.0018.2421.7521.33
Interest Expense0.001.924.024.032.511.140.770.77
Operating Expense20.1423.1721.5725.2229.5726.1131.6125.2928.2527.5431.2231.06
Operating Income15.3013.9210.2810.563.422.923.43-2.000.893.85-16.2920.84
Operating Mgn16.46 %14.29 %11.13 %10.1 %3.1 %2.63 %2.99 %-2.02 %0.83 %3.47 %-13.69 %16.28 %
Net Income10.358.022.813.24-3.73-2.742.74-9.288.60-9.87-8.929.99
Net Income Mgn11.14 %8.23 %3.05 %3.1 %-3.39 %-2.47 %2.38 %-9.36 %8.02 %-8.89 %-7.49 %7.8 %
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Cashflow Statements:
AMK - AssetMark Financial Holdings, Inc Cashflow Statement
Unit: (million)2018Q32018Q42019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q2
Operating Cashflows23.5219.752.774.7425.0622.529.2520.2524.8922.5514.6638.63
Financing Cashflows-0.6311.26-0.63-0.63-0.79-0.14-0.140.190.19-50.89-50.8975.00
Investing Cashflows-4.04-5.51-5.02-41.57-5.56-7.77-25.93-6.83-8.72-8.49-9.45-9.70
Total Capital Expenditures4.045.514.715.955.676.176.516.208.338.038.239.16
Changes In Cash0003.24-3.7314.61-16.68-9.288.60-36.835.219.99
Free Cash flow19.4814.24-1.94-1.2119.3916.352.7414.063.3214.526.4229.47
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Balance Sheets:
AMK - AssetMark Financial Holdings, Inc Balance Sheet
Unit: (milllion)2019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q2
Total Assets1151.431165.541188.961233.731237.211261.011223.591235.341333.89
Intangible Assets979.93978.55979.23998.71997.49996.03994.58993.13991.68
Goodwill325.49325.38327.31338.62338.85338.85338.85338.85338.85
Current Assets93.13109.21132.85125.76132.72160.36123.32137.82237.90
Current Cash65.0283.2496.3480.1693.58109.3270.6275.83179.76
Account Receivables0.000.000.000.000.000.000.000.000.00
Inventory0.000.000.000.000.000.000.000.000.00
Total Liabilities435.92317.91330.10358.95357.77359.87318.51305.75387.64
Account Payables1.410.490.970.600.300.932.201.431.01
Short Term Debt1.790.000.000.000.000.001.792.673.82
Long Term Debt242.43121.64121.69121.77121.85121.9375.0075.00150.00
Current Ratio2.562.773.203.563.854.142.694.055.88
Debt Ratio0.210.100.100.100.100.100.060.060.12
Debt/Equity Ratio0.340.140.140.140.140.140.080.080.16
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Latest Posts:
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AssetMark Financial Holdings, Inc
(NYSE:AMK)
AssetMark Financial Holdings, Inc

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. It provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio ...
CEO: Charles George Goldman
Sector: Financial Services
Industry: Asset Management
Full Time Employees: 732
Next Earnings Date: 2021-11-09
Keywords: assetmark financial holdings
Stock Price:
AMK - AssetMark Financial Holdings, Inc Stock Price
Basic Info:
  • Market Cap: 1.84B
  • Exchange: NYSE
  • Shares Float: 19,152,900
  • Shares Outstanding: 73,546,000
  • Number of Employees: 732
  • Book value per share: 13.04
Advanced Info:
  • ROE ttm: -0.02 %
  • ROA ttm: 1.16 %
  • Beta: 1.15
  • EPS: -0.003
  • Debt Ratio ttm: 0.29
  • Debt / Equity Ratio ttm: 0.41
  • Payout Ratio ttm:
Cash Ratios:
  • Cash Ratio ttm: 4.45
  • Current Ratio ttm: 5.88
  • Quick Ratio ttm: 5.29
Key Ratios:
  • P/E trailing 12 month: -9286.12
  • P/E forward: 14.38
  • P/E trailing 12m high: -7837.49
  • P/E trailing 12m low: -10103.3
  • P/S trailing 12 month: 3.95
  • EV/S trailing 12 month: 3.84
  • P/B trailing 12 month: 1.9
  • PEG ratio:
  • Free Cash Flow Yield (FCF/EV): 3.01%
Shorts:
  • Shares Short: 286,330
  • Shares Short Prev Month: 332,680
  • Days to Cover: 2.64
  • Short Percent Float: 1.49 %
  • Short Percent Outstanding:
Ownership:
  • Percent Insiders: 74.41 %
  • Percent Institutions: 27.97 %
Margins:
  • Gross Profit Margin ttm: 44.00 %
  • EBITDA Margin ttm: 7.00 %
  • Operating Margin ttm: 5.15 %
  • Net Income Margin ttm:
Target Prices:
  • Target Price High: 41 USD
  • Target Price Low: 28 USD
  • Target Price Mean: 33.67 USD
  • Number of Analysts: 6
Key Prices:
  • 52 Week High: 27.2
  • 52 Week Low: 21.1
  • 50 Day Moving Average: 25.45
  • 200 Day Moving Average: 25.01
Dividends:
  • Trailing Dividend yield:
  • Forward Dividend yield:
  • Payout Ratio:
  • Ex-Dividend date: None
Current Quarter Estimates:
  • Current Quarter EPS estimate: 0.35 ~ 0.4 (2021-09-30)
  • Current Quarter revenue estimate: 97.00M ~ 104.00M
  • Median revenue growth YoY estimate: -6.20%
As of: 2021-10-17
Next Quarter Estimates:
  • Login to see the next quarter estimates
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Analyst Consensus:
AMK - AssetMark Financial Holdings, Inc Analyst Opinions
Target high: 41 USD
Target low: 28 USD
Average: 33.67 USD based on 6 analysts as of 2021-10-02

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Analyst Trends:
AMK - AssetMark Financial Holdings, Inc Analyst Trends
Target high: 41 USD
Target low: 28 USD
Average: 33.67 USD based on 6 analysts as of 2021-10-02
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Website Ranking Analysis:
AMK - AssetMark Financial Holdings, Inc Website Ranking Analysis
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Google Trends Analysis:
AMK - AssetMark Financial Holdings, Inc Google Trends Analysis
Keyword: AssetMark Financial
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Employees Analysis:
AMK - AssetMark Financial Holdings, Inc Employees Analysis
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Institution & Insiders Analysis:
AMK - AssetMark Financial Holdings, Inc Ownership Analysis
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Debt & Cash Analysis:
AMK - AssetMark Financial Holdings, Inc Cash Analysis (unit: milllion)
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Short Analysis:
AMK - AssetMark Financial Holdings, Inc  Short Analysis
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Margins and Revenue:
AMK - AssetMark Financial Holdings, Inc Revenue and Margins Analysis
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Income Statement Analysis:
AMK - AssetMark Financial Holdings, Inc Income Statement
Unit: (milllion USD)2020Q32020Q42021Q12021Q2
Qtr Revenue107.14110.92119.01128.04
Rev Growth yoy-2.72 %-0.08 %3.58 %29.16 %
Cost of Revenue079.53104.0776.13
Gross Profit107.1431.3914.9351.91
Gross Profit Mgn100 %28.3 %12.55 %40.54 %
Research and Development0000
Selling & Marketing Expense0.000.000.000.00
General & Administrative Expense0.0018.2421.7521.33
Interest Expense1.140.770.77
Operating Expense28.2527.5431.2231.06
Operating Income0.893.85-16.2920.84
Operating Mgn0.83 %3.47 %-13.69 %16.28 %
Net Income8.60-9.87-8.929.99
Net Income Mgn8.02 %-8.89 %-7.49 %7.8 %
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Earnings Estimate Analysis:
AMK - AssetMark Financial Holdings, Inc EPS Estimates
Current Qtr Estimate (dashed line): 0.37
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Cashflow Analysis:
AMK - AssetMark Financial Holdings, Inc Cashflow Statement
Unit: (million)2020Q32020Q42021Q12021Q2
Operating Cashflows24.8922.5514.6638.63
Financing Cashflows0.19-50.89-50.8975.00
Investing Cashflows-8.72-8.49-9.45-9.70
Total Capital Expenditures8.338.038.239.16
Changes In Cash8.60-36.835.219.99
Free Cash flow3.3214.526.4229.47
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