AssetMark Financial Holdings, Inc. (AMK)
Company Info
| ISIN | US04546L1061 |
|---|---|
| CUSIP | 04546L106 |
| Sector | Financial Services |
| Industry | Asset Management |
| IPO Date | Jul 18, 2019 |
Highlights
| Market Cap | $2.64B |
|---|---|
| EPS (TTM) | $1.92 |
| PE Ratio | 18.35 |
| Total Revenue (TTM) | $546.94M |
| Gross Profit (TTM) | $251.68M |
| EBITDA (TTM) | $195.04M |
| Year Range | $25.01 - $37.54 |
| Target Price | $36.40 |
| Short % | 5.03% |
| Short Ratio | 2.06 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: AMK vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in AssetMark Financial Holdings, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 24.72% |
| 1 month | N/A | 2.30% |
| 6 months | N/A | 12.31% |
| 1 year | N/A | 32.12% |
| 5 years (annualized) | N/A | 13.81% |
| 10 years (annualized) | N/A | 11.31% |
Monthly Returns
The table below presents the monthly returns of AMK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.40% | 15.26% | 0.17% | -4.52% | 1.72% | 0.47% | -0.14% | 1.88% | 17.66% | ||||
| 2023 | 15.39% | 17.94% | 0.48% | -2.45% | -8.47% | 5.63% | 0.81% | -3.38% | -13.19% | -4.67% | 7.24% | 16.81% | 30.22% |
| 2022 | -8.47% | -2.08% | -5.28% | -13.57% | 8.63% | -10.15% | 1.17% | 1.84% | -5.43% | 13.23% | 20.04% | -7.48% | -12.25% |
| 2021 | -4.88% | 2.65% | -1.23% | -3.51% | 15.72% | -3.84% | 4.15% | 2.95% | -7.44% | 3.10% | -1.09% | 3.35% | 8.31% |
| 2020 | 1.07% | -9.68% | -23.03% | 17.66% | 11.30% | 2.21% | 2.05% | -13.29% | -9.98% | -2.71% | 12.43% | 1.77% | -16.61% |
| 2019 | 4.62% | -0.32% | -7.62% | 5.34% | -8.78% | 15.94% | 7.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AMK is 73, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AssetMark Financial Holdings, Inc. (AMK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the AssetMark Financial Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AssetMark Financial Holdings, Inc. was 55.61%, occurring on Mar 23, 2020. Recovery took 987 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.61% | Feb 18, 2020 | 25 | Mar 23, 2020 | 987 | Feb 23, 2024 | 1012 |
| -18.21% | Aug 5, 2019 | 9 | Aug 15, 2019 | 13 | Sep 4, 2019 | 22 |
| -17.6% | Sep 5, 2019 | 24 | Oct 8, 2019 | 53 | Dec 23, 2019 | 77 |
| -8.82% | Apr 10, 2024 | 14 | Apr 29, 2024 | — | — | — |
| -5.39% | Mar 22, 2024 | 7 | Apr 2, 2024 | 4 | Apr 8, 2024 | 11 |
Volatility
Volatility Chart
The current AssetMark Financial Holdings, Inc. volatility is 0.86%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for AssetMark Financial Holdings, Inc..
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Income Statement
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