AssetMark Financial Holdings, Inc. (AMK)
Company Info
Highlights
$2.64B
$1.92
18.35
$198.49M
$87.61M
$71.95M
$33.86 - $35.36
$36.40
5.03%
2.06
Share Price Chart
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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
AMK
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^GSPC (Benchmark)
-4.26%
11.24%
-5.02%
8.55%
14.02%
10.31%
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% | 0.26% | 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, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
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
The chart below illustrates the trends in the financial health of AssetMark Financial Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of AssetMark Financial Holdings, Inc., comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.
Valuation
The Valuation section provides an overview of how AssetMark Financial Holdings, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for AMK, comparing it with other companies in the Asset Management industry. Currently, AMK has a P/E ratio of 18.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for AMK relative to other companies in the Asset Management industry. Currently, AMK has a P/S ratio of 3.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for AMK in comparison with other companies in the Asset Management industry. Currently, AMK has a P/B value of 2.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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