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About the company
AssetMark Financial Holdings, Inc. is a provider of wealth management and technology solutions, which power independent financial advisors and their clients. The Company operates a platform, which comprises fully integrated technology, personalized and scalable service, and curated investment platform solutions. The Company's platform enables advisers to outsource services and capabilities. Its solutions support each adviser's goals, including growing their business, increasing client engagement and driving scale and efficiency. The Company provides an end-to-end experience, spanning nearly all elements of an adviser's engagement with his or her client, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, its platform provides tools and capabilities for advisers to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors.
- Revenue in USD (TTM)597.76m
- Net income in USD90.02m
- Incorporated2013
- Employees874.00
- LocationAssetMark Financial Holdings Inc1655 Grant Street, 10Th FloorCONCORD 94520United StatesUSA
- Phone+1 (212) 624-9500
- Fax+1 (302) 655-5049
- Websitehttps://www.assetmark.com/
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Mergers & acquisitions
| Acquired company | AMK:NYQ since announced | Transaction value |
|---|---|---|
| Adhesion Wealth Advisor Solutions Inc | 27.99% | -- |
Data delayed at least 15 minutes, as of Dec 02 2022 16:10 GMT.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cowen Inc | 1.62bn | 121.72m | 1.08bn | 1.53k | 9.86 | 1.03 | 8.56 | 0.6681 | 3.91 | 3.91 | 51.80 | 41.91 | 0.1633 | -- | 0.7449 | 1,054,808.00 | 1.08 | 2.62 | 6.22 | 10.18 | 75.78 | 78.38 | 6.59 | 10.03 | -- | -- | 0.7168 | 3.69 | 20.32 | 34.98 | 37.81 | -- | -5.42 | -- |
| P10 Inc | 185.65m | 25.96m | 1.22bn | 180.00 | 48.66 | 3.01 | 23.13 | 6.60 | 0.215 | 0.215 | 1.56 | 3.47 | 0.2873 | -- | 19.20 | 1,031,378.00 | 4.03 | 3.75 | 5.06 | 4.63 | -- | -- | 14.04 | 17.65 | -- | 5.12 | 0.2955 | -- | 123.45 | -- | -60.26 | -- | 112.17 | -- |
| B Riley Financial Inc | 1.01bn | -46.21m | 1.28bn | 1.41k | -- | 2.48 | -- | 1.27 | -1.89 | -1.89 | 34.94 | 18.15 | 0.1858 | -- | 21.93 | 718,891.90 | -0.4723 | 6.84 | -0.9953 | 14.78 | 90.13 | 92.28 | -2.54 | 19.26 | -- | 0.8193 | 0.8581 | 64.42 | 92.81 | 55.68 | 118.32 | 82.65 | -1.50 | 86.77 |
| Virtus Investment Partners Inc | 954.27m | 131.98m | 1.44bn | 668.00 | 11.68 | 1.80 | 6.97 | 1.51 | 17.04 | 17.04 | 123.78 | 110.51 | 0.2606 | -- | 8.24 | 1,428,548.00 | 3.90 | 4.25 | 4.47 | 4.63 | -- | -- | 14.96 | 19.76 | -- | 5.20 | 0.695 | 22.54 | 62.15 | 24.87 | 160.30 | 33.82 | 23.61 | 20.85 |
| Bridge Investment Group Holdings Inc | 760.30m | 246.81m | 1.64bn | 1.80k | 1.85 | 19.38 | 3.88 | 2.16 | 7.73 | 7.73 | 16.61 | 0.7379 | 0.8147 | -- | 17.57 | 422,391.10 | 45.00 | -- | 107.81 | -- | -- | -- | 55.23 | -- | -- | 94.98 | 0.3095 | -- | 97.37 | -- | 72.00 | -- | -- | -- |
| GCM Grosvenor Inc | 537.30m | 29.65m | 1.64bn | 524.00 | 18.15 | -- | 10.99 | 3.06 | 0.4854 | 0.4854 | 2.83 | -0.1012 | 1.01 | -- | 31.40 | 1,025,376.00 | 27.42 | -- | 34.90 | -- | -- | -- | 27.10 | -- | -- | -- | 1.14 | -- | 23.63 | -- | 430.55 | -- | -- | -- |
| BGC Partners Inc | 1.82bn | 122.95m | 1.65bn | 3.92k | 16.64 | 2.53 | 7.55 | 0.9064 | 0.2674 | 0.2674 | 3.15 | 1.76 | 0.361 | -- | 0.7835 | 464,382.20 | 2.86 | 1.66 | 6.42 | 3.12 | 98.53 | 98.95 | 7.91 | 3.52 | -- | -- | 0.5925 | 316.15 | -2.01 | 5.33 | 175.19 | -- | 7.69 | -42.20 |
| AssetMark Financial Holdings Inc | 597.76m | 90.02m | 1.83bn | 874.00 | 20.35 | 1.67 | 15.13 | 3.07 | 1.22 | 1.22 | 8.11 | 14.86 | 0.4227 | -- | 46.76 | 683,932.50 | 6.37 | -- | 6.60 | -- | 72.86 | -- | 15.06 | -- | -- | 26.96 | 0.0984 | -- | 22.73 | -- | 428.61 | -- | -- | -- |
| Patria Investments Ltd | 196.51m | 68.95m | 1.99bn | 390.00 | 27.94 | 3.74 | 23.70 | 10.14 | 0.4847 | 0.4847 | 1.38 | 3.62 | 0.2833 | -- | 2.06 | 503,874.30 | 9.94 | -- | 13.51 | -- | 55.89 | -- | 35.09 | -- | -- | -- | 0.0184 | -- | 104.77 | -- | 96.88 | -- | -- | -- |
| Victory Capital Holdings Inc | 882.41m | 292.98m | 2.01bn | 485.00 | 7.31 | 1.88 | 6.08 | 2.28 | 4.01 | 4.01 | 12.07 | 15.58 | 0.4029 | -- | 10.17 | 1,819,396.00 | 13.38 | 9.94 | 15.39 | 11.30 | 80.89 | 77.53 | 33.20 | 21.78 | -- | 9.66 | 0.4838 | 9.01 | 14.82 | 24.48 | 30.99 | -- | 61.21 | -- |
| Stonex Group Inc | 66.04bn | 201.00m | 2.10bn | 3.62k | 10.27 | 1.95 | 8.34 | 0.0318 | 10.01 | 10.01 | 3,289.59 | 52.70 | 3.41 | -- | 128.56 | 18,267,220.00 | 1.07 | 1.04 | 5.31 | 5.57 | 2.92 | 2.94 | 0.3136 | 0.2927 | -- | -- | 0.8296 | -- | 55.25 | 17.55 | 78.19 | 99.88 | 25.19 | -- |
| Piper Sandler Companies | 1.69bn | 186.09m | 2.56bn | 1.67k | 13.30 | 1.96 | 11.57 | 1.51 | 10.79 | 10.79 | 99.12 | 73.25 | 0.7992 | -- | 7.48 | 1,016,592.00 | 8.91 | 6.30 | 16.55 | 10.13 | 98.26 | 97.64 | 11.15 | 10.26 | -- | -- | 0.1574 | 45.30 | 63.00 | 21.54 | 631.66 | -- | 13.31 | -- |
Data as of Dec 02 2022. Currency figures normalised to AssetMark Financial Holdings Inc's reporting currency: US Dollar USD
19.72%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| JPMorgan Investment Management, Inc.as of 30 Sep 2022 | 2.81m | 3.81% |
| T. Rowe Price Investment Management, Inc.as of 30 Sep 2022 | 2.33m | 3.15% |
| The Vanguard Group, Inc.as of 30 Sep 2022 | 1.93m | 2.61% |
| Adage Capital Management LPas of 30 Sep 2022 | 1.48m | 2.00% |
| Capital Research & Management Co. (World Investors)as of 30 Sep 2022 | 1.35m | 1.83% |
| BlackRock Fund Advisorsas of 30 Sep 2022 | 1.24m | 1.68% |
| Mercer Global Advisors, Inc.as of 30 Sep 2022 | 1.17m | 1.58% |
| Jennison Associates LLCas of 30 Sep 2022 | 929.55k | 1.26% |
| Janus Henderson Investors US LLCas of 30 Sep 2022 | 726.46k | 0.98% |
| Azora Capital LPas of 30 Sep 2022 | 600.75k | 0.81% |
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Data from 30 Sep 2022 - 30 Sep 2022Source: FactSet Research Systems Inc.
