Equities

AssetMark Financial Holdings Inc

AssetMark Financial Holdings Inc

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FinancialsInvestment Banking and Brokerage Services
  • Price (USD)24.65
  • Today's Change-0.19 / -0.76%
  • Shares traded4.77k
  • 1 Year change-2.45%
  • Beta1.0516
Data delayed at least 15 minutes, as of Dec 02 2022 16:10 GMT.
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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
  • Location
    AssetMark 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 companyDeal statusDateDate /
Deal status
AMK:NYQ since
announced
Transaction
value
Adhesion Wealth Advisor Solutions IncAnnounced13 Jun 202213 Jun 2022Announced27.99%--
Data delayed at least 15 minutes, as of Dec 02 2022 16:10 GMT.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/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 Inc1.62bn121.72m1.08bn1.53k9.861.038.560.66813.913.9151.8041.910.1633--0.74491,054,808.001.082.626.2210.1875.7878.386.5910.03----0.71683.6920.3234.9837.81---5.42--
P10 Inc185.65m25.96m1.22bn180.0048.663.0123.136.600.2150.2151.563.470.2873--19.201,031,378.004.033.755.064.63----14.0417.65--5.120.2955--123.45---60.26--112.17--
B Riley Financial Inc1.01bn-46.21m1.28bn1.41k--2.48--1.27-1.89-1.8934.9418.150.1858--21.93718,891.90-0.47236.84-0.995314.7890.1392.28-2.5419.26--0.81930.858164.4292.8155.68118.3282.65-1.5086.77
Virtus Investment Partners Inc954.27m131.98m1.44bn668.0011.681.806.971.5117.0417.04123.78110.510.2606--8.241,428,548.003.904.254.474.63----14.9619.76--5.200.69522.5462.1524.87160.3033.8223.6120.85
Bridge Investment Group Holdings Inc760.30m246.81m1.64bn1.80k1.8519.383.882.167.737.7316.610.73790.8147--17.57422,391.1045.00--107.81------55.23----94.980.3095--97.37--72.00------
GCM Grosvenor Inc537.30m29.65m1.64bn524.0018.15--10.993.060.48540.48542.83-0.10121.01--31.401,025,376.0027.42--34.90------27.10------1.14--23.63--430.55------
BGC Partners Inc1.82bn122.95m1.65bn3.92k16.642.537.550.90640.26740.26743.151.760.361--0.7835464,382.202.861.666.423.1298.5398.957.913.52----0.5925316.15-2.015.33175.19--7.69-42.20
AssetMark Financial Holdings Inc597.76m90.02m1.83bn874.0020.351.6715.133.071.221.228.1114.860.4227--46.76683,932.506.37--6.60--72.86--15.06----26.960.0984--22.73--428.61------
Patria Investments Ltd196.51m68.95m1.99bn390.0027.943.7423.7010.140.48470.48471.383.620.2833--2.06503,874.309.94--13.51--55.89--35.09------0.0184--104.77--96.88------
Victory Capital Holdings Inc882.41m292.98m2.01bn485.007.311.886.082.284.014.0112.0715.580.4029--10.171,819,396.0013.389.9415.3911.3080.8977.5333.2021.78--9.660.48389.0114.8224.4830.99--61.21--
Stonex Group Inc66.04bn201.00m2.10bn3.62k10.271.958.340.031810.0110.013,289.5952.703.41--128.5618,267,220.001.071.045.315.572.922.940.31360.2927----0.8296--55.2517.5578.1999.8825.19--
Piper Sandler Companies1.69bn186.09m2.56bn1.67k13.301.9611.571.5110.7910.7999.1273.250.7992--7.481,016,592.008.916.3016.5510.1398.2697.6411.1510.26----0.157445.3063.0021.54631.66--13.31--
Data as of Dec 02 2022. Currency figures normalised to AssetMark Financial Holdings Inc's reporting currency: US Dollar USD

Institutional shareholders

19.72%Per cent of shares held by top holders
HolderShares% Held
JPMorgan Investment Management, Inc.as of 30 Sep 20222.81m3.81%
T. Rowe Price Investment Management, Inc.as of 30 Sep 20222.33m3.15%
The Vanguard Group, Inc.as of 30 Sep 20221.93m2.61%
Adage Capital Management LPas of 30 Sep 20221.48m2.00%
Capital Research & Management Co. (World Investors)as of 30 Sep 20221.35m1.83%
BlackRock Fund Advisorsas of 30 Sep 20221.24m1.68%
Mercer Global Advisors, Inc.as of 30 Sep 20221.17m1.58%
Jennison Associates LLCas of 30 Sep 2022929.55k1.26%
Janus Henderson Investors US LLCas of 30 Sep 2022726.46k0.98%
Azora Capital LPas of 30 Sep 2022600.75k0.81%
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Data from 30 Sep 2022 - 30 Sep 2022Source: FactSet Research Systems Inc.
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