NYSE · Asset Management

AssetMark Financial Holdings, Inc. (AMK) Stock

$35.24 -0.06% NYSE: AMK Financial Services

AssetMark Financial Holdings, Inc. is a U.S.-based enterprise specializing in providing extensive wealth management and cutting-edge technology solutions.

Valuation

MetricValue
Price$35.24
Market Cap$2.64B
P/E Ratio21.23
P/B Ratio2.06
P/S Ratio3.72
EPS (TTM)$1.66
52-Week High$37.54
52-Week Low$22.92
Dividend Yield0.00%

Financials & Margins

MetricValue
ROE10.29%
ROA7.60%
ROCE12.53%
Gross Margin44.98%
Operating Margin27.31%
Net Margin17.38%
Debt/Equity0.09
Current Ratio3.84

Annual Financials (USD)

Metric20192020202120222023
Revenue$418.0M$432.0M$530.0M$618.0M$708.0M
Operating Profit$27.0M$6.0M$49.0M$143.0M$194.0M
Net Profit$0$-8.0M$26.0M$103.0M$123.0M
EPS$-0.01$-0.12$0.35$1.40$1.65
Op Margin6.5%1.4%9.2%23.2%27.3%

Balance Sheet (USD)

Metric20192020202120222023
Total Assets$1.2B$1.2B$1.4B$1.5B$1.6B
Total Liabilities$330.0M$319.0M$378.0M$377.0M$353.0M
Cash$96.0M$71.0M$77.0M$123.0M$233.0M
Borrowings$122.0M$107.0M$148.0M$151.0M$120.0M

Latest News

B. Riley Cuts Price Target on Amkor Technology to $75 From $90, Keeps Neutral Rating MT Newswires · Jul 22, 2026 Maersk to open $100M fulfillment hub in Massachusetts Supply Chain Dive · Jul 22, 2026 AMKR: Lowering target price to $70.00 Argus Research · Jul 22, 2026 Seagate, Western Digital, FormFactor, Amkor, and Teradyne Shares Are Soaring, What You Need To Know StockStory · Jul 21, 2026 Amkor Technology Insider Sold Shares Worth $325,600, According to a Recent SEC Filing MT Newswires · Jul 20, 2026

Cash Flow (USD)

Metric20192020202120222023
Operating Cash Flow$54.0M$77.0M$129.0M$140.0M$175.0M
Investing Cash Flow$-81.0M$-108.0M$-231.0M$-134.0M$-104.0M
Financing Cash Flow$0$0$0$0$1.0M
Net Cash Flow$-7.0M$-24.0M$8.0M$47.0M$96.0M
Free Cash Flow$31.0M$48.0M$94.0M$101.0M$130.0M

Valuation & Return Ratios

MetricValue
PEG Ratio0.61
EV / EBITDA11.90
FCF Yield4.94%
Quick Ratio3.84
Interest Coverage21.25
Return 1Y
Return 3Y
Return 5Y

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AAPLApple Inc. $313.33 +0.29% 37.72 $4.60T 0.34%
MSFTMicrosoft Corporation $499.99 +0.03% 22.95 $3.71T 0.94%
GOOGLAlphabet Inc. $354.30 -0.96% 27.68 $4.29T 0.23%
AMZNAmazon.com, Inc. $274.48 +0.82% 28.76 $2.95T 0.00%
METAMeta Platforms, Inc. $592.10 +0.37% 21.47 $1.51T 0.35%

About AssetMark Financial Holdings, Inc.

AssetMark Financial Holdings, Inc. is a U.S.-based enterprise specializing in providing extensive wealth management and cutting-edge technology solutions. The company equips financial advisors with a versatile, open-architecture product platform, alongside expert client guidance, varied asset allocation possibilities, practice management resources, comprehensive support services, and innovative technological tools. A core offering is its integrated technology platform, which automates a wide array of processes for advisors. These include effortless new account setup, strategic portfolio development, streamlined financial planning, efficient customer billing, detailed investor reporting, analysis of progress towards financial goals, and thorough client activity monitoring. Furthermore, AssetMark offers advisory services and a carefully selected investment platform. In addition to its main services, the company provides cloud-based (SaaS) financial planning tools, wellness programs, and digital solutions for client interaction. It also manages mutual funds, offers custodial recordkeeping services primarily for the clientele of registered investment advisors, and extends wealth management expertise directly to individual investors. Established in 1996 and based in Concord, California, AssetMark primarily serves independent advisors who counsel U.S. investors and other advisory firms. The company operates as a subsidiary of Huatai International Investment Holdings Limited.

AssetMark Financial Holdings, Inc. is headquartered in US.

AssetMark Financial Holdings, Inc. (AMK) stock trades at $35.24 with a market capitalization of $2.64B. The stock is valued at a price-to-earnings (P/E) ratio of 21.23, price-to-book of 2.06, price-to-sales of 3.72. Over the past 52 weeks the stock has ranged between $22.92 and $37.54, and currently trades 6.1% below its 52-week high.

On profitability, AssetMark Financial Holdings, Inc. generates a return on equity (ROE) of 10.29%, return on capital employed of 12.53%, an operating margin of 27.31%, a net profit margin of 17.38%.

Official website: www.assetmark.com

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