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AssetMark Financial (AMK)

(Delayed Data from NYSE)

$34.74 USD

34.74
194,351

+0.24 (0.70%)

Updated Apr 19, 2024 04:00 PM ET

After-Market: $34.72 -0.02 (-0.06%) 6:14 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.15%
2Buy18.00%
3Hold9.44%
4Sell5.10%
5Strong Sell2.53%
S&P50011.08%

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1-Strong Buy of 5 1        

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

D Value D Growth A Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 9% (23 out of 250)

Industry: Financial - Investment Management

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Better trading starts here.

Balance Sheet

Research for AMK

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for AssetMark Financial Holdings, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 251 150 104 92 113
Receivables 23 20 15 17 14
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 17 17 15 14 7
Total Current Assets 291 187 134 123 133
Net Property & Equipment 118 98 82 76 77
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 1,172 1,182 1,147 995 979
Deposits & Other Assets 19 13 2 2 0
Total Assets 1,621 1,503 1,387 1,224 1,189
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 0 5 3 2 1
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 76 69 56 44 41
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 0 0 0 0 0
Total Current Liabilities 76 74 59 46 42
Mortgages 0 0 0 0 0
Deferred Taxes/Income 139 148 159 150 150
Convertible Debt 0 0 0 0 0
Long-Term Debt 94 112 115 75 122
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 18 15 16 16 16
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 353 377 378 319 330
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 961 943 929 850 796
Retained Earnings 307 184 80 55 62
Other Equity 0 0 0 0 0
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 1,267 1,126 1,009 905 859
Total Liabilities & Shareholder's Equity 1,621 1,503 1,387 1,224 1,189
Total Common Equity 1,267 1,126 1,009 905 859
Shares Outstanding 74.20 73.80 73.50 72.40 72.40
Book Value Per Share 17.08 15.26 13.73 12.50 11.86

Fiscal Year End for AssetMark Financial Holdings, Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 251 245 203 152
Receivables NA 23 20 20 22
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 17 13 17 17
Total Current Assets NA 291 279 240 190
Net Property & Equipment NA 118 113 108 103
Investments & Advances NA 0 0 0 0
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 1,172 1,174 1,177 1,179
Deposits & Other Assets NA 19 18 18 13
Total Assets NA 1,621 1,605 1,564 1,508
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 0 0 0 0
Accounts Payable NA 0 2 2 2
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 76 65 79 67
Income Taxes Payable NA 0 26 14 6
Other Current Liabilities NA 0 0 0 0
Total Current Liabilities NA 76 93 94 75
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 139 148 148 148
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 94 94 94 93
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 17 17 16
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 353 378 379 361
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 0 0 0 0
Capital Surplus NA 961 955 951 947
Retained Earnings NA 307 272 234 201
Other Equity NA 0 0 0 0
Treasury Stock NA 0 0 0 0
Total Shareholder's Equity NA 1,267 1,227 1,184 1,147
Total Liabilities & Shareholder's Equity NA 1,621 1,605 1,564 1,508
Total Common Equity 0 1,267 1,227 1,184 1,147
Shares Outstanding 74.30 74.20 74.20 73.90 73.90
Book Value Per Share 0.00 17.08 16.54 16.03 15.53