AssetMark Financial Holdings, Inc.

AssetMark Financial Holdings, Inc.verified

AMK

Price:

$35.24

Market Cap:

$2.64B

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. It also offers SaaS-based financial planning, wellness, a...[Read more]

Industry

Asset Management

IPO Date

2019-07-18

Stock Exchange

NYSE

Ticker

AMK

The Enterprise Value as of September 2024 (TTM) for AssetMark Financial Holdings, Inc. (AMK) is 2.46B

According to AssetMark Financial Holdings, Inc.’s latest financial reports and current stock price. The company's current Enterprise Value is 2.46B. This represents a change of 13.11% compared to the average of 2.18B of the last 4 quarters.

AssetMark Financial Holdings, Inc. (AMK) Historical Enterprise Value (quarterly & annually)

How has AMK Enterprise Value performed in the past?

The mean historical Enterprise Value of AssetMark Financial Holdings, Inc. over the last ten years is 1.92B. The current 2.46B Enterprise Value has changed 12.76% with respect to the historical average. Over the past ten years (40 quarters), AMK's Enterprise Value was at its highest in in the March 2024 quarter at 2.45B. The Enterprise Value was at its lowest in in the June 2018 quarter at 0.

Quarterly (TTM)
Annual

Average

1.92B

Median

1.95B

Minimum

1.67B

Maximum

2.11B

AssetMark Financial Holdings, Inc. (AMK) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of AssetMark Financial Holdings, Inc. Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 22.27%

Maximum Annual Enterprise Value = 2.11B

Minimum Annual Increase = -14.52%

Minimum Annual Enterprise Value = 1.67B

Quarterly (TTM)
Annual
YearEnterprise ValueChange
20232.11B22.27%
20221.72B-11.97%
20211.96B17.46%
20201.67B-14.52%
20191.95B-7.06%
20182.10B9.96%

AssetMark Financial Holdings, Inc. (AMK) Average Enterprise Value

How has AMK Enterprise Value performed in the past?

The current Enterprise Value of AssetMark Financial Holdings, Inc. (AMK) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

1.93B

5-year avg

1.88B

10-year avg

1.92B

AssetMark Financial Holdings, Inc. (AMK) Enterprise Value vs. Peers

How is AMK’s Enterprise Value compared to its peers?

AssetMark Financial Holdings, Inc.’s Enterprise Value is greater than Abrdn Emerging Markets Equity Income Fund Inc (304.85M), greater than DWS Municipal Income Trust (407.28M), greater than BlackRock Municipal Income Fund, Inc. (919.08M), greater than BlackRock MuniYield Fund, Inc. (526.69M), greater than Federated Hermes Premier Municipal Income Fund (231.30M), greater than Diamond Hill Investment Group, Inc. (399.76M), greater than NXG NextGen Infrastructure Income Fund (157.32M), less than Federated Hermes, Inc. (3.05B), greater than BrightSphere Investment Group Inc. (1.23B), greater than Franklin Limited Duration Income Trust (377.89M), greater than BlackRock MuniVest Fund, Inc. (723.55M), greater than BlackRock Floating Rate Income Strategies Fund, Inc. (608.54M), less than Brookfield Business Corporation (9.45B), greater than BlackRock Capital Allocation Trust (1.76B), greater than Elysee Development Corp. (8.70M), greater than BlackRock MuniVest Fund II, Inc. (239.00M), greater than MFS Special Value Trust (32.15M),

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Frequently asked questions❓

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