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
According to AssetMark Financial Holdings, Inc.’s latest financial reports and current stock price. The company's current ROE is 11.13%. This represents a change of 298.90% compared to the average of 2.79% of the last 4 quarters.
The mean historical ROE of AssetMark Financial Holdings, Inc. over the last ten years is 5.29%. The current 11.13% ROE has changed 110.36% with respect to the historical average. Over the past ten years (40 quarters), AMK's ROE was at its highest in in the September 2023 quarter at 3.13%. The ROE was at its lowest in in the December 2020 quarter at -1.09%.
Average
5.29%
Median
5.35%
Minimum
-0.86%
Maximum
11.17%
Discovering the peaks and valleys of AssetMark Financial Holdings, Inc. ROE, 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 = 1.67%
Maximum Annual ROE = 11.17%
Minimum Annual Increase = -394.65%
Minimum Annual ROE = -0.86%
Year | ROE | Change |
---|---|---|
2023 | 9.71% | 5.96% |
2022 | 9.17% | 260.47% |
2021 | 2.54% | -394.65% |
2020 | -0.86% | 1.67% |
2019 | -0.05% | -100.91% |
2018 | 5.35% | -52.07% |
The current ROE of AssetMark Financial Holdings, Inc. (AMK) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
7.14%
5-year avg
4.10%
10-year avg
5.29%
AssetMark Financial Holdings, Inc.’s ROE is less than Abrdn Emerging Markets Equity Income Fund Inc (22.40%), less than DWS Municipal Income Trust (3.59%), less than BlackRock Municipal Income Fund, Inc. (0.27%), greater than BlackRock MuniYield Fund, Inc. (-0.96%), less than Federated Hermes Premier Municipal Income Fund (3.80%), less than Diamond Hill Investment Group, Inc. (30.80%), less than NXG NextGen Infrastructure Income Fund (7.57%), less than Federated Hermes, Inc. (23.52%), greater than BrightSphere Investment Group Inc. (-864.90%), less than Franklin Limited Duration Income Trust (12.82%), less than BlackRock MuniVest Fund, Inc. (5.73%), less than BlackRock Floating Rate Income Strategies Fund, Inc. (13.77%), greater than Brookfield Business Corporation (-5.29%), less than BlackRock Capital Allocation Trust (11.14%), greater than Elysee Development Corp. (-10.70%), greater than BlackRock MuniVest Fund II, Inc. (-1.05%), greater than MFS Special Value Trust (-3.90%),
Company | ROE | Market cap |
---|---|---|
22.40% | $276.60M | |
3.59% | $369.99M | |
0.27% | $877.22M | |
-0.96% | $474.03M | |
3.80% | $125.10M | |
30.80% | $417.35M | |
7.57% | $116.98M | |
23.52% | $3.37B | |
-864.90% | $1.00B | |
12.82% | $261.42M | |
5.73% | $432.40M | |
13.77% | $500.65M | |
-5.29% | $1.73B | |
11.14% | $1.68B | |
-10.70% | $5.95M | |
-1.05% | $218.42M | |
-3.90% | $32.15M |
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What is the 3-year average ROE for AssetMark Financial Holdings, Inc. (AMK)?
What is the 5-year average ROE for AssetMark Financial Holdings, Inc. (AMK)?
How does the current ROE for AssetMark Financial Holdings, Inc. (AMK) compare to its historical average?