0LA:F:F-ASSETMARK FIN. DL-001 (EUR)

COMMON STOCK | |

Last Closing

USD 31.6

Change

0.00 (0.00)%

Market Cap

USD 2.38B

Volume

78.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform 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 solutions to the financial adviser channel. The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools. In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace. The company serves independent advisers who provide wealth management advice to the U.S. investors. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. As of September 5, 2024, AssetMark Financial Holdings, Inc. went to private. Address: 1655 Grant Street, Concord, CA, United States, 94520

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

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Market Performance

  Market Performance vs. Industry/Classification () Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.18% N/A N/A 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.18% N/A N/A 65% D
Trailing 12 Months  
Capital Gain 26.40% N/A N/A 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.40% N/A N/A 68% D+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 7.11% 70% C- 64% D
Dividend Return 7.11% 60% D- 57% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 9.28% 87% B+ 89% A-
Risk Adjusted Return 76.61% 96% N/A 89% A-
Market Capitalization 2.38B N/A N/A 70% C-

Annual Financials (EUR)

Quarterly Financials (EUR)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:

There is nothing we particularly dislike