Ratings AssetMark Financial Holdings, Inc.

Equities

AMK

US04546L1061

Market Closed - Nyse Other stock markets 04:00:02 2024-04-19 pm EDT			5-day change	1st Jan Change
34.74 ^USD	+0.70%		-3.82%	+15.99%

Mar. 05	Assetmark Financial Holdings Insider Sold Shares Worth $416,285, According to a Recent SEC Filing	MT
Feb. 22	AssetMark Financial Q4 Adjusted Earnings Increase, Sales Decline	MT

Strengths

Before interest, taxes, depreciation and amortization, the company's margins are particularly high.
Margins returned by the company are among the highest on the stock exchange list. Its core activity clears big profits.
Growth remains a strong point in this company. In their sales forecast, analysts sound optimistic with regard to sales prospects.
For the last twelve months, analysts have been gradually revising upwards their EPS forecast for the upcoming fiscal year.
For the last few months, EPS revisions have remained quite promising. Analysts now anticipate higher profitability levels than before.
Analysts have a positive opinion on this stock. Average consensus recommends overweighting or purchasing the stock.
The average price target of analysts who are interested in the stock has been strongly revised upwards over the last four months.
Over the past twelve months, analysts' opinions have been strongly revised upwards.
Predictions on business development from analysts polled by Standard & Poor's are tight. This results from either a good visibility into core activities or accurate earnings releases.
The divergence of price targets given by the various analysts who make up the consensus is relatively low, suggesting a consensus method of evaluating the company and its prospects.

Weaknesses

The group usually releases earnings worse than estimated.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Investment Management & Fund Operators

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
ASSETMARK FINANCIAL HOLDINGS, INC.	+15.99%	2.58B		B-
SEI INVESTMENTS COMPANY	+4.06%	8.69B		B+
360 ONE WAM LIMITED	+11.38%	3.4B		C-
ST. JAMES'S PLACE PLC	-38.12%	2.86B		B
STEPSTONE GROUP LP	+11.03%	2.32B		C
HIGHEST PERFORMANCES HOLDINGS INC.	+42.06%	2.17B	-	-
VAN LANSCHOT KEMPEN N.V	+14.74%	1.46B		B-
PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED	+3.08%	1.32B		B+
UTI ASSET MANAGEMENT COMPANY LIMITED	+3.89%	1.37B		B
INSIGNIA FINANCIAL LTD.	-1.71%	988M		C+

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes