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Ranking Invest

AMK - AssetMark Financial Holdings, Inc.

Segmento: Financial ServicesAssetMark 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, and client digital engagement solutions. The company also offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management services for individual investors. It serves independent advisers who provide wealth management advice to the U.S. investors and advisers. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.

Análise Ranking Invest

Valuation estimado
$ 1.67 Bi
Último Balanço Atualizado: 2T2024

O Ranking Invest utiliza metodologia própria baseada em dados financeiros objetivos, considerando patrimônio, lucratividade e endividamento para estimar o valuation das empresas.

Dados da Empresa

Patrimônio Líquido

$ 1.35 Bi

Dívida Líquida

-$ 173.09 Mi

L4T

$ 143.30 Mi

MM4T

19.57%

Indicadores Básicos

ROE

10.65%

Índices de Previsibilidade

Receita Líquida

B0.03

Lucro

E1.43

Margem

E1.35

Índices de Tendência

Receita Líquida

A11.32

Lucro

A10.43

Margem

A9.19

Índices de Endividamento

DIV/PAT

-0.13

DIV/L4T

-1.21

Dívidas
Cotação
Gráfico Lucro/Receita Líquida X TrimestrePor padrão são exibidos os últimos 16 trimestres; quando houver mais trimestres disponíveis, use o botão junto à tabela de resultados para expandir o histórico.