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AssetMark Financial Holdings (AMK)
The export includes the complete available history of financial statements and ratios. Numbers are provided in full, without million or billion abbreviations, in their original reporting units.
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AssetMark Financial Holdings Financial Ratios 2023-2011 | AMK
Brief overview of AssetMark Financial Holdings's multiples and efficiency
The review covers five available annual periods spanning 2019 to 2023.
The latest available valuation ratios are P/E 21.66x (median 21.66x), P/B 2.1x (median 1.96x), P/CF 15.27x (median 15.76x). The multiple basket looks neutral against its history, differing from median levels by roughly 0%.
The 1/P/E calculation produces a 4.6% earnings yield. It does not capture future growth or capital structure.
Capital efficiency is characterized by ROE 9.7%, ROA 7.6%, ROCE 2.4%. Profitability remains low. Market valuation has limited fundamental support until resource returns improve.
Price, earnings and growth produce a PEG of 4.09x. A high value reduces the cushion if growth slows.
For financial institutions, P/B, ROE and ROA are particularly relevant, while EV/EBITDA and ordinary liquidity ratios have limited comparability.
Overall assessment
AssetMark Financial Holdings's profile looks neutral, with price and fundamental efficiency broadly aligned.
Annual Financial Ratios AssetMark Financial Holdings
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P/E |
21.7 | 21.4 | 73.7 | -208.7 | -4580.9 | - | - | - | - | - | - | - | - |
P/S |
3.8 | 3.6 | 3.6 | 3.8 | 4.6 | - | - | - | - | - | - | - | - |
EPS |
1.7 | 1.4 | 0.4 | -0.1 | -0.0 | 0.6 | 1.5 | - | - | - | - | - | - |
EV (Enterprise Value) |
2.8 B | 2.47 B | 2.19 B | 1.88 B | 2.16 B | 343 M | 162 M | - | - | - | - | - | - |
EBITDA per Share |
0.48 | 0.42 | 0.53 | 0.52 | 0.46 | 0.39 | 0.35 | - | - | - | - | - | - |
EV/EBITDA |
78.8 | 79.1 | 57.7 | 53.5 | 71.1 | 13.1 | 7.0 | - | - | - | - | - | - |
PEG |
4.09 | 4.54 | - | 0.12 | 51.33 | - | - | - | - | - | - | - | - |
P/B |
2.1 | 2.0 | 1.9 | 1.8 | 2.2 | - | - | - | - | - | - | - | - |
P/CF |
15.3 | 15.8 | 14.7 | 21.2 | 34.9 | - | - | - | - | - | - | - | - |
ROE % |
9.71 | 9.17 | 2.54 | -0.86 | -0.05 | 5.35 | 11.17 | - | - | - | - | - | - |
ROA % |
7.60 | 6.87 | 1.86 | -0.64 | -0.04 | 3.26 | 9.02 | - | - | - | - | - | - |
ROCE % |
- | - | - | - | 2.37 | - | - | - | - | - | - | - | - |
Current Ratio |
4.6 | 4.0 | 3.7 | 3.8 | 3.6 | 2.6 | 5.2 | - | - | - | - | - | - |
DSO |
10.7 | 8.7 | 6.2 | 7.8 | 8.1 | 4.4 | - | - | - | - | - | - | - |
DPO |
4.7 | 7.9 | 4.5 | 3.3 | 2.0 | 1.2 | - | - | - | - | - | - | - |
Operating Cycle |
10.7 | 8.7 | 6.2 | 7.8 | 8.1 | 4.4 | - | - | - | - | - | - | - |
Cash Conversion Cycle |
6.0 | 0.7 | 1.7 | 4.6 | 6.0 | 3.1 | - | - | - | - | - | - | - |
All numbers in USD currency
Quarterly Financial Ratios AssetMark Financial Holdings
| 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 | 2022-Q1 | 2021-Q4 | 2021-Q3 | 2021-Q2 | 2021-Q1 | 2020-Q4 | 2020-Q3 | 2020-Q2 | 2020-Q1 | 2019-Q4 | 2019-Q3 | 2019-Q2 | 2019-Q1 | 2018-Q4 | 2018-Q3 | 2018-Q2 | 2018-Q1 | 2017-Q4 | 2017-Q3 | 2017-Q2 | 2017-Q1 | 2016-Q4 | 2016-Q3 | 2016-Q2 | 2016-Q1 | 2015-Q4 | 2015-Q3 | 2015-Q2 | 2015-Q1 | 2014-Q4 | 2014-Q3 | 2014-Q2 | 2014-Q1 | 2013-Q4 | 2013-Q3 | 2013-Q2 | 2013-Q1 | 2012-Q4 | 2012-Q3 | 2012-Q2 | 2012-Q1 | 2011-Q4 | 2011-Q3 | 2011-Q2 | 2011-Q1 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPS |
0.43 | 0.51 | - | 0.52 | 0.44 | 0.23 | - | 0.41 | 0.34 | 0.3 | - | 0.17 | 0.14 | -0.13 | - | 0.13 | -0.14 | 0.04 | - | -0.05 | 0.05 | 0.04 | - | 0.16 | 0.14 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
EBITDA per Share |
0.27 | 0.13 | - | 0.35 | 0.23 | 0.11 | - | 0.31 | 0.21 | 0.1 | - | 0.41 | 0.27 | 0.13 | - | 0.38 | 0.26 | 0.13 | - | 0.32 | 0.22 | 0.1 | - | 0.29 | 0.19 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
ROE % |
11.20 | 10.30 | 7.40 | 10.15 | 9.40 | 8.78 | 7.28 | 8.51 | 6.82 | 3.48 | 1.33 | 2.29 | -0.01 | -0.75 | 0.21 | -0.23 | -0.73 | 0.65 | 0.34 | 1.82 | 3.59 | 0.33 | - | 1.48 | 1.33 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
ROA % |
8.78 | 7.93 | 5.64 | 7.69 | 7.06 | 6.55 | 5.40 | 6.30 | 5.00 | 2.51 | 0.93 | 1.61 | -0.04 | -0.57 | 0.15 | -0.17 | -0.57 | 0.42 | 0.20 | 1.10 | 2.23 | 0.24 | - | 0.90 | 0.81 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Current Ratio |
6.0 | 4.8 | 4.6 | 4.2 | 4.1 | 4.2 | 4.0 | 4.0 | 3.9 | 3.8 | 3.7 | 3.7 | 3.4 | 4.0 | 3.8 | 3.5 | 3.5 | 3.4 | 3.6 | 3.7 | 2.6 | 3.6 | 2.6 | 2.6 | 2.6 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
DSO |
10.3 | 10.7 | - | 9.8 | 10.6 | 10.9 | - | 8.3 | 6.5 | 5.6 | - | 5.7 | 5.8 | 6.7 | - | 7.0 | 9.7 | 8.7 | - | 8.2 | 8.7 | 9.1 | - | 8.6 | 4.5 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
DPO |
0.8 | 0.5 | - | 3.5 | 4.0 | 6.9 | - | 4.3 | 5.3 | 5.7 | - | 2.1 | 2.8 | 2.5 | - | 1.3 | 0.9 | 1.6 | - | 2.1 | 3.1 | 2.4 | - | 2.4 | 1.2 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Operating Cycle |
10.3 | 10.7 | - | 9.8 | 11.0 | 11.3 | - | 8.3 | 6.5 | 5.6 | - | 5.7 | 5.8 | 6.7 | - | 7.6 | 8.2 | 7.4 | - | 8.0 | 8.4 | 9.1 | - | 8.6 | 4.5 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Cash Conversion Cycle |
9.5 | 10.2 | - | 6.3 | 7.0 | 4.4 | - | 4.1 | 1.2 | -0.1 | - | 3.6 | 3.0 | 4.2 | - | 2.9 | 3.8 | 4.0 | - | 5.9 | 6.0 | 6.7 | - | 6.2 | 3.2 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
All numbers in USD currency
Multiples are an important financial analysis tool for the company AssetMark Financial Holdings, allowing investors and analysts to quickly assess the company’s value and investment attractiveness based on the ratio of market indicators to the company’s financial performance. Essentially, multiples express how the market values the company relative to its earnings, revenue, equity, or other key metrics.
Advantages of Using Financial Ratios- Simplified Data Analysis
Financial ratios transform large volumes of accounting data into compact and easily interpretable indicators, significantly simplifying the assessment of the company’s condition. - Comparability Between Companies
Multiples standardize financial metrics, enabling objective comparison of companies of different sizes, industries, and market capitalizations. - Identification of Trends and Issues
Regular analysis of ratios helps track the dynamics of financial health, identify strengths and weaknesses of the business, as well as potential risks. - Decision Support
Financial multiples serve as an important tool for investors, creditors, and company management in making investment, credit, and managerial decisions. - Accelerated Assessment of Investment Attractiveness
Ratios allow quick determination of key performance, liquidity, and financial stability indicators, facilitating prompt evaluation of companies’ attractiveness for investments.
Using multiples enables comparison between companies, even if they differ in size or industry, as they standardize financial data into ratios convenient for analysis. This is especially useful for evaluating companies where direct analysis of financial statements may be complex or require in-depth knowledge.
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