AssetMark Financial Holdings Performance
The firm shows a Beta (market volatility) of -0.0091, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning AssetMark Financial are expected to decrease at a much lower rate. During the bear market, AssetMark Financial is likely to outperform the market. At this point, AssetMark Financial has a negative expected return of -25.01%. Please make sure to confirm AssetMark Financial's variance, maximum drawdown, as well as the relationship between the Maximum Drawdown and semi variance , to decide if AssetMark Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days AssetMark Financial Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fragile performance in the last few months, the Stock's primary indicators remain quite persistent which may send shares a bit higher in December 2024. The latest mess may also be a sign of long-standing up-swing for the company institutional investors. ...more
| Begin Period Cash Flow | 136.3 M |
AssetMark |
AssetMark Financial Relative Risk vs. Return Landscape
If you would invest 3,526 in AssetMark Financial Holdings on August 31, 2024 and sell it today you would lose (3,526) from holding AssetMark Financial Holdings or give up 100.0% of portfolio value over 90 days. AssetMark Financial Holdings is generating negative expected returns assuming volatility of 49.9906% on return distribution over 90 days investment horizon. In other words, majority of equities are less volatile than AssetMark, and most equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
AssetMark Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for AssetMark Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as AssetMark Financial Holdings, and traders can use it to determine the average amount a AssetMark Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.5004
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| Negative Returns | AMK |
Estimated Market Risk
| 49.99 actual daily | 96 96% of assets are less volatile |
Expected Return
| -25.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.5 actual daily | 0 Most of other assets perform better |
Based on monthly moving average AssetMark Financial is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of AssetMark Financial by adding AssetMark Financial to a well-diversified portfolio.
AssetMark Financial Fundamentals Growth
AssetMark Stock prices reflect investors' perceptions of the future prospects and financial health of AssetMark Financial, and AssetMark Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on AssetMark Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0815 | |||
| Profit Margin | 0.19 % | |||
| Operating Margin | 0.25 % | |||
| Current Valuation | 2.46 B | |||
| Shares Outstanding | 74.83 M | |||
| Price To Earning | 494.29 X | |||
| Price To Book | 1.96 X | |||
| Price To Sales | 3.51 X | |||
| Revenue | 708.5 M | |||
| EBITDA | 229.06 M | |||
| Cash And Equivalents | 123.27 M | |||
| Cash Per Share | 1.76 X | |||
| Total Debt | 119.84 M | |||
| Debt To Equity | 0.14 % | |||
| Book Value Per Share | 18.00 X | |||
| Cash Flow From Operations | 174.67 M | |||
| Earnings Per Share | 1.92 X | |||
| Total Asset | 1.62 B | |||
| Retained Earnings | 306.62 M | |||
| Current Asset | 133.25 M | |||
| Current Liabilities | 41.43 M | |||
About AssetMark Financial Performance
By examining AssetMark Financial's fundamental ratios, stakeholders can obtain critical insights into AssetMark Financial's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that AssetMark Financial is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited. Assetmark Financial operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 874 people.Things to note about AssetMark Financial performance evaluation
Checking the ongoing alerts about AssetMark Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for AssetMark Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| AssetMark Financial is not yet fully synchronised with the market data | |
| AssetMark Financial generated a negative expected return over the last 90 days | |
| AssetMark Financial has high historical volatility and very poor performance | |
| AssetMark Financial has some characteristics of a very speculative penny stock | |
| AssetMark Financial has a very high chance of going through financial distress in the upcoming years | |
| About 69.0% of the company shares are held by company insiders |
- Analyzing AssetMark Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether AssetMark Financial's stock is overvalued or undervalued compared to its peers.
- Examining AssetMark Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating AssetMark Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of AssetMark Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of AssetMark Financial's stock. These opinions can provide insight into AssetMark Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Other Consideration for investing in AssetMark Stock
If you are still planning to invest in AssetMark Financial check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the AssetMark Financial's history and understand the potential risks before investing.
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