AssetMark Financial Net Income vs. Current Valuation
Taking into consideration AssetMark Financial's profitability measurements, AssetMark Financial Holdings may not be well positioned to generate adequate gross income at the moment. It has a very high risk of underperforming in December. Profitability indicators assess AssetMark Financial's ability to earn profits and add value for shareholders.
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.
For AssetMark Financial profitability analysis, we use financial ratios and fundamental drivers that measure the ability of AssetMark Financial to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well AssetMark Financial Holdings utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between AssetMark Financial's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of AssetMark Financial Holdings over time as well as its relative position and ranking within its peers.
AssetMark |
AssetMark Financial Current Valuation vs. Net Income Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining AssetMark Financial's current stock value. Our valuation model uses many indicators to compare AssetMark Financial value to that of its competitors to determine the firm's financial worth. AssetMark Financial Holdings is rated fourth in net income category among its peers. It is rated third in current valuation category among its peers reporting about 19.97 of Current Valuation per Net Income. Comparative valuation analysis is a catch-all technique that is used if you cannot value AssetMark Financial by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.AssetMark Current Valuation vs. Net Income
Net income is the profit of a company for the reporting period, which is derived after taking revenues and gains and subtracting all expenses and losses. Net income is one of the most-watched numbers by money managers as well as individual investors.
AssetMark Financial |
| = | 123.12 M |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
AssetMark Financial |
| = | 2.46 B |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
AssetMark Current Valuation vs Competition
AssetMark Financial Holdings is rated third in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is presently estimated at about 23.5 Billion. AssetMark Financial retains roughly 2.46 Billion in current valuation claiming about 10% of equities under Financials industry.
AssetMark Financial Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in AssetMark Financial, profitability is also one of the essential criteria for including it into their portfolios because, without profit, AssetMark Financial will eventually generate negative long term returns. The profitability progress is the general direction of AssetMark Financial's change in net profit over the period of time. It can combine multiple indicators of AssetMark Financial, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
AssetMark Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on AssetMark Financial. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of AssetMark Financial position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the AssetMark Financial's important profitability drivers and their relationship over time.
Use AssetMark Financial in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if AssetMark Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in AssetMark Financial will appreciate offsetting losses from the drop in the long position's value.AssetMark Financial Pair Trading
AssetMark Financial Holdings Pair Trading Analysis
The ability to find closely correlated positions to AssetMark Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace AssetMark Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back AssetMark Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling AssetMark Financial Holdings to buy it.
The correlation of AssetMark Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as AssetMark Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if AssetMark Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for AssetMark Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your AssetMark Financial position
In addition to having AssetMark Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Consumption Thematic Idea Now
Consumption
Companies that deliver final goods such as cars or clothing for consumption by consumers. The Consumption theme has 19 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumption Theme or any other thematic opportunities.
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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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
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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