AssetMark Financial Holdings Analysis
AssetMark Financial Holdings is undervalued with Real Value of 0.0 and Hype Value of 0.0. The main objective of AssetMark Financial delisted stock analysis is to determine its intrinsic value, which is an estimate of what AssetMark Financial Holdings is worth, separate from its market price. There are two main types of AssetMark Financial's stock analysis: fundamental analysis and technical analysis.
The AssetMark Financial stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
AssetMark |
AssetMark Stock Analysis Notes
About 69.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.96. Some equities with similar Price to Book (P/B) outperform the market in the long run. AssetMark Financial has Price/Earnings To Growth (PEG) ratio of 0.36. The entity had not issued any dividends in recent years. 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. For more info on AssetMark Financial Holdings please contact Charles Goldman at 925 521 2200 or go to https://www.assetmark.com.AssetMark Financial Investment Alerts
| AssetMark Financial is not yet fully synchronised with the market data | |
| 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 |
AssetMark Financial Upcoming and Recent Events
| 28th of February 2024 Upcoming Quarterly Report | View | |
| 1st of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 28th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
AssetMark Market Capitalization
The company currently falls under 'Mid-Cap' category with a total capitalization of 2.64 B.AssetMark Profitablity
The company has Net Profit Margin of 0.19 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.25 %, which entails that for every 100 dollars of revenue, it generated $0.25 of operating income.AssetMark Financial Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific AssetMark Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on AssetMark Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases AssetMark Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
AssetMark Financial Outstanding Bonds
AssetMark Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. AssetMark Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most AssetMark bonds can be classified according to their maturity, which is the date when AssetMark Financial Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding AssetMark Financial to your portfolios without increasing risk or reducing expected return.Did you try this?
Run Portfolio Optimization Now
Portfolio OptimizationCompute new portfolio that will generate highest expected return given your specified tolerance for risk |
| All Next | Launch Module |
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 Stocks Directory module to find actively traded stocks across global markets.
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.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |