AM

AssetMark Financial Holdings IncNYSE AMK Stock Report

Last reporting period 30 Jun, 2024

Updated —

Last price

Market cap $B

2.637

Small

Exchange

XNYS - New York Stock Exchange, Inc

View Section: Price ratios

AssetMark Financial Statements

AM

Data from AssetMark Financial`s earning releases including common size income statement and balance sheet.

Common size analysis evaluates financial statements by expressing each line item as a percentage of a base amount for that period.

Key Information:

Report currency:

USD - US dollar

Last reporting period:

30 Jun, 2024

Next reporting period:

28 Sep, 2024

Report frequency:

Quarterly

Earnings release date:

Expected release date:

04 Nov, 2024

AssetMark Financial Income Statement


Growth Rates:
1 yearN/A
3 yearsN/A
5 yearsN/A

Growth Rates:
1 yearN/A
3 yearsN/A
5 yearsN/A

Growth Rates:
1 yearN/A
3 yearsN/A
5 yearsN/A

B

M

USD (except Earnings per share)

Financial

Revenue


Cost of sales


Gross profit


Research and development


Selling, general and administrative


Total operating expenses


Operating income


Interest expense


Other income


Income before tax


Provision for income taxes


Net income


Diluted earnings per share


Shares outstanding after dilution


2024-06-30
%

198.49

4.3 %

100

48.688

24.5

149.8

3.3 %

75.5

0

92.455

46.6

102.55

10.3 %

51.7

47.248

-9.2 %

23.8

-2.202

-1.1

0

45.046

-9.4 %

22.7

12.732

6.4

32.314

-14.9 %

16.3

0.429

75.284

2024-03-31
%

190.27

20.3 %

100

45.242

23.8

145.02

5.5 %

76.2

0

83.412

43.8

93.002

31.1 %

48.9

52.022

-21.8 %

27.3

-2.294

-1.2

0

49.728

8.5 %

26.1

11.764

6.2

37.964

9.6 %

20

0.504

75.27

2023-12-31
%

158.18

-17 %

100

20.742

13.1

137.44

-1.1 %

86.9

0

80.256

50.7

70.958

-15 %

56.4

66.483

19.8 %

30.4

-2.319

-1.5

0

45.837

-13.8 %

29

11.202

7.1

34.635

-9.8 %

21.9

0.466

74.312

2023-09-30
%

190.5

4 %

100

51.6

27.1

138.9

2.2 %

72.9

0

76.7

40.3

83.5

-6.5 %

43.8

55.5

18.8 %

29.1

-2.3

-1.2

0

53.2

19.6 %

27.9

14.8

7.8

38.4

16.7 %

20.2

0.51

74.7

2023-06-30
%

183.2

3.7 %

100

47.3

25.8

135.9

2.5 %

74.2

0

80.8

44.1

89.3

-16 %

48.7

46.7

77.6 %

25.5

-2.1

-1.1

0

44.5

86.2 %

24.3

11.7

6.4

32.9

91.3 %

18

0.44

74.5

2023-03-31
%

176.6

7.6 %

100

44

24.9

132.6

7.4 %

75.1

0

78

44.2

106.3

25.8 %

60.2

26.3

-32.6 %

14.9

-2.3

-1.3

0

23.9

-34.9 %

13.5

6.7

3.8

17.2

-32.8 %

9.7

0.23

74.4

2022-12-31
%

164.1

6.1 %

100

40.7

24.8

123.5

6.5 %

75.3

0

76.7

46.7

84.5

9.6 %

51.5

39

23.8

-2.3

-1.4

0

36.7

-1.9 %

22.4

11.1

6.8

25.6

-15 %

15.6

0.35

74.1

2022-09-30
%

154.7

2.3 %

100

38.6

25

116

5.2 %

75

0

69.1

44.7

77.1

2.1 %

49.8

39

12.1 %

25.2

-1.6

-1.03

0

37.4

12.3 %

24.2

7.3

4.7

30.1

19 %

19.5

0.41

73.8

2022-06-30
%

151.2

2 %

100

40.9

27.1

110.3

3.9 %

72.9

0

67.7

44.8

75.5

-0.3 %

49.9

34.8

14.1 %

23

-1.5

-1

0

33.3

13.3 %

22

8

5.3

25.3

14 %

16.7

0.34

73.7

2022-03-31
%

148.3

3.3 %

100

42.1

28.4

106.2

3.1 %

71.6

0

68.1

45.9

75.7

-7.5 %

51

30.5

43.9 %

20.6

-1.2

-0.8

0

29.4

45.5 %

19.8

7.2

4.9

22.2

79 %

15

0.3

73.7

2021-12-31
%

143.6

2.8 %

100

40.6

28.3

103

1.5 %

71.7

0

73.7

51.3

81.8

4.1 %

57

21.2

-7.4 %

14.8

-1

-0.7

0

20.2

-6.9 %

14.1

7.9

5.5

12.4

0.8 %

8.6

0.17

73.8

2021-09-30
%

139.7

9.1 %

100

38.2

27.3

101.5

11.1 %

72.7

0

67.9

48.6

78.6

11.5 %

56.3

22.9

9.6 %

16.4

-1.2

-0.9

0

21.7

8 %

15.5

9.5

6.8

12.3

23 %

8.8

0.17

73.6

2021-06-30
%

128

7.6 %

100

36.7

28.7

91.4

11.2 %

71.4

0

60.8

47.5

70.5

-28.4 %

55.1

20.9

228.2 %

16.3

-0.8

-0.6

0

20.1

218.2 %

15.7

10.1

7.9

10

212.4 %

7.8

0.14

72.2

2021-03-31
%

119

7.3 %

100

36.8

30.9

82.2

7.9 %

69.1

0

89.1

74.9

98.5

32.9 %

82.8

-16.3

-840.9 %

-13.7

-0.8

-0.7

0

-17

-1800 %

-14.3

-8.1

-6.8

-8.9

10.1 %

-7.5

-0.13

70.4

2020-12-31
%

110.9

3.5 %

100

34.7

31.3

76.2

4 %

68.7

0

63.1

56.9

74.1

4.4 %

66.8

2.2

2

-1.1

-1

-1.7

-1.5

1

11.1 %

0.9

10.9

9.8

-9.9

-215.1 %

-8.9

-0.15

67.8

2020-09-30
%

107.1

8.1 %

100

33.9

31.7

73.3

6.9 %

68.4

0

62.4

58.3

71

0.6 %

66.3

2.2

210 %

2.1

-1.3

-1.2

0

0.9

125.7 %

0.8

-7.7

-7.2

8.6

192.5 %

8

0.12

70.1

2020-06-30
%

99.1

-13.8 %

100

30.5

30.8

68.6

-12.7 %

69.2

0

61.9

62.5

70.6

-6.1 %

71.2

-2

-158.8 %

-2.02

-1.5

-1.5

0

-3.5

-294.4 %

-3.5

5.8

5.9

-9.3

-444.4 %

-9.4

-0.14

67.2

2020-03-31
%

114.9

3.5 %

100

36.3

31.6

78.6

2.2 %

68.4

0

66.7

58.1

75.2

1.6 %

65.4

3.4

17.2 %

3

-1.6

-1.4

0

1.8

50 %

1.6

-0.9

-0.8

2.7

200 %

2.3

0.04

69.3

2019-12-31
%

111

0.8 %

100

34.1

30.7

76.9

2.5 %

69.3

0

63.4

57.1

74

3.4 %

66.7

2.9

-14.7 %

2.6

-1.7

-1.5

0

1.2

33.3 %

1.1

4

3.6

-2.7

27 %

-2.4

-0.05

57.4

2019-09-30
%

110.1

5.4 %

100

35.1

31.9

75

5.2 %

68.1

0

64.1

58.2

71.6

18 %

65

3.4

-67.9 %

3.1

-2.5

-2.3

0

0.9

-86.2 %

0.8

4.6

4.2

-3.7

-215.6 %

-3.4

-0.05

69.3

2019-06-30
%

104.5

13.2 %

100

33.2

31.8

71.3

11.9 %

68.2

0

53.1

50.8

60.7

13.7 %

58.1

10.6

2.9 %

10.1

-4

-3.8

0

6.5

3.2 %

6.2

3.3

3.2

3.2

14.3 %

3.1

0.05

66.2

2019-03-31
%

92.3

-5.2 %

100

28.6

31

63.7

-2.5 %

69

0

46.6

50.5

53.4

3.9 %

57.9

10.3

-25.9 %

11.2

-4

-4.3

0

6.3

-47.5 %

6.8

3.4

3.7

2.8

-65 %

3

0.04

66.2

2018-12-31
%

97.4

4.8 %

100

32.1

33

65.3

3.7 %

67

0

44.5

45.7

51.4

8 %

52.8

13.9

-9.2 %

14.3

-1.9

-2

0

12

-21.6 %

12.3

4

4.1

8

-23.1 %

8.2

0.12

66.2

2018-09-30
%

92.9

4.6 %

100

30

32.3

63

5.7 %

67.8

0

41.1

44.2

47.6

3.5 %

51.2

15.3

12.5 %

16.5

0

0

15.3

12.5 %

16.5

4.9

5.3

10.4

11.8 %

11.2

0.16

66.2

2018-06-30
%

88.8

5.1 %

100

29.2

32.9

59.6

3.8 %

67.1

0

39.3

44.3

46

5.3 %

51.8

13.6

-0.7 %

15.3

0

0

13.6

-0.7 %

15.3

4.3

4.8

9.3

-5.1 %

10.5

0.14

66.2

2018-03-31
%

84.5

100

27.2

32.2

57.4

67.9

0

37.7

44.6

43.7

51.7

13.7

16.2

0

0

13.7

16.2

3.9

4.6

9.8

11.6

0.15

66.2

View Section: Balance Sheet