AssetMark Financial Holdings, Inc. (AMK)

AMK Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Period Ending	Sep 4, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019
Market Capitalization	2,637	2,224	1,698	1,928	1,753	2,101
Market Cap Growth	17.24%	30.95%	-11.89%	9.95%	-16.55%	-
Enterprise Value	2,458	2,119	1,701	2,012	1,790	2,139
Last Close Price	35.24	29.95	23.00	26.21	24.20	29.02
PE Ratio	18.36	18.15	16.43	74.89	-201.67	-2902.00
PS Ratio	3.49	3.14	2.78	3.64	4.06	5.03
PB Ratio	1.96	1.75	1.51	1.91	1.94	2.45
P/FCF Ratio	16.01	12.95	12.38	15.12	23.68	39.49
P/OCF Ratio	15.64	12.73	12.11	14.95	22.79	38.14
EV/Sales Ratio	3.27	2.99	2.78	3.79	4.14	5.12
EV/EBITDA Ratio	11.00	9.93	10.70	30.59	62.51	50.25
EV/EBIT Ratio	11.85	10.58	11.52	35.85	87.57	59.90
EV/FCF Ratio	14.93	12.33	12.40	15.78	24.17	40.21
Debt / Equity Ratio	0.02	0.10	0.13	0.15	0.12	0.14
Debt / EBITDA Ratio	0.14	0.56	0.91	2.06	3.15	2.86
Debt / FCF Ratio	0.20	0.72	1.10	1.16	1.50	2.29
Asset Turnover	0.47	0.45	0.42	0.41	0.36	0.36
Quick Ratio	2.89	3.41	2.13	1.81	2.15	2.82
Current Ratio	3.27	3.84	2.54	2.28	2.69	3.20
Return on Equity (ROE)	11.33%	10.29%	9.67%	2.68%	-0.89%	-0.05%
Return on Assets (ROA)	8.15%	8.02%	6.39%	2.69%	1.06%	1.91%
Return on Capital (ROIC)	9.64%	9.38%	7.58%	3.23%	1.28%	2.32%
Earnings Yield	5.43%	5.54%	6.08%	1.33%	-0.45%	-0.02%
FCF Yield	6.25%	7.72%	8.08%	6.61%	4.22%	2.53%
Buyback Yield / Dilution	-0.84%	-0.77%	-2.04%	-7.48%	-1.60%	-0.22%
Total Shareholder Return	-0.84%	-0.77%	-2.04%	-7.48%	-1.60%	-0.22%

Source: S&P Capital IQ. Standard template. Financial Sources.