AMK — Stock Film
STOCK FILMSCENE 1/11AMK · $35.24
Stock Expert AI presents
AMK
AssetMark Financial Holdings, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
AssetMark Financial Holdings, Inc. A quick introduction.

On the stock market since 2019, it operates in the world of money and finance. It has 1,000 employees. Now — the numbers.

on the stock market since 2019
1,000 employees
$2.6B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $17 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 17%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
78%Asset Based Revenue
Asset Based Revenue 78%Spread Based Revenue 17%Other Revenue 3%Subscription Based Revenue 2%
78% of all revenue comes from a single line: Asset Based Revenue.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing, year after year.

Average growth of 14% a year over the last 4 years. Red columns mark years that ended in a loss.

$417.9M
2019
$432.1M
2020
$530.3M
2021
$618.3M
2022
$708.5M
2023
Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
6 / 8
EXPECTATIONS MET OR BEATEN
6
Nov 2022
Feb 2023
May 2023
Aug 2023
Nov 2023
Feb 2024
May 2024
Jul 2024
6 TIMES IN THE LAST 8 QUARTERS
A mixed scorecard.
THE COUNCIL REVIEW
9

angles, checked one by one.

The 2 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

WEAK SPOTS
The stock has lost its spark0/10
Little set aside for the future2/10
WORTH WATCHING

R&D Investment: Spending on future research is low.

THE FIVE-YEAR JOURNEY
Bumpy, but the direction is up.

The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.

1
THE BRIGHT SIDE · 1/3
A fat but narrowing margin

The net profit margin is 17% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/3
Sales keep climbing

Over the last 3 years, sales grew about 18% a year on average.

3
THE BRIGHT SIDE · 3/3
Analysts’ target sits above today’s price

The average analyst price target is $41.0016% above today’s price.

1
THE RISKS · 1/3
Executives lean toward selling

Over the last 12 months, executives reported 63 sells against just 10 buys. Not an alarm bell by itself, but a number worth watching.

2
THE RISKS · 2/3
The stock has lost its spark

The price action doesn’t yet back an upward turn. Council score: 0/10.

3
THE RISKS · 3/3
Little set aside for the future

The share set aside for the future is small; the pace of new ideas may slow. Council score: 2/10.

FINALE · THE GRADE
D
0 / 100 · MoonshotScore

On our five-subject report card, AMK sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: AMK is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Aug 22, 2026 · stockexpertai.com · Stock Film