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AssetMark Financial (AMK) Competitors

$34.39
+0.07 (+0.20%)
(As of 05/31/2024 ET)

AMK vs. HLI, EVR, HLNE, IVZ, JHG, AMG, STEP, LAZ, MC, and AB

Should you be buying AssetMark Financial stock or one of its competitors? The main competitors of AssetMark Financial include Houlihan Lokey (HLI), Evercore (EVR), Hamilton Lane (HLNE), Invesco (IVZ), Janus Henderson Group (JHG), Affiliated Managers Group (AMG), StepStone Group (STEP), Lazard (LAZ), Moelis & Company (MC), and AllianceBernstein (AB). These companies are all part of the "investment advice" industry.

AssetMark Financial vs.

AssetMark Financial (NYSE:AMK) and Houlihan Lokey (NYSE:HLI) are both mid-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, media sentiment, earnings, institutional ownership, dividends, community ranking, analyst recommendations, valuation and risk.

In the previous week, Houlihan Lokey had 5 more articles in the media than AssetMark Financial. MarketBeat recorded 6 mentions for Houlihan Lokey and 1 mentions for AssetMark Financial. Houlihan Lokey's average media sentiment score of 1.16 beat AssetMark Financial's score of 0.00 indicating that Houlihan Lokey is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AssetMark Financial
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Houlihan Lokey
5 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Houlihan Lokey has higher revenue and earnings than AssetMark Financial. AssetMark Financial is trading at a lower price-to-earnings ratio than Houlihan Lokey, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AssetMark Financial$708.50M3.61$123.12M$1.9118.01
Houlihan Lokey$1.91B4.89$280.30M$4.1132.93

Houlihan Lokey received 219 more outperform votes than AssetMark Financial when rated by MarketBeat users. However, 63.89% of users gave AssetMark Financial an outperform vote while only 62.20% of users gave Houlihan Lokey an outperform vote.

CompanyUnderperformOutperform
AssetMark FinancialOutperform Votes
69
63.89%
Underperform Votes
39
36.11%
Houlihan LokeyOutperform Votes
288
62.20%
Underperform Votes
175
37.80%

28.6% of AssetMark Financial shares are owned by institutional investors. Comparatively, 78.1% of Houlihan Lokey shares are owned by institutional investors. 2.0% of AssetMark Financial shares are owned by insiders. Comparatively, 26.0% of Houlihan Lokey shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

AssetMark Financial has a net margin of 19.92% compared to Houlihan Lokey's net margin of 14.64%. Houlihan Lokey's return on equity of 18.08% beat AssetMark Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
AssetMark Financial19.92% 12.93% 10.00%
Houlihan Lokey 14.64%18.08%10.69%

AssetMark Financial has a beta of 1.11, meaning that its stock price is 11% more volatile than the S&P 500. Comparatively, Houlihan Lokey has a beta of 0.67, meaning that its stock price is 33% less volatile than the S&P 500.

AssetMark Financial currently has a consensus price target of $33.75, indicating a potential downside of 1.86%. Houlihan Lokey has a consensus price target of $124.33, indicating a potential downside of 8.14%. Given AssetMark Financial's stronger consensus rating and higher probable upside, equities analysts clearly believe AssetMark Financial is more favorable than Houlihan Lokey.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AssetMark Financial
0 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.50
Houlihan Lokey
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

Summary

Houlihan Lokey beats AssetMark Financial on 13 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AMK and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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AMK vs. The Competition

MetricAssetMark FinancialInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$2.56B$9.28B$9.57B$17.81B
Dividend YieldN/A24.06%6.16%3.54%
P/E Ratio18.0140.6144.7322.43
Price / Sales3.615.21182.2410.50
Price / Cash13.2215.8416.6918.95
Price / Book1.953.433.285.90
Net Income$123.12M$308.03M$1.01B$976.46M
7 Day Performance0.85%-2.00%0.37%0.62%
1 Month Performance1.30%1.06%3.00%4.79%
1 Year Performance21.99%21.79%17.15%24.00%

AssetMark Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HLI
Houlihan Lokey
4.5364 of 5 stars
$134.30
-1.0%
$124.33
-7.4%
+55.1%$9.28B$1.91B32.682,610Short Interest ↑
Positive News
EVR
Evercore
4.3384 of 5 stars
$201.99
-1.2%
$180.67
-10.6%
+88.0%$7.78B$2.43B31.712,195Short Interest ↓
News Coverage
HLNE
Hamilton Lane
4.4415 of 5 stars
$130.00
+2.4%
$114.00
-12.3%
+84.8%$7.02B$553.84M35.23600Dividend Increase
IVZ
Invesco
4.0248 of 5 stars
$15.45
-1.2%
$16.79
+8.7%
+9.3%$6.95B$5.72B-20.608,500Analyst Downgrade
JHG
Janus Henderson Group
4.1924 of 5 stars
$33.80
-1.7%
$30.37
-10.2%
+27.4%$5.42B$2.10B12.752,200Positive News
AMG
Affiliated Managers Group
4.3262 of 5 stars
$159.94
-0.3%
$173.80
+8.7%
+16.9%$5.10B$2.06B8.884,000Short Interest ↓
Analyst Revision
STEP
StepStone Group
2.5028 of 5 stars
$44.45
+6.6%
$35.79
-19.5%
+99.6%$4.91B$711.63M49.39980Insider Buying
High Trading Volume
LAZ
Lazard
4.0901 of 5 stars
$41.15
-1.1%
$45.67
+11.0%
+40.1%$4.64B$2.52B-117.573,291
MC
Moelis & Company
1.1893 of 5 stars
$57.87
0.0%
$50.80
-12.2%
+49.5%$4.33B$854.75M-304.581,161News Coverage
Positive News
AB
AllianceBernstein
3.0671 of 5 stars
$33.52
-0.7%
$41.19
+22.9%
-3.6%$3.86B$4.16B13.914,707Positive News

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This page (NYSE:AMK) was last updated on 6/1/2024 by MarketBeat.com Staff

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