More stocks to consider
Alternative stocks to AssetMark Financial Holdings (NYSE:AMK)
These are the alternatives to AssetMark Financial Holdings that fall within the same industry, Asset Management & Custody, or region, USA.
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For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:
Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".
Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".
Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.
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AssetMark Financial Holdings stock research in summary
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AssetMark Financial Holdings stock research analysis by the purely faced based Obermatt method on current and historical performance by investment strategy | AssetMark Financial Holdings (NYSE:AMK), Asset Management & Custody, USA
Latest Obermatt Ranks
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| Country |
USA |
| Industry |
Asset Management & Custody |
| Index |
|
| Size class |
Medium |
Large companies - similar industry as AssetMark Financial Holdings
| Similar Stocks |
 VALUEVVV
|
 GROWTHVV
|
 SAFETYVV
|
 COMBINED
|
|
1. Invesco (XL, US) Asset Management & Custody
|
|
1. Invesco (XL, US) Asset Management & Custody
|
100
|
|
5
|
|
87
|
|
87
|
|
|
2. INTL FCStone (XXL, US) Investment Banking & Brokerage
|
|
2. INTL FCStone (XXL, US) Investment Banking & Brokerage
|
57
|
|
87
|
|
40
|
|
85
|
|
|
3. CME Group (XL, US) Financial Exchanges & Data
|
|
3. CME Group (XL, US) Financial Exchanges & Data
|
18
|
|
61
|
|
100
|
|
77
|
|
|
4. Stifel Financial (XL, US) Investment Banking & Brokerage
|
|
4. Stifel Financial (XL, US) Investment Banking & Brokerage
|
79
|
|
45
|
|
49
|
|
73
|
|
|
5. Nasdaq (XL, US) Financial Exchanges & Data
|
|
5. Nasdaq (XL, US) Financial Exchanges & Data
|
51
|
|
81
|
|
40
|
|
71
|
|
|
6. Franklin Resources (XL, US) Asset Management & Custody
|
|
6. Franklin Resources (XL, US) Asset Management & Custody
|
95
|
|
1
|
|
71
|
|
61
|
|
|
7. BlackRock (XXL, US) Asset Management & Custody
|
|
7. BlackRock (XXL, US) Asset Management & Custody
|
38
|
|
37
|
|
89
|
|
61
|
|
|
8. Intercontinental Exchange (XL, US) Financial Exchanges & Data
|
|
8. Intercontinental Exchange (XL, US) Financial Exchanges & Data
|
30
|
|
53
|
|
64
|
|
53
|
|
|
9. Interactive Brokers (XL, US) Investment Banking & Brokerage
|
|
9. Interactive Brokers (XL, US) Investment Banking & Brokerage
|
9
|
|
79
|
|
72
|
|
50
|
|
|
10. Goldman Sachs (XXL, US) Investment Banking & Brokerage
|
|
10. Goldman Sachs (XXL, US) Investment Banking & Brokerage
|
71
|
|
53
|
|
17
|
|
49
|
|
May 15, 2025
Why popular stocks have low ratings
It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.
Large companies - similar region as AssetMark Financial Holdings
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. First Republic Bank (XL, US) Regional Banks
|
|
1. First Republic Bank (XL, US) Regional Banks
|
100
|
|
59
|
|
93
|
|
100
|
|
|
2. Fluor (XXL, US) Construction & Engineering
|
|
2. Fluor (XXL, US) Construction & Engineering
|
83
|
|
73
|
|
98
|
|
100
|
|
|
3. Cheesecake Factory (XL, US) Restaurants
|
|
3. Cheesecake Factory (XL, US) Restaurants
|
75
|
|
91
|
|
90
|
|
100
|
|
|
4. Synchrony Financial (XXL, US) Consumer Finance
|
|
4. Synchrony Financial (XXL, US) Consumer Finance
|
85
|
|
59
|
|
94
|
|
100
|
|
|
5. UGI (XL, US) Gas Utilities
|
|
5. UGI (XL, US) Gas Utilities
|
95
|
|
91
|
|
67
|
|
100
|
|
|
6. Yum! (XL, US) Restaurants
|
|
6. Yum! (XL, US) Restaurants
|
69
|
|
85
|
|
64
|
|
100
|
|
|
7. Jacobs Engineering (XL, US) Research & Consulting
|
|
7. Jacobs Engineering (XL, US) Research & Consulting
|
82
|
|
89
|
|
78
|
|
100
|
|
|
8. Zimmer (XL, US) Health Care Equipment
|
|
8. Zimmer (XL, US) Health Care Equipment
|
98
|
|
47
|
|
80
|
|
100
|
|
|
9. H&R Block (XL, US) Specialized Consumer Services
|
|
9. H&R Block (XL, US) Specialized Consumer Services
|
89
|
|
57
|
|
76
|
|
100
|
|
|
10. Universal Health Services (XXL, US) Health Care Facilities
|
|
10. Universal Health Services (XXL, US) Health Care Facilities
|
85
|
|
53
|
|
86
|
|
100
|
|
May 15, 2025
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Mid sized companies - similar industry as AssetMark Financial Holdings
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. StepStone Group (M, US) Asset Management & Custody
|
|
1. StepStone Group (M, US) Asset Management & Custody
|
22
|
|
100
|
|
96
|
|
98
|
|
|
2. The Carlyle Group (L, US) Asset Management & Custody
|
|
2. The Carlyle Group (L, US) Asset Management & Custody
|
69
|
|
69
|
|
59
|
|
91
|
|
|
3. Federated Investors (L, US) Asset Management & Custody
|
|
3. Federated Investors (L, US) Asset Management & Custody
|
77
|
|
39
|
|
87
|
|
91
|
|
|
4. GCM Grosvenor (M, US) Asset Management & Custody
|
|
4. GCM Grosvenor (M, US) Asset Management & Custody
|
70
|
|
93
|
|
4
|
|
75
|
|
|
5. SEI Investments (L, US) Asset Management & Custody
|
|
5. SEI Investments (L, US) Asset Management & Custody
|
37
|
|
37
|
|
92
|
|
63
|
|
|
6. Victory Capitals (L, US) Asset Management & Custody
|
|
6. Victory Capitals (L, US) Asset Management & Custody
|
59
|
|
95
|
|
13
|
|
63
|
|
|
7. New Mountain Finance (M, US) Asset Management & Custody
|
|
7. New Mountain Finance (M, US) Asset Management & Custody
|
76
|
|
19
|
|
45
|
|
49
|
|
|
8. AMG (L, US) Asset Management & Custody
|
|
8. AMG (L, US) Asset Management & Custody
|
62
|
|
17
|
|
55
|
|
45
|
|
|
9. Hamilton Lane Incorporated (M, US) Asset Management & Custody
|
|
9. Hamilton Lane Incorporated (M, US) Asset Management & Custody
|
5
|
|
59
|
|
70
|
|
39
|
|
|
10. Virtus Investment Partners (L, US) Asset Management & Custody
|
|
10. Virtus Investment Partners (L, US) Asset Management & Custody
|
98
|
|
5
|
|
6
|
|
16
|
|
May 15, 2025
Mid sized companies - similar region as AssetMark Financial Holdings
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. Cal-Maine Foods (L, US) Packaged Foods & Meats
|
|
1. Cal-Maine Foods (L, US) Packaged Foods & Meats
|
78
|
|
95
|
|
100
|
|
100
|
|
|
2. Spartan Motors (L, US) Heavy Machinery
|
|
2. Spartan Motors (L, US) Heavy Machinery
|
77
|
|
97
|
|
63
|
|
100
|
|
|
3. Perella Weinberg (M, US) Investment Banking & Brokerage
|
|
3. Perella Weinberg (M, US) Investment Banking & Brokerage
|
85
|
|
89
|
|
58
|
|
100
|
|
|
4. Taboola.com (L, US) Interactive Media & Services
|
|
4. Taboola.com (L, US) Interactive Media & Services
|
90
|
|
21
|
|
81
|
|
100
|
|
|
5. ACM Research (M, US) Semiconductor Equipment
|
|
5. ACM Research (M, US) Semiconductor Equipment
|
100
|
|
74
|
|
90
|
|
100
|
|
|
6. Perdoceo Education (M, US) Education Services
|
|
6. Perdoceo Education (M, US) Education Services
|
67
|
|
75
|
|
98
|
|
100
|
|
|
7. TEGNA (L, US) Broadcasting
|
|
7. TEGNA (L, US) Broadcasting
|
79
|
|
77
|
|
90
|
|
100
|
|
|
8. Portland General Electric (L, US) Electric Utilities
|
|
8. Portland General Electric (L, US) Electric Utilities
|
97
|
|
41
|
|
91
|
|
100
|
|
|
9. Johnson Outdoors (M, US) Leisure Products
|
|
9. Johnson Outdoors (M, US) Leisure Products
|
85
|
|
85
|
|
91
|
|
100
|
|
|
10. Bio-Techne (L, US) Life Sciences Tools & Services
|
|
10. Bio-Techne (L, US) Life Sciences Tools & Services
|
68
|
|
70
|
|
91
|
|
100
|
|
May 15, 2025
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