AssetMark Financial Holdings, Inc. (AMK) — Financial statements
Income statement, balance sheet, and cash flow for AssetMark Financial Holdings, Inc. — annual and quarterly history with growth and margin analysis.
| Metric (USD Millions) | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Revenue & Gross Profit | ||||||
| Revenue | 708↑14.6% | 618↑16.6% | 530↑22.7% | 432↑3.4% | 418 | |
| Cost of Revenue | 390↑18.6% | 329↓5.8% | 349↑11.9% | 312↑9.1% | 286 | |
| Gross Profit | 319↑10.0% | 290↑59.8% | 181↑50.9% | 120↓8.9% | 132 | |
| Operating Expenses | ||||||
| R&D Expenses | 23↑14.1% | 20↓30.2% | 29↑5.8% | 27↑12.8% | 24 | |
| General & Administrative Expenses | 27↓76.7% | 115↑21.7% | 95↑22.2% | 78↑7.6% | 72 | |
| Selling & Marketing Expenses | 98 | 0.00 | 0.00 | 0.00 | 0.00 | |
| SG&A Expenses | 125↑8.5% | 115↑21.7% | 95↑22.2% | 78↑7.6% | 72 | |
| Other Expenses | -17↓154.4% | 31↓17.9% | 38↑8.0% | 35↑15.7% | 30 | |
| Operating Expenses | 125↓14.5% | 146↑10.4% | 133↑17.7% | 113↑10.0% | 102 | |
| Total Costs & Expenses | 515↑8.4% | 475↓1.4% | 482↑13.4% | 425↑9.3% | 388 | |
| Operating Results | ||||||
| Operating Income | 194↑35.1% | 143↑195.1% | 49↑734.3% | 6↓78.6% | 27 | |
| Depreciation & Amortization | 36↑14.1% | 31↓17.9% | 38↑8.0% | 35↑15.7% | 30 | |
| EBITDA | 212↑21.6% | 174↑101.7% | 86↑111.2% | 41↓28.8% | 58 | |
| EBIT | 177↑23.2% | 143↑195.1% | 49↑734.3% | 6↓78.6% | 27 | |
| Interest & Other Income | ||||||
| Net Interest Income | -9↓39.7% | -7↓83.2% | -4↑36.3% | -6↑54.5% | -12 | |
| Interest Income | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Interest Expense | 9↑39.7% | 7↑83.2% | 4↓36.3% | 6↓54.5% | 12 | |
| Non-Operating Income | 17↑39511.6% | -0.04↓140.6% | 0.11↓93.7% | 2↓26.5% | 2 | |
| Other Income / Expenses | -26↓302.3% | -6↓76.7% | -4↑49.6% | -7↑50.1% | -15 | |
| Income Before Tax | 167↑22.5% | 137↑204.0% | 45↑19374.9% | 0.23↓98.5% | 15 | |
| Income Tax Expense | 44↑32.4% | 33↑73.4% | 19↑140.2% | 8↓47.5% | 15 | |
| Net Income & EPS | ||||||
| Net Income from Continuing Operations | 123↑19.2% | 103↑302.2% | 26↑428.6% | -8↓1760.0% | -0.42 | |
| Net Income from Discontinued Operations | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Net Income | 123↑19.2% | 103↑302.2% | 26↑428.6% | -8↓1760.0% | -0.42 | |
| Bottom-Line Net Income | 123↑19.2% | 103↑302.2% | 26↑428.6% | -8↓1760.0% | -0.42 | |
| EPS (Basic) | 1.66↑18.6% | 1.40↑288.9% | 0.36↑400.0% | -0.12↓1804.8% | -0.01 | |
| EPS (Diluted) | 1.65↑17.9% | 1.40↑300.0% | 0.35↑391.7% | -0.12↓1804.8% | -0.01 | |
| Weighted Average Shares | 74↑0.5% | 74↑2.2% | 72↑7.1% | 67↑1.6% | 66 | |
| Weighted Average Diluted Shares | 74↑0.8% | 74↑2.0% | 72↑7.5% | 67↑1.6% | 66 | |
* All figures in Millions of USD, except per share data. Growth rates calculated Year-over-Year (YoY). Data source: SEC Filings.