Reviewing AssetMark Financial Holdings Inc. (AMK)’s and First Trust Senior Floating Rate 2022 Target Term Fund (NYSE:FIV)’s results

We will be contrasting the differences between AssetMark Financial Holdings Inc. (NYSE:AMK) and First Trust Senior Floating Rate 2022 Target Term Fund (NYSE:FIV) as far as risk, institutional ownership, analyst recommendations, profitability, dividends, earnings and valuation are concerned. The two businesses are rivals in the Asset Management industry.

Valuation & Earnings

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
AssetMark Financial Holdings Inc. 27 5.14 N/A 0.42 67.20
First Trust Senior Floating Rate 2022 Target Term Fund 9 0.00 N/A 0.00 0.00

Table 1 shows the gross revenue, earnings per share and valuation for AssetMark Financial Holdings Inc. and First Trust Senior Floating Rate 2022 Target Term Fund.

Profitability

Table 2 shows AssetMark Financial Holdings Inc. and First Trust Senior Floating Rate 2022 Target Term Fund’s return on equity, return on assets and net margins.

Net Margins Return on Equity Return on Assets
AssetMark Financial Holdings Inc. 0.00% 0% 0%
First Trust Senior Floating Rate 2022 Target Term Fund 0.00% 0% 0%

Analyst Recommendations

In next table is given AssetMark Financial Holdings Inc. and First Trust Senior Floating Rate 2022 Target Term Fund’s ratings and recommendations.

Sell Ratings Hold Ratings Buy Ratings Rating Score
AssetMark Financial Holdings Inc. 0 1 2 2.67
First Trust Senior Floating Rate 2022 Target Term Fund 0 0 0 0.00

AssetMark Financial Holdings Inc.’s upside potential is 10.13% at a $30.33 consensus target price.

Insider & Institutional Ownership

The shares of both AssetMark Financial Holdings Inc. and First Trust Senior Floating Rate 2022 Target Term Fund are owned by institutional investors at 0% and 3.91% respectively. Insiders owned roughly 7.1% of AssetMark Financial Holdings Inc.’s shares. On the other hand, insiders owned about 63.79% of First Trust Senior Floating Rate 2022 Target Term Fund’s shares.

Performance

In this table we provide the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
AssetMark Financial Holdings Inc. 7.77% 0% 0% 0% 0% 4.62%
First Trust Senior Floating Rate 2022 Target Term Fund -0.34% 0.56% -0.67% 0.22% -3.78% 7.99%

For the past year AssetMark Financial Holdings Inc.’s stock price has smaller growth than First Trust Senior Floating Rate 2022 Target Term Fund.

Summary

AssetMark Financial Holdings Inc. beats on 6 of the 7 factors First Trust Senior Floating Rate 2022 Target Term Fund.

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