Brightsphere Investment Group (NYSE:BSIG) and AssetMark Financial (NYSE:AMK) Critical Analysis

Brightsphere Investment Group (NYSE:BSIG) and AssetMark Financial (NYSE:AMK) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, risk, analyst recommendations, earnings, valuation, profitability and dividends.

Valuation & Earnings

This table compares Brightsphere Investment Group and AssetMark Financial’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Brightsphere Investment Group $928.20 million 1.03 $136.40 million $1.86 5.68
AssetMark Financial N/A N/A N/A N/A N/A

Brightsphere Investment Group has higher revenue and earnings than AssetMark Financial.

Dividends

Brightsphere Investment Group pays an annual dividend of $0.40 per share and has a dividend yield of 3.8%. AssetMark Financial does not pay a dividend. Brightsphere Investment Group pays out 21.5% of its earnings in the form of a dividend.

Profitability

This table compares Brightsphere Investment Group and AssetMark Financial’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Brightsphere Investment Group 18.36% 214.61% 11.68%
AssetMark Financial N/A N/A N/A

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Brightsphere Investment Group and AssetMark Financial, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brightsphere Investment Group 1 2 2 0 2.20
AssetMark Financial 0 2 2 0 2.50

Brightsphere Investment Group currently has a consensus target price of $13.90, indicating a potential upside of 31.63%. AssetMark Financial has a consensus target price of $30.33, indicating a potential upside of 10.10%. Given Brightsphere Investment Group’s higher possible upside, equities research analysts clearly believe Brightsphere Investment Group is more favorable than AssetMark Financial.

Institutional & Insider Ownership

1.2% of Brightsphere Investment Group shares are held by institutional investors. 24.1% of Brightsphere Investment Group shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Brightsphere Investment Group beats AssetMark Financial on 8 of the 10 factors compared between the two stocks.

Brightsphere Investment Group Company Profile

BrightSphere Investment Group plc is a publically owned asset management holding company. The firm provides its services to individuals and institutions. It manages separate client focused portfolios through its subsidiaries. The firm also launches equity mutual funds for its clients. It invests in public equity, fixed income, and alternative investment markets through its subsidiaries. The firm was founded in 1980 is based Boston, Massachusetts. It was formally known as OM Asset Management plc. BrightSphere Investment Group plc operates as a former subsidiary of Old Mutual Global Investors.

AssetMark Financial Company Profile

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. It offers an integrated technology platform that allows advisers to do research and portfolio analysis, create proposals, open and maintain accounts, implement investments, and meet reporting obligations; delivers its platform and solutions through people who get to know the company's clients; and provides curated platform of investment options. The company also offers mutual funds to clients of financial advisers; custodial recordkeeping services primarily to investor clients of registered investment advisers; and record-keeper and third-party administrator services for retirement products. It serves independent advisers who provide wealth management advice to the U.S. investors. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. is a subsidiary of AssetMark Holdings LLC.

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