Associated Capital Buy Hold or Sell Recommendation

AC -- USA Stock  

USD 40.35  0.85  2.15%

Allowing for the 30-days total investment horizon, and your above average risk tolerance our recommendation regarding Associated Capital Group is 'Buy'. Macroaxis provides Associated Capital buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding AC positions. The advice algorithm takes into account all of Associated Capital available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from AC buy-and-hold prospective. Check also Associated Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Associated CapitalBuy Associated Capital
Buy

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available

Piotroski F Score

Financial Leverage

Inapplicable
For the selected time horizon Associated Capital Group has a risk adjusted performance of 0.0962, jensen alpha of 0.0774, total risk alpha of 0.24, sortino ratio of 0.0946 and treynor ratio of 0.2391
Associated Capital buy, hold, or sell suggestion module can be used to check and cross-verify current buy, hold, or sell recommendation provided by analysts analyzing the organization potential to grow using all of fundamental, technical, data market data available at the time. To make sure Associated Capital is not overpriced, please confirm all Associated Capital fundamentals including its Number of Shares Shorted, Revenue, Cash and Equivalents, as well as the relationship between Price to Book and EBITDA . Given that Associated Capital has Number of Shares Shorted of 375.75 K, we suggest you validate Associated Capital Group market performance and probability of bankruptcy to make sure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Associated Capital Thematic Classifications

Trading IdeaTrading
USA Equities from Trading industry as classified by Fama & French

Associated Capital Returns Distribution Density

Mean Return0.26Value At Risk1.21
Potential Upside2.18Standard Deviation1.34
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Horizon Kinetics LlcCommon Shares1.4 M54.1 M
Vanguard Group IncCommon Shares298.3 K11.3 M
Blackrock IncCommon Shares272.8 K10.4 M
Royce Associates LpCommon Shares213.1 K8.1 M
Mad River InvestorsCommon Shares137.7 K5.2 M
Lombard Odier Asset Management Usa CorpCall Options221.2 K4.7 M
Rice Hall James Associates LlcCommon Shares68.2 K2.6 M
S Muoio Co LlcCommon Shares51.7 K2 M

Associated Capital Greeks

α
Alpha over DOW
=0.08
β
Beta against DOW=1.06
σ
Overall volatility
=1.27
Ir
Information ratio =0.07

Associated Capital Volatility Alert

Associated Capital Group has low volatility with Treynor Ratio of 0.24, Maximum Drawdown of 3.76 and kurtosis of 1.14. However, we advice all investors to further analyze Associated Capital Group to make certain all market information is desiminated and is consistent with the current expectations about Associated Capital upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare Associated Capital to competition

Associated Capital Fundamental Vs Peers

FundamentalsAssociated CapitalPeer Average
Return On Equity0.82 % (15.17) %
Return On Asset(1.12) % (15.64) %
Profit Margin26.26 % (5.50) %
Operating Margin(65.69) % (10.91) %
Current Valuation540.95 M152.14 B
Shares Outstanding4.05 M1.43 B
Shares Owned by Insiders0.34 % 6.91 %
Shares Owned by Institutions35.67 % 18.37 %
Number of Shares Shorted375.75 K3.24 M
Price to Earning133.28 times40.69 times
Price to Book0.99 times14.44 times
Price to Sales34.27 times17.81 times
Revenue26.33 M9.85 B
Gross Profit(3.73 M)21.75 B
EBITDA(17.28 M)1.41 B
Net Income6.91 M517.71 M
Cash and Equivalents273.77 M3.89 B
Cash per Share11.86 times5.17 times
Debt to Equity0.11 % 0.72 %
Current Ratio9.70 times3.30 times
Book Value Per Share39.51 times13.64 times
Cash Flow from Operations(82.59 M)1.25 B
Short Ratio17.02 times2.09 times
Earnings Per Share0.29 times2.30 times
Number of Employees7110.67 K
Beta0.490.34
Market Capitalization902.34 M29.78 B
Total Asset836.75 M126.86 B
Retained Earnings2.07 M38.24 B
Working Capital136.34 M3.58 B
Current Asset213.21 M36.8 B
Current Liabilities76.87 M33.34 B
Last Dividend Paid0.2
   Bona fide gift to Mario Gabelli of 5000 shares of Associated Capital subject to Section 16 [view details]

Associated Capital Alerts

Trading Alerts and Improvement Suggestions

AC reports about 273.77 M in cash with (82.59 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 11.86.
Latest headline from MacroaxisInsider: Bona fide gift to Mario Gabelli of 5000 shares of Associated Capital subject to Section 16
Check also Associated Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool. Please also try Portfolio Manager module to state of the art portfolio manager to monitor and improve performance of your invested capital.
Search macroaxis.com