Associated Capital Buy Hold or Sell Recommendation

AC -- USA Stock  

USD 34.09  0.45  1.30%

Allowing for the 30-days total investment horizon, and your above average risk tolerance our recommendation regarding Associated Capital Group is 'Hold'. 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
Hold

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 (0.16), jensen alpha of (0.30), total risk alpha of (0.11), sortino ratio of 0.0 and treynor ratio of (0.71)
Macroaxis buy, hold, or sell suggestion module can be used to complement Associated Capital buy, hold, or sell recommendation provided by average analyst sentiment. It analyzes the organization potential to grow using 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 274.15K, 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 Return0.35Value At Risk3.4
Potential Upside3.55Standard Deviation2.82
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Horizon Kinetics LlcCommon Shares1.5 M63.2 M
Vanguard Group IncCommon Shares329 K14 M
Blackrock IncCommon Shares266.2 K11.3 M
Royce Associates LpCommon Shares202.6 K8.6 M
Mad River InvestorsCommon Shares144.2 K6.1 M
Dimensional Fund Advisors LpCommon Shares70.8 K3 M
State Street CorpCommon Shares52.2 K2.2 M

Associated Capital Greeks

α
Alpha over DOW
=0.3
β
Beta against DOW=0.51
σ
Overall volatility
=2.88
Ir
Information ratio =0.09

Associated Capital Volatility Alert

Associated Capital Group exhibits very low volatility with skewness of -1.24 and kurtosis of 6.8. However, we advise investors to further study Associated Capital Group technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Associated Capital to competition

Associated Capital Fundamental Vs Peers

FundamentalsAssociated CapitalPeer Average
Return On Equity(0.10)% (15.17)%
Return On Asset(0.92)% (15.64)%
Profit Margin(7.71)% (5.50)%
Operating Margin(57.03)% (10.91)%
Current Valuation472.59M152.14B
Shares Outstanding3.54M1.43B
Shares Owned by Insiders0.32% 6.91%
Shares Owned by Institutions37.47% 18.37%
Number of Shares Shorted274.15K3.24M
Price to Earning148.91X40.69X
Price to Book0.86X14.44X
Price to Sales30.31X17.81X
Revenue25.75M9.85B
Gross Profit(3.73M)21.75B
EBITDA(14.66M)1.41B
Net Income(1.98M)517.71M
Cash and Equivalents348.89M3.89B
Cash per Share15.44X5.17X
Debt to Equity0.11% 0.72%
Current Ratio9.56X3.30X
Book Value Per Share40.22X13.64X
Cash Flow from Operations56.52M1.25B
Short Ratio24.53X2.09X
Earnings Per Share(0.09)X2.30X
Number of Employees7110.67K
Beta0.620.34
Market Capitalization780.52M29.78B
Total Asset836.75M126.86B
Retained Earnings2.07M38.24B
Working Capital136.34M3.58B
Current Asset213.21M36.8B
Current Liabilities76.87M33.34B
Last Dividend Paid0.2
   Associated Capital exotic insider transaction detected [view details]

Associated Capital Alerts

Trading Alerts and Improvement Suggestions

Associated Capital generates negative expected return over the last 30 days
Associated Capital has high likelihood to experience some financial distress in the next 2 years
The company generated yearly revenue of 25.75M. Annual Net Loss to common stockholders was (1.98M) with gross Loss of (3.73M).
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 Balance Of Power module to check stock momentum by analyzing balance of power indicator and other technical ratios.
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