Associated Capital Group Stock Performance
| AC Stock | USD 32.43 0.15 0.46% |
The firm shows a Beta (market volatility) of 0.31, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Associated Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Associated Capital is expected to be smaller as well. Associated Capital has an expected return of -0.084%. Please make sure to confirm Associated Capital maximum drawdown, kurtosis, day median price, as well as the relationship between the potential upside and daily balance of power , to decide if Associated Capital performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Associated Capital Group has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound fundamental indicators, Associated Capital is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return 0.84 | Five Day Return 0.22 | Year To Date Return (7.00) | Ten Year Return 18.06 | All Time Return 18.06 |
Forward Dividend Yield 0.0062 | Payout Ratio 0.1162 | Last Split Factor 1005:1000 | Forward Dividend Rate 0.2 | Dividend Date 2023-12-14 |
1 | Associated Capital Group GAAP EPS of 0.76, revenue of 5.64M | 02/07/2024 |
2 | Associated Capital Group Posts Quarterly Earnings Results | 02/09/2024 |
3 | Associated Capital Group Sees Strong Trading Volume - MarketBeat | 02/16/2024 |
4 | LICT Corporation Reports Preliminary Unaudited Fourth Quarter and Full Year 2023 Results | 03/04/2024 |
5 | Associated Capital Group Sees Large Volume Increase - MarketBeat | 03/13/2024 |
6 | Acquisition by Gamco Investors, Inc. Et Al of 4000 shares of Associated Capital at 27.9538 subject to Rule 16b-3 | 03/18/2024 |
7 | Buffalo Coal Shares Cross Below 50 Day Moving Average of 0.01 - Defense World | 04/03/2024 |
8 | AC Reports Preliminary March 31 Book Value of 42.67 to 42.87 Per Share | 04/05/2024 |
9 | Mario Gabelli sells shares of Bancroft Fund Ltd worth over 30k | 04/12/2024 |
10 | Associated Capital Group, Inc. Short Interest Down 6.1 percent in March - Defense World | 04/18/2024 |
| Begin Period Cash Flow | 221.3 M |
Associated |
Associated Capital Relative Risk vs. Return Landscape
If you would invest 3,415 in Associated Capital Group on January 23, 2024 and sell it today you would lose (187.00) from holding Associated Capital Group or give up 5.48% of portfolio value over 90 days. Associated Capital Group is generating negative expected returns and assumes 1.0405% volatility on return distribution over the 90 days horizon. Put differently, 9% of stocks are less risky than Associated on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Associated Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Associated Capital's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Associated Capital Group, and traders can use it to determine the average amount a Associated Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0807
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| Negative Returns | AC |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Associated Capital is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Associated Capital by adding Associated Capital to a well-diversified portfolio.
Associated Capital Fundamentals Growth
Associated Stock prices reflect investors' perceptions of the future prospects and financial health of Associated Capital, and Associated Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Associated Stock performance.
| Return On Equity | 0.0416 | ||||
| Return On Asset | -0.0113 | ||||
| Profit Margin | 2.95 % | ||||
| Operating Margin | (0.86) % | ||||
| Current Valuation | 293.26 M | ||||
| Shares Outstanding | 2.54 M | ||||
| Price To Earning | 48.28 X | ||||
| Price To Book | 0.76 X | ||||
| Price To Sales | 54.62 X | ||||
| Revenue | 55.72 M | ||||
| Gross Profit | (3.65 M) | ||||
| EBITDA | 26.45 M | ||||
| Net Income | 37.45 M | ||||
| Cash And Equivalents | 404.46 M | ||||
| Cash Per Share | 16.77 X | ||||
| Debt To Equity | 0.11 % | ||||
| Current Ratio | 20.94 X | ||||
| Book Value Per Share | 42.11 X | ||||
| Cash Flow From Operations | 6.15 M | ||||
| Earnings Per Share | 1.72 X | ||||
| Market Capitalization | 693.8 M | ||||
| Total Asset | 943.8 M | ||||
| Retained Earnings | 48.23 M | ||||
| Working Capital | 426.17 M | ||||
| Current Asset | 213.21 M | ||||
| Current Liabilities | 76.87 M | ||||
About Associated Capital Performance
To evaluate Associated Capital Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Associated Capital generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Associated Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Associated Capital market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Associated's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -5.6 K | -5.9 K | |
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.04 | 0.04 |
Things to note about Associated Capital performance evaluation
Checking the ongoing alerts about Associated Capital for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Associated Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Associated Capital generated a negative expected return over the last 90 days | |
| Associated Capital has a strong financial position based on the latest SEC filings | |
| About 71.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: Associated Capital Group, Inc. Short Interest Down 6.1 percent in March - Defense World |
- Analyzing Associated Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Associated Capital's stock is overvalued or undervalued compared to its peers.
- Examining Associated Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Associated Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Associated Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Associated Capital's stock. These opinions can provide insight into Associated Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Associated Capital Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Associated Capital information on this page should be used as a complementary analysis to other Associated Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Complementary Tools for Associated Stock analysis
When running Associated Capital's price analysis, check to measure Associated Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Associated Capital is operating at the current time. Most of Associated Capital's value examination focuses on studying past and present price action to predict the probability of Associated Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Associated Capital's price. Additionally, you may evaluate how the addition of Associated Capital to your portfolios can decrease your overall portfolio volatility.
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Is Associated Capital's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Associated Capital. If investors know Associated will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Associated Capital listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.214 | Dividend Share 0.2 | Earnings Share 1.72 | Revenue Per Share 0.583 | Quarterly Revenue Growth (0.25) |
The market value of Associated Capital is measured differently than its book value, which is the value of Associated that is recorded on the company's balance sheet. Investors also form their own opinion of Associated Capital's value that differs from its market value or its book value, called intrinsic value, which is Associated Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Associated Capital's market value can be influenced by many factors that don't directly affect Associated Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Associated Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Associated Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Associated Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.