Associated Stock Buy Hold or Sell Recommendation

AC -  USA Stock  

USD 37.15  0.22  0.59%

Allowing for the 90-day 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's available fundamental, technical, and predictive indicators you will find on this site.

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The advice is provided from Associated Capital's buy-and-hold perspective. Please continue to Associated Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Associated and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Associated Capital Group.

Execute Associated Capital Buy or Sell Advice

The Associated recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Associated Capital Group. Macroaxis does not own or have any residual interests in Associated Capital Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Associated Capital's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Associated CapitalBuy Associated Capital
Hold

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Close to AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

InapplicableDetails

Reporting Quality (M-Score)

Possible ManipulatorDetails
For the selected time horizon Associated Capital Group has a Risk Adjusted Performance of 0.0279, Jensen Alpha of 0.0231, Total Risk Alpha of (0.05), Sortino Ratio of 0.007 and Treynor Ratio of 0.0712
Associated Capital advice module can be used to check and cross-verify current investment recommendation provided by analysts analyzing the company's 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 the price to book and ebitda . Given that Associated Capital has a number of shares shorted of 42.75 K, we suggest you to validate Associated Capital Group market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Associated Capital Trading Alerts and Improvement Suggestions

Associated Capital has high likelihood to experience some financial distress in the next 2 years
Associated Capital Group reports about 383.96 M in cash with (279.37 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 17.29.
Over 75.0% of the company shares are held by institutions such as insurance companies
Latest headline from www.nasdaq.com: Shyft Group Seems To Use Debt Quite Sensibly - Nasdaq

Associated Capital Returns Distribution Density

The chart of the probability distribution of Associated Capital stock daily returns describes the distribution of returns around its average expected value. We use Associated Capital Group' stock's Value At Risk and its Upside Potential as a relative measure of the distribution. The distribution of Associated Capital returns is essential to provide solid investment advice for Associated Capital stock.
Mean Return0.06Value At Risk-2.09
Potential Upside3.13Standard Deviation1.72
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Associated Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Associated Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Associated Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Associated Capital Group backward and forwards among themselves. Associated Capital's institutional investor refers to the entity that pools money to purchase Associated Capital's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Horizon Kinetics Asset Management LlcCommon Shares1.3 M46.1 M
Vanguard Group IncCommon Shares208.1 K7.5 M
Blackrock IncCommon Shares165 K5.9 M
Mad River InvestorsCommon Shares126.6 K4.5 M
Gamco Investors Inc Et Al 1Common Shares79.9 K2.9 M
Dimensional Fund Advisors LpCommon Shares47 K1.7 M
Geode Capital Management LlcCommon Shares42.7 K1.5 M
Note, although Associated Capital's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Associated Capital Cash Flow Accounts

201620172018201920202021 (projected)
Net Cash Flow or Change in Cash and Cash Equivalents108.34 M(20.98 M)116.41 M(60.98 M)(302.49 M)(310.45 M)
Issuance Purchase of Equity Shares(41.63 M)(21.22 M)(7.01 M)(4.13 M)(7.44 M)(8.03 M)
Issuance Repayment of Debt Securities(16 M)150 M50 M(2 K)(2.3 K)(2.36 K)
Net Cash Flow from Financing105.87 M65.37 M34.69 M(11.58 M)150.95 M162.87 M
Net Cash Flow from Investing(4.12 M)(18.73 M)4.74 M(5.06 M)(174.07 M)(178.65 M)
Net Cash Flow Investment Acquisitions and Disposals(4.12 M)(3.73 M)4.74 M1.46 M(162.99 M)(167.28 M)
Net Cash Flow from Operations6.59 M(67.62 M)76.98 M(41.96 M)(279.48 M)(286.84 M)
Share Based Compensation4.93 M2.46 M5.88 M72 K82.8 K84.98 K

Associated Capital Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Associated Capital or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Associated Capital stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Associated stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.023092
β
Beta against DOW0.68
σ
Overall volatility
1.72
Ir
Information ratio 0.0065

Associated Capital Volatility Alert

Associated Capital Group has relatively low volatility with skewness of 0.18 and kurtosis of 1.33. However, we advise all investors to independently investigate Associated Capital Group to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Associated Capital's stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Associated Capital's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Associated Capital Fundamentals Vs Peers

Comparing Associated Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Associated Capital's direct or indirect competition across all of the common fundamentals between Associated Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Associated Capital or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Associated Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Associated Capital by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Associated Capital to competition
   Associated Capital exotic insider transaction detected [view details]

Associated Capital Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Associated . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Accumulation Distribution452.9
Daily Balance Of Power(0.34)
Rate Of Daily Change0.99
Day Median Price37.17
Day Typical Price37.17
Market Facilitation Index0.0
Price Action Indicator(0.14)

About Associated Capital Buy or Sell Advice

When is the right time to buy or sell Associated Capital Group? Buying stocks such as Associated Capital isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Associated Capital investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2018 2020 2021 (projected)
Current Assets410.87 M369.79 M316.38 M
Total Assets954.43 M1.17 B1.14 B

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In addition to having Associated Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Please continue to Associated Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

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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 underlying business (such as 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 Associated Capital value 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.