Associated Capital Group Stock Retained Earnings

AC Stock  USD 32.71  0.10  0.31%   
Associated Capital Group fundamentals help investors to digest information that contributes to Associated Capital's financial success or failures. It also enables traders to predict the movement of Associated Stock. The fundamental analysis module provides a way to measure Associated Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Associated Capital stock.
The current year's Retained Earnings is expected to grow to about 50.6 M, whereas Retained Earnings Total Equity is forecasted to decline to about 9.1 M.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Associated Retained Earnings Analysis

Associated Capital's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.

Associated Capital Retained Earnings

50.64 Million

Retained Earnings

 = 

Beginning RE + Income

-

Dividends

More About Retained Earnings | All Equity Analysis

Current Associated Capital Retained Earnings

    
  48.23 M  
Most of Associated Capital's fundamental indicators, such as Retained Earnings, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Associated Capital Group is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Associated Retained Earnings Driver Correlations

Understanding the fundamental principles of building solid financial models for Associated Capital is extremely important. It helps to project a fair market value of Associated Stock properly, considering its historical fundamentals such as Retained Earnings. Since Associated Capital's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Associated Capital's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Associated Capital's interrelated accounts and indicators.
-0.650.94-0.62-0.84-0.20.64-0.280.610.560.92-0.570.9-0.140.890.450.91-0.37-0.890.570.06-0.22-0.86-0.290.040.37-0.23
-0.65-0.770.990.63-0.15-0.240.14-0.59-0.37-0.790.78-0.520.29-0.75-0.19-0.620.730.8-0.40.20.280.67-0.180.15-0.40.3
0.94-0.77-0.73-0.83-0.240.48-0.420.710.480.99-0.750.77-0.260.970.380.96-0.6-0.970.53-0.14-0.27-0.88-0.08-0.040.4-0.29
-0.620.99-0.730.56-0.22-0.220.02-0.56-0.34-0.740.72-0.490.25-0.71-0.18-0.580.660.75-0.40.180.260.63-0.160.14-0.360.28
-0.840.63-0.830.560.37-0.490.48-0.63-0.72-0.840.69-0.88-0.04-0.79-0.23-0.760.390.73-0.580.080.180.920.040.22-0.440.19
-0.2-0.15-0.24-0.220.37-0.30.75-0.45-0.41-0.230.47-0.29-0.19-0.36-0.2-0.350.180.17-0.270.140.230.480.050.0-0.220.25
0.64-0.240.48-0.22-0.49-0.3-0.310.60.730.42-0.270.780.340.530.620.4-0.1-0.410.70.13-0.48-0.6-0.70.280.13-0.45
-0.280.14-0.420.020.480.75-0.31-0.57-0.52-0.420.59-0.31-0.09-0.51-0.14-0.420.430.42-0.410.430.30.550.020.12-0.110.32
0.61-0.590.71-0.56-0.63-0.450.6-0.570.630.67-0.750.610.170.830.550.61-0.67-0.640.72-0.23-0.69-0.790.020.120.48-0.7
0.56-0.370.48-0.34-0.72-0.410.73-0.520.630.46-0.480.770.580.530.410.37-0.15-0.410.88-0.01-0.38-0.8-0.3-0.050.29-0.35
0.92-0.790.99-0.74-0.84-0.230.42-0.420.670.46-0.760.74-0.320.950.280.96-0.59-0.970.47-0.21-0.24-0.86-0.06-0.090.35-0.27
-0.570.78-0.750.720.690.47-0.270.59-0.75-0.48-0.76-0.510.16-0.82-0.22-0.680.810.74-0.420.330.340.8-0.230.2-0.450.37
0.9-0.520.77-0.49-0.88-0.290.78-0.310.610.770.74-0.510.180.750.490.69-0.22-0.670.670.21-0.24-0.87-0.33-0.010.45-0.22
-0.140.29-0.260.25-0.04-0.190.34-0.090.170.58-0.320.160.18-0.160.39-0.330.310.380.60.25-0.16-0.13-0.130.070.11-0.1
0.89-0.750.97-0.71-0.79-0.360.53-0.510.830.530.95-0.820.75-0.160.470.93-0.66-0.940.6-0.16-0.38-0.9-0.04-0.010.45-0.4
0.45-0.190.38-0.18-0.23-0.20.62-0.140.550.410.28-0.220.490.390.470.31-0.38-0.30.690.45-0.59-0.43-0.20.650.56-0.55
0.91-0.620.96-0.58-0.76-0.350.4-0.420.610.370.96-0.680.69-0.330.930.31-0.5-0.930.41-0.17-0.18-0.81-0.12-0.020.3-0.22
-0.370.73-0.60.660.390.18-0.10.43-0.67-0.15-0.590.81-0.220.31-0.66-0.38-0.50.61-0.30.310.570.51-0.32-0.2-0.460.59
-0.890.8-0.970.750.730.17-0.410.42-0.64-0.41-0.970.74-0.670.38-0.94-0.3-0.930.61-0.460.180.240.80.050.07-0.340.26
0.57-0.40.53-0.4-0.58-0.270.7-0.410.720.880.47-0.420.670.60.60.690.41-0.3-0.460.07-0.58-0.75-0.220.260.41-0.55
0.060.2-0.140.180.080.140.130.43-0.23-0.01-0.210.330.210.25-0.160.45-0.170.310.180.070.160.080.060.260.550.23
-0.220.28-0.270.260.180.23-0.480.3-0.69-0.38-0.240.34-0.24-0.16-0.38-0.59-0.180.570.24-0.580.160.380.12-0.7-0.351.0
-0.860.67-0.880.630.920.48-0.60.55-0.79-0.8-0.860.8-0.87-0.13-0.9-0.43-0.810.510.8-0.750.080.380.070.06-0.510.38
-0.29-0.18-0.08-0.160.040.05-0.70.020.02-0.3-0.06-0.23-0.33-0.13-0.04-0.2-0.12-0.320.05-0.220.060.120.07-0.280.520.11
0.040.15-0.040.140.220.00.280.120.12-0.05-0.090.2-0.010.07-0.010.65-0.02-0.20.070.260.26-0.70.06-0.280.21-0.68
0.37-0.40.4-0.36-0.44-0.220.13-0.110.480.290.35-0.450.450.110.450.560.3-0.46-0.340.410.55-0.35-0.510.520.21-0.32
-0.230.3-0.290.280.190.25-0.450.32-0.7-0.35-0.270.37-0.22-0.1-0.4-0.55-0.220.590.26-0.550.231.00.380.11-0.68-0.32
Click cells to compare fundamentals
Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
Competition

Based on the latest financial disclosure, Associated Capital Group has a Retained Earnings of 48.23 M. This is 99.68% lower than that of the Capital Markets sector and 99.92% lower than that of the Financials industry. The retained earnings for all United States stocks is 99.48% higher than that of the company.

Associated Retained Earnings Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Associated Capital's direct or indirect competition against its Retained Earnings to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Associated Capital could also be used in its relative valuation, which is a method of valuing Associated Capital by comparing valuation metrics of similar companies.
Associated Capital is currently under evaluation in retained earnings category among related companies.

Associated Fundamentals

About Associated Capital Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Associated Capital Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Associated Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Associated Capital Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Last ReportedProjected for 2024
Retained Earnings48.2 M50.6 M
Retained Earnings Total Equity17.4 M9.1 M
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Associated Capital in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Associated Capital's short interest history, or implied volatility extrapolated from Associated Capital options trading.

Pair Trading with Associated Capital

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Associated Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Associated Capital will appreciate offsetting losses from the drop in the long position's value.

Moving against Associated Stock

  0.79TW Tradeweb Markets Financial Report 25th of April 2024 PairCorr
  0.78MA Mastercard Financial Report 25th of April 2024 PairCorr
  0.76V Visa Class A Fiscal Quarter End 31st of March 2024 PairCorr
  0.74BK Bank of New York Fiscal Quarter End 31st of March 2024 PairCorr
  0.68IX Orix Corp Ads Financial Report 8th of May 2024 PairCorr
The ability to find closely correlated positions to Associated Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Associated Capital when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Associated Capital - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Associated Capital Group to buy it.
The correlation of Associated Capital is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Associated Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Associated Capital moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Associated Capital can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Associated Capital offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Associated Capital's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Associated Capital Group Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Associated Capital Group Stock:
Check out Associated Capital Piotroski F Score and Associated Capital Altman Z Score analysis.
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 Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.

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.
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
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.