Associated Capital Group Stock Filter Stocks by Fundamentals

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.
  
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 Shares Owned by Insiders Analysis

Associated Shares Owned by Insiders 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 Shares Owned by Insiders. 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
Competition

Based on the latest financial disclosure, Associated Capital Group has a Shares Owned by Insiders of 0.0null. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Shares Owned by Insiders (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Associated Capital Institutional Holders

Institutional Holdings refers to the ownership stake in Associated Capital that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Associated Capital's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Associated Capital's value.
Shares
Bridgeway Capital Management, Llc2023-12-31
10 K
Citadel Advisors Llc2023-09-30
9.1 K
Millennium Management Llc2023-12-31
5.8 K
U.s. Bancorp2023-12-31
4.4 K
Bank Of America Corp2023-12-31
3.2 K
Fmr Inc2023-12-31
1.6 K
Morgan Stanley - Brokerage Accounts2023-12-31
910
Rhumbline Advisers2023-12-31
549
Ronald Blue Trust, Inc.2023-12-31
500
Horizon Asset Management Inc/ny2023-12-31
1.1 M
Vanguard Group Inc2023-12-31
162.9 K

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.
Associated Capital Group, Inc. provides investment advisory services in the United States. The company was founded in 1976 and is headquartered in Greenwich, Connecticut. Associated Capital operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 25 people.

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

  0.8CB Chubb Financial Report 23rd of April 2024 PairCorr
  0.77MA Mastercard Financial Report 25th of April 2024 PairCorr
  0.77V Visa Class A Fiscal Quarter End 31st of March 2024 PairCorr
  0.76BK Bank of New York Fiscal Quarter End 31st of March 2024 PairCorr
  0.74AXP American Express Sell-off TrendPairCorr
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 AI Investment Finder module to use AI to screen and filter profitable investment opportunities.

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.
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Bonds Directory
Find actively traded corporate debentures issued by US companies
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.