Associated Capital Group Stock Buy Hold or Sell Recommendation
| AC Stock | USD 35.36 0.48 1.38% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Associated Capital Group is 'Buy'. 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.
Check out 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. In addition, we conduct extensive research on individual companies such as Associated and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Associated Capital Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
Associated |
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
 |  |
Buy
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Not Available | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Associated Capital Trading Alerts and Improvement Suggestions
| Associated Capital generated a negative expected return over the last 90 days | |
| About 67.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: Associated Capital Group Downgraded by StockNews.com to Sell - MarketBeat |
Associated Capital Returns Distribution Density
The distribution of Associated Capital's historical returns is an attempt to chart the uncertainty of Associated Capital's future price movements. The chart of the probability distribution of Associated Capital daily returns describes the distribution of returns around its average expected value. We use Associated Capital Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Associated Capital returns is essential to provide solid investment advice for Associated Capital.
| Mean Return | -0.03 | Value At Risk | -2.44 | Potential Upside | 2.75 | Standard Deviation | 1.71 |
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
| Shares | Ubs Group Ag | 2024-12-31 | 10.3 K | U.s. Bancorp | 2024-12-31 | 4.4 K | Empowered Funds, Llc | 2024-12-31 | 4.4 K | Quent Capital, Llc | 2024-12-31 | 4.1 K | Bank Of America Corp | 2024-12-31 | 3.1 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 1.3 K | Fmr Inc | 2024-12-31 | 1.2 K | Jpmorgan Chase & Co | 2024-12-31 | 706 | Nisa Investment Advisors, L.l.c. | 2024-12-31 | 350 | Horizon Asset Management Inc/ny | 2024-12-31 | 917.6 K | Vanguard Group Inc | 2024-12-31 | 152 K |
Associated Capital Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | (302.5M) | 289.1M | (107.3M) | 125.8M | 144.7M | 151.9M | |
| Free Cash Flow | (290.5M) | 238.2M | (70.6M) | 145.1M | 166.8M | 175.2M | |
| Depreciation | 52K | 379K | 341K | 360K | 414K | 434.7K | |
| Other Non Cash Items | (3.9M) | (13.0M) | 66.4M | (51.1M) | (58.8M) | (55.9M) | |
| Net Income | 20.5M | 63.6M | (45.5M) | 37.5M | 43.1M | 45.2M | |
| End Period Cash Flow | 39.5M | 328.6M | 221.3M | 347.1M | 399.1M | 290.8M | |
| Change To Netincome | (87.1M) | (29.4M) | 174.6M | (25.0M) | (28.8M) | (27.3M) | |
| Investments | (174.1M) | 65.3M | 1.9M | 2.5M | 2.9M | 3.0M | |
| Dividends Paid | 6.7M | 4.4M | 4.4M | 4.3M | 5.0M | 4.5M |
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 Capital Markets 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'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 Jones | 0.03 | |
β | Beta against Dow Jones | 0.67 | |
σ | Overall volatility | 1.74 | |
Ir | Information ratio | 0.04 |
Associated Capital Volatility Alert
Associated Capital Group exhibits very low volatility with skewness of 1.18 and kurtosis of 2.66. 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 bullish 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 financial instruments 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 |
| Fundamentals | Associated Capital | Peer Average |
| Return On Equity | 0.0627 | -0.31 |
| Return On Asset | -0.0134 | -0.14 |
| Profit Margin | 4.13 % | (1.27) % |
| Operating Margin | (2.86) % | (5.51) % |
| Current Valuation | 371.07 M | 16.62 B |
| Shares Outstanding | 2.29 M | 571.82 M |
| Shares Owned By Insiders | 2.30 % | 10.09 % |
| Shares Owned By Institutions | 66.93 % | 39.21 % |
| Number Of Shares Shorted | 6.62 K | 4.71 M |
| Price To Earning | 48.28 X | 28.72 X |
| Price To Book | 0.83 X | 9.51 X |
| Price To Sales | 56.86 X | 11.42 X |
| Revenue | 12.68 M | 9.43 B |
| Gross Profit | (3.65 M) | 27.38 B |
| EBITDA | 26.45 M | 3.9 B |
| Net Income | 37.45 M | 570.98 M |
| Cash And Equivalents | 404.46 M | 2.7 B |
| Cash Per Share | 16.77 X | 5.01 X |
| Total Debt | 6.5 M | 5.32 B |
| Debt To Equity | 0.11 % | 48.70 % |
| Current Ratio | 20.94 X | 2.16 X |
| Book Value Per Share | 41.97 X | 1.93 K |
| Cash Flow From Operations | 6.15 M | 971.22 M |
| Short Ratio | 0.66 X | 4.00 X |
| Earnings Per Share | 2.62 X | 3.12 X |
| Target Price | 10.87 | |
| Beta | 0.87 | -0.15 |
| Market Capitalization | 771.54 M | 19.03 B |
| Total Asset | 943.8 M | 29.47 B |
| Retained Earnings | 48.23 M | 9.33 B |
| Working Capital | 426.17 M | 1.48 B |
| Current Asset | 213.21 M | 9.34 B |
| Current Liabilities | 76.87 M | 7.9 B |
Note: Acquisition by Peter Goldstein of 2500 shares of Associated Capital subject to Rule 16b-3 [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.
About Associated Capital Buy or Sell Advice
When is the right time to buy or sell Associated Capital Group? Buying financial instruments such as Associated Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the 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. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
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.Did You Try This Idea?
Run Shipping Containers Thematic Idea Now
Shipping Containers
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipping Containers theme has 16 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Shipping Containers Theme or any other thematic opportunities.
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Check out 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. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Is Asset Management & Custody Banks space 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 (0.07) | Dividend Share 0.1 | Earnings Share 2.62 | Revenue Per Share | Quarterly Revenue Growth 0.098 |
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.