Is Associated Capital Stock a Good Investment?
Associated Capital Investment Advice | AC |
- Examine Associated Capital's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Associated Capital's leadership team and their track record. Good management can help Associated Capital navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Associated Capital's business and its evolving consumer preferences.
- Compare Associated Capital's performance and market position to its competitors. Analyze how Associated Capital is positioned in terms of product offerings, innovation, and market share.
- Check if Associated Capital pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Associated Capital's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Associated Capital Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Associated Capital Group is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Associated Capital Stock
Researching Associated Capital's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 67.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.93. Some equities with similar Price to Book (P/B) outperform the market in the long run. Associated Capital last dividend was issued on the 5th of December 2024. The entity had 1005:1000 split on the 29th of July 2020.
To determine if Associated Capital is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Associated Capital's research are outlined below:
| About 67.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: Trend Tracker for - Stock Traders Daily |
Associated Capital Quarterly Liabilities And Stockholders Equity |
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Associated Capital uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Associated Capital Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Associated Capital's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 14th of February 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Know Associated Capital's Top 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.
| Shares | 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 | 2024-09-30 | 3.2 K | Ubs Group Ag | 2024-09-30 | 2.1 K | Jpmorgan Chase & Co | 2024-09-30 | 1.4 K | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 1.3 K | Fmr Inc | 2024-09-30 | 1.2 K | Barclays Plc | 2024-09-30 | 393 | Horizon Asset Management Inc/ny | 2024-12-31 | 917.6 K | Vanguard Group Inc | 2024-12-31 | 152 K |
Associated Capital's market capitalization trends
The company currently falls under 'Small-Cap' category with a market capitalization of 771.54 M.Associated Capital's profitablity analysis
The company has Net Profit Margin (PM) of 4.13 %, which may suggest that it has sound control over its expenditures, executes well on its competitive polices, or have a solid pricing strategies. This is typical in the industry. Likewise, it shows Net Operating Margin (NOM) of (2.86) %, which signifies that for every 100 dollars of sales, it has a net operating loss of $2.86.Determining Associated Capital's profitability involves analyzing its financial statements and using various financial metrics to determine if Associated Capital is a good buy. For example, gross profit margin measures Associated Capital's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Associated Capital's profitability and make more informed investment decisions.
Please note, the presentation of Associated Capital's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Associated Capital's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Associated Capital's management manipulating its earnings.
Evaluate Associated Capital's management efficiency
Associated Capital has Return on Asset (ROA) of (0.0134) % which means that for every 100 dollars spent on asset, it generated a loss of $0.0134. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.0627 %, which means that it produced $0.0627 on every 100 dollars invested by current stockholders. Associated Capital's management efficiency ratios could be used to measure how well Associated Capital manages its routine affairs as well as how well it operates its assets and liabilities.Associated Capital showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.
Dividend Yield 0.0055 | Forward Dividend Yield 0.0055 | Forward Dividend Rate 0.2 | Beta 0.87 |
Basic technical analysis of Associated Stock
As of the 17th of February 2025, Associated Capital shows the Mean Deviation of 1.31, risk adjusted performance of 0.0598, and Downside Deviation of 1.56. Associated Capital technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Associated Capital's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Associated Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on Associated Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Associated Capital insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Douglas Jamieson over a month ago Acquisition by Douglas Jamieson of 14000 shares of Associated Capital subject to Rule 16b-3 | ||
Gamco Investors, Inc. Et Al over three months ago Disposition of tradable shares by Gamco Investors, Inc. Et Al of Associated Capital subject to Rule 16b-3 | ||
Gamco Investors, Inc. Et Al over three months ago Discretionary transaction by Gamco Investors, Inc. Et Al of tradable shares of Associated Capital subject to Rule 16b-3 | ||
Elisa Wilson over six months ago Acquisition by Elisa Wilson of 70000 shares of Associated Capital subject to Rule 16b-3 | ||
Gamco Investors, Inc. Et Al over six months ago Acquisition by Gamco Investors, Inc. Et Al of 4000 shares of Associated Capital at 27.9538 subject to Rule 16b-3 | ||
Douglas Jamieson over a year ago Associated Capital exotic insider transaction detected | ||
Douglas Jamieson over a year ago Acquisition by Douglas Jamieson of 32000 shares of Associated Capital subject to Rule 16b-3 |
Associated Capital's Outstanding Corporate Bonds
Associated Capital issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Associated Capital uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Associated bonds can be classified according to their maturity, which is the date when Associated Capital Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View |
Understand Associated Capital's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Associated Capital's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0598 | |||
| Market Risk Adjusted Performance | 0.3789 | |||
| Mean Deviation | 1.31 | |||
| Semi Deviation | 1.37 | |||
| Downside Deviation | 1.56 | |||
| Coefficient Of Variation | 1317.74 | |||
| Standard Deviation | 1.8 | |||
| Variance | 3.23 | |||
| Information Ratio | 0.0697 | |||
| Jensen Alpha | 0.126 | |||
| Total Risk Alpha | 0.1236 | |||
| Sortino Ratio | 0.0805 | |||
| Treynor Ratio | 0.3689 | |||
| Maximum Drawdown | 6.91 | |||
| Value At Risk | (2.48) | |||
| Potential Upside | 3.34 | |||
| Downside Variance | 2.42 | |||
| Semi Variance | 1.88 | |||
| Expected Short fall | (1.44) | |||
| Skewness | 0.8554 | |||
| Kurtosis | 1.75 |
| Risk Adjusted Performance | 0.0598 | |||
| Market Risk Adjusted Performance | 0.3789 | |||
| Mean Deviation | 1.31 | |||
| Semi Deviation | 1.37 | |||
| Downside Deviation | 1.56 | |||
| Coefficient Of Variation | 1317.74 | |||
| Standard Deviation | 1.8 | |||
| Variance | 3.23 | |||
| Information Ratio | 0.0697 | |||
| Jensen Alpha | 0.126 | |||
| Total Risk Alpha | 0.1236 | |||
| Sortino Ratio | 0.0805 | |||
| Treynor Ratio | 0.3689 | |||
| Maximum Drawdown | 6.91 | |||
| Value At Risk | (2.48) | |||
| Potential Upside | 3.34 | |||
| Downside Variance | 2.42 | |||
| Semi Variance | 1.88 | |||
| Expected Short fall | (1.44) | |||
| Skewness | 0.8554 | |||
| Kurtosis | 1.75 |
Consider Associated Capital's intraday indicators
Associated Capital intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Associated Capital stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Associated Capital Corporate Filings
| 13th of February 2025 Other Reports | ViewVerify | |
8K | 5th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 13th of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 7th of November 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Associated Stock media impact
Far too much social signal, news, headlines, and media speculation about Associated Capital that are available to investors today. That information is available publicly through Associated media outlets and privately through word of mouth or via Associated internal channels. However, regardless of the origin, that massive amount of Associated data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Associated Capital news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Associated Capital relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Associated Capital's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Associated Capital alpha.
Associated Capital Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Associated Capital can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Associated Capital Corporate Directors
| Frederic Salerno | Independent Director | Profile | |
| Bruce Lisman | Independent Director | Profile | |
| Elisa Wilson | Director | Profile | |
| Marc Gabelli | Executive Director | Profile |
Already Invested in Associated Capital Group?
The danger of trading Associated Capital Group is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Associated Capital is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Associated Capital. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Associated Capital is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
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 0.637 | 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.
In summary, please note that there is a difference between Associated Capital's value and its price, as these two are different measures arrived at by various 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.