Associated Capital Group Stock Performance
| AC Stock | USD 36.36 0.01 0.03% |
Associated Capital has a performance score of 2 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.79, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Associated Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Associated Capital is expected to be smaller as well. Associated Capital right now shows a risk of 1.73%. Please confirm Associated Capital value at risk, expected short fall, and the relationship between the treynor ratio and downside variance , to decide if Associated Capital will be following its price patterns.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Associated Capital Group are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound fundamental indicators, Associated Capital is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return 0.0275 | Five Day Return 2.28 | Year To Date Return 3.95 | Ten Year Return 40.66 | All Time Return 40.66 |
Forward Dividend Yield 0.0055 | Payout Ratio | Last Split Factor 1005:1000 | Forward Dividend Rate 0.2 | Dividend Date 2024-12-19 |
1 | Associated Capital Group Shares Gap Down - Heres Why - MarketBeat | 12/31/2024 |
2 | Acquisition by Douglas Jamieson of 14000 shares of Associated Capital subject to Rule 16b-3 | 01/02/2025 |
3 | Associated Capital Group Inc Reports Q4 2024 Revenue of 5. ... | 02/05/2025 |
4 | Associated Capital Q4 Earnings Snapshot - Houston Chronicle | 02/06/2025 |
5 | Associated Capital Group Research Coverage Started at StockNews.com | 02/11/2025 |
6 | Trend Tracker for - Stock Traders Daily | 02/14/2025 |
7 | Associated Capital Group Hits New 52-Week High - Time to Buy - MarketBeat | 02/26/2025 |
8 | Associated Capital Group, Inc. Short Interest Update - MarketBeat | 03/04/2025 |
9 | Acquisition by Peter Goldstein of 2500 shares of Associated Capital subject to Rule 16b-3 | 03/07/2025 |
10 | Associated Capital Group Downgraded by StockNews.com to Sell - MarketBeat | 03/11/2025 |
11 | Acquisition by Douglas Jamieson of 12000 shares of Associated Capital subject to Rule 16b-3 | 03/14/2025 |
12 | Horizon Kinetics Asset Management LLC Lowers Stock Position in Associated Capital Group, Inc. | 03/17/2025 |
| Begin Period Cash Flow | 347.1 M |
Associated |
Associated Capital Relative Risk vs. Return Landscape
If you would invest 3,536 in Associated Capital Group on December 26, 2024 and sell it today you would earn a total of 100.00 from holding Associated Capital Group or generate 2.83% return on investment over 90 days. Associated Capital Group is generating 0.061% of daily returns and assumes 1.7313% volatility on return distribution over the 90 days horizon. Put differently, 15% of stocks are less risky than Associated on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Associated Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Associated Capital's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Associated Capital Group, and traders can use it to determine the average amount a Associated Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0352
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | AC | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.73 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Associated Capital is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Associated Capital by adding it to a well-diversified portfolio.
Associated Capital Fundamentals Growth
Associated Stock prices reflect investors' perceptions of the future prospects and financial health of Associated Capital, and Associated Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Associated Stock performance.
| Return On Equity | 0.0627 | ||||
| Return On Asset | -0.0134 | ||||
| Profit Margin | 4.13 % | ||||
| Operating Margin | (2.86) % | ||||
| Current Valuation | 401.04 M | ||||
| Shares Outstanding | 2.29 M | ||||
| Price To Earning | 48.28 X | ||||
| Price To Book | 0.86 X | ||||
| Price To Sales | 58.36 X | ||||
| Revenue | 13.18 M | ||||
| Gross Profit | (3.65 M) | ||||
| EBITDA | 53.36 M | ||||
| Net Income | 44.43 M | ||||
| Cash And Equivalents | 404.46 M | ||||
| Cash Per Share | 16.77 X | ||||
| Total Debt | 36.99 M | ||||
| Debt To Equity | 0.11 % | ||||
| Current Ratio | 20.94 X | ||||
| Book Value Per Share | 41.97 X | ||||
| Cash Flow From Operations | 26.87 M | ||||
| Earnings Per Share | 2.62 X | ||||
| Market Capitalization | 771.54 M | ||||
| Total Asset | 935.29 M | ||||
| Retained Earnings | 45.81 M | ||||
| Working Capital | 377.73 M | ||||
| Current Asset | 213.21 M | ||||
| Current Liabilities | 76.87 M | ||||
About Associated Capital Performance
By analyzing Associated Capital's fundamental ratios, stakeholders can gain valuable insights into Associated Capital's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Associated Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Associated Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -3.2 K | -3.4 K | |
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | (0.01) | (0.01) | |
| Return On Assets | 0.05 | 0.05 | |
| Return On Equity | 0.05 | 0.05 |
Things to note about Associated Capital performance evaluation
Checking the ongoing alerts about Associated Capital for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Associated Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 67.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from thelincolnianonline.com: Horizon Kinetics Asset Management LLC Lowers Stock Position in Associated Capital Group, Inc. |
- Analyzing Associated Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Associated Capital's stock is overvalued or undervalued compared to its peers.
- Examining Associated Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Associated Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Associated Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Associated Capital's stock. These opinions can provide insight into Associated Capital's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA |