Associated Capital Group Performance
| ACDelisted Stock | USD 36.16 0.00 0.00% |
The firm shows a Beta (market volatility) of 0.41, 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. At this point, Associated Capital has a negative expected return of -0.15%. Please make sure to confirm Associated Capital's total risk alpha, kurtosis, relative strength index, as well as the relationship between the potential upside and day median price , to decide if Associated Capital performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Associated Capital Group has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
| Begin Period Cash Flow | 347.1 M | |
| Total Cashflows From Investing Activities | 11 M |
Associated |
Associated Capital Relative Risk vs. Return Landscape
If you would invest 3,667 in Associated Capital Group on October 28, 2025 and sell it today you would lose (51.00) from holding Associated Capital Group or give up 1.39% of portfolio value over 90 days. Associated Capital Group is generating negative expected returns and assumes 0.6414% volatility on return distribution over the 90 days horizon. Put differently, 5% 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 Target Price Odds to finish over Current Price
The tendency of Associated Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 36.16 | 90 days | 36.16 | about 24.78 |
Based on a normal probability distribution, the odds of Associated Capital to move above the current price in 90 days from now is about 24.78 (This Associated Capital Group probability density function shows the probability of Associated Stock to fall within a particular range of prices over 90 days) .
Allowing for the 90-day total investment horizon Associated Capital has a beta of 0.41. This suggests as returns on the market go up, Associated Capital average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Associated Capital Group will be expected to be much smaller as well. Additionally Associated Capital Group has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Associated Capital Price Density |
| Price |
Predictive Modules for Associated Capital
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Associated Capital. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Associated Capital's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Associated Capital Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Associated Capital is not an exception. The market had few large corrections towards the Associated Capital's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Associated Capital Group, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Associated Capital within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.04 | |
β | Beta against Dow Jones | 0.41 | |
σ | Overall volatility | 1.82 | |
Ir | Information ratio | -0.04 |
Associated Capital Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Associated Capital for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Associated Capital can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Associated Capital is not yet fully synchronised with the market data | |
| Associated Capital generated a negative expected return over the last 90 days | |
| Associated Capital has a very high chance of going through financial distress in the upcoming years | |
| About 64.0% of the company shares are held by institutions such as insurance companies |
Associated Capital Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Associated Stock often depends not only on the future outlook of the current and potential Associated Capital's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Associated Capital's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 21.3 M | |
| Cash And Short Term Investments | 367.9 M |
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 | 0.0588 | |||
| Return On Asset | -0.0153 | |||
| Profit Margin | 4.52 % | |||
| Operating Margin | (3.61) % | |||
| Current Valuation | 310.97 M | |||
| Shares Outstanding | 2.17 M | |||
| Price To Earning | 48.28 X | |||
| Price To Book | 0.77 X | |||
| Price To Sales | 54.78 X | |||
| Revenue | 13.18 M | |||
| EBITDA | 53.36 M | |||
| Cash And Equivalents | 299.55 M | |||
| Cash Per Share | 16.77 X | |||
| Total Debt | 36.99 M | |||
| Debt To Equity | 0.11 % | |||
| Book Value Per Share | 43.30 X | |||
| Cash Flow From Operations | 26.87 M | |||
| Earnings Per Share | 2.54 X | |||
| Total Asset | 935.29 M | |||
| Retained Earnings | 45.81 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.
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.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.| Associated Capital is not yet fully synchronised with the market data | |
| Associated Capital generated a negative expected return over the last 90 days | |
| Associated Capital has a very high chance of going through financial distress in the upcoming years | |
| About 64.0% of the company shares are held by institutions such as insurance companies |
- 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.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
Other Consideration for investing in Associated Stock
If you are still planning to invest in Associated Capital check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Associated Capital's history and understand the potential risks before investing.
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