Associated Stock Buy Hold or Sell Recommendation

AC
 Stock
  

USD 40.37  0.08  0.20%   

Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Associated Capital Group is 'Hold'. 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. The advice algorithm takes into account all of Associated Capital's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Associated Capital's buy-and-hold perspective. Please continue to 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. We conduct extensive research on individual companies such as Associated and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Associated Capital Group.

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

Execute Advice
Sell Associated CapitalBuy Associated Capital
Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details

Financial Strenth (F Score)

Details

Financial Leverage

Inapplicable
Details

Reporting Quality (M-Score)

Details
For the selected time horizon Associated Capital Group has a Risk Adjusted Performance of 0.0116, Jensen Alpha of (0.035232), Total Risk Alpha of (0.08), Sortino Ratio of (0.032838) and Treynor Ratio of 0.0033
Associated Capital advice module can be used to check and cross-verify current investment recommendation provided by analysts analyzing the company's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Associated Capital is not overpriced, please confirm all Associated Capital fundamentals, including its number of shares shorted, revenue, cash and equivalents, as well as the relationship between the price to book and ebitda . Given that Associated Capital has a price to earning of 48.28 X, we suggest you to validate Associated Capital Group market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Associated Capital Trading Alerts and Improvement Suggestions

About 72.0% of the company shares are held by institutions such as insurance companies
Latest headline from news.google.com: DURECT Announces 1-for-10 Reverse Stock Split - Yahoo Finance

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 stock 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 Return0.0119Value At Risk-3.36
Potential Upside2.95Standard Deviation1.80
   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 Capital Cash Flow Accounts

201720182019202020212022 (projected)
Depreciation Amortization and Accretion16 K21 K19 K52 K379 K408.92 K
Net Cash Flow or Change in Cash and Cash Equivalents(20.98 M)116.41 M(60.98 M)(302.49 M)289.08 M311.91 M
Issuance Purchase of Equity Shares(21.22 M)(7.01 M)(4.13 M)(7.44 M)(7.64 M)(8.25 M)
Issuance Repayment of Debt Securities(16 M)150 M50 M(2 K)(2.3 K)(2.36 K)
Payment of Dividends and Other Cash Distributions(4.77 M)(4.67 M)(4.51 M)(6.72 M)(4.42 M)(4.77 M)
Net Cash Flow from Financing9.28 M105.87 M65.37 M34.69 M31.22 M29.49 M
Net Cash Flow from Investing(41.73 M)(4.12 M)(18.73 M)4.74 M5.45 M5.88 M
Net Cash Flow Investment Acquisitions and Disposals(3.73 M)4.74 M1.46 M(162.99 M)65.28 M70.44 M
Net Cash Flow from Operations(47.35 M)6.59 M(67.62 M)76.98 M69.28 M74.75 M
Share Based Compensation4.93 M2.46 M5.88 M72 K82.8 K84.98 K

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 NYSE Composite
-0.04
β
Beta against NYSE Composite0.56
σ
Overall volatility
1.81
Ir
Information ratio -0.04

Associated Capital Volatility Alert

Associated Capital Group has relatively low volatility with skewness of -0.16 and kurtosis of 0.65. However, we advise all investors to independently investigate Associated Capital Group to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. 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 stocks 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
FundamentalsAssociated CapitalPeer Average
Return On Equity(5.87) %(0.31) %
Return On Asset(0.0063) %(0.14) %
Profit Margin(2.45) %(1.27) %
Operating Margin(0.57) %(5.51) %
Current Valuation427.35 M16.62 B
Shares Outstanding3.04 M571.82 M
Shares Owned by Insiders1.72 %10.09 %
Shares Owned by Institutions72.45 %39.21 %
Number of Shares Shorted20.54 K4.71 M
Price to Earning48.28 X28.72 X
Price to Book0.97 X9.51 X
Price to Sales40.02 X11.42 X
Revenue20.92 M9.43 B
Gross Profit(3.53 M)27.38 B
EBITDA77.6 M3.9 B
Net Income59.2 M570.98 M
Cash and Equivalents319.05 M2.7 B
Cash per Share16.77 X5.01 X
Total Debt5.28 M5.32 B
Debt to Equity0.11 %48.70 %
Current Ratio20.94 X2.16 X
Book Value Per Share39.96 X1.93 K
Cash Flow from Operations238.19 M971.22 M
Short Ratio5.63 X4.00 X
Earnings Per Share(2.41) X3.12 X
Target Price10.87
Number of Employees2518.84 K
Beta1.13-0.15
Market Capitalization849.28 M19.03 B
Total Asset1.2 B29.47 B
Retained Earnings(756.34 K)9.33 B
Working Capital136.34 M1.48 B
Current Asset213.21 M9.34 B
   Associated Capital exotic insider transaction detected [view details]

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.
 2017 2018 2021 2022 (projected)
Current Assets308.98 M410.87 M369.79 M316.38 M
Total Assets1.01 B954.43 M858.99 M809.58 M

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.

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Aggressive Defence Theme
Macroaxis small cap, aggressive-outlook picks designed for investors that are willing to accept higher levels of risk to hedge exposure to above-average market volatility. The Aggressive Defence theme has 38 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 Aggressive Defence Theme or any other thematic opportunities.
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Please continue to 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. 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 ETF Directory module to find actively traded Exchange Traded Funds (ETF) from around the world.

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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 YOY
(0.81) 
Market Capitalization
849.3 M
Quarterly Revenue Growth YOY
0.21
Return On Assets
(0.0063) 
Return On Equity
(5.87) 
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 Associated Capital value 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.