Associated Shares Owned by Institutions

AC
 Stock
  

USD 42.68  0.61  1.45%   

Associated Capital Group fundamentals help investors to digest information that contributes to Associated Capital's financial success or failures. It also enables traders to predict the movement of Associated Stock. The fundamental analysis module provides a way to measure Associated Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Associated Capital stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Associated Shares Owned by Institutions Analysis

Associated Capital's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
 2019 2020 2021 2022 (projected)
Interest Expense216 K180 K310 K318.16 K
Gross Profit16.49 M15.88 M12.5 M15.17 M
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current Associated Capital Shares Owned by Institutions

    
  72.45 %  
Most of Associated Capital's fundamental indicators, such as Shares Owned by Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Associated Capital Group is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Associated Shares Owned by Institutions Driver Correlations

Understanding the fundamental principles of building solid financial models for Associated Capital is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Shares Owned by Institutions. Since Associated Capital's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Associated Capital's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Associated Capital's interrelated accounts and indicators.
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Compare to competition

Based on the latest financial disclosure, 72% of Associated Capital Group are shares owned by institutions. This is 143.61% higher than that of the Capital Markets sector and 32.3% higher than that of the Financials industry. The shares owned by institutions for all United States stocks is 84.77% lower than that of the firm.

Associated Shares Owned by Institutions Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Associated Capital's direct or indirect competition against its Shares Owned by Institutions to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Associated Capital could also be used in its relative valuation, which is a method of valuing Associated Capital by comparing valuation metrics of similar companies.
Associated Capital is currently under evaluation in shares owned by institutions category among related companies.

Associated Capital Current Valuation Drivers

We derive many important indicators used in calculating different scores of Associated Capital from analyzing Associated Capital's financial statements. These drivers represent accounts that assess Associated Capital's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Associated Capital's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee(1.54 K)141.53 K124.47 K(937.08 K)(1.08 M)(1.11 M)
Revenue Per Employee317.25 K432.52 K379.08 K367.4 K422.51 K433.63 K
Average Assets957.73 M982.42 M1 B1.03 B1.25 B1.2 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA(6.02 M)2.28 M(3.99 M)(81.96 M)(94.26 M)(96.74 M)
Earnings Before Interest Taxes and Depreciation Amortization USD6.66 M(69.29 M)52.05 M28.42 M77.6 M83.72 M
Earnings before Tax6.42 M(69.58 M)51.81 M28.19 M76.91 M82.98 M
Average Equity896.28 M897.45 M889.61 M855.67 M928.82 M958.75 M
Enterprise Value574.98 M469.58 M556.12 M736.03 M392.32 M502.73 M
Free Cash Flow(67.62 M)76.98 M(48.48 M)(290.57 M)238.19 M257 M
Invested Capital716.11 M550.92 M681.8 M1.15 B1.21 B1.05 B
Invested Capital Average671.51 M662.5 M660.83 M897.38 M985.9 M906.87 M
Market Capitalization808.23 M796.11 M881.58 M783.36 M948.5 M981.08 M
Tangible Asset Value1 B950.91 M1.01 B1.17 B1.2 B1.18 B

Associated Fundamentals

About Associated Capital Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Associated Capital Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Associated Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Associated Capital Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Associated Capital in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Associated Capital's short interest history, or implied volatility extrapolated from Associated Capital options trading.

Pair Trading with Associated Capital

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Associated Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Associated Capital will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to Associated Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Associated Capital when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Associated Capital - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Associated Capital Group to buy it.
The correlation of Associated Capital is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Associated Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Associated Capital moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Associated Capital can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Please continue to Associated Capital Piotroski F Score and Associated Capital Altman Z Score analysis. 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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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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
900.3 M
Quarterly Revenue Growth YOY
0.213
Return On Assets
(0.0063) 
Return On Equity
(0.0489) 
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.