Associated Stock Performance

AC
 Stock
  

USD 36.76  0.41  1.13%   

The firm shows a Beta (market volatility) of 0.4736, which signifies possible diversification benefits within a given portfolio. Let's try to break down what Associated's beta means in this case. As returns on the market increase, Associated Capital returns are expected to increase less than the market. However, during the bear market, the loss on holding Associated Capital will be expected to be smaller as well. Although it is important to respect Associated Capital historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Associated Capital technical indicators, you can presently evaluate if the expected return of 0.0107% will be sustainable into the future. Associated Capital right now shows a risk of 1.64%. Please confirm Associated Capital total risk alpha, value at risk, expected short fall, as well as the relationship between the treynor ratio and downside variance to decide if Associated Capital will be following its price patterns.
  
Associated Performance
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Over the last 90 days Associated Capital Group has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong fundamental indicators, Associated Capital is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more

Associated Price Channel

Quick Ratio3.61
Fifty Two Week Low33.69
Payout Ratio17.86%
Fifty Two Week High47.50
Trailing Annual Dividend Yield0.55%

Associated Capital Relative Risk vs. Return Landscape

If you would invest  3,682  in Associated Capital Group on July 3, 2022 and sell it today you would lose (6.00)  from holding Associated Capital Group or give up 0.16% of portfolio value over 90 days. Associated Capital Group is generating 0.0107% of daily returns and assumes 1.6446% volatility on return distribution over the 90 days horizon. Put differently, 14% 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.
  Daily Expected Return (%)  
       Risk (%)  
Allowing for the 90-day total investment horizon Associated Capital is expected to generate 1.43 times more return on investment than the market. However, the company is 1.43 times more volatile than its market benchmark. It trades about 0.01 of its potential returns per unit of risk. The DOW is currently generating roughly -0.1 per unit of 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 = 0.0065

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Estimated Market Risk
 1.64
  actual daily
 
 14 %
of total potential
 
1414
Expected Return
 0.01
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 0 %
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Risk-Adjusted Return
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Based on monthly moving average Associated Capital is performing at about 0% 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.

About Associated Capital Performance

To evaluate Associated Capital Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Associated Capital generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Associated Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Associated Capital market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Associated's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
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

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 Alerts

Equity Alerts and Improvement Suggestions

About 72.0% of the company shares are held by institutions such as insurance companies
Latest headline from www.fool.com: 3 Warren Buffett Stocks With 105 percent to 137 percent Upside, According to Wall Street - The Motley Fool
Please continue to Trending Equities. 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 Probability Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

Complementary Tools for Associated Stock analysis

When running Associated Capital 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 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.
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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.
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.