Associated Stock Analysis

AC
 Stock
  

USD 35.44  0.46  1.28%   

The small slip in market price for the last few months could raise concerns from investors as the firm is trading at a share price of 35.44 on 3,900 in volume. The company directors and management did not add much value to Associated Capital investors in August. However, diversifying your holdings with Associated Capital Group or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.67. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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The Associated Capital stock analysis report makes it easy to digest most publicly released information about Associated Capital and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Associated Stock analysis module also helps to analyze the Associated Capital price relationship with some important fundamental indicators such as market cap and management efficiency.

Associated Stock Analysis Notes

About 72.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.89. Some equities with similar Price to Book (P/B) outperform the market in the long run. Associated Capital last dividend was issued on the 14th of June 2022. The entity had 1:1 split on the 29th of July 2020. 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. For more info on Associated Capital Group please contact Mario CFA at 203 629 9595 or go to https://www.associated-capital-group.com.

Associated Capital Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Associated Capital's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Associated Capital Group or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Associated Capital generated a negative expected return over the last 90 days
Associated Capital has high likelihood to experience some financial distress in the next 2 years
About 72.0% of the company shares are held by institutions such as insurance companies
Latest headline from finance.yahoo.com: PDS Biotech Reports Inducement Grants Under Nasdaq Listing Rule 5635 - Yahoo Finance

Associated Capital Upcoming and Recent Events

Earnings reports are used by Associated Capital to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Associated Capital previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report9th of February 2022
Next Fiscal Quarter End31st of December 2021

Associated Capital SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Associated Capital prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Associated Capital investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Associated Capital specific information freely available to individual and institutional investors to make a timely investment decision.
4th of August 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
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21st of July 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
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14th of June 2022
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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7th of June 2022
Submission of Matters to a Vote of Security Holders
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9th of May 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
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20th of April 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
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9th of February 2022
Unclassified Corporate Event
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7th of February 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
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Associated Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Associated Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Associated Capital Group backward and forwards among themselves. Associated Capital's institutional investor refers to the entity that pools money to purchase Associated Capital's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Horizon Kinetics Asset Management LlcCommon Shares1.3 M44.9 M
Vanguard Group IncCommon Shares191.3 K6.9 M
Blackrock IncCommon Shares146.3 K5.2 M
Mad River InvestorsCommon Shares109.3 K3.9 M
Dimensional Fund Advisors LpCommon Shares87.3 K3.1 M
Gamco Investors Inc Et Al 1Common Shares77.2 K2.8 M
Bridgeway Capital Management LlcCommon Shares66.4 K2.4 M
Note, although Associated Capital's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Associated Market Capitalization

The company currently falls under 'Small-Cap' category with market capitalization of 791.89 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Associated Capital's market, we take the total number of its shares issued and multiply it by Associated Capital's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Associated Profitablity

Associated Capital's profitability indicators refer to fundamental financial ratios that showcase Associated Capital's ability to generate income relative to its revenue or operating costs. If, let's say, Associated Capital is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Associated Capital's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Associated Capital's profitability requires more research than a typical breakdown of Associated Capital's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin (PM) of 115.49 %, which may suggest that it has sound control over its expenditures, executes well on its competitive polices, or have a solid pricing strategies. This is very large. Likewise, it shows Net Operating Margin (NOM) of (82.7) %, which signifies that for every 100 dollars of sales, it has a net operating loss of -0.83.

Management Efficiency

The entity has Return on Asset (ROA) of (0.89) % which means that for every 100 dollars spent on asset, it generated loss of $0.89. This is way below average. Likewise, it shows return on total equity (ROE) of 2.81 %, which means that it produced $2.81 on every 100 dollars invested by current stockholders. Associated Capital management efficiency ratios could be used to measure how well associated capital manages its routine affairs as well as how well it operates its assets and liabilities.

Technical Drivers

As of the 27th of September, Associated Capital shows the Mean Deviation of 1.24, downside deviation of 1.81, and Risk Adjusted Performance of 0.0401. Associated Capital technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down nineteen technical drivers for Associated Capital Group, which can be compared to its rivals. 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 is priced correctly, providing market reflects its regular price of 35.44 per share. Given that Associated Capital has jensen alpha of 0.0666, we suggest you to validate Associated Capital Group's prevailing market performance to make sure the company can sustain itself at a future point.

Associated Capital Price Movement Analysis

The output start index for this execution was thirteen with a total number of output elements of fourty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Associated Capital middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Associated Capital. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
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Associated Capital Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Associated Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on Associated Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Associated Capital insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Associated Capital Predictive Daily Indicators

Associated Capital intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Associated Capital stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Associated Capital Forecast Models

Associated Capital time-series forecasting models is one of many Associated Capital's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Associated Capital's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Associated Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Associated Capital prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Associated shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as Associated Capital. By using and applying Associated Stock analysis, traders can create a robust methodology for identifying Associated entry and exit points for their positions.
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.

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As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Associated Capital to your portfolios without increasing risk or reducing expected return.

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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 Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

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.