Associated Capital Group Stock Performance
| AC Stock | USD 37.38 0.27 0.73% |
Associated Capital has a performance score of 6 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.27, which signifies not very significant fluctuations relative to the market. 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. Associated Capital right now shows a risk of 1.44%. 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 will be following its price patterns.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Associated Capital Group are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady fundamental indicators, Associated Capital may actually be approaching a critical reversion point that can send shares even higher in August 2025. ...more
Actual Historical Performance (%)
One Day Return 0.73 | Five Day Return 0.32 | Year To Date Return 6.86 | Ten Year Return 44.6 | All Time Return 44.6 |
Forward Dividend Yield 0.0054 | Payout Ratio | Last Split Factor 1005:1000 | Forward Dividend Rate 0.2 | Dividend Date 2025-06-26 |
1 | Acquisition by Huvane Patrick of 3000 shares of Associated Capital subject to Rule 16b-3 | 05/02/2025 |
2 | Associated Capital Q1 Earnings Snapshot | 05/08/2025 |
3 | Associated Capital Group, Inc. Major Shareholder Mario J. Gabelli Purchases 1,549 Shares - MarketBeat | 06/02/2025 |
| Associated Capital dividend paid on 26th of June 2025 | 06/26/2025 |
4 | SDOT SEC Filings - Sadot Group 10-K, 10-Q, 8-K Forms - Stock Titan | 07/01/2025 |
5 | AC Reports Preliminary June 30 Book Value of 43.20 to 43.40 Per Share | 07/07/2025 |
6 | Associated Capital estimate Q2 book value growth to43.20-43.40share | 07/08/2025 |
7 | Associated Capital estimates Q2 book value growth to 43.20-43.40 per share - MSN | 07/17/2025 |
8 | What drives Associated Capital Group Inc. stock price - Unmatched market performance - jammulinksnews.com | 07/22/2025 |
9 | What drives Associated Capital Group Inc. stock price - Free AI-Backed Trading Signals - Autocar Professional | 07/25/2025 |
| Begin Period Cash Flow | 347.1 M | |
| Total Cashflows From Investing Activities | 11 M |
Associated | Build AI portfolio with Associated Stock |
Associated Capital Relative Risk vs. Return Landscape
If you would invest 3,491 in Associated Capital Group on April 28, 2025 and sell it today you would earn a total of 247.00 from holding Associated Capital Group or generate 7.08% return on investment over 90 days. Associated Capital Group is generating 0.1188% of daily returns and assumes 1.4438% volatility on return distribution over the 90 days horizon. Put differently, 12% of stocks are less risky than Associated on the basis of their historical return distribution, and some 98% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| 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 = 0.0823
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| Cash | Small Risk | AC | High Risk | Huge Risk |
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Estimated Market Risk
| 1.44 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Associated Capital is performing at about 6% 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.
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 | 0.042 | ||||
| Return On Asset | -0.0126 | ||||
| Profit Margin | 3.11 % | ||||
| Operating Margin | (2.48) % | ||||
| Current Valuation | 432.31 M | ||||
| Shares Outstanding | 2.19 M | ||||
| Price To Earning | 48.28 X | ||||
| Price To Book | 0.88 X | ||||
| Price To Sales | 64.27 X | ||||
| Revenue | 13.18 M | ||||
| Gross Profit | (6.63 M) | ||||
| EBITDA | 53.36 M | ||||
| Net Income | 44.43 M | ||||
| Cash And Equivalents | 299.55 M | ||||
| Cash Per Share | 16.77 X | ||||
| Total Debt | 36.99 M | ||||
| Debt To Equity | 0.11 % | ||||
| Current Ratio | 20.94 X | ||||
| Book Value Per Share | 42.51 X | ||||
| Cash Flow From Operations | 26.87 M | ||||
| Earnings Per Share | 1.80 X | ||||
| Market Capitalization | 790.13 M | ||||
| Total Asset | 935.29 M | ||||
| Retained Earnings | 45.81 M | ||||
| Working Capital | 377.73 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.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -3.2 K | -3.4 K | |
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | (0.02) | (0.02) | |
| Return On Assets | 0.05 | 0.05 | |
| Return On Equity | 0.05 | 0.05 |
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.| About 66.0% of the company shares are held by institutions such as insurance companies | |
| On 26th of June 2025 Associated Capital paid $ 0.1 per share dividend to its current shareholders | |
| Latest headline from news.google.com: What drives Associated Capital Group Inc. stock price - Free AI-Backed Trading Signals - Autocar Professional |
- 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.
Complementary Tools for Associated Stock analysis
When running Associated Capital's 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 the 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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