Associated Capital Group Stock Performance
| AC Stock | USD 36.57 0.25 0.68% |
The firm shows a Beta (market volatility) of 0.22, 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. At this point, Associated Capital has a negative expected return of -0.0063%. Please make sure to confirm Associated Capital's value at risk, expected short fall, and the relationship between the treynor ratio and downside variance , to decide if Associated Capital performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
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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. In spite of rather sound fundamental indicators, Associated Capital is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| 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 3,720 in Associated Capital Group on July 26, 2025 and sell it today you would lose (63.00) from holding Associated Capital Group or give up 1.69% of portfolio value over 90 days. Associated Capital Group is generating negative expected returns and assumes 2.0307% volatility on return distribution over the 90 days horizon. Put differently, 18% 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. 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 = -0.0031
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| Negative Returns | AC |
Estimated Market Risk
| 2.03 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Associated Capital is not performing at its full potential. However, 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 Associated Capital 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 | 0.0588 | ||||
| Return On Asset | -0.0153 | ||||
| Profit Margin | 4.52 % | ||||
| Operating Margin | (3.61) % | ||||
| Current Valuation | 310.97 M | ||||
| Shares Outstanding | 2.17 M | ||||
| Price To Earning | 48.28 X | ||||
| Price To Book | 0.77 X | ||||
| Price To Sales | 54.78 X | ||||
| Revenue | 13.18 M | ||||
| EBITDA | 53.36 M | ||||
| Cash And Equivalents | 299.55 M | ||||
| Cash Per Share | 16.77 X | ||||
| Total Debt | 36.99 M | ||||
| Debt To Equity | 0.11 % | ||||
| Book Value Per Share | 43.30 X | ||||
| Cash Flow From Operations | 26.87 M | ||||
| Earnings Per Share | 2.54 X | ||||
| Total Asset | 935.29 M | ||||
| Retained Earnings | 45.81 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.
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 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.| Associated Capital generated a negative expected return over the last 90 days | |
| About 64.0% of the company shares are held by institutions such as insurance companies |
- 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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