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Associated Capital Group Inc (AC)
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Upturn Advisory Summary
11/06/2025: AC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -20.28% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 793.51M USD | Price to earnings Ratio 20.86 | 1Y Target Price 10.87 |
Price to earnings Ratio 20.86 | 1Y Target Price 10.87 | ||
Volume (30-day avg) - | Beta 0.61 | 52 Weeks Range 27.10 - 41.58 | Updated Date 06/29/2025 |
52 Weeks Range 27.10 - 41.58 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 0.53% | Basic EPS (TTM) 1.8 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 310.55% | Operating Margin (TTM) -248.38% |
Management Effectiveness
Return on Assets (TTM) -1.26% | Return on Equity (TTM) 4.2% |
Valuation
Trailing PE 20.86 | Forward PE - | Enterprise Value 435695394 | Price to Sales(TTM) 64.55 |
Enterprise Value 435695394 | Price to Sales(TTM) 64.55 | ||
Enterprise Value to Revenue 35.44 | Enterprise Value to EBITDA 9.43 | Shares Outstanding 2187110 | Shares Floating 1149467 |
Shares Outstanding 2187110 | Shares Floating 1149467 | ||
Percent Insiders 2.4 | Percent Institutions 66.08 |
Upturn AI SWOT
Associated Capital Group Inc
Company Overview
History and Background
Associated Capital Group, Inc. was founded in 2006 as a spin-off from GAMCO Investors, Inc. It focuses on alternative investment strategies and asset management.
Core Business Areas
- Alternative Investment Strategies: Manages and invests in various alternative asset classes, including private equity, hedge funds, and real estate.
- Asset Management: Offers investment advisory services to institutional and high-net-worth clients, managing their portfolios across different asset classes.
Leadership and Structure
The company is led by its senior management team and has a board of directors overseeing its operations and strategic direction.
Top Products and Market Share
Key Offerings
- Hedge Funds: Manages various hedge fund strategies, targeting specific investment opportunities. Market share data for individual hedge funds is not publicly available. Competitors include Citadel, Millennium Management, and Point72 Asset Management.
- Private Equity Funds: Invests in private companies across different sectors. Market share data for individual private equity funds is not publicly available. Competitors include Blackstone, KKR, and Carlyle Group.
Market Dynamics
Industry Overview
The alternative investment industry is experiencing growth due to increased demand from institutional investors seeking higher returns. Regulations and economic conditions significantly impact this sector.
Positioning
Associated Capital Group is a smaller player in the alternative investment space compared to larger firms. It focuses on niche investment strategies and catering to specific client needs.
Total Addressable Market (TAM)
The global alternative assets under management are estimated to be in the trillions of dollars. Associated Capital Group aims to capture a portion of this market through its specialized investment offerings.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Specialized investment expertise
- Strong client relationships
Weaknesses
- Smaller size compared to competitors
- Dependence on key personnel
- Limited diversification
Opportunities
- Growing demand for alternative investments
- Expansion into new asset classes
- Strategic partnerships
Threats
- Increased competition
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- BX
- KKR
- CG
Competitive Landscape
Associated Capital Group faces stiff competition from larger, more established alternative investment firms. Its advantage lies in its specialized expertise and client-focused approach.
Growth Trajectory and Initiatives
Historical Growth: Historical growth analysis requires access to financial data sources and is not readily available.
Future Projections: Future projections require analyst estimates and financial data sources and is not readily available.
Recent Initiatives: Recent strategic initiatives would require active monitoring of the company's public announcements and press releases.
Summary
Associated Capital Group is a relatively small player in the competitive alternative investment landscape. Its strengths lie in its specialized expertise and client focus, but it faces challenges due to its size and competition from larger firms. The company needs to capitalize on opportunities in the growing alternative investment market while mitigating threats from regulatory changes and economic downturns.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings, financial news sources, market research reports
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It should not be considered financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Associated Capital Group Inc
Exchange NYSE | Headquaters Greenwich, CT, United States | ||
IPO Launch date 2015-12-01 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees 24 | |
Full time employees 24 | |||
Associated Capital Group, Inc., together with its subsidiaries, provides investment advisory services in the United States. It offers alternative investment management services; operates a direct investment business; and invests in new and existing businesses. The company was founded in 1976 and is headquartered in Greenwich, Connecticut. Associated Capital Group, Inc. is a subsidiary of GGCP Holdings LLC.
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