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Upturn AI SWOT - About
Associated Capital Group Inc (AC)
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Upturn Advisory Summary
07/03/2025: AC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -17.84% | Avg. Invested days 35 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
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. (ACGL) was formerly known as GAMCO Investors, Inc. before changing its name in 2016. Founded by Mario Gabelli, the company has evolved into a diversified asset management and investment firm.
Core Business Areas
- Asset Management: Provides investment advisory services to institutional and retail clients.
- Alternative Investments: Focuses on private equity, hedge funds, and other alternative investment strategies.
Leadership and Structure
Mario Gabelli is the Chairman and CEO. The company has a structured team of investment professionals overseeing various asset classes.
Top Products and Market Share
Key Offerings
- Gabelli Funds: A suite of mutual funds managed by ACGL, targeting different investment objectives. Market share data specific to ACGL funds is difficult to ascertain precisely, as market share is distributed across many funds. Competitors include Fidelity, Vanguard, T. Rowe Price, and BlackRock. Revenue contribution is significant, but not individually segmented in available data.
- Institutional Separate Accounts: Customized investment management services for institutional clients. Market share data is fragmented and not readily available. Competitors include large institutional asset managers. Revenue contribution is significant, but not individually segmented in available data.
Market Dynamics
Industry Overview
The asset management industry is characterized by intense competition, regulatory changes, and shifts in investor preferences.
Positioning
ACGL is a mid-sized player in the asset management industry, known for its value-oriented investment approach. Its competitive advantage lies in its experienced investment team and established brand reputation.
Total Addressable Market (TAM)
The global asset management market is in the trillions of dollars. ACGL's position allows it to capture a small but meaningful portion of this vast TAM. The company's offerings are diversified enough to capitalize on trends in both retail and institutional investments.
Upturn SWOT Analysis
Strengths
- Experienced Investment Team
- Established Brand Reputation
- Value-Oriented Investment Philosophy
- Diversified Product Offerings
Weaknesses
- Relatively Smaller Size Compared to Industry Giants
- Dependence on Key Personnel
- Potential for Underperformance in Growth-Focused Markets
Opportunities
- Expanding into New Asset Classes
- Growing Institutional Client Base
- Capitalizing on Regulatory Changes
- Technological advancements that help with scale.
Threats
- Increased Competition
- Market Volatility
- Regulatory Scrutiny
- Economic Downturns
Competitors and Market Share
Key Competitors
- BLK
- V
- TROW
- JPM
Competitive Landscape
ACGL faces significant competition from larger firms. Its advantage lies in its specialized expertise and value investing style.
Major Acquisitions
Teton Advisors
- Year: 2022
- Acquisition Price (USD millions): 38.7
- Strategic Rationale: Expand ACGL's investment management capabilities by adding a dedicated team focused on small-cap equity strategies.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can be analyzed using past financial statements and market data.
Future Projections: Future growth projections depend on analyst estimates and company guidance.
Recent Initiatives: Review company news releases and investor presentations for information on recent strategic initiatives.
Summary
Associated Capital Group is a smaller player in the asset management industry facing significant competition. While they have an established brand and experienced team, their growth is constrained by their size and reliance on key personnel. Capitalizing on opportunities and mitigating external threats are crucial for future success. Their recent acquisition of Teton advisors has added a very high performing fund strategy and team into the fold of ACGL.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share figures are estimates and may vary. The financial performance metrics were not populated in this example due to privacy concerns but are generally available on the company investor relations website.
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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