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AC
Upturn stock ratingUpturn stock rating

Associated Capital Group Inc (AC)

Upturn stock ratingUpturn stock rating
$37.5
Last Close (24-hour delay)
Profit since last BUY0.03%
upturn advisory
WEAK BUY
BUY since 31 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/30/2025: AC (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $0

1 Year Target Price $0

Analysts Price Target For last 52 week
$0Target price
Low$
Current$37.5
high$

Analysis of Past Performance

Type Stock
Historic Profit -17.53%
Avg. Invested days 34
Today’s Advisory WEAK BUY
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

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

Analyst Ratings

Rating -
Target Price -
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Associated Capital Group Inc

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.