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Upturn AI SWOT - About
Associated Capital Group Inc (AC)
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Upturn Advisory Summary
09/17/2025: 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 09/17/2025 |
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. (AC) was founded in 2016 as a spin-off from GAMCO Investors, Inc. (GBL). It continues to focus on alternative investment management.
Core Business Areas
- Alternative Investment Management: Provides alternative investment management services, specializing in closed-end funds and private investment partnerships, focusing on value investing strategies. They invest in various assets with a long-term perspective.
Leadership and Structure
Mario Gabelli is the Chairman and CEO. The organizational structure is lean, focused on investment management and distribution, typical of boutique asset managers.
Top Products and Market Share
Key Offerings
- Closed-End Funds: Manages a suite of closed-end funds investing across different asset classes and strategies. Market share data is fragmented across the closed-end fund industry. Competitors include BlackRock, Eaton Vance, and Nuveen. Revenue dependent on AUM and fund performance.
- Private Investment Partnerships: Offers private investment partnerships to accredited investors seeking alternative investment strategies. Market share data is highly dispersed. Competitors are numerous, including hedge funds and other private equity firms. Revenue dependent on AUM and fund performance.
Market Dynamics
Industry Overview
The alternative investment management industry is characterized by high fees, complex strategies, and a focus on generating alpha. Demand is driven by institutional investors seeking diversification and higher returns. Regulatory scrutiny is increasing.
Positioning
Associated Capital Group occupies a niche position focusing on value-oriented alternative investment strategies. Their competitive advantage lies in their long-term investment horizon and specialized expertise. Their smaller size allows for more flexible investment approaches.
Total Addressable Market (TAM)
The global alternative investment market is estimated to be in the trillions of dollars. AC is positioned to capture a small, specialized segment of this TAM through its value-oriented strategies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Specialized investment expertise
- Strong focus on value investing
- Long-term investment horizon
Weaknesses
- Smaller AUM compared to larger competitors
- Dependence on key personnel (Mario Gabelli)
- Limited brand recognition
- Higher fee structure compared to passive investments
Opportunities
- Growing demand for alternative investments
- Expansion into new asset classes
- Development of new investment products
- Strategic partnerships with other financial institutions
Threats
- Increased competition from larger asset managers
- Regulatory changes
- Economic downturns
- Changes in investor preferences
Competitors and Market Share
Key Competitors
- BLK
- EATV
- TROW
- APAM
Competitive Landscape
AC is a much smaller player compared to BlackRock (BLK). They focus on niche value investing whereas BLK provides wider range of products. EATV and TROW are also larger with similar product overlaps.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on AUM growth and investment performance, requiring review of past financial reports.
Future Projections: Future projections are based on analyst estimates. These estimates must be retrieved from external financial data sources.
Recent Initiatives: Recent initiatives require monitoring company announcements and press releases.
Summary
Associated Capital Group focuses on value-oriented alternative investments. Their strength lies in specialized expertise. However, a smaller AUM and dependency on key personnel are weaknesses. Overall, AC's prospects hinge on their ability to attract and retain assets under management in a competitive investment landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
- Analyst Reports (where available).
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated. Real-time financial data is required for precise calculations.
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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