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Upturn AI SWOT - About
Associated Capital Group Inc (AC)
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Upturn Advisory Summary
08/28/2025: 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 08/28/2025 |
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 formed in 2016 following the merger of GAMCO Investors, Inc. with its affiliated companies, including Gabelli Securities International Ltd. and GGCP Holdings, LLC. The company operates as an alternative asset manager and private equity investor.
Core Business Areas
- Alternative Asset Management: Associated Capital Group provides alternative asset management services, primarily through private equity funds and managed accounts.
- Private Equity Investments: The company invests in private equity opportunities across various sectors.
Leadership and Structure
Mario J. Gabelli is the Chairman and CEO. The company operates with a relatively flat management structure focusing on investment professionals.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Associated Capital Group manages several private equity funds focused on diverse industries. Market share data is difficult to ascertain directly, but they compete with major private equity firms such as Blackstone, KKR, and Carlyle. Revenue data is not publicly disclosable, but they are focused on maximizing capital appreciation.
- Managed Accounts: The company also offers customized managed accounts for institutional and high-net-worth clients, concentrating on its own investment strategies. Competition includes other asset managers offering similar services such as T Rowe Price, BlackRock, and Fidelity.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth driven by increased demand for higher returns and diversification. Private equity remains a substantial part of this trend, despite interest rate headwinds.
Positioning
Associated Capital Group is a niche player in the alternative asset management space, leveraging Mario Gabelli's investment expertise and value-oriented approach. Competitive advantages include strong brand recognition within the value investing community.
Total Addressable Market (TAM)
The global alternative asset management market is estimated in the trillions of dollars. AC is positioned to capture a small, specialized portion of the TAM focused on its value investing approach in private equity.
Upturn SWOT Analysis
Strengths
- Experienced leadership (Mario Gabelli)
- Value-oriented investment approach
- Strong brand recognition within the value investing niche
- Long-term investment horizon
Weaknesses
- Smaller AUM compared to major asset managers
- Key person risk (reliance on Mario Gabelli)
- Limited product diversification
- Illiquidity of private equity investments
Opportunities
- Growing demand for alternative investments
- Expansion into new investment strategies or asset classes
- Strategic partnerships or acquisitions
- Increasing institutional investor allocations to private equity
Threats
- Economic downturn affecting private equity valuations
- Increased competition from larger asset managers
- Changes in regulations impacting alternative investments
- Fluctuations in interest rates and inflation
Competitors and Market Share
Key Competitors
- BX
- KKR
- CG
- APO
Competitive Landscape
AC is smaller compared to major competitors. It differentiates itself through a value-oriented investment philosophy and the reputation of Mario Gabelli. AC focuses on smaller niche areas of investments with smaller AUMs
Growth Trajectory and Initiatives
Historical Growth: Check the most recent SEC filings for the company's growth over the past years.
Future Projections: Future projections depend on fund performance and asset raising capabilities.
Recent Initiatives: Details of recent initiatives are typically disclosed in press releases and investor calls.
Summary
Associated Capital Group is a niche player in the alternative asset management space with experienced leadership. Its smaller size and reliance on a key person present weaknesses. The company has opportunities to expand its investment strategies, but faces threats from larger competitors and economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and based on publicly available information. Financial data should be verified through official SEC filings.
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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