Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Associated Capital Group Inc (AC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental 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 -22.35% | 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 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 771.54M USD | Price to earnings Ratio 13.87 | 1Y Target Price 10.87 |
Price to earnings Ratio 13.87 | 1Y Target Price 10.87 | ||
Volume (30-day avg) 5466 | Beta 0.87 | 52 Weeks Range 27.18 - 41.69 | Updated Date 04/2/2025 |
52 Weeks Range 27.18 - 41.69 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 0.55% | Basic EPS (TTM) 2.62 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 412.9% | Operating Margin (TTM) -286.38% |
Management Effectiveness
Return on Assets (TTM) -1.34% | Return on Equity (TTM) 6.27% |
Valuation
Trailing PE 13.87 | Forward PE - | Enterprise Value 414789910 | Price to Sales(TTM) 59.4 |
Enterprise Value 414789910 | Price to Sales(TTM) 59.4 | ||
Enterprise Value to Revenue 31.48 | Enterprise Value to EBITDA 7.77 | Shares Outstanding 2286560 | Shares Floating 1171402 |
Shares Outstanding 2286560 | Shares Floating 1171402 | ||
Percent Insiders 2.3 | Percent Institutions 66.93 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
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. It focuses on alternative investment management.
Core Business Areas
- Alternative Investment Management: Manages alternative investment strategies including private equity, real estate, and other less liquid assets.
Leadership and Structure
Mario Gabelli is the Chairman and CEO. The company operates with a relatively flat management structure within its investment divisions.
Top Products and Market Share
Key Offerings
- Private Equity Investments: Investments in privately held companies across various industries. Market share data is not publicly available due to the private nature of these investments. Competitors: Apollo Global Management, Blackstone Group.
- Real Estate Investments: Investments in real estate properties and related assets. Market share data is not publicly available. Competitors: Brookfield Asset Management, Starwood Capital Group.
Market Dynamics
Industry Overview
The alternative investment industry is characterized by high growth, driven by institutional investors seeking higher returns and diversification. It is subject to regulatory scrutiny and is becoming more competitive.
Positioning
Associated Capital Group occupies a niche position focusing on value-oriented alternative investment strategies. Its competitive advantage lies in its experienced investment team and Gabelli's reputation.
Total Addressable Market (TAM)
The total addressable market for alternative investments is estimated to be in the trillions of dollars. Associated Capital Group is positioned to capture a small but significant portion of this market due to its focused approach.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Established Reputation
- Value-Oriented Investment Philosophy
- Strong Network of Investors
Weaknesses
- Smaller Size Compared to Competitors
- Limited Liquidity in Investments
- Dependence on Key Personnel
Opportunities
- Increasing Demand for Alternative Investments
- Expansion into New Asset Classes
- Strategic Acquisitions
- Growth in ESG Investing
Threats
- Increased Competition
- Economic Downturns
- Regulatory Changes
- Interest Rate Volatility
Competitors and Market Share
Key Competitors
- BX
- APO
- KKR
Competitive Landscape
Associated Capital Group faces stiff competition from larger, more established firms. Its advantage lies in its specialized focus and value investing approach, but scale is a significant challenge.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth trends are not readily accessible due to limited public information.
Future Projections: Future growth projections are not publicly available.
Recent Initiatives: Recent initiatives are not widely publicized, but likely involve fund raising and strategic investments.
Summary
Associated Capital Group is a small player in the alternative investment space, leveraged by the Gabelli name. It focuses on value-oriented investments. The lack of extensive financial data makes a firm assessment difficult, but size and competition are key challenges. The increasing demand for alternative investments represents a significant opportunity for growth if they can execute effectively.
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
BX
Blackstone Group Inc
BX
Blackstone Group Inc
CG
Carlyle Group Inc
CG
Carlyle Group Inc
KKR
KKR & Co LP
KKR
KKR & Co LP
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
Disclaimers:
The information provided is based on limited publicly available data and should not be considered financial advice. Market share estimates are approximations.
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. The company offers alternative investment management services; and operates a direct investment business. It also invests in new and existing businesses. The company was founded in 1976 and is headquartered in Greenwich, Connecticut. Associated Capital Group, Inc. operates as a subsidiary of GGCP Holdings LLC.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.