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Source Capital Inc
SOR | US
46.54
USD0.38
0.82%
SOR | US
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About Source Capital Inc
Sector
Financial Services
Industry
Asset Management
Earnings date
30/06/2024
As of date
14/04/2026
Close
46.54
Open
46.30
High
47.55
Low
45.81
Source Capital Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach focusing on such factors as high liquidity relatively unleveraged balance sheets and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index the S&P 500 Index and the Nasdaq Composite Index. Source Capital Inc. was formed in June 1 1968 and is domiciled in the United States.
View LessSOR | US
Risk
22.7
Sharpe
1.23
Luna's Score
82/100
Recommendation
Buy
Luna says (SOR | US)
What's Working
Positive Momentum
Strength based on increasing price with high volume
Low 6-Month Volatility (<30%)
High Current Volume and Positive 1-Day Return
Good Dividend Yield (2% <= Dividend Yield <= 8%)
Low Market Beta (-0.4 to 0.8)
Value Stock (Price to Book < 3)
Strong Operating Margin (> 25%)
Strong Revenue Growth (> 10%)
Strong Sharpe Ratio (> 1.2)
What's not Working
High Short-term Volatility
Smallcap (300M - 2B USD)
Volatility Signals
Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.
Risk Meter
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10 days
24.4%1 month
22.7%3 months
17.8%6 months
17.7%Returns
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Fundamental Ratios
PE
7.24
Fwd. PE
-
Price to book
0.96
Debt to equity
-
Debt to assets
-
Ent. to EBITDA
-
Ent. to rev.
7.12
PEG
-
Other Fundamentals
EBITDA
-
MarketCap
381.62M
MarketCap(USD)
381.62M
Div. yield
5.67
Op. margin
83.46
Erngs. growth
-11.50
Rev. growth
18.20
Ret. on equity
13.71
Short ratio
0.07
Short perc.
0.08
Market Sentiment (SMA and Price signals)
Short-term: Bullish (SMA10D > SMA1M)
Intermediate-term: Bearish (SMA1M < SMA3M)
Long-term: Bullish (SMA6M > SMA12M)
SMAs: Stock Price Trends
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Range10D
3.35
Range1M
4.11
Range3M
5.80
Volumes: Market Activity
Volume Averages
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Rel. volume
2.30
Price X volume
1.66M
Peers
Diversifiers
Industry Comparison
| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | - | 332.92 | - |
| Ent. to Revenue | 7.12 | 18.60 | Cheaper |
| PE Ratio | 7.24 | 20.20 | Cheaper |
| Price to Book | 0.96 | 2.63 | Cheaper |
| Dividend Yield | 5.67 | 7.25 | Poor |
| Std. Deviation (3M) | 17.80 | 21.97 | Par |
| Debt to Equity | - | 50.50 | - |
| Debt to Assets | - | 44.08 | - |
| Market Cap | 381.62M | 8.59B | Emerging |
