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SOR

Source Capital, Inc. Cmn Shs of

Financial Services — Asset Management

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.

None
$44.96
$-0.31 (-0.69%)

Price History

52-Week Range
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Fundamentals

Market Cap-
P/E Ratio (TTM)6.43
Forward P/E-
EPS (TTM)$7.24
Dividend Yield5.44%
Profit Margin287.06%
Revenue Growth13.80%
ROE15.78%
Debt/Equity-
Recommendation None
Analyst Target-
Analysts-
Next Earnings -
Indexes -

Technical Indicators

RSI (14)57.2
Beta0.48
SMA 20$45.78
SMA 40$45.61
52-Week High$50.41
52-Week Low$43.16
50-Day Avg$45.56
200-Day Avg$46.44
Avg Volume11.6K
Volume17.3K

Performance Analysis

BULLISH

SOR shows predominantly bullish signals based on its fundamentals and technicals.

~ Trading at 25% of its 52-week range.
+ RSI at 57.2 shows positive momentum.
- Price is below both the 50-day and 200-day moving averages — in a downtrend.
+ P/E of 6.4 suggests the stock may be undervalued.
~ Modest revenue growth of 13.8% year-over-year.
+ Healthy profit margin of 287.1%.
~ Wall Street consensus is "none".

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Last updated: Aug 01, 2026 04:13 UTC

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