Source Capital, Inc. (SOR)

US — Financial Services Sector
Peers: DTF  CXH  CBH  EOT  IHTA  NXC  FMN  MHN  MVF  MQT  MQY  MHD  MUE 

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Key Metrics & Ratings

  • symbol SOR
  • Rev/Share 2.5116
  • Book/Share 43.5327
  • PB 0.9742
  • Debt/Equity 0.0
  • CurrentRatio 0.1988
  • ROIC 0.0419

 

  • MktCap 348872718.0
  • FreeCF/Share 0.0
  • PFCF 0.0
  • PE 8.8806
  • Debt/Assets 0.0
  • DivYield 0.0589
  • ROE 0.1068

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 3
  • DCF Score 2
  • P/B Score 3
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
No ratings available.

News

Soaring With SOR? Let's Run The Numbers
SOR
Published: June 05, 2025 by: Seeking Alpha
Sentiment: Positive

Source Capital (SOR) offers strong long-term returns and outperforms the S&P 500 in risk-adjusted metrics like inflation-beating and downside protection. SOR's portfolio is globally diversified with a flexible asset allocation, currently holding 58% in credit and fixed assets, not just equities. Compared to traditional 70/30 or 60/40 portfolios, SOR delivers higher returns but with significantly higher volatility and larger drawdowns.

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image for news Soaring With SOR? Let's Run The Numbers
Source Capital Declares June, July, and August 2025 Distribution on Common Stock
SOR
Published: May 29, 2025 by: Business Wire
Sentiment: Neutral

LOS ANGELES--(BUSINESS WIRE)--Source Capital declares June, July, and August 2025 distributions to shareholders.

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image for news Source Capital Declares June, July, and August 2025 Distribution on Common Stock
Marlton Partners Expresses Concern About the Proposed Merger of 180 Degree Capital Corp. and Mount Logan
SOR, TURN
Published: February 11, 2025 by: PRNewsWire
Sentiment: Neutral

Highlights Key Terms and Departures from Shareholder Interests Questions Process and Motivations of 180 Degree Capital Corp.'s Board of Directors' Cavalier Rejection of the Alternative Source Capital Proposal Highlights Need for Transparency from the TURN Board and a Fair Process to Allow Shareholders to Determine the Right Path Forward CHICAGO , Feb. 11, 2025 /PRNewswire/ -- Marlton Partners L.P. (together with its affiliates and group members, "Marlton" or "we"), beneficial owners of approximately 4.6% of the outstanding stock of 180 Degree Capital Corp. (NASDAQ: TURN)(the "Company"), today issued the following statement expressing its concern about TURN's definitive merger agreement with …

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image for news Marlton Partners Expresses Concern About the Proposed Merger of 180 Degree Capital Corp. and Mount Logan

About Source Capital, Inc. (SOR)

  • IPO Date 1980-03-17
  • Website https://www.fpafunds.com/sourcecapitalfund.asp
  • Industry Asset Management
  • CEO Mr. James Richard Atwood CPA
  • Employees 0
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.