Source Capital, Inc. (SOR)
- Previous Close
43.81 - Open
44.10 - Bid --
- Ask --
- Day's Range
43.77 - 44.45 - 52 Week Range
37.99 - 47.91 - Volume
14,335 - Avg. Volume
12,046 - Market Cap (intraday)
361.281M - Beta (5Y Monthly) 0.64
- PE Ratio (TTM)
7.20 - EPS (TTM)
6.12 - Earnings Date Sep 6, 2024
- Forward Dividend & Yield 2.50 (5.70%)
- Ex-Dividend Date Nov 14, 2024
- 1y Target Est
--
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.
www.fpafunds.com/sourcecapitalfund.asp--
Full Time Employees
December 31
Fiscal Year Ends
Sector
Industry
Recent News: SOR
View MorePerformance Overview: SOR
Trailing total returns as of 10/30/2024, which may include dividends or other distributions. Benchmark is
.YTD Return
1-Year Return
3-Year Return
5-Year Return
Compare To: SOR
Select to analyze similar companies using key performance metrics; select up to 4 stocks.
Statistics: SOR
View MoreValuation Measures
Market Cap
361.28M
Enterprise Value
--
Trailing P/E
7.23
Forward P/E
--
PEG Ratio (5yr expected)
--
Price/Sales (ttm)
7.12
Price/Book (mrq)
0.96
Enterprise Value/Revenue
7.10
Enterprise Value/EBITDA
--
Financial Highlights
Profitability and Income Statement
Profit Margin
236.35%
Return on Assets (ttm)
3.01%
Return on Equity (ttm)
13.71%
Revenue (ttm)
21.16M
Net Income Avi to Common (ttm)
50M
Diluted EPS (ttm)
6.12
Balance Sheet and Cash Flow
Total Cash (mrq)
35.6k
Total Debt/Equity (mrq)
--
Levered Free Cash Flow (ttm)
--
Research Analysis: SOR
View MoreCompany Insights: SOR
SOR does not have Company Insights