Financial Services
Source Capital, Inc.(SOR)
Live Price
Offline$45.37
+0.53% today
1Y Change
+6.24%
Window
Jun 20, 2025 โ Jun 9, 2026
- Market Cap
- $380.00M
- Revenue Growth
- +17.4%
- EPS Growth
- +51.5%
- Dividend Yield
- 5.4%
Coverage: 243 bars ยท Jun 20, 2025 โ Jun 9, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Source Capital, Inc. (SOR) is a Financial Services stock with a market cap of $380.00M and listed on NYSE. The stock last traded around $45.37 and up 6.2% across the available one-year price window (Jun 20, 2025 โ Jun 9, 2026). Baseline metrics include revenue growth of +17.4%, EPS growth of +51.5%, a dividend yield of 5.4%. What stands out right now is revenue +17.4%, EPS +51.5%, free cash flow 0.0% with operating margin 117.2% and ROIC 8.5%. The dividend matters to the case here, with a current yield around 5.4%. Valuation already assumes a fairly strong business story at P/E 8.6 and price/sales 12.0. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines SOR price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+17.4% vs +3.4% peer median
Operating Margin
Above sector median
+117.2% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Mar 5, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +17.4% and EPS at +51.5%, with operating margin around 117.2%.
The next real check-in already has a date
The next earnings event is scheduled for Aug 14, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.2% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Mar 5, 2026 | โ | +0.3% | -1.1% | -3.6% |
2025 Sep 8, 2025 | โ | +1.0% | +0.2% | +2.7% |
2025 Mar 7, 2025 | โ | +0.4% | +1.5% | +2.8% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SOR
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
SOR Max Drawdown
-9.83%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SOR and SPY.
Company Overview
Source Capital, Inc.
New York Stock Exchange
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.
- Leadership
- James Richard Atwood
- IPO Date
- Mar 17, 1980
- Street Address
- 11601 Wilshire Boulevard
- Mailing
- Los Angeles, CA, 90025
- Region
- Los Angeles, CA, US
- Reporting Currency
- USD
- Investor Line
- 800-982-4372
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 8.6
- EV/EBITDA
- 11.3
- Price/Sales
- 12.0
- Price/Book
- 1.0
Growth
- Revenue
- +17.4%
- EPS
- +51.5%
- Free Cash Flow
- 0.0%
Profitability
- Gross Margin
- 94.8%
- Operating Margin
- 117.2%
- Net Margin
- 139.0%
- ROE
- 11.5%
- ROIC
- 8.5%
Balance Sheet
- Debt/Equity
- โ
- Current Ratio
- โ
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.