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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.

Decision context

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.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

SOR

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

SOR Max Drawdown

-9.83%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for SOR and SPY.

Calendar-year return history is still loading or unavailable.

Earnings Reports

๐Ÿ“… Last reportedMar 5, 2026
PeriodB/MEPSEPS ฮ”RevenueRev ฮ”Report
โ€”
Mar 5, 26
3.57
Est โ€”
โ€”
27434.5B
Est โ€”
โ€”
Mar 5
โ€”
Sep 8, 25
1.83
Est โ€”
โ€”
4533.0B
Est โ€”
โ€”
Sep 8
โ€”
Mar 7, 25
1.55
Est โ€”
โ€”
10248.1B
Est โ€”
โ€”
Mar 7
โ€”
Sep 6, 24
3.23
Est โ€”
โ€”
10346.1B
Est โ€”
โ€”
Sep 6
โ€”
Mar 8, 24
2.86
Est โ€”
โ€”
18581.1B
Est โ€”
โ€”
Mar 8
โ€”
Sep 8, 23
3.64
Est โ€”
โ€”
12061.1B
Est โ€”
โ€”
Sep 8
โ€”
Dec 31, 22
1.20
Est โ€”
โ€”
6452.5B
Est โ€”
โ€”
Dec 31
โ€”
Jun 30, 22
1.00
Est โ€”
โ€”
10525.3B
Est โ€”
โ€”
Jun 30
โ€”
Feb 16, 22
1.00
Est โ€”
โ€”
23669.3B
Est โ€”
โ€”
Feb 16
โ€”
Jun 30, 21
1.00
Est โ€”
โ€”
20230.2B
Est โ€”
โ€”
Jun 30
โ€”
Dec 31, 20
1.01
Est โ€”
โ€”
16263.1B
Est โ€”
โ€”
Dec 31
โ€”
Jun 30, 20
1.00
Est โ€”
โ€”
6819.8B
Est โ€”
โ€”
Jun 30
โ€”
Dec 31, 19
1.00
Est โ€”
โ€”
5096.8B
Est โ€”
โ€”
Dec 31
โ€”
Jun 30, 19
5.17
Est โ€”
โ€”
1735.6B
Est โ€”
โ€”
Jun 30
โ€”
Dec 31, 18
-9.70
Est โ€”
โ€”
4029.9B
Est โ€”
โ€”
Dec 31
โ€”
Jun 30, 18
-0.22
Est โ€”
โ€”
4178.5B
Est โ€”
โ€”
Jun 30
โ€”
Dec 31, 17
2.95
Est โ€”
โ€”
3855.9B
Est โ€”
โ€”
Dec 31
โ€”
Jun 30, 17
2.70
Est โ€”
โ€”
3992.2B
Est โ€”
โ€”
Jun 30
โ€”
Dec 31, 16
3.01
Est โ€”
โ€”
3652.9B
Est โ€”
โ€”
Dec 31
โ€”
Jun 30, 16
0.22
Est โ€”
โ€”
3468.0B
Est โ€”
โ€”
Jun 30
No upcoming earnings in the next 90 days

Next Step

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