Source Capital Closed is doing better financially today then in previous quarter. It has a moderate probability of reporting better financial numbers in March. At this time, Source Capital's Cash is relatively stable compared to the past year. As of 01/30/2025, Long Term Investments is likely to grow to about 353.5 M, though Other Current Liabilities is likely to grow to (1.8 M). Key indicators impacting Source Capital's financial strength include:
The essential information of the day-to-day investment outlook for Source Capital includes many different criteria found on its balance sheet. An individual investor should monitor Source Capital's cash flow, debt, and profitability to accurately make informed decisions on whether to invest in Source Capital.
Source Capital competes with DTF Tax, MFS Investment, Eaton Vance, Nuveen California, and Federated Premier. Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States. Source Capital operates under Asset Management classification in the United States and is traded on New York Stock Exchange.
The reason investors look at the income statement is to determine what Source Capital's earnings per share (EPS) will be in order to see if they want to buy more shares or not. For example, if a company earned $20 million in the last quarter and has 100,000 shares outstanding, its EPS is 20 cents. If you find that this number beats analysts' forecasts or is higher than it was from the same period last year, then you might want to buy more of this stock even though its price per share may not have changed.
Comparative valuation techniques use various fundamental indicators to help in determining Source Capital's current stock value. Our valuation model uses many indicators to compare Source Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Source Capital competition to find correlations between indicators driving Source Capital's intrinsic value. More Info.
Source Capital Closed is currently regarded as top stock in return on equity category among its peers. It also is currently regarded as top stock in return on asset category among its peers reporting about 0.22 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Source Capital Closed is roughly 4.55 . At this time, Source Capital's Return On Equity is relatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Source Capital by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.
Source Capital Closed Systematic Risk
Source Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Source Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Source Capital Closed correlated with the market. If Beta is less than 0 Source Capital generally moves in the opposite direction as compared to the market. If Source Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Source Capital Closed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Source Capital is generally in the same direction as the market. If Beta > 1 Source Capital moves generally in the same direction as, but more than the movement of the benchmark.
Today, most investors in Source Capital Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Source Capital's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Source Capital growth as a starting point in their analysis.
Along with financial statement analysis, the daily predictive indicators of Source Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Source Capital Closed. We use our internally-developed statistical techniques to arrive at the intrinsic value of Source Capital Closed based on widely used predictive technical indicators. In general, we focus on analyzing Source Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Source Capital's daily price indicators and compare them against related drivers.
When running Source Capital's price analysis, check to measure Source Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Source Capital is operating at the current time. Most of Source Capital's value examination focuses on studying past and present price action to predict the probability of Source Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Source Capital's price. Additionally, you may evaluate how the addition of Source Capital to your portfolios can decrease your overall portfolio volatility.