Source Capital Closed Stock Performance
| SOR Stock | USD 47.32 0.18 0.38% |
Source Capital has a performance score of 8 on a scale of 0 to 100. The entity has a beta of 0.16, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Source Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Source Capital is expected to be smaller as well. Source Capital Closed right now has a risk of 1.02%. Please validate Source Capital semi variance, as well as the relationship between the rate of daily change and relative strength index , to decide if Source Capital will be following its existing price patterns.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Source Capital Closed are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak basic indicators, Source Capital may actually be approaching a critical reversion point that can send shares even higher in January 2026. ...more
Actual Historical Performance (%)
One Day Return 0.39 | Five Day Return (0.59) | Year To Date Return 10.02 | Ten Year Return (28.93) | All Time Return 425.78 |
Forward Dividend Yield 0.053 | Payout Ratio | Forward Dividend Rate 2.5 | Dividend Date 2026-02-27 | Ex Dividend Date 2026-01-15 |
1 | Is Source Capital Inc. Cmn Shs stock a good hedge against inflation - 2025 Year in Review Fast Moving Stock Trade Plans - newser.com | 10/21/2025 |
| Source Capital dividend paid on 31st of October 2025 | 10/31/2025 |
2 | How resilient is Source Capital stock in market downturns - Weekly Gains Summary Daily Stock Trend Watchlist - newser.com | 11/04/2025 |
3 | How strong dollar benefits Source Capital Inc. Cmn Shs stock - 2025 Short Interest Community Trade Idea Sharing - newser.com | 11/11/2025 |
4 | Insider Trading | 11/19/2025 |
5 | Acquisition by Steven Romick of 2000 shares of Source Capital at 36.24 subject to Rule 16b-3 | 11/21/2025 |
| Source Capital dividend paid on 28th of November 2025 | 11/28/2025 |
6 | Insider Buying Strategic Elements Insider Acquires 2,500,000 Shares of Stock | 12/03/2025 |
7 | Heres What Drove Citigroups Strong Share Performance - Insider Monkey | 12/08/2025 |
8 | Merger Talk How risky is Source Capital stock now - July 2025 Trends AI Enhanced Market Trend Forecasts - moha.gov.vn | 12/23/2025 |
Source Capital Relative Risk vs. Return Landscape
If you would invest 4,442 in Source Capital Closed on October 1, 2025 and sell it today you would earn a total of 290.00 from holding Source Capital Closed or generate 6.53% return on investment over 90 days. Source Capital Closed is generating 0.1072% of daily returns assuming volatility of 1.0201% on return distribution over 90 days investment horizon. In other words, 9% of stocks are less volatile than Source, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Source Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Source Capital's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Source Capital Closed, and traders can use it to determine the average amount a Source Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1051
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Based on monthly moving average Source Capital is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Source Capital by adding it to a well-diversified portfolio.
Source Capital Fundamentals Growth
Source Stock prices reflect investors' perceptions of the future prospects and financial health of Source Capital, and Source Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Source Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0259 | ||||
| Profit Margin | 2.22 % | ||||
| Operating Margin | 0.82 % | ||||
| Current Valuation | 387.72 M | ||||
| Shares Outstanding | 8.23 M | ||||
| Price To Earning | 14.88 X | ||||
| Price To Book | 1.03 X | ||||
| Price To Sales | 20.08 X | ||||
| Revenue | 40.22 M | ||||
| Gross Profit | 19.31 M | ||||
| EBITDA | 39.16 M | ||||
| Net Income | 39.16 M | ||||
| Cash And Equivalents | 1.87 M | ||||
| Cash Per Share | 0.22 X | ||||
| Total Debt | 22.48 M | ||||
| Current Ratio | 5.45 X | ||||
| Book Value Per Share | 45.95 X | ||||
| Cash Flow From Operations | 41.48 M | ||||
| Earnings Per Share | 5.22 X | ||||
| Market Capitalization | 387.74 M | ||||
| Total Asset | 379.44 M | ||||
| Retained Earnings | 44.48 M | ||||
About Source Capital Performance
Assessing Source Capital's fundamental ratios provides investors with valuable insights into Source Capital's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Source Capital is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 2.7 K | 2.4 K | |
| Return On Tangible Assets | 0.10 | 0.19 | |
| Return On Capital Employed | 0.11 | 0.12 | |
| Return On Assets | 0.10 | 0.19 | |
| Return On Equity | 0.11 | 0.20 |
Things to note about Source Capital Closed performance evaluation
Checking the ongoing alerts about Source Capital for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Source Capital Closed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 13.0% of the company outstanding shares are owned by corporate insiders | |
| On 28th of November 2025 Source Capital paid $ 0.2083 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Merger Talk How risky is Source Capital stock now - July 2025 Trends AI Enhanced Market Trend Forecasts - moha.gov.vn |
- Analyzing Source Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Source Capital's stock is overvalued or undervalued compared to its peers.
- Examining Source Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Source Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Source Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Source Capital's stock. These opinions can provide insight into Source Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Source Stock Analysis
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.