Source Capital Closed Stock Performance
| SOR Stock | USD 48.24 0.19 0.40% |
Source Capital has a performance score of 9 on a scale of 0 to 100. The entity has a beta of 0.4, which indicates possible diversification benefits within a given portfolio. 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 1.13%. 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 9 (%) of all global equities and portfolios over the last 90 days. Even with relatively fragile basic indicators, Source Capital may actually be approaching a critical reversion point that can send shares even higher in February 2026. ...more
| Source Capital dividend paid on 31st of October 2025 | 10/31/2025 |
| Source Capital dividend paid on 28th of November 2025 | 11/28/2025 |
| Source Capital dividend paid on 30th of December 2025 | 12/30/2025 |
Source Capital Relative Risk vs. Return Landscape
If you would invest 4,474 in Source Capital Closed on October 30, 2025 and sell it today you would earn a total of 350.00 from holding Source Capital Closed or generate 7.82% return on investment over 90 days. Source Capital Closed is generating 0.1319% of daily returns assuming volatility of 1.1336% on return distribution over 90 days investment horizon. In other words, 10% 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 Target Price Odds to finish over Current Price
The tendency of Source Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 48.24 | 90 days | 48.24 | about 7.85 |
Based on a normal probability distribution, the odds of Source Capital to move above the current price in 90 days from now is about 7.85 (This Source Capital Closed probability density function shows the probability of Source Stock to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon Source Capital has a beta of 0.4. This usually implies as returns on the market go up, Source Capital average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Source Capital Closed will be expected to be much smaller as well. Additionally Source Capital Closed has an alpha of 0.0877, implying that it can generate a 0.0877 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Source Capital Price Density |
| Price |
Predictive Modules for Source Capital
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Source Capital Closed. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Source Capital Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Source Capital is not an exception. The market had few large corrections towards the Source Capital's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Source Capital Closed, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Source Capital within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.09 | |
β | Beta against Dow Jones | 0.40 | |
σ | Overall volatility | 1.18 | |
Ir | Information ratio | 0.04 |
Source Capital Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Source Capital for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Source Capital Closed can help investors quickly react to important events or material 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 30th of December 2025 Source Capital paid $ 0.2083 per share dividend to its current shareholders | |
| Latest headline from prnewswire.com: BrightStar Care Marks a Transformative Year of Franchise Expansion Following Strategic Investment Partnership |
Source Capital Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Source Stock often depends not only on the future outlook of the current and potential Source Capital's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Source Capital's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 8.2 M | |
| Cash And Short Term Investments | 3675.00 |
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 | 395.2 M | ||||
| Shares Outstanding | 8.23 M | ||||
| Price To Earning | 14.88 X | ||||
| Price To Book | 1.04 X | ||||
| Price To Sales | 20.46 X | ||||
| Revenue | 40.22 M | ||||
| EBITDA | 39.16 M | ||||
| Cash And Equivalents | 1.87 M | ||||
| Cash Per Share | 0.22 X | ||||
| Total Debt | 22.48 M | ||||
| Book Value Per Share | 45.95 X | ||||
| Cash Flow From Operations | 41.48 M | ||||
| Earnings Per Share | 5.22 X | ||||
| 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.
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.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 30th of December 2025 Source Capital paid $ 0.2083 per share dividend to its current shareholders | |
| Latest headline from prnewswire.com: BrightStar Care Marks a Transformative Year of Franchise Expansion Following Strategic Investment Partnership |
- 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.