Source Capital Closed Stock Performance
| SOR Stock | USD 40.61 0.49 1.22% |
The entity has a beta of -0.13, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Source Capital are expected to decrease at a much lower rate. During the bear market, Source Capital is likely to outperform the market. At this point, Source Capital Closed has a negative expected return of -0.0323%. Please make sure to validate Source Capital's value at risk and rate of daily change , to decide if Source Capital Closed performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Source Capital Closed has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, Source Capital is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return 1.23 | Five Day Return 1.58 | Year To Date Return (4.42) | Ten Year Return (44.92) | All Time Return 356.78 |
Forward Dividend Yield 0.0616 | Payout Ratio | Forward Dividend Rate 2.5 | Dividend Date 2025-05-30 | Ex Dividend Date 2025-05-15 |
1 | Major 180 Degree Capital Shareholder Demands Board Consider Source Capital Merger Offer - StockTitan | 01/27/2025 |
| Source Capital dividend paid on 31st of January 2025 | 01/31/2025 |
2 | Marlton Partners Expresses Concern About the Proposed Merger of 180 Degree Capital Corp. ... | 02/11/2025 |
| Source Capital dividend paid on 14th of February 2025 | 02/14/2025 |
| Source Capital dividend paid on 28th of February 2025 | 02/28/2025 |
3 | Disposition of 750 shares by A Pisano of Source Capital at 35.76 subject to Rule 16b-3 | 03/12/2025 |
4 | IndusInd Bank Promoters will infuse capital into bank if and when required, says Ashok Hinduja - Business Today | 03/18/2025 |
5 | Source Capital declares 0.2083 dividend | 03/21/2025 |
6 | Source Capital, Inc. Year-End 2024 Commentary - Seeking Alpha | 03/25/2025 |
| Source Capital dividend paid on 31st of March 2025 | 03/31/2025 |
7 | Congress Wealth Management LLC DE Takes 357,000 Position in Source Capital, Inc. - MarketBeat | 04/02/2025 |
8 | This Ranking System Predicted The Best March Madness Bracket In 2025 | 04/08/2025 |
Source Capital Relative Risk vs. Return Landscape
If you would invest 4,168 in Source Capital Closed on January 23, 2025 and sell it today you would lose (107.00) from holding Source Capital Closed or give up 2.57% of portfolio value over 90 days. Source Capital Closed is generating negative expected returns assuming volatility of 1.3514% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Source, and above 99% 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 = -0.0239
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SOR |
Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Source Capital is not performing at its full potential. However, 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 Source Capital 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 | 0.0285 | ||||
| Profit Margin | 1.90 % | ||||
| Operating Margin | 0.81 % | ||||
| Current Valuation | 332.99 M | ||||
| Shares Outstanding | 8.2 M | ||||
| Price To Earning | 14.88 X | ||||
| Price To Book | 0.93 X | ||||
| Price To Sales | 16.36 X | ||||
| Revenue | 40.22 M | ||||
| Gross Profit | 20.59 M | ||||
| EBITDA | 53.67 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 | 43.53 X | ||||
| Cash Flow From Operations | 41.48 M | ||||
| Earnings Per Share | 4.78 X | ||||
| Market Capitalization | 336.97 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 | 3.6 K | 2.1 K | |
| Return On Tangible Assets | 0.10 | 0.19 | |
| Return On Capital Employed | 0.10 | 0.11 | |
| 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.| Source Capital generated a negative expected return over the last 90 days | |
| On 31st of March 2025 Source Capital paid $ 0.208 per share dividend to its current shareholders | |
| Latest headline from forbes.com: This Ranking System Predicted The Best March Madness Bracket In 2025 |
- 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.