Source Capital Closed Stock Analysis

Source Stock Analysis Notes

About 13.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 1.05. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Source Capital Closed recorded earning per share (EPS) of 5.22. The entity last dividend was issued on the 13th of February 2026. The firm had 1:10 split on the February 20, 2014. 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. To find out more about Source Capital Closed contact the company at 800 982 4372 or learn more at https://www.fpafunds.com/sourcecapitalfund.asp.

Source Capital Closed Investment Alerts

Source Market Capitalization

The company currently falls under 'Small-Cap' category with a total capitalization of 396.71 M.

Source Profitablity

The company has Net Profit Margin of 2.22 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is considered to be average in the sector. In the same way, it shows Net Operating Margin of 0.82 %, which entails that for every 100 dollars of revenue, it generated $0.82 of operating income.

Management Efficiency

Source Capital Closed has Return on Asset of 0.0259 % which means that on every $100 spent on assets, it made $0.0259 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1135 %, implying that it generated $0.1135 on every 100 dollars invested. Source Capital's management efficiency ratios could be used to measure how well Source Capital manages its routine affairs as well as how well it operates its assets and liabilities. As of 02/01/2026, Return On Tangible Assets is likely to grow to 0.19. Also, Return On Capital Employed is likely to grow to 0.10. At this time, Source Capital's Total Assets are relatively stable compared to the past year. As of 02/01/2026, Non Currrent Assets Other is likely to grow to about 60.3 M, though Other Assets are likely to grow to (42.9 M).

Technical Drivers

As of the 1st of February, Source Capital has the Risk Adjusted Performance of 0.0801, coefficient of variation of 942.0, and Semi Deviation of 1.06. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Source Capital Closed, as well as the relationship between them. Please validate Source Capital Closed jensen alpha and semi variance to decide if Source Capital is priced more or less accurately, providing market reflects its prevalent price of 48.39 per share. Given that Source Capital Closed has jensen alpha of 0.1015, we advise you to double-check Source Capital Closed's current market performance to make sure the company can sustain itself at a future point.

Source Capital Closed Price Movement Analysis

Source Capital Closed Insider Trading Activities

Source Capital Outstanding Bonds

Source Capital Predictive Daily Indicators

Source Capital Corporate Filings

Source Capital Forecast Models

Source Capital's time-series forecasting models are one of many Source Capital's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Source Capital's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Source Capital Bond Ratings

Source Capital Closed financial ratings play a critical role in determining how much Source Capital have to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for Source Capital's borrowing costs.

Source Capital Closed Debt to Cash Allocation

Source Capital Closed has 22.48 M in debt. Source Capital Closed has a current ratio of 5.34, demonstrating that it is liquid and is capable to disburse its financial commitments when the payables are due. Note however, debt could still be an excellent tool for Source to invest in growth at high rates of return.

Source Capital Common Stock Shares Outstanding Over Time

Source Capital Assets Financed by Debt

The debt-to-assets ratio shows the degree to which Source Capital uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.

Source Capital Debt Ratio

0.0047

It seems most of the Source Capital's assets are financed through equity. Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Source Capital's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Source Capital, which in turn will lower the firm's financial flexibility.

Source Capital Corporate Bonds Issued

Stock analysis is the technique used by a trader or investor to examine and evaluate how Source Capital prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Source shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Source Capital. By using and applying Source Stock analysis, traders can create a robust methodology for identifying Source entry and exit points for their positions.

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.