SOR
BuyUnloved QualityFLAGSource Capital · Financial Services · United States · $369M · Avg Vol: $464K/d
Unloved Quality: Strong and cheap, but the market has not turned yet. Patience required.
Insufficient evidence for a screen-pass. Source Capital: clears the 50 floor (Q57/V53/M56) but not the 60 strong bar, and carries no corroborating filing signal (no net insider buying, no active buyback). Absence of evidence is neutral; nothing adverse is known.
The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.
ABOUT SOURCE CAPITAL
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Source Capital is a closed-end investment company that seeks to achieve maximum total return through a combination of capital appreciation and current income. The fund's competitive moat is its flexible, unconstrained investment mandate, allowing its experienced managers to allocate capital across public equities, fixed income, and private credit. It operates as a diversified asset management vehicle focused on long-term wealth preservation.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | -26.0M | 54.6M | 40.2M | 64.8M | 9.0% | 20.3M |
| EPS | 4.93 | -3.24 | 6.50 | 4.78 | 7.23 | 10.0% | 7.24 |
| Shares | — | 8.3M | 8.2M | 8.2M | 8.2M | -1.0% | — |
| Debt | — | — | — | — | — | — | — |
| Equity | — | 334.8M | 360.4M | 357.0M | 397.3M | 5.9% | — |
| Op CF | — | — | — | — | — | — | — |
| Inv CF | — | — | — | — | — | — | — |
| Fin CF | — | — | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of SOR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SOR | Source Capital(you) | $369M | 66 | Buy |
| EAD | Wells Fargo Advantage Funds - Allspring Income Opportunities Fund | $358M | 63 | Hold |
| HIO | Western Asset High Income Opportunity Fund Inc. | $335M | 65 | Hold |
| BGR | BlackRock Energy and Resources Trust | $437M | 67 | Buy |
| FFA | First Trust Enhanced Equity Income Fund | $447M | 68 | Buy |
| IGD | Voya Global Equity Dividend and Premium Opportunity Fund | $498M | 66 | Buy |
| EDD | Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. | $372M | 60 | Hold |
| NCV | Virtus Convertible & Income Fund | $374M | 72 | Buy |
| EOD | Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund | $274M | 65 | Hold |
| FINS | Angel Oak Financial Strategies Income Term Trust | $401M | 60 | Hold |
Peer medians: ROE 9.6% · P/E 12.7x · Gross margin 100.0%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.