SOR
Price:
$47.52
Market Cap:
$390.91M
Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Comp...[Read more]
Industry
Asset Management
IPO Date
1980-03-17
Stock Exchange
NYSE
Ticker
SOR
According to Source Capital, Inc.’s latest financial reports and current stock price. The company's current Enterprise Value is 390.91M. This represents a change of 11.29% compared to the average of 351.24M of the last 4 quarters.
The mean historical Enterprise Value of Source Capital, Inc. over the last ten years is 354.94M. The current 390.91M Enterprise Value has changed 10.91% with respect to the historical average. Over the past ten years (40 quarters), SOR's Enterprise Value was at its highest in in the December 2005 quarter at 641.63M. The Enterprise Value was at its lowest in in the December 2008 quarter at 244.99M.
Average
354.94M
Median
334.39M
Minimum
278.96M
Maximum
573.50M
Discovering the peaks and valleys of Source Capital, Inc. Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 17.71%
Maximum Annual Enterprise Value = 573.50M
Minimum Annual Increase = -45.84%
Minimum Annual Enterprise Value = 278.96M
| Year | Enterprise Value | Change |
|---|---|---|
| 2024 | 356.60M | 7.13% |
| 2023 | 332.87M | 3.82% |
| 2022 | 320.63M | -10.89% |
| 2021 | 359.80M | 7.11% |
| 2020 | 335.92M | 2.30% |
| 2019 | 328.36M | 17.71% |
| 2018 | 278.96M | -20.78% |
| 2017 | 352.15M | 13.37% |
| 2016 | 310.62M | -45.84% |
| 2015 | 573.50M | -7.21% |
The current Enterprise Value of Source Capital, Inc. (SOR) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages
3-year avg
336.70M
5-year avg
341.16M
10-year avg
354.94M
Source Capital, Inc.’s Enterprise Value is less than Saratoga Investment Corp. (789.10M), greater than Diamond Hill Investment Group, Inc. (281.66M), less than Stellus Capital Investment Corporation (459.30T), less than PennantPark Investment Corporation (1.06B), less than Barings Corporate Investors (462.10M), greater than Palmer Square Capital BDC Inc. (-3814220506.00), less than Gladstone Capital Corporation (838.60M), less than BNY Mellon Strategic Municipals, Inc. (619.10M), less than Eagle Point Income Company Inc. (451.32M), greater than GigCapital7 Corp. (-94489180.00),
| Company | Enterprise Value | Market cap |
|---|---|---|
| 789.10M | $366.53M | |
| 281.66M | $318.19M | |
| 459.30T | $349.06M | |
| 1.06B | $376.76M | |
| 462.10M | $425.52M | |
| -3814220506.00 | $386.56M | |
| 838.60M | $473.11M | |
| 619.10M | $392.45M | |
| 451.32M | $300.67M | |
| -94489180.00 | $354.05M |
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What is the Enterprise Value?
How can you use the Enterprise Value?
What is Source Capital, Inc.'s Enterprise Value?
What is the highest Enterprise Value for Source Capital, Inc. (SOR)?
What is the 3-year average Enterprise Value for Source Capital, Inc. (SOR)?
What is the 5-year average Enterprise Value for Source Capital, Inc. (SOR)?
How does the current Enterprise Value for Source Capital, Inc. (SOR) compare to its historical average?