SOR
Price:
$45.25
Market Cap:
$372.45M
Source Capital, Inc., known by its ticker SOR, is a closed-end, balanced investment fund under the management of First Pacific Advisors, LLC. Its investment mandate primarily targets the public equity markets within the United States, aiming to allocate capital across a broad spectrum of industry sectors. A core tenet of its strategy involves identifying value-oriented equities, specifically within the small and mid-capitalization segments. The construction of its portfolio is driven by a meticulous, bottom-up fundamental analysis. This involves a rigorous screening process that prioritizes companies exhibiting robust liquidity, conservative balance sheets (characterized by low leverage), an...[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 372.16M. This represents a change of 2.70% compared to the average of 362.40M of the last 4 quarters.
The mean historical Enterprise Value of Source Capital, Inc. over the last ten years is 334.98M. The current 372.16M Enterprise Value has changed 11.01% with respect to the historical average. Over the past ten years (40 quarters), SOR's Enterprise Value was at its highest in in the June 2015 quarter at 629.58M. The Enterprise Value was at its lowest in in the December 2008 quarter at 244.99M.
Average
334.98M
Median
334.39M
Minimum
278.96M
Maximum
375.83M
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 = 375.83M
Minimum Annual Increase = -45.84%
Minimum Annual Enterprise Value = 278.96M
| Year | Enterprise Value | Change |
|---|---|---|
| 2025 | 375.83M | 5.39% |
| 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 | -20.34% |
| 2017 | 350.17M | 12.73% |
| 2016 | 310.62M | -45.84% |
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
355.10M
5-year avg
349.15M
10-year avg
334.98M
Source Capital, Inc.’s Enterprise Value is less than Saratoga Investment Corp. (1.07B), greater than Diamond Hill Investment Group, Inc. (-35551724595.00), less than Stellus Capital Investment Corporation (875.62M), less than PennantPark Investment Corporation (208.58B), less than Barings Corporate Investors (408.49M), less than Palmer Square Capital BDC Inc. (1.04B), less than Gladstone Capital Corporation (827.61M), less than BNY Mellon Strategic Municipals, Inc. (615.25M), less than Eagle Point Income Company Inc. (377.02M), greater than GigCapital7 Corp. (15.40M),
| Company | Enterprise Value | Market cap |
|---|---|---|
| 1.07B | $365.05M | |
| -35551724595.00 | $473.29M | |
| 875.62M | $260.81M | |
| 208.58B | $251.39M | |
| 408.49M | $365.89M | |
| 1.04B | $335.17M | |
| 827.61M | $438.08M | |
| 615.25M | $397.42M | |
| 377.02M | $237.85M | |
| 15.40M | $172.00M |
One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Source Capital, Inc. using the financials and key metrics that matter to you in a single view.
The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:
Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.
Get your free trial here.
The easiest way to analyze a company like Source Capital, Inc. or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.
Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
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?