Source Capital, Inc.

Source Capital, Inc.verified

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

The Enterprise Value as of December 2025 (TTM) for Source Capital, Inc. (SOR) is 390.91M

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.

Source Capital, Inc. (SOR) Historical Enterprise Value (quarterly & annually)

How has SOR Enterprise Value performed in the past?

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.

Quarterly (TTM)
Annual

Average

354.94M

Median

334.39M

Minimum

278.96M

Maximum

573.50M

Source Capital, Inc. (SOR) Enterprise Value by Quarter and Year

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

Quarterly (TTM)
Annual
YearEnterprise ValueChange
2024356.60M7.13%
2023332.87M3.82%
2022320.63M-10.89%
2021359.80M7.11%
2020335.92M2.30%
2019328.36M17.71%
2018278.96M-20.78%
2017352.15M13.37%
2016310.62M-45.84%
2015573.50M-7.21%

Source Capital, Inc. (SOR) Average Enterprise Value

How has SOR Enterprise Value performed in the past?

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. (SOR) Enterprise Value vs. Peers

How is SOR’s Enterprise Value compared to its peers?

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),

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Frequently asked questions❓

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How does the current Enterprise Value for Source Capital, Inc. (SOR) compare to its historical average?