Source Capital, Inc.

Source Capital, Inc.verified

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

The Enterprise Value as of June 2026 (TTM) for Source Capital, Inc. (SOR) is 372.16M

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.

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 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.

Quarterly (TTM)
Annual

Average

334.98M

Median

334.39M

Minimum

278.96M

Maximum

375.83M

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 = 375.83M

Minimum Annual Increase = -45.84%

Minimum Annual Enterprise Value = 278.96M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
2025375.83M5.39%
2024356.60M7.13%
2023332.87M3.82%
2022320.63M-10.89%
2021359.80M7.11%
2020335.92M2.30%
2019328.36M17.71%
2018278.96M-20.34%
2017350.17M12.73%
2016310.62M-45.84%

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

355.10M

5-year avg

349.15M

10-year avg

334.98M

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. (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),

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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?