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 PE Ratio is 9.10. This represents a change of 83.14% compared to the average of 4.97 of the last 4 quarters.
The mean historical PE Ratio of Source Capital, Inc. over the last ten years is 2.17. The current 9.10 PE Ratio has changed 41.92% with respect to the historical average. Over the past ten years (40 quarters), SOR's PE Ratio was at its highest in in the June 2016 quarter at 41.59. The PE Ratio was at its lowest in in the June 2018 quarter at -45.65.
Average
2.17
Median
6.72
Minimum
-19.66
Maximum
15.88
Discovering the peaks and valleys of Source Capital, Inc. PE Ratio, 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 = 217.72%
Maximum Annual PE Ratio = 15.88
Minimum Annual Increase = -394.67%
Minimum Annual PE Ratio = -19.66
| Year | PE Ratio | Change |
|---|---|---|
| 2024 | 9.11 | 46.59% |
| 2023 | 6.21 | -152.06% |
| 2022 | -11.93 | -236.77% |
| 2021 | 8.72 | -45.07% |
| 2020 | 15.88 | 217.72% |
| 2019 | 5.00 | -149.76% |
| 2018 | -10.05 | -238.97% |
| 2017 | 7.23 | -35.14% |
| 2016 | 11.15 | -156.68% |
| 2015 | -19.66 | -394.67% |
The current PE Ratio 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
1.13
5-year avg
5.60
10-year avg
2.17
Source Capital, Inc.’s PE Ratio is less than Saratoga Investment Corp. (10.75), greater than Diamond Hill Investment Group, Inc. (6.77), less than Stellus Capital Investment Corporation (11.66), less than PennantPark Investment Corporation (11.51), less than Barings Corporate Investors (13.31), less than Palmer Square Capital BDC Inc. (12.31), greater than Gladstone Capital Corporation (8.18), less than BNY Mellon Strategic Municipals, Inc. (171.18), less than Eagle Point Income Company Inc. (9.97), less than GigCapital7 Corp. (553.06),
| Company | PE Ratio | Market cap |
|---|---|---|
| 10.75 | $366.53M | |
| 6.77 | $318.19M | |
| 11.66 | $349.06M | |
| 11.51 | $376.76M | |
| 13.31 | $425.52M | |
| 12.31 | $386.56M | |
| 8.18 | $473.11M | |
| 171.18 | $392.45M | |
| 9.97 | $300.67M | |
| 553.06 | $354.05M |
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