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 PE Ratio is 6.25. This represents a change of 27.86% compared to the average of 4.89 of the last 4 quarters.
The mean historical PE Ratio of Source Capital, Inc. over the last ten years is 4.76. The current 6.25 PE Ratio has changed 13.03% 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
4.76
Median
6.75
Minimum
-11.93
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 = -239.75%
Minimum Annual PE Ratio = -11.93
| Year | PE Ratio | Change |
|---|---|---|
| 2025 | 6.32 | -30.60% |
| 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 | -239.75% |
| 2017 | 7.19 | -35.51% |
| 2016 | 11.15 | -156.68% |
The current PE Ratio of Source Capital, Inc. (SOR) is less than than its 3-year, greater than its 5-year, and greater than its 10-year historical averages
3-year avg
7.21
5-year avg
3.69
10-year avg
4.76
Source Capital, Inc.’s PE Ratio is less than Saratoga Investment Corp. (9.72), less than Diamond Hill Investment Group, Inc. (9.77), less than Stellus Capital Investment Corporation (11.00), less than PennantPark Investment Corporation (17.83), less than Barings Corporate Investors (16.10), greater than Palmer Square Capital BDC Inc. (-10.49), less than Gladstone Capital Corporation (9.97), less than BNY Mellon Strategic Municipals, Inc. (31.40), greater than Eagle Point Income Company Inc. (-205.46), less than GigCapital7 Corp. (476.03),
| Company | PE Ratio | Market cap |
|---|---|---|
| 9.72 | $365.05M | |
| 9.77 | $473.29M | |
| 11.00 | $260.81M | |
| 17.83 | $251.39M | |
| 16.10 | $365.89M | |
| -10.49 | $335.17M | |
| 9.97 | $438.08M | |
| 31.40 | $397.42M | |
| -205.46 | $237.85M | |
| 476.03 | $172.00M |
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