The ROE as of December 2025 (TTM) for Source Capital, Inc. (SOR) is 7.55%

According to Source Capital, Inc.’s latest financial reports and current stock price. The company's current ROE is 7.55%. This represents a change of 43.15% compared to the average of 5.28% of the last 4 quarters.

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

How has SOR ROE performed in the past?

The mean historical ROE of Source Capital, Inc. over the last ten years is 5.87%. The current 7.55% ROE has changed 28.58% with respect to the historical average. Over the past ten years (40 quarters), SOR's ROE was at its highest in in the December 2010 quarter at 47.21%. The ROE was at its lowest in in the December 2008 quarter at -91.38%.

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

Discovering the peaks and valleys of Source Capital, Inc. ROE, 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.

Source Capital, Inc. (SOR) Average ROE

How has SOR ROE performed in the past?

The current ROE of Source Capital, Inc. (SOR) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

Source Capital, Inc. (SOR) ROE vs. Peers

How is SOR’s ROE compared to its peers?

Source Capital, Inc.’s ROE is less than Saratoga Investment Corp. (8.49%), greater than Diamond Hill Investment Group, Inc. (0.06%), greater than Stellus Capital Investment Corporation (0.00%), less than PennantPark Investment Corporation (6.79%), less than Barings Corporate Investors (9.22%), greater than Palmer Square Capital BDC Inc. (0.01%), less than Gladstone Capital Corporation (11.91%), less than BNY Mellon Strategic Municipals, Inc. (0.52%), less than Eagle Point Income Company Inc. (8.09%), less than GigCapital7 Corp. (2.45%),

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