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How to buy Source Capital stock | $40.09

Own Source Capital stock in just a few minutes.

Fact checked

Source Capital, Inc is an asset management business based in the US. Source Capital shares (SOR) are listed on the NYSE and all prices are listed in US Dollars.

How to buy shares in Source Capital

  1. Compare share trading platforms. If you're a beginner, look for a platform with low commissions, expert ratings and investment tools to track your portfolio. Narrow down top brands with our comparison table.
  2. Open and fund your brokerage account. Complete an application with your personal and financial details, like your ID and bank information. Fund your account with a bank transfer, credit card or debit card.
  3. Search for Source Capital. Find the stock by name or ticker symbol: SOR. Research its history to confirm it's a solid investment against your financial goals.
  4. Purchase now or later. Buy today with a market order or use a limit order to delay your purchase until Source Capital reaches your desired price. To spread out your purchase, look into dollar-cost averaging, which smooths out buying at consistent intervals and amounts.
  5. Decide on how many to buy. At last close price of USD$40.09, weigh your budget against a diversified portfolio that can minimize risk through the market's ups and downs. You may be able to buy a fractional share of Source Capital, depending on your broker.
  6. Check in on your investment. Congratulations, you own a part of Source Capital. Optimize your portfolio by tracking how your stock — and even the business — performs with an eye on the long term. You may be eligible for dividends and shareholder voting rights on directors and management that can affect your stock.

Source Capital share price

Use our graph to track the performance of SOR stocks over time.

Source Capital shares at a glance

Information last updated 2020-12-11.
Latest market closeUSD$40.09
52-week rangeUSD$23.357 - USD$40.48
50-day moving average USD$38.4769
200-day moving average USD$36.407
Wall St. target priceN/A
PE ratio 4.7649
Dividend yield USD$1 (2.48%)
Earnings per share (TTM) USD$7.752

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The value of any investment can go up or down depending on news, trends and market conditions. We are not investment advisers, so do your own due diligence to understand the risks before you invest.

Is it a good time to buy Source Capital stock?

The technical analysis gauge below displays real-time ratings for the timeframes you select. This is not a recommendation, however. It represents a technical analysis based on the most popular technical indicators: Moving Averages, Oscillators and Pivots. Finder might not concur and takes no responsibility.

This chart is not advice or a guarantee of success. Rather, it gauges the real-time recommendations of three popular technical indicators: moving averages, oscillators and pivots. Finder is not responsible for how your stock performs.

Source Capital price performance over time

Historical closes compared with the close of $40.09 from 2020-12-11

1 week (2021-01-08) -1.86%
1 month (2020-12-15) -0.77%
3 months (2020-10-15) 6.85%
6 months (2020-07-15) 13.06%
1 year (2020-01-15) 2.01%
2 years (2019-01-15) 17.02%
3 years (2018-01-12) 42.07
5 years (2016-01-15) 63.97

Is Source Capital under- or over-valued?

Valuing Source Capital stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of Source Capital's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.

Source Capital's P/E ratio

Source Capital's current share price divided by its per-share earnings (EPS) over a 12-month period gives a "trailing price/earnings ratio" of roughly 5x. In other words, Source Capital shares trade at around 5x recent earnings.

That's relatively low compared to, say, the trailing 12-month P/E ratio for the NASDAQ 100 at the end of 2019 (27.29). The low P/E ratio could mean that investors are pessimistic about the outlook for the shares or simply that they're under-valued.

Source Capital financials

Revenue TTM USD$10.4 million
Operating margin TTM 65.84%
Gross profit TTM USD$9.7 million
Return on assets TTM 1.2%
Return on equity TTM -3.06%
Profit margin -103.46%
Book value $40.127
Market capitalisation USD$338.7 million

TTM: trailing 12 months

Shorting Source Capital shares

There are currently 2,388 Source Capital shares held short by investors – that's known as Source Capital's "short interest". This figure is 71.3% down from 8,309 last month.

There are a few different ways that this level of interest in shorting Source Capital shares can be evaluated.

Source Capital's "short interest ratio" (SIR)

Source Capital's "short interest ratio" (SIR) is the quantity of Source Capital shares currently shorted divided by the average quantity of Source Capital shares traded daily (recently around 14047.058823529). Source Capital's SIR currently stands at 0.17. In other words for every 100,000 Source Capital shares traded daily on the market, roughly 170 shares are currently held short.

However Source Capital's short interest can also be evaluated against the total number of Source Capital shares, or, against the total number of tradable Source Capital shares (the shares that aren't held by "insiders" or major long-term shareholders – also known as the "float"). In this case Source Capital's short interest could be expressed as 0% of the outstanding shares (for every 100,000 Source Capital shares in existence, roughly 0 shares are currently held short) or 0.0016% of the tradable shares (for every 100,000 tradable Source Capital shares, roughly 2 shares are currently held short).

Such a low SIR usually points to an optimistic outlook for the share price, with fewer people currently willing to bet against Source Capital.

Find out more about how you can short Source Capital stock.

Source Capital share dividends

We're not expecting Source Capital to pay a dividend over the next 12 months.

Source Capital share price volatility

Over the last 12 months, Source Capital's shares have ranged in value from as little as $23.357 up to $40.48. A popular way to gauge a stock's volatility is its "beta".

SOR.US volatility(beta: 0.53)Avg. volatility(beta: 1.00)LowHigh

Beta is a measure of a share's volatility in relation to the market. The market (NYSE average) beta is 1, while Source Capital's is 0.5323. This would suggest that Source Capital's shares are less volatile than average (for this exchange).

Source Capital overview

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 Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.

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