Is Source Capital Stock a Good Investment?
Source Capital Investment Advice | SOR |
- Examine Source Capital's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Source Capital's leadership team and their track record. Good management can help Source Capital navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Source Capital's business and its evolving consumer preferences.
- Compare Source Capital's performance and market position to its competitors. Analyze how Source Capital is positioned in terms of product offerings, innovation, and market share.
- Check if Source Capital pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Source Capital's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Source Capital Closed stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Source Capital Closed is a good investment.
Sell | Buy |
Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Source Capital Stock
Researching Source Capital's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 15.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.93. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Source Capital Closed recorded earning per share (EPS) of 6.09. The entity last dividend was issued on the 14th of March 2025. The firm had 1:10 split on the February 20, 2014.
To determine if Source Capital is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Source Capital's research are outlined below:
| Source Capital has a strong financial position based on the latest SEC filings | |
| On 31st of January 2025 Source Capital paid $ 0.2083 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Marlton Partners Expresses Concern About the Proposed Merger of 180 Degree Capital Corp. ... |
Source Capital's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 349.72 M.Market Cap |
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Source Capital's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.17 | 0.20 | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | 0.17 | 0.20 | |
| Return On Equity | 0.17 | 0.20 |
Determining Source Capital's profitability involves analyzing its financial statements and using various financial metrics to determine if Source Capital is a good buy. For example, gross profit margin measures Source Capital's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Source Capital's profitability and make more informed investment decisions.
Evaluate Source Capital's management efficiency
Source Capital Closed has Return on Asset of 0.0301 % which means that on every $100 spent on assets, it made $0.0301 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1371 %, implying that it generated $0.1371 on every 100 dollars invested. Source Capital's management efficiency ratios could be used to measure how well Source Capital manages its routine affairs as well as how well it operates its assets and liabilities. As of 02/17/2025, Return On Tangible Assets is likely to grow to 0.20. Also, Return On Capital Employed is likely to grow to 0.04. At this time, Source Capital's Total Assets are relatively stable compared to the past year. As of 02/17/2025, Net Tangible Assets is likely to grow to about 363.3 M, while Non Currrent Assets Other are likely to drop (433.3 M).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 50.23 | 62.35 | |
| Tangible Book Value Per Share | 50.23 | 62.35 | |
| Enterprise Value Over EBITDA | (10.69) | (10.16) | |
| Price Book Value Ratio | 1.06 | 0.98 | |
| Enterprise Value Multiple | (10.69) | (10.16) | |
| Price Fair Value | 1.06 | 0.98 | |
| Enterprise Value | 382.8 M | 419.5 M |
The management team at Source Capital has a track record of steering the company towards sustained growth. Evaluating their strategies helps in understanding the stock's long-term potential.
Basic technical analysis of Source Stock
As of the 17th of February 2025, Source Capital has the Semi Deviation of 0.7476, coefficient of variation of 2285.6, and Risk Adjusted Performance of 0.0326. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Source Capital Closed, as well as the relationship between them. Please validate Source Capital Closed jensen alpha and semi variance to decide if Source Capital is priced more or less accurately, providing market reflects its prevalent price of 42.65 per share. Given that Source Capital Closed has jensen alpha of 0.0269, we advise you to double-check Source Capital Closed's current market performance to make sure the company can sustain itself at a future point.Source Capital's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Source Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on Source Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Source Capital insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Quill Maureen A over two months ago Insider Trading | ||
Dam Rita over two months ago Insider Trading | ||
Thomas Atteberry over three months ago Acquisition by Thomas Atteberry of 1500 shares of Source Capital at 40.351 subject to Rule 16b-3 | ||
Ryan Leggio over six months ago Acquisition by Ryan Leggio of 150 shares of Source Capital at 36.9129 subject to Rule 16b-3 | ||
Brian Selmo over a year ago Purchase by Brian Selmo of 400 shares of Source Capital |
Source Capital's Outstanding Corporate Bonds
Source Capital issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Source Capital Closed uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Source bonds can be classified according to their maturity, which is the date when Source Capital Closed has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Understand Source Capital's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Source Capital's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0326 | |||
| Market Risk Adjusted Performance | (0.78) | |||
| Mean Deviation | 0.6216 | |||
| Semi Deviation | 0.7476 | |||
| Downside Deviation | 0.8541 | |||
| Coefficient Of Variation | 2285.6 | |||
| Standard Deviation | 0.8435 | |||
| Variance | 0.7114 | |||
| Information Ratio | 0.0306 | |||
| Jensen Alpha | 0.0269 | |||
| Total Risk Alpha | 0.0256 | |||
| Sortino Ratio | 0.0302 | |||
| Treynor Ratio | (0.79) | |||
| Maximum Drawdown | 4.98 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.23 | |||
| Downside Variance | 0.7295 | |||
| Semi Variance | 0.5589 | |||
| Expected Short fall | (0.61) | |||
| Skewness | 0.4577 | |||
| Kurtosis | 1.58 |
| Risk Adjusted Performance | 0.0326 | |||
| Market Risk Adjusted Performance | (0.78) | |||
| Mean Deviation | 0.6216 | |||
| Semi Deviation | 0.7476 | |||
| Downside Deviation | 0.8541 | |||
| Coefficient Of Variation | 2285.6 | |||
| Standard Deviation | 0.8435 | |||
| Variance | 0.7114 | |||
| Information Ratio | 0.0306 | |||
| Jensen Alpha | 0.0269 | |||
| Total Risk Alpha | 0.0256 | |||
| Sortino Ratio | 0.0302 | |||
| Treynor Ratio | (0.79) | |||
| Maximum Drawdown | 4.98 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.23 | |||
| Downside Variance | 0.7295 | |||
| Semi Variance | 0.5589 | |||
| Expected Short fall | (0.61) | |||
| Skewness | 0.4577 | |||
| Kurtosis | 1.58 |
Consider Source Capital's intraday indicators
Source Capital intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Source Capital stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Source Capital Corporate Filings
| 5th of February 2025 Other Reports | ViewVerify | |
| 30th of December 2024 Other Reports | ViewVerify | |
| 25th of November 2024 Other Reports | ViewVerify | |
8K | 19th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Source Stock media impact
Far too much social signal, news, headlines, and media speculation about Source Capital that are available to investors today. That information is available publicly through Source media outlets and privately through word of mouth or via Source internal channels. However, regardless of the origin, that massive amount of Source data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Source Capital news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Source Capital relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Source Capital's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Source Capital alpha.
Source Capital Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Source Capital can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Source Capital Corporate Management
| Karen Richards | Chief Compliance Officer | Profile | |
| CFA CFA | Portfolio Manager | Profile | |
| Francine Hayes | Secretary | Profile | |
| Steven CFA | Portfolio Manager | Profile | |
| James CPA | Chief Partner | Profile |
Additional Tools for Source Stock Analysis
When running Source Capital's price analysis, check to measure Source Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Source Capital is operating at the current time. Most of Source Capital's value examination focuses on studying past and present price action to predict the probability of Source Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Source Capital's price. Additionally, you may evaluate how the addition of Source Capital to your portfolios can decrease your overall portfolio volatility.