Source Capital, Inc. (SOR) Stock Score, Valuation & Financial Research
Source Capital, Inc. is in the Financial Services sector and Asset Management industry. It is reviewed using Wall Street Score's company-strength, valuation, growth and financial-health framework. The current Wall Street Score is 80/100.
Quick answer for SOR
Source Capital, Inc. currently has a Wall Street Score of 80/100. The stored market price is $45.71. Its financial score is 47/100. Its valuation score is 100/100. These figures are a research snapshot, not a buy or sell recommendation.
What Source Capital, Inc. does
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), and a proven long-term capacity to generate superior returns on invested capital. Source Capital's performance is gauged against a trio of prominent market benchmarks: the Russell 2500 Index, the S&P 50
SOR financial snapshot
- Wall Street Score:
- 80/100
- Current price:
- $45.71
- Market capitalization:
- $376.2M
- Revenue:
- $65.6M
- Net income:
- $83.6M
- Free cash flow:
- $0
- Cash:
- $288K
- Total debt:
- $0
- EPS:
- 10.18
- P/E ratio:
- 4.5x
- Financial score:
- 47/100
- Valuation score:
- 100/100
- Revenue score:
- 76/100
What stands out
- Reported year-over-year revenue growth is +0.4%.
- Free cash flow is $0, showing positive cash generation.
- The balance sheet shows $288K of cash versus $0 of total debt, leaving more cash than debt.
- The current research record carries a listed fund vehicle warning, which should be reviewed alongside the score.
What the numbers mean
Its current valuation score is 100/100, which Wall Street Score classifies as strong within the model's valuation framework.
The financial score is 47/100. This is a starting point for reviewing liquidity, leverage and cash-flow strength rather than a stand-alone recommendation.
A strong company and an attractive stock price are not always the same thing. Revenue, earnings, free cash flow, debt, management quality, competitive advantage and valuation should be considered together. Wall Street Score organizes these inputs into a consistent research framework so investors can identify what deserves deeper review.
Data freshness: Financial data last refreshed 2026-09-08.
How to research SOR
Start by understanding how the company makes money. Then compare revenue and earnings trends, cash generation, debt, liquidity and valuation. Review the company's latest filings and earnings reports before acting on any score or model estimate.
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Data may change as company filings and market prices update. Educational research only; not a buy or sell recommendation.