Join over 2,000+ Investors
Register now and embark on your journey to informed and successful investing.
SOR | US
0
0%
Financial Services
Asset Management
30/06/2024
20/03/2026
44.90
45.75
46.52
44.80
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.
View LessLow 6-Month Volatility (<30%)
Good Dividend Yield (2% <= Dividend Yield <= 8%)
Low Market Beta (-0.4 to 0.8)
Value Stock (Price to Book < 3)
Strong Operating Margin (> 25%)
Strong Revenue Growth (> 10%)
Negative Momentum (Declining Price)
Price Below SMA10D
Smallcap (300M - 2B USD)
Bearish: Increased Volatility (6-month > 1-month volatility)
10 days
12.8%1 month
14.8%3 months
17.1%6 months
15.9%7.24
-
0.96
-
-
-
7.12
-
-
368.17M
368.17M
5.67
83.46
-11.50
18.20
13.71
0.07
0.08
Short-term: Bearish (SMA10D < SMA1M)
Intermediate-term: Bullish (SMA1M > SMA3M)
Long-term: Bullish (SMA6M > SMA12M)
Range10D
3.57
Range1M
4.94
Range3M
5.20
Rel. volume
0.85
Price X volume
483.30K
Name | Ticker | Industry | Close | Marketcap | Day Return | PE Ratio | Debt to Equity |
|---|---|---|---|---|---|---|---|
| fuboTV Inc | FUBO | Entertainment | 1.13 | 372.15M | -1.74% | n/a | 150.32% |
| AerSale Corporation | ASLE | Airports & Air Services | 6.16 | 327.76M | -1.91% | n/a | 24.26% |
| UP | UP | Airports & Air Services | 0.5036 | 326.25M | -10.17% | 0.33 | -401.45% |
| Perma-Pipe International Holdings Inc | PPIH | Pollution & Treatment Controls | 28.63 | 228.41M | -3.28% | 6.93 | 51.78% |
| Richtech Robotics Inc. Class B Common Stock | RR | Specialty Industrial Machinery | 2.16 | 206.08M | -3.57% | n/a | 32.92% |
| Anghami Inc. Ordinary Shares | ANGH | Entertainment | 2.8 | 186.75M | -12.50% | n/a | -1.32% |
| Core Molding Technologies Inc | CMT | Rubber & Plastics | 20.06 | 175.71M | -1.86% | 9.15 | 17.07% |
| ClearSign Combustion Corporation | CLIR | Pollution & Treatment Controls | 3.46 | 173.71M | -4.16% | n/a | 1.45% |
| CuriosityStream Inc | CURI | Entertainment | 3.12 | 170.35M | 0.32% | n/a | 6.93% |
| NPWR | NPWR | Specialty Industrial Machinery | 1.67 | 122.22M | -2.34% | n/a | 0.27% |
Name | Ticker | Industry | Close | Marketcap | Day Return | PE Ratio | Debt to Equity |
|---|---|---|---|---|---|---|---|
| AMC Entertainment Holdings Inc | AMC | Media - Diversified | 0.9807 | 354.38M | -4.79% | n/a | -511.14% |
| AMC Networks Inc | AMCX | Media - Diversified | 6.81 | 300.31M | 2.56% | 6.32 | 236.34% |
| ACCO Brands Corporation | ACCO | Building Products & Equipment | 2.87 | 274.94M | -2.55% | n/a | 174.23% |
| CPI Card Group Inc | PMTS | Building Products & Equipment | 13.18 | 147.06M | -5.59% | 15.61 | -621.78% |
| Cosmos Group Holdings Inc | COSG | Media - Diversified | 0.051 | 116.94M | -17.87% | n/a | -91.95% |
| Kewaunee Scientific Corporation | KEQU | Building Products & Equipment | 34.1 | 97.93M | -0.15% | 5.16 | 19.82% |
| Virco Mfg. Corporation | VIRC | Building Products & Equipment | 5.91 | 96.27M | 0.08% | 9.09 | 39.79% |
| Reading International Inc | RDIB | Media - Diversified | 8 | 62.76M | -25.23% | n/a | 4054.78% |
| ILAG | ILAG | Building Products & Equipment | 2.35 | 42.44M | 8.90% | n/a | 5.48% |
| Reading International Inc | RDI | Media - Diversified | 1.17 | 33.03M | 1.74% | n/a | 4054.78% |
| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | - | - | - |
| Ent. to Revenue | 7.12 | - | Cheaper |
| PE Ratio | 7.24 | 20.20 | Cheaper |
| Price to Book | 0.96 | 2.63 | Cheaper |
| Dividend Yield | 5.67 | - | Poor |
| Std. Deviation (3M) | 17.13 | - | Lower Risk |
| Debt to Equity | - | 50.50 | - |
| Debt to Assets | - | 44.08 | - |
| Market Cap | 368.17M | - | Emerging |