SOR · Source Capital /De/
Market Cap
$373.03M
Shares
8.23M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$45.32
Open$45.73
Day$45.31–45.94
52W close$44.50–49.35
Avg vol 30d11K
Short int4K · 0.1% float · 1.0d
Short vol23%
DataJan 2020–Sep 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
+0.5%
Trailing year
Short interest
0.1%
Latest settlement · 1.0 days to cover
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Neutral
Momentum
Weak
Sentiment
Neutral
Fundamentals
Limited
Quant / Vol
Very Low
Market backdrop
VIX 14.8 · calm
Equity put/call 0.58
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−3%
below
Price vs 50-day avg
−2%
below
RSI (14)
35
neutral
MACD trend
Negative
52-week position
17%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−2%
trailing
6-month return
+2%
trailing
YTD return
−1%
this year
Relative strength
−18%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $46 › 200d $47 — 200d above 50d
Institutional flow
Flat
0% holders QoQ · +7 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
0.05% of float · ▲ +14.9% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
57 holders — mid 3-yr range
Squeeze score
44
elevated · 0–100
Fundamentals
Not enough data for a confident read.
Quant / Vol
risk profile
Volatility
15%
annualized · 1-yr
Max drawdown
−10%
past year
ATR
1.6%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−3%
Neutral
Price vs 50-day avg
−2%
Neutral
RSI (14)
35
Neutral
MACD trend
Negative
Bearish
52-week position
17%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 1 of 6
Trend (MA cross)
No cross
50d $46 › 200d $47 — 200d above 50d
Institutional flow
Flat
0% holders QoQ · +7 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
0.05% of float · ▲ +14.9% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
57 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $45
Now $45 · 17%
Range high $49
vs 200-day avg -3%
vs 50-day avg -2%
Illustrative technical + ownership context — a signal mix, not investment advice.
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SOR
this stock
Source Capital /De/
|
$373.03M | -1.0% | — | — | 0.1% |
|
BLK
BlackRock, Inc.
|
$344.91B | -0.1% | +16.2% | 25.4 | 0.6% |
|
BX
Blackstone Inc.
|
$94.92B | -18.9% | +9.2% | 28.4 | 2.9% |
|
KKR
KKR & Co. Inc.
|
$88.70B | -22.5% | -11.0% | — | 1.5% |
|
BN
BROOKFIELD Corp /ON/
|
$83.40B | -18.3% | — | — | 1.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SOR | -2.7% | -2.1% | +1.8% | -3.6% | -1.0% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -2.3% | -2.0% | -18.3% | -2.9% | -12.7% |