SOR · Source Capital
Price & Indicators
Metrics snapshot
Useful current figures from the complete screener profile.
Equibles Rating
blended score · not investment adviceBlended 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 BuyIllustrative 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
|
$371.63M | -0.1% | — | — | 0.0% |
|
BLK
BlackRock, Inc.
|
$373.40B | +7.4% | +16.2% | 27.5 | 0.6% |
|
BN
BROOKFIELD Corp
|
$83.71B | -18.3% | — | — | 1.0% |
|
BX
Blackstone Inc.
|
$82.25B | -28.9% | +9.2% | 24.6 | 3.0% |
|
KKR
KKR & Co. Inc.
|
$80.08B | -29.5% | -11.0% | — | 1.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SOR | +1.6% | +0.2% | -1.7% | +0.6% | -0.1% |
| SPY | +0.5% | +0.7% | +7.6% | +1.4% | +13.4% |
| vs SPY | +1.1% | -0.5% | -9.3% | -0.8% | -13.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.