SOR Stock - Source Capital, Inc.
Unlock GoAI Insights for SOR
Get institutional-grade AI analysis, real-time signals, and deep market intelligence powered by advanced machine learning.
Free 14-day trial • No credit card required
Premium members get real-time SMS alerts
Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $40.22M | $30.64M | $16.98M | $42.36M | $23.08M |
| Gross Profit | $40.22M | $19.56M | $14.09M | $42.36M | $20.20M |
| Gross Margin | 100.0% | 63.8% | 83.0% | 100.0% | 87.5% |
| Operating Income | $39.16M | $16.32M | $-26,838,052 | $41.48M | $21.28M |
| Net Income | $39.16M | $53.64M | $-27,086,902 | $41.48M | $21.17M |
| Net Margin | 97.4% | 175.0% | -159.5% | 97.9% | 91.7% |
| EPS | $4.78 | $6.50 | $-3.24 | $4.95 | $2.51 |
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.
Visit WebsiteEarnings History & Surprises
SOREPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q1 2026 | Mar 5, 2026 | — | — | — | — |
Q3 2025 | Sep 8, 2025 | — | $1.83 | — | — |
Q1 2025 | Mar 7, 2025 | — | $1.55 | — | — |
Q3 2024 | Sep 6, 2024 | — | $3.23 | — | — |
Q1 2024 | Mar 8, 2024 | — | $2.86 | — | — |
Q3 2023 | Sep 8, 2023 | — | $3.64 | — | — |
Q4 2022 | Dec 31, 2022 | — | $1.20 | — | — |
Q2 2022 | Jun 30, 2022 | — | $1.00 | — | — |
Q1 2022 | Feb 16, 2022 | — | $1.00 | — | — |
Q2 2021 | Jun 30, 2021 | — | $1.00 | — | — |
Q4 2020 | Dec 31, 2020 | — | $1.01 | — | — |
Q2 2020 | Jun 30, 2020 | — | $1.00 | — | — |
Q4 2019 | Dec 31, 2019 | — | $1.00 | — | — |
Q2 2019 | Jun 30, 2019 | — | $5.17 | — | — |
Q4 2018 | Dec 31, 2018 | — | $-9.70 | — | — |
Q2 2018 | Jun 30, 2018 | — | $-0.22 | — | — |
Q4 2017 | Dec 31, 2017 | — | $2.95 | — | — |
Q2 2017 | Jun 30, 2017 | — | $2.70 | — | — |
Q4 2016 | Dec 31, 2016 | — | $3.01 | — | — |
Q2 2016 | Jun 30, 2016 | — | $0.22 | — | — |
Latest News
Frequently Asked Questions about SOR
What is SOR's current stock price?
What is the analyst price target for SOR?
What sector is Source Capital, Inc. in?
What is SOR's market cap?
Does SOR pay dividends?
Similar Stocks
Financial Services SectorExplore stocks similar to SOR for comparison