Source Capital
SORFinancial ServicesNASDAQAsset Management · Last scanned Oct 26, 2026
Scan Results
Daily timeframeSource Capital is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. With a market capitalization of $371.5M, it sits in small-cap territory. The fund invests in the public equity markets of the United States.
Market Cap
$371.5M
Beta
0.47
P/E (TTM)
6.79
P/E (Fwd)
—
EPS (TTM)
$6.65
EPS (Fwd)
—
ROE
12.7%
ROA
2.6%
Cash
$32,352
Total Debt
$0
Free CF
—
52W Change
-1.1%
Annual Financials
Cash vs Debt
Where SOR stands vs its 150-day and 200-day moving averages
As of the October 20, 2026 close, SOR finished 0.62% above its 150-day moving average ($45.03) and 0.07% above its 200-day moving average ($45.28). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is SOR overbought or oversold?
At the October 20, 2026 close, SOR's RSI(14) was 54.5, in neutral territory (between 30 and 70). The MACD histogram was positive, so short-term momentum leaned bullish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
Source Capital reports $32K in cash and $0 in total debt. ROE of 12.7% points to decent capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 2.6% is on the lower side, which is common in asset-heavy industries. Revenue has grown from -$26.0M (2022) to $64.8M (2025), reflecting a 349% increase over the period.
With a beta below 0.7, Source Capital typically sees smaller price swings than the overall market, offering a degree of stability during turbulent periods. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing SOR.