(SOR) Source Capital - Ratings and Ratios

Source Capital, Inc. is a closed-end balanced fund managed by First Pacific Advisors, LLC, focusing on investments in the U.S. public equity market. The fund targets companies across various sectors, primarily holding value stocks of small to mid-cap firms. Its investment strategy emphasizes fundamental analysis with a bottom-up approach, prioritizing factors such as high liquidity, conservative leverage, and strong returns on capital. The fund benchmarks its performance against the Russell 2500 Index, S&P 500 Index, and Nasdaq Composite Index. Established on June 1, 1968, Source Capital, Inc. is listed on the NYSE under the ticker symbol SOR and is categorized under Asset Management & Custody Banks.

Over the next three months, Source Capital is expected to maintain its stability with potential modest growth. Technically, the stocks short-term moving averages (SMA20 and SMA50) are aligned closely with its current price, suggesting stability. The SMA200 indicates an upward trend, supported by moderate volatility (ATR of 1.01). Fundamentally, the attractive P/E ratio of 7.00 may draw value investors, while the strong RoE of 21.29% underscores efficient equity use. The high P/S ratio reflects revenue valuation, potentially supporting price appreciation if growth continues. Forecast: The stock is expected to range between $43 and $46, reflecting a bullish outlook with moderate increases.