Source Capital, Inc. (SOR) Earnings History
Annual and quarterly earnings data from 1995 to 2024
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SOR EPS Growth (CAGR)
Compound annual growth rate of diluted earnings per share
CAGR (Compound Annual Growth Rate) shows the annualized growth rate of EPS over the specified period. A higher CAGR indicates stronger earnings momentum.
SOR Profitability Analysis
Margin trends over time
| Year | Gross Margin | Operating Margin | Net Margin |
|---|---|---|---|
| 2024 | 100.0% | 97.4% | 97.4% |
| 2023 | 63.8% | 53.3% | 175.0% |
| 2022 | 83.0% | -158.1% | -159.5% |
| 2021 | 100.0% | 97.9% | 97.9% |
| 2020 | 87.5% | 92.2% | 91.7% |
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Source Capital, Inc. (SOR) Earnings Overview
As of May 8, 2026, Source Capital, Inc. (SOR) reported trailing twelve-month net income of $78M, reflecting -26.5% year-over-year growth. The company earned $9.45 per diluted share over the past four quarters, with a net profit margin of 97.4%.
Looking at the long-term picture, SOR's 5-year EPS compound annual growth rate (CAGR) stands at -9.2%, signaling declining earnings. The company achieved its highest annual net income of $340M in fiscal 2003.
Source Capital, Inc. maintains industry-leading profitability with a gross margin of 100.0%, operating margin of 97.4%, and net margin of 97.4%. This margin structure demonstrates strong pricing power and operational efficiency. View revenue history →
Compared to peers including GAM ($202M net income, 97.5% margin), ASA ($264M net income, 96.9% margin), BEN ($812M net income, 6.0% margin), SOR has room to improve margins relative to the peer group. Compare SOR vs GAM →
SOR Earnings vs Peers
Earnings metrics vs comparable public companies
SOR Historical Earnings Data (1995–2024)
30 years| Fiscal Year | Net Income | YoY % | Operating Income | EPS (Diluted) | Net Margin | Op. Margin |
|---|---|---|---|---|---|---|
| 2024 | $39M | -27.0% | $39M | $4.78 | 97.4% | 97.4% |
| 2023 | $54M | +298.0% | $16M | $6.50 | 175.0% | 53.3% |
| 2022 | -$27M | -165.3% | -$27M | $-3.24 | -159.5% | -158.1% |
| 2021 | $41M | +96.0% | $41M | $4.95 | 97.9% | 97.9% |
| 2020 | $21M | -67.8% | $21M | $2.51 | 91.7% | 92.2% |
| 2019 | $66M | +336.6% | $66M | $7.74 | 98.4% | 98.4% |
| 2018 | -$28M | -157.0% | -$28M | $-3.24 | - | - |
| 2017 | $49M | +74.8% | $49M | $5.67 | 98.2% | 98.2% |
| 2016 | $28M | +195.6% | $3M | $3.23 | 391.3% | 48.9% |
| 2015 | -$29M | -131.5% | $172,513 | $-3.37 | -491.5% | 2.9% |
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Start ComparisonSOR — Frequently Asked Questions
Quick answers to the most common questions about buying SOR stock.
Is SOR growing earnings?
SOR EPS fell to $9.45, with earnings declining -26.5%. This contrasts with the 5-year CAGR of -9.2%. TTM net income dropped to $78M.
What are SOR's profit margins?
Source Capital, Inc. net margin is +97.4%, with operating margin at +97.4%. Above-average margins indicate pricing power.
How consistent are SOR's earnings?
SOR earnings data spans 1995-2024. The declining earnings trend is -26.5% YoY. Historical data enables comparison across business cycles.