Source Capital, Inc. (SOR) P/E Ratio History
Historical price-to-earnings valuation from 1997 to 2025
Loading P/E history...
SOR Valuation Context
How does the current P/E compare to historical and market benchmarks?
P/E Ratio Analysis
As of May 8, 2026, Source Capital, Inc. (SOR) trades at a price-to-earnings ratio of 9.7x, with a stock price of $46.35 and trailing twelve-month earnings per share of $9.45.
The current P/E is 42% above its 5-year average of 6.9x. Over the past five years, SOR's P/E has ranged from a low of 1.7x to a high of 21.7x, placing the current valuation at the 80th percentile of its historical range.
Compared to the Financial Services sector median P/E of 13.1x, SOR trades at a 26% discount to its sector peers. The sector includes 775 companies with P/E ratios ranging from 0.0x to 195.8x.
Relative to the broader market, SOR trades at a notable discount to the S&P 500 median P/E of 25.1x. Investors should consider the company's growth prospects, competitive position, and earnings quality when evaluating whether the current valuation is justified.
For a comprehensive intrinsic value estimate using discounted cash flow analysis, see our SOR DCF Valuation Calculator →
Note: P/E ratio is just one valuation metric. It does not account for balance sheet strength, cash flow quality, or growth sustainability. Always conduct comprehensive due diligence before making investment decisions.
SOR P/E vs Peers
P/E ratio compared to closely matched public peers
| Company | Market Cap | P/E Ratio | PEG Ratio | EPS Growth (1Y) |
|---|---|---|---|---|
| $2B | 6.0Lowest | - | -36% | |
| $1B | 11.1 | 2.21 | +1112%Best | |
| $16B | 33.5 | - | +7% | |
| $23B | 11.2 | - | +1% | |
| $8B | 13.1 | 0.33Best | +50% | |
| $1B | 16.3 | - | -28% | |
| $657M | 9.3 | - | -28% |
Peers sorted by market capitalization. P/E below peers may indicate undervaluation or lower growth expectations. Consider PEG ratio for growth-adjusted comparison.
SOR Historical P/E Data (1997–2025)
Quarterly P/E ratios calculated from closing price and TTM EPS
| Quarter | Date | Price | TTM EPS | P/E Ratio | vs Avg |
|---|---|---|---|---|---|
| FY2025 Q2 | Mon Jun 30 2025 00:00:00 GM | $43.36 | $9.47 | 4.6x | +12% |
| FY2024 Q4 | $43.49 | $11.28 | 3.9x | -6% | |
| FY2024 Q2 | Sun Jun 30 2024 00:00:00 GM | $44.26 | $10.93 | 4.0x | -1% |
| FY2023 Q4 | Sun Dec 31 2023 00:00:00 GM | $40.38 | $8.70 | 4.6x | +14% |
| FY2023 Q2 | Fri Jun 30 2023 00:00:00 GM | $38.32 | $6.84 | 5.6x | +37% |
| FY2022 Q4 | Sat Dec 31 2022 00:00:00 GM | $38.66 | $4.20 | 9.2x | +125% |
| FY2022 Q2 | $37.33 | $4.01 | 9.3x | +128% | |
| FY2021 Q4 | Fri Dec 31 2021 00:00:00 GM | $43.21 | $4.01 | 10.8x | +164% |
| FY2021 Q2 | Wed Jun 30 2021 00:00:00 GM | $45.52 | $4.01 | 11.4x | +178% |
| FY2020 Q4 | $39.91 | $8.18 | 4.9x | +19% | |
| FY2018 Q2 | Sat Jun 30 2018 00:00:00 GM | $39.75 | $8.44 | 4.7x | +15% |
| FY2017 Q4 | Sun Dec 31 2017 00:00:00 GM | $40.76 | $8.88 | 4.6x | +12% |
Average P/E for displayed period: 4.1x
See SOR's True Return
Price is only half the story. See total return with reinvested dividends.
Launch CalculatorIs SOR Undervalued?
DCF intrinsic value, peer multiples, and analyst estimates — see what the stock is really worth.
View ValuationCompare SOR vs BRK-A
Side-by-side business, growth, and profitability comparison vs Berkshire Hathaway Inc..
Start ComparisonSOR — Frequently Asked Questions
Quick answers to the most common questions about buying SOR stock.
Is SOR stock overvalued or undervalued?
SOR trades at 9.7x P/E, above its 5-year average of 6.9x. The 80th percentile ranking indicates a premium to historical valuation.
How does SOR's valuation compare to peers?
Source Capital, Inc. P/E of 9.7x compares to sector median of 13.1x. The discount suggests lower growth expectations or higher risk.
What is SOR's PEG ratio?
SOR PEG ratio is N/A. Above 2.0 indicates premium valuation relative to growth rate. Historical P/E data spans 1997-2025.