SORSMALL

Source Capital, Inc.

Financial ServicesAsset Management
$46.35
$0.00(-0.22%)
52W$41.25
$50.00
Updated May 7, 12:00 AM
RSI53
RS Rating47/99
Beta0.48
Volatility14%
F-Score4/9
Mkt Cap$381M
EMERGING TREND

Price Action

5Y Daily
50 DMA150 DMA200 DMA

Technical Summary

EMERGING TREND

Source Capital, Inc. is attempting to emerge into an uptrend but lacks full moving average alignment. Relative strength is weak (RS Rating: 47), showing significant lag compared to the market leaders. Earnings contraction of 43% provides fundamental context to the price action. Volume support will be critical for the stock to resolve this consolidation to the upside.

Relative Strength
47
out of 99
Lagging
Trend Score
3/4
Minervini Criteria
EMERGING TREND
Risk (Beta)
0.48
vs S&P 500
LOW VOL
52W Position
58%
from 52W low
Mid Range
Trend & Momentum Analysis

Trend Template (Minervini)

EMERGING TREND3/4 Criteria Met
CriterionValueStatus
Price > 50 SMA$46.25
50 SMA > 100 SMA$47.01
100 SMA > 150 SMA$46.72
150 SMA > 200 SMA$46.12

Price vs Moving Averages

PeriodValueSpreadSignal
20 SMA$46.26+0.19%ABOVE
50 SMA$46.25+0.22%ABOVE
100 SMA$47.01-1.40%BELOW
150 SMA$46.72-0.78%BELOW
200 SMA$46.12+0.50%ABOVE

Price Performance

1D-0.2%
1W-0.3%
1M+3.2%
3M-3.7%
6M+2.2%
YTD-0.3%
1Y+11.3%
3Y+7.8%
52-Week Trading Range58% from low
$46.35
52W Low$41.25
52W High$50.00

Technical Indicators

RSI (14)NEUTRAL
53.0
305070
VCP ScoreWARM
6/10
Base depth: 12.0%

Risk Profile

Beta
0.48
52W Vol
14%
ATR
$0.97
Max DD (1Y)
-10%

Volume Analysis

Today
16.6K
50D Avg
14.5K
Vol Ratio
1.14x
Liquidity
ILLIQUID

Earnings Momentum

Q4'23+186%
$2.86
Q2'24+223%
$3.23
Q4'24+29%
$1.55
Q2'25-50%
$1.83
Fundamentals & Growth

Growth Trends

Compounded Sales Growth

10 Years:+19.94%
5 Years:
3 Years:
TTM:

Compounded Profit Growth

10 Years:-7.74%
5 Years:-9.19%
3 Years:-1.16%
TTM:+38.45%

Stock Price CAGR

10 Years:+2.30%
5 Years:+0.48%
3 Years:+7.75%
1 Year:+11.31%

Return on Equity

10Y Avg:6.1%
5Y Avg:7.0%
3Y Avg:6.3%
Last Year:21.1%

Key Metrics

Market Cap$381M
Gross Margin1.0%
Net Margin97.4%
Piotroski F-Score4/9

Frequently Asked Questions

Is SOR in an uptrend right now?

SOR has a trend score of 3/4 based on Minervini's Stage Analysis. Currently showing partial alignment - 3 of 4 trend criteria are met.

Is SOR overbought or oversold?

SOR's RSI (14) is 53. The stock is in neutral territory, neither overbought nor oversold.

Is SOR outperforming the market?

SOR has a Relative Strength (RS) Rating of 47 out of 99. SOR is currently lagging the broader market.

Where is SOR in its 52-week range?

SOR is trading at $46.35, which is 93% of its 52-week high ($50.00) and 58% above its 52-week low ($41.25).

How volatile is SOR?

SOR has a Beta of 0.48 and 52-week volatility of 14%. It's less volatile than the S&P 500 - generally more stable.

Disclaimer: Data is for informational purposes only. May be delayed or contain errors. Past performance does not guarantee future results. This is not financial advice. Always conduct your own research and consult professionals before making investment decisions.