Source Capital, Inc. (SOR) is a Asset Management company in the Financial Services sector, currently trading at $46.50. It has a SharesGrow Score of 87/100, indicating a strong investment profile with 5 out of 7 criteria passed.
SharesGrow calculates the intrinsic value of SOR = $179.35 (+285.7% from the current price, the stock appears undervalued).
Valuation: SOR trades at a trailing Price-to-Earnings (P/E) of 8.4 (S&P 500 average ~25) with a forward Price/Earnings-to-Growth (PEG) of 0.14.
Financials: revenue is $47M, +61.5%/yr average growth. Net income is $60M, growing at +107.7%/yr. Net profit margin is 126% (strong). Gross margin is 93.3% (-6.7 pp trend).
Balance sheet: total debt is $0 against $397M equity (Debt-to-Equity (D/E) ratio 0, conservative). Debt-to-assets is 0%. Total assets: $403M.
Analyst outlook: 1 / 1 analysts rate SOR as buy (100%) — strong consensus.
SharesGrow 7-Criteria breakdown: Value 100/100 (Pass), Growth 100/100 (Pass), Past 75/100 (Partial), Health 100/100 (Pass), Moat 35/100 (Fail), Future 100/100 (Pass), Income 100/100 (Pass).
