Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.
Research context
Source Capital Closed Fund appears in PyInvesting’s US Stock catalogue. The price history above describes this recorded instrument; it does not by itself identify a company’s business or establish a continuous investment return.
- Currency
- USD
- Sector
- Financial Services
- Industry
- Asset Management
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5 years, 6 months ago
Source Capital, Inc is currently in a long term uptrend where the price is trading 9.1% above its 200 day moving average.
From a valuation standpoint, the stock is 83.1% more expensive than other stocks from the Financial Services sector with a price to sales ratio of 16.6.
Source Capital, Inc's total revenue sank by 15.4% to $4M since the same quarter in the previous year.
Its net income has increased by 147.4% to $53M since the same quarter in the previous year.
Finally, its free cash flow fell by 2.1% to $21M since the same quarter in the previous year.
Based on the above factors, Source Capital, Inc gets an overall score of 2/5.