SOR vs. MCI, KTF, PPT, HQL, MIY, MHN, PMO, TYG, MYN, and HRZN
Should you be buying Source Capital stock or one of its competitors? The main competitors of Source Capital include Barings Corporate Investors (MCI), DWS Municipal Income Trust (KTF), Putnam Premier Income Trust (PPT), Abrdn Life Sciences Investors (HQL), BlackRock MuniYield Michigan Quality Fund (MIY), BlackRock MuniHoldings New York Quality Fund (MHN), Putnam Municipal Opportunities Trust (PMO), Tortoise Energy Infrastructure (TYG), BlackRock MuniYield New York Quality Fund (MYN), and Horizon Technology Finance (HRZN). These companies are all part of the "investment offices, not elsewhere classified" industry.
Barings Corporate Investors (NYSE:MCI) and Source Capital (NYSE:SOR) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their dividends, earnings, analyst recommendations, community ranking, risk, media sentiment, profitability, valuation and institutional ownership.
In the previous week, Source Capital had 2 more articles in the media than Barings Corporate Investors. MarketBeat recorded 2 mentions for Source Capital and 0 mentions for Barings Corporate Investors. Source Capital's average media sentiment score of 0.00 equaled Barings Corporate Investors'average media sentiment score.
Barings Corporate Investors received 118 more outperform votes than Source Capital when rated by MarketBeat users. Likewise, 75.65% of users gave Barings Corporate Investors an outperform vote while only 72.33% of users gave Source Capital an outperform vote.
Barings Corporate Investors has a beta of 0.69, indicating that its stock price is 31% less volatile than the S&P 500. Comparatively, Source Capital has a beta of 0.67, indicating that its stock price is 33% less volatile than the S&P 500.
Barings Corporate Investors pays an annual dividend of $1.42 per share and has a dividend yield of 8.0%. Source Capital pays an annual dividend of $2.50 per share and has a dividend yield of 5.7%. Barings Corporate Investors has raised its dividend for 3 consecutive years and Source Capital has raised its dividend for 1 consecutive years. Barings Corporate Investors is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
13.2% of Source Capital shares are held by institutional investors. 2.2% of Barings Corporate Investors shares are held by insiders. Comparatively, 77.0% of Source Capital shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Summary
Barings Corporate Investors beats Source Capital on 5 of the 8 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding SOR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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