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Source Capital (SOR) Competitors

$42.50
-0.23 (-0.54%)
(As of 05/28/2024 ET)

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.

Source Capital vs.

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.

Company Overall Sentiment
Barings Corporate Investors Neutral
Source Capital Neutral

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.

CompanyUnderperformOutperform
Barings Corporate InvestorsOutperform Votes
233
75.65%
Underperform Votes
75
24.35%
Source CapitalOutperform Votes
115
72.33%
Underperform Votes
44
27.67%

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Barings Corporate InvestorsN/AN/AN/AN/AN/A
Source CapitalN/AN/AN/AN/AN/A

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.

Company Net Margins Return on Equity Return on Assets
Barings Corporate InvestorsN/A N/A N/A
Source Capital N/A N/A N/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Barings Corporate Investors
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Source Capital
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Summary

Barings Corporate Investors beats Source Capital on 5 of the 8 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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.
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Media Sentiment Over Time

This 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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SOR vs. The Competition

MetricSource CapitalInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$357.52M$7.27B$9.02B$17.72B
Dividend Yield5.85%6.21%10.71%3.53%
P/E RatioN/A0.4556.5622.62
Price / SalesN/A15.523,533.6610.26
Price / CashN/A7.8327.8115.70
Price / BookN/A0.992.455.10
Net IncomeN/A$73.96M$1.00B$974.28M
7 Day Performance-0.26%-0.70%-0.96%-1.14%
1 Month Performance5.24%2.54%2.08%4.77%
1 Year Performance16.80%6.79%25.21%23.90%

Source Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MCI
Barings Corporate Investors
0 of 5 stars
$17.70
-0.4%
N/A+24.2%$359.31MN/A0.00N/A
KTF
DWS Municipal Income Trust
0 of 5 stars
$9.48
-0.1%
N/A+10.9%$371.33MN/A0.00N/AShort Interest ↓
PPT
Putnam Premier Income Trust
0 of 5 stars
$3.53
+0.3%
N/A-2.8%$339.83MN/A0.00N/APositive News
HQL
Abrdn Life Sciences Investors
0 of 5 stars
$14.05
-0.8%
N/A+1.7%$384.27MN/A0.00N/AShort Interest ↑
MIY
BlackRock MuniYield Michigan Quality Fund
0 of 5 stars
$11.28
-0.2%
N/A+4.5%$331.18MN/A0.00N/AShort Interest ↑
MHN
BlackRock MuniHoldings New York Quality Fund
0 of 5 stars
$10.70
-0.2%
N/A+6.0%$323.57MN/A0.00N/AShort Interest ↑
News Coverage
Positive News
PMO
Putnam Municipal Opportunities Trust
0 of 5 stars
$10.13
+0.3%
N/A+2.1%$322.24MN/A0.00N/AShort Interest ↑
Positive News
TYG
Tortoise Energy Infrastructure
0 of 5 stars
$35.04
-0.3%
N/A+21.3%$397.00MN/A0.00N/APositive News
MYN
BlackRock MuniYield New York Quality Fund
0 of 5 stars
$10.44
+0.2%
N/A+7.2%$399.77MN/A0.00N/AShort Interest ↓
HRZN
Horizon Technology Finance
0.4706 of 5 stars
$11.61
+0.4%
$10.38
-10.6%
-10.4%$406.58M$113.47M-27.64N/APositive News

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This page (NYSE:SOR) was last updated on 5/28/2024 by MarketBeat.com Staff

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