Source Capital (SOR) Competitors

$41.92
+0.13 (+0.31%)
(As of 09:30 AM ET)

SOR vs. HQL, PPT, MCI, TYG, KTF, MIY, MHN, PMO, HRZN, and RFI

Should you be buying Source Capital stock or one of its competitors? The main competitors of Source Capital include Abrdn Life Sciences Investors (HQL), Putnam Premier Income Trust (PPT), Barings Corporate Investors (MCI), Tortoise Energy Infrastructure (TYG), DWS Municipal Income Trust (KTF), BlackRock MuniYield Michigan Quality Fund (MIY), BlackRock MuniHoldings New York Quality Fund (MHN), Putnam Municipal Opportunities Trust (PMO), Horizon Technology Finance (HRZN), and Cohen & Steers Total Return Realty Fund (RFI). These companies are all part of the "investment offices, not elsewhere classified" industry.

Source Capital vs.

Source Capital (NYSE:SOR) and Abrdn Life Sciences Investors (NYSE:HQL) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their media sentiment, dividends, risk, analyst recommendations, community ranking, profitability, institutional ownership, valuation and earnings.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Source Capital
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Abrdn Life Sciences Investors
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Source Capital received 20 more outperform votes than Abrdn Life Sciences Investors when rated by MarketBeat users. Likewise, 72.33% of users gave Source Capital an outperform vote while only 68.35% of users gave Abrdn Life Sciences Investors an outperform vote.

CompanyUnderperformOutperform
Source CapitalOutperform Votes
115
72.33%
Underperform Votes
44
27.67%
Abrdn Life Sciences InvestorsOutperform Votes
95
68.35%
Underperform Votes
44
31.65%

13.2% of Source Capital shares are held by institutional investors. Comparatively, 32.2% of Abrdn Life Sciences Investors shares are held by institutional investors. 77.0% of Source Capital shares are held by insiders. Comparatively, 10.1% of Abrdn Life Sciences Investors shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Source Capital has a beta of 0.67, indicating that its stock price is 33% less volatile than the S&P 500. Comparatively, Abrdn Life Sciences Investors has a beta of 0.73, indicating that its stock price is 27% less volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source CapitalN/AN/AN/AN/AN/A
Abrdn Life Sciences InvestorsN/AN/AN/AN/AN/A

In the previous week, Abrdn Life Sciences Investors had 14 more articles in the media than Source Capital. MarketBeat recorded 17 mentions for Abrdn Life Sciences Investors and 3 mentions for Source Capital. Abrdn Life Sciences Investors' average media sentiment score of 1.72 beat Source Capital's score of 0.00 indicating that Abrdn Life Sciences Investors is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Source Capital
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Abrdn Life Sciences Investors
10 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Source Capital pays an annual dividend of $2.48 per share and has a dividend yield of 5.9%. Abrdn Life Sciences Investors pays an annual dividend of $1.33 per share and has a dividend yield of 9.7%.

Company Net Margins Return on Equity Return on Assets
Source CapitalN/A N/A N/A
Abrdn Life Sciences Investors N/A N/A N/A

Summary

Abrdn Life Sciences Investors beats Source Capital on 5 of the 8 factors compared between the two stocks.

Get Source Capital News Delivered to You Automatically

Sign up to receive the latest news and ratings for SOR and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

SOR vs. The Competition

MetricSource CapitalInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$343.74M$6.88B$8.72B$17.26B
Dividend Yield5.92%6.39%10.51%3.57%
P/E RatioN/A0.5157.0222.41
Price / SalesN/A17.543,564.4810.58
Price / CashN/A7.8127.6717.50
Price / BookN/A0.982.374.88
Net IncomeN/A$73.96M$1.00B$964.63M
7 Day Performance1.06%0.74%0.33%0.99%
1 Month Performance-1.34%-1.27%-0.75%-2.66%
1 Year Performance12.96%3.76%14.84%99.12%

Source Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HQL
Abrdn Life Sciences Investors
0 of 5 stars
$13.15
+1.2%
N/A-2.5%$344.66MN/A0.00N/AInsider Buying
News Coverage
Positive News
PPT
Putnam Premier Income Trust
0 of 5 stars
$3.49
+1.5%
N/A-1.4%$335.98MN/A0.00N/APositive News
MCI
Barings Corporate Investors
0 of 5 stars
$17.78
+0.9%
N/A+35.2%$360.83MN/A0.00N/APositive News
TYG
Tortoise Energy Infrastructure
0 of 5 stars
$31.93
+0.7%
N/A+7.4%$361.77MN/A0.00N/APositive News
KTF
DWS Municipal Income Trust
0 of 5 stars
$9.35
+0.4%
N/A+8.6%$366.24MN/A0.00N/APositive News
MIY
BlackRock MuniYield Michigan Quality Fund
0 of 5 stars
$11.09
-0.2%
N/A-1.8%$325.60MN/A0.00N/APositive News
MHN
BlackRock MuniHoldings New York Quality Fund
0 of 5 stars
$10.26
+0.3%
N/A-1.1%$314.67MN/A0.00N/APositive News
PMO
Putnam Municipal Opportunities Trust
0 of 5 stars
$9.82
+0.3%
N/A-3.4%$312.37MN/A0.00N/APositive News
HRZN
Horizon Technology Finance
0.5242 of 5 stars
$11.68
+2.2%
$10.38
-11.2%
+4.0%$390.11M$113.47M-23.84N/AAnalyst Revision
News Coverage
RFI
Cohen & Steers Total Return Realty Fund
0 of 5 stars
$11.33
+0.4%
N/A-3.9%$300.81MN/A0.00N/A

Related Companies and Tools

This page (NYSE:SOR) was last updated on 5/3/2024 by MarketBeat.com Staff

From Our Partners