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Source Capital (SOR) Competitors

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$45.42 -0.19 (-0.42%)
Closing price 03:38 PM Eastern
Extended Trading
$45.42 0.00 (0.00%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

SOR vs. CSWC, BCAT, QQQX, OPY, and MUC

Should you buy Source Capital stock or one of its competitors? Source Capital's main competitors and comparable companies include Capital Southwest (CSWC), BlackRock Capital Allocation Term Trust (BCAT), Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX), Oppenheimer (OPY), and BlackRock MuniHoldings California Quality Fund (MUC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Source Capital compare to Capital Southwest?

Source Capital (NYSE:SOR) and Capital Southwest (NASDAQ:CSWC) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, valuation, institutional ownership, analyst recommendations, earnings, risk, profitability and media sentiment.

In the previous week, Capital Southwest had 1 more articles in the media than Source Capital. MarketBeat recorded 3 mentions for Capital Southwest and 2 mentions for Source Capital. Source Capital's average media sentiment score of 0.46 beat Capital Southwest's score of 0.42 indicating that Source Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Source Capital
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Capital Southwest
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Capital Southwest has higher revenue and earnings than Source Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source Capital$64.83M5.77N/AN/AN/A
Capital Southwest$145.60M10.09$113M$1.8112.73

Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.9%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 10.1%. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years. Capital Southwest is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Capital Southwest has a consensus target price of $23.60, indicating a potential upside of 2.43%. Given Capital Southwest's stronger consensus rating and higher possible upside, analysts plainly believe Capital Southwest is more favorable than Source Capital.

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)
0.00
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

13.1% of Source Capital shares are owned by institutional investors. Comparatively, 23.4% of Capital Southwest shares are owned by institutional investors. 77.0% of Source Capital shares are owned by company insiders. Comparatively, 2.7% of Capital Southwest shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Source Capital has a beta of 0.48, meaning that its stock price is 52% less volatile than the broader market. Comparatively, Capital Southwest has a beta of 0.7, meaning that its stock price is 30% less volatile than the broader market.

Capital Southwest has a net margin of 46.68% compared to Source Capital's net margin of 0.00%. Capital Southwest's return on equity of 13.88% beat Source Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Source CapitalN/A N/A N/A
Capital Southwest 46.68%13.88%6.45%

Summary

Capital Southwest beats Source Capital on 13 of the 16 factors compared between the two stocks.

How does Source Capital compare to BlackRock Capital Allocation Term Trust?

BlackRock Capital Allocation Term Trust (NYSE:BCAT) and Source Capital (NYSE:SOR) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their earnings, risk, valuation, profitability, dividends, analyst recommendations, media sentiment and institutional ownership.

BlackRock Capital Allocation Term Trust pays an annual dividend of $3.09 per share and has a dividend yield of 22.3%. Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.9%.

BlackRock Capital Allocation Term Trust has a beta of 0.79, meaning that its share price is 21% less volatile than the broader market. Comparatively, Source Capital has a beta of 0.48, meaning that its share price is 52% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
BlackRock Capital Allocation Term TrustN/A N/A N/A
Source Capital N/A N/A N/A

36.1% of BlackRock Capital Allocation Term Trust shares are owned by institutional investors. Comparatively, 13.1% of Source Capital shares are owned by institutional investors. 77.0% of Source Capital shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

In the previous week, BlackRock Capital Allocation Term Trust and BlackRock Capital Allocation Term Trust both had 2 articles in the media. BlackRock Capital Allocation Term Trust's average media sentiment score of 0.51 beat Source Capital's score of 0.46 indicating that BlackRock Capital Allocation Term Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BlackRock Capital Allocation Term Trust
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Source Capital
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock Capital Allocation Term Trust$252.81M5.78N/AN/AN/A
Source Capital$64.83M5.77N/AN/AN/A

Summary

BlackRock Capital Allocation Term Trust beats Source Capital on 6 of the 7 factors compared between the two stocks.

How does Source Capital compare to Nuveen NASDAQ 100 Dynamic Overwrite Fund?

Source Capital (NYSE:SOR) and Nuveen NASDAQ 100 Dynamic Overwrite Fund (NASDAQ:QQQX) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, valuation, analyst recommendations, media sentiment, dividends, risk, institutional ownership and earnings.

In the previous week, Source Capital had 1 more articles in the media than Nuveen NASDAQ 100 Dynamic Overwrite Fund. MarketBeat recorded 2 mentions for Source Capital and 1 mentions for Nuveen NASDAQ 100 Dynamic Overwrite Fund. Source Capital's average media sentiment score of 0.46 beat Nuveen NASDAQ 100 Dynamic Overwrite Fund's score of 0.00 indicating that Source Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Source Capital
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Nuveen NASDAQ 100 Dynamic Overwrite Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

13.1% of Source Capital shares are held by institutional investors. Comparatively, 23.6% of Nuveen NASDAQ 100 Dynamic Overwrite Fund shares are held by institutional investors. 77.0% of Source Capital shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Source Capital has a beta of 0.48, suggesting that its share price is 52% less volatile than the broader market. Comparatively, Nuveen NASDAQ 100 Dynamic Overwrite Fund has a beta of 1.07, suggesting that its share price is 7% more volatile than the broader market.

Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.9%. Nuveen NASDAQ 100 Dynamic Overwrite Fund pays an annual dividend of $2.65 per share and has a dividend yield of 8.7%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source Capital$64.83M5.77N/AN/AN/A
Nuveen NASDAQ 100 Dynamic Overwrite Fund$304.16M4.90N/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Source CapitalN/A N/A N/A
Nuveen NASDAQ 100 Dynamic Overwrite Fund N/A N/A N/A

Summary

Source Capital and Nuveen NASDAQ 100 Dynamic Overwrite Fund tied by winning 4 of the 8 factors compared between the two stocks.

How does Source Capital compare to Oppenheimer?

Oppenheimer (NYSE:OPY) and Source Capital (NYSE:SOR) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their valuation, institutional ownership, profitability, analyst recommendations, earnings, dividends, risk and media sentiment.

Oppenheimer has higher revenue and earnings than Source Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oppenheimer$1.80B0.70$148.40M$8.8613.34
Source Capital$64.83M5.77N/AN/AN/A

Oppenheimer has a beta of 1.1, suggesting that its share price is 10% more volatile than the broader market. Comparatively, Source Capital has a beta of 0.48, suggesting that its share price is 52% less volatile than the broader market.

Oppenheimer pays an annual dividend of $0.80 per share and has a dividend yield of 0.7%. Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.9%. Oppenheimer pays out 9.0% of its earnings in the form of a dividend. Oppenheimer has increased its dividend for 1 consecutive years.

32.3% of Oppenheimer shares are owned by institutional investors. Comparatively, 13.1% of Source Capital shares are owned by institutional investors. 34.9% of Oppenheimer shares are owned by insiders. Comparatively, 77.0% of Source Capital shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, Oppenheimer had 2 more articles in the media than Source Capital. MarketBeat recorded 4 mentions for Oppenheimer and 2 mentions for Source Capital. Source Capital's average media sentiment score of 0.46 beat Oppenheimer's score of 0.23 indicating that Source Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Oppenheimer
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Source Capital
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oppenheimer
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
3.00
Source Capital
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Oppenheimer has a net margin of 5.72% compared to Source Capital's net margin of 0.00%. Oppenheimer's return on equity of 19.51% beat Source Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Oppenheimer5.72% 19.51% 4.86%
Source Capital N/A N/A N/A

Summary

Oppenheimer beats Source Capital on 10 of the 15 factors compared between the two stocks.

How does Source Capital compare to BlackRock MuniHoldings California Quality Fund?

BlackRock MuniHoldings California Quality Fund (NYSE:MUC) and Source Capital (NYSE:SOR) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their media sentiment, analyst recommendations, profitability, earnings, risk, institutional ownership, dividends and valuation.

BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.32 per share and has a dividend yield of 3.2%. Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.9%.

31.0% of BlackRock MuniHoldings California Quality Fund shares are held by institutional investors. Comparatively, 13.1% of Source Capital shares are held by institutional investors. 77.0% of Source Capital shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniHoldings California Quality Fund$26.56M46.70N/AN/AN/A
Source Capital$64.83M5.77N/AN/AN/A

In the previous week, Source Capital had 1 more articles in the media than BlackRock MuniHoldings California Quality Fund. MarketBeat recorded 2 mentions for Source Capital and 1 mentions for BlackRock MuniHoldings California Quality Fund. Source Capital's average media sentiment score of 0.46 beat BlackRock MuniHoldings California Quality Fund's score of -0.86 indicating that Source Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BlackRock MuniHoldings California Quality Fund
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Negative
Source Capital
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Company Net Margins Return on Equity Return on Assets
BlackRock MuniHoldings California Quality FundN/A N/A N/A
Source Capital N/A N/A N/A

BlackRock MuniHoldings California Quality Fund has a beta of 0.65, indicating that its share price is 35% less volatile than the broader market. Comparatively, Source Capital has a beta of 0.48, indicating that its share price is 52% less volatile than the broader market.

Summary

Source Capital beats BlackRock MuniHoldings California Quality Fund 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 CapitalCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$373.85M$5.24B$13.54B$22.82B
Dividend Yield5.42%7.49%5.96%3.63%
P/E RatioN/A29.3524.9527.94
Price / Sales5.771,224.10511.7685.11
Price / CashN/A47.8746.1238.68
Price / BookN/A3.502.704.64
Net IncomeN/A$417.39M$1.32B$1.07B
7 Day Performance-0.61%-0.12%-0.67%-1.85%
1 Month Performance-2.75%-1.85%-1.81%-5.26%
1 Year Performance1.21%4.37%8.62%6.80%

Source Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SOR
Source Capital
N/A$45.42
-0.4%
N/A+1.5%$373.85M$64.83MN/AN/A
CSWC
Capital Southwest
2.9846 of 5 stars
$23.81
-0.3%
$23.60
-0.9%
+1.5%$1.52B$232.10M13.1536
BCAT
BlackRock Capital Allocation Term Trust
N/A$14.13
-0.5%
N/A-5.5%$1.49B$252.81MN/A147,000
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
N/A$29.68
+0.4%
N/A+11.5%$1.45BN/AN/AN/A
OPY
Oppenheimer
1.6505 of 5 stars
$117.88
-1.5%
N/A+49.2%$1.26B$1.64B13.302,947

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This page (NYSE:SOR) was last updated on 9/24/2026 by MarketBeat.com Staff.
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