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Source Capital (SOR) Competitors

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$45.36 -0.06 (-0.12%)
As of 12:25 PM Eastern
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SOR vs. PWP, OBK, LU, BHRB, and AMAL

Should you buy Source Capital stock or one of its competitors? MarketBeat compares Source Capital with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Source Capital include Perella Weinberg Partners (PWP), Origin Bancorp (OBK), Lufax (LU), Burke & Herbert Financial Services (BHRB), and Amalgamated Financial (AMAL). These companies are all part of the "banking" industry.

How does Source Capital compare to Perella Weinberg Partners?

Source Capital (NYSE:SOR) and Perella Weinberg Partners (NASDAQ:PWP) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, valuation, institutional ownership, risk, media sentiment, earnings, dividends and profitability.

Perella Weinberg Partners has a net margin of 2.82% compared to Source Capital's net margin of 0.00%. Source Capital's return on equity of 0.00% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Source CapitalN/A N/A N/A
Perella Weinberg Partners 2.82%-19.90%6.78%

In the previous week, Perella Weinberg Partners had 1 more articles in the media than Source Capital. MarketBeat recorded 2 mentions for Perella Weinberg Partners and 1 mentions for Source Capital. Perella Weinberg Partners' average media sentiment score of 1.23 beat Source Capital's score of -1.00 indicating that Perella Weinberg Partners is being referred to more favorably in the news media.

Company Overall Sentiment
Source Capital Negative
Perella Weinberg Partners Positive

Perella Weinberg Partners has higher revenue and earnings than Source Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source Capital$64.83M5.76N/AN/AN/A
Perella Weinberg Partners$750.90M1.89$35.48M$0.2463.75

Source Capital has a beta of 0.48, suggesting that its share price is 52% less volatile than the broader market. Comparatively, Perella Weinberg Partners has a beta of 1.64, suggesting that its share price is 64% more volatile than the broader market.

13.1% of Source Capital shares are owned by institutional investors. Comparatively, 41.1% of Perella Weinberg Partners shares are owned by institutional investors. 77.0% of Source Capital shares are owned by insiders. Comparatively, 26.1% of Perella Weinberg Partners shares are owned by 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 pays an annual dividend of $2.70 per share and has a dividend yield of 6.0%. Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.8%. Perella Weinberg Partners pays out 116.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Perella Weinberg Partners has a consensus price target of $23.50, indicating a potential upside of 53.59%. Given Perella Weinberg Partners' stronger consensus rating and higher probable upside, analysts plainly believe Perella Weinberg Partners 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
Perella Weinberg Partners
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

Summary

Perella Weinberg Partners beats Source Capital on 10 of the 15 factors compared between the two stocks.

How does Source Capital compare to Origin Bancorp?

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

13.1% of Source Capital shares are owned by institutional investors. Comparatively, 54.7% of Origin Bancorp shares are owned by institutional investors. 77.0% of Source Capital shares are owned by company insiders. Comparatively, 5.3% of Origin Bancorp shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Origin Bancorp has a consensus price target of $48.50, suggesting a potential downside of 1.20%. Given Origin Bancorp's stronger consensus rating and higher probable upside, analysts clearly believe Origin Bancorp 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
Origin Bancorp
0 Sell rating(s)
1 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.83

Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 6.0%. Origin Bancorp pays an annual dividend of $1.00 per share and has a dividend yield of 2.0%. Origin Bancorp pays out 38.8% of its earnings in the form of a dividend. Origin Bancorp has raised its dividend for 4 consecutive years.

Origin Bancorp has a net margin of 13.46% compared to Source Capital's net margin of 0.00%. Origin Bancorp's return on equity of 6.53% beat Source Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Source CapitalN/A N/A N/A
Origin Bancorp 13.46%6.53%0.82%

Source Capital has a beta of 0.48, suggesting that its share price is 52% less volatile than the broader market. Comparatively, Origin Bancorp has a beta of 0.73, suggesting that its share price is 27% less volatile than the broader market.

In the previous week, Source Capital had 1 more articles in the media than Origin Bancorp. MarketBeat recorded 1 mentions for Source Capital and 0 mentions for Origin Bancorp. Origin Bancorp's average media sentiment score of 1.00 beat Source Capital's score of -1.00 indicating that Origin Bancorp is being referred to more favorably in the news media.

Company Overall Sentiment
Source Capital Negative
Origin Bancorp Positive

Origin Bancorp has higher revenue and earnings than Source Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source Capital$64.83M5.76N/AN/AN/A
Origin Bancorp$597.80M2.54$75.20M$2.5819.03

Summary

Origin Bancorp beats Source Capital on 11 of the 16 factors compared between the two stocks.

How does Source Capital compare to Lufax?

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

In the previous week, Source Capital had 1 more articles in the media than Lufax. MarketBeat recorded 1 mentions for Source Capital and 0 mentions for Lufax. Lufax's average media sentiment score of 0.00 beat Source Capital's score of -1.00 indicating that Lufax is being referred to more favorably in the news media.

Company Overall Sentiment
Source Capital Negative
Lufax Neutral

Source Capital has a beta of 0.48, meaning that its share price is 52% less volatile than the broader market. Comparatively, Lufax has a beta of 0.76, meaning that its share price is 24% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
Source CapitalN/A N/A N/A
Lufax N/A N/A N/A

Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 6.0%. Lufax pays an annual dividend of $0.12 per share and has a dividend yield of 8.9%. Lufax pays out -15.4% of its earnings in the form of a dividend.

Lufax has a consensus price target of $2.00, indicating a potential upside of 48.70%. Given Lufax's stronger consensus rating and higher probable upside, analysts plainly believe Lufax 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
Lufax
1 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

13.1% of Source Capital shares are held by institutional investors. Comparatively, 69.1% of Lufax shares are held by institutional investors. 77.0% of Source Capital shares are held by company 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 higher earnings, but lower revenue than Lufax.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source Capital$64.83M5.76N/AN/AN/A
Lufax$23.11B0.05-$291.79M-$0.78N/A

Summary

Lufax beats Source Capital on 8 of the 11 factors compared between the two stocks.

How does Source Capital compare to Burke & Herbert Financial Services?

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

Burke & Herbert Financial Services has a consensus target price of $71.40, suggesting a potential upside of 8.85%. Given Burke & Herbert Financial Services' stronger consensus rating and higher probable upside, analysts plainly believe Burke & Herbert Financial Services 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
Burke & Herbert Financial Services
0 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.57

13.1% of Source Capital shares are owned by institutional investors. 77.0% of Source Capital shares are owned by company insiders. Comparatively, 10.9% of Burke & Herbert Financial Services shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Source Capital has a beta of 0.48, suggesting that its share price is 52% less volatile than the broader market. Comparatively, Burke & Herbert Financial Services has a beta of 0.69, suggesting that its share price is 31% less volatile than the broader market.

In the previous week, Burke & Herbert Financial Services had 5 more articles in the media than Source Capital. MarketBeat recorded 6 mentions for Burke & Herbert Financial Services and 1 mentions for Source Capital. Burke & Herbert Financial Services' average media sentiment score of 1.50 beat Source Capital's score of -1.00 indicating that Burke & Herbert Financial Services is being referred to more favorably in the news media.

Company Overall Sentiment
Source Capital Negative
Burke & Herbert Financial Services Positive

Burke & Herbert Financial Services has a net margin of 24.04% compared to Source Capital's net margin of 0.00%. Burke & Herbert Financial Services' return on equity of 14.46% beat Source Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Source CapitalN/A N/A N/A
Burke & Herbert Financial Services 24.04%14.46%1.49%

Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 6.0%. Burke & Herbert Financial Services pays an annual dividend of $2.20 per share and has a dividend yield of 3.4%. Burke & Herbert Financial Services pays out 28.5% of its earnings in the form of a dividend. Burke & Herbert Financial Services has raised its dividend for 1 consecutive years.

Burke & Herbert Financial Services has higher revenue and earnings than Source Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source Capital$64.83M5.76N/AN/AN/A
Burke & Herbert Financial Services$338.95M3.90$117.31M$7.718.51

Summary

Burke & Herbert Financial Services beats Source Capital on 12 of the 17 factors compared between the two stocks.

How does Source Capital compare to Amalgamated Financial?

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

In the previous week, Source Capital and Source Capital both had 1 articles in the media. Amalgamated Financial's average media sentiment score of 1.89 beat Source Capital's score of -1.00 indicating that Amalgamated Financial is being referred to more favorably in the news media.

Company Overall Sentiment
Source Capital Negative
Amalgamated Financial Very Positive

13.1% of Source Capital shares are owned by institutional investors. Comparatively, 75.9% of Amalgamated Financial shares are owned by institutional investors. 77.0% of Source Capital shares are owned by insiders. Comparatively, 1.6% of Amalgamated Financial shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Amalgamated Financial has higher revenue and earnings than Source Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source Capital$64.83M5.76N/AN/AN/A
Amalgamated Financial$343.78M3.76$104.45M$3.4412.58

Amalgamated Financial has a net margin of 22.33% compared to Source Capital's net margin of 0.00%. Amalgamated Financial's return on equity of 13.89% beat Source Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Source CapitalN/A N/A N/A
Amalgamated Financial 22.33%13.89%1.23%

Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 6.0%. Amalgamated Financial pays an annual dividend of $0.68 per share and has a dividend yield of 1.6%. Amalgamated Financial pays out 19.8% of its earnings in the form of a dividend. Amalgamated Financial has increased its dividend for 4 consecutive years.

Source Capital has a beta of 0.48, meaning that its stock price is 52% less volatile than the broader market. Comparatively, Amalgamated Financial has a beta of 0.8, meaning that its stock price is 20% less volatile than the broader market.

Amalgamated Financial has a consensus price target of $44.00, indicating a potential upside of 1.65%. Given Amalgamated Financial's stronger consensus rating and higher probable upside, analysts clearly believe Amalgamated Financial 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
Amalgamated Financial
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Amalgamated Financial beats Source Capital on 11 of the 15 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 CapitalFIN IndustryFinance SectorNYSE Exchange
Market Cap$373.40M$4.62B$13.51B$22.87B
Dividend Yield5.54%7.01%5.79%4.10%
P/E RatioN/A0.0219.9330.43
Price / Sales5.7621.42130.08117.72
Price / CashN/A5.0319.3124.20
Price / BookN/A3.132.204.62
Net IncomeN/A$388.27M$1.14B$1.07B
7 Day Performance-0.48%-1.00%0.13%-1.11%
1 Month Performance-2.18%-1.80%0.31%-0.18%
1 Year Performance6.12%11.67%10.22%19.84%

Source Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SOR
Source Capital
N/A$45.37
-0.1%
N/A+6.1%$373.40M$64.83MN/AN/A
PWP
Perella Weinberg Partners
2.8731 of 5 stars
$15.86
-1.9%
$23.50
+48.2%
-22.1%$1.47B$687.99M66.08600
OBK
Origin Bancorp
2.8283 of 5 stars
$47.17
-1.0%
$48.50
+2.8%
N/A$1.46B$597.80M18.281,031
LU
Lufax
2.3042 of 5 stars
$1.62
-0.2%
$2.00
+23.7%
-53.9%$1.40B$3.77BN/A33,163
BHRB
Burke & Herbert Financial Services
4.5189 of 5 stars
$64.03
flat
$71.40
+11.5%
+12.0%$1.29B$491.11M8.30850

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This page (NYSE:SOR) was last updated on 6/11/2026 by MarketBeat.com Staff.
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