Do analysts recommend SOR or ATLC?

Atlanticus has a consensus target price of $126.00, indicating a potential upside of 30.75%. Given Atlanticus' stronger consensus rating and higher possible upside, analysts plainly believe Atlanticus 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 Atlanticus 0 Sell rating(s) 2 Hold rating(s) 5 Buy rating(s) 1 Strong Buy rating(s) 2.88

Which has stronger earnings and valuation, SOR or ATLC?

Atlanticus has higher revenue and earnings than Source Capital. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Source Capital N/A N/A N/A N/A N/A Atlanticus $461.84M 3.15 $122.20M $6.70 14.38

Does the media refer more to SOR or ATLC?

In the previous week, Source Capital and Source Capital both had 2 articles in the media. Source Capital's average media sentiment score of 0.98 beat Atlanticus' score of 0.27 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) Positive Atlanticus 0 Very Positive mention(s) 0 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral

Do analysts rate PGY or SOR?

Pagaya Technologies presently has a consensus target price of $35.86, suggesting a potential upside of 105.13%. Given Pagaya Technologies' stronger consensus rating and higher possible upside, research analysts clearly believe Pagaya Technologies is more favorable than Source Capital. Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Pagaya Technologies 0 Sell rating(s) 2 Hold rating(s) 7 Buy rating(s) 2 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

Which has stronger valuation & earnings, PGY or SOR?

Pagaya Technologies has higher revenue and earnings than Source Capital. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Pagaya Technologies $1.30B 1.11 $81.39M $1.07 16.34 Source Capital N/A N/A N/A N/A N/A

Does the media prefer PGY or SOR?

In the previous week, Pagaya Technologies had 1 more articles in the media than Source Capital. MarketBeat recorded 3 mentions for Pagaya Technologies and 2 mentions for Source Capital. Source Capital's average media sentiment score of 0.98 beat Pagaya Technologies' score of 0.27 indicating that Source Capital is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Pagaya Technologies 2 Very Positive mention(s) 0 Positive mention(s) 1 Neutral mention(s) 0 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) Positive

Which has higher earnings and valuation, PWP or SOR?

Perella Weinberg Partners has higher revenue and earnings than Source Capital. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Perella Weinberg Partners $750.90M 1.94 $35.48M $0.24 65.25 Source Capital N/A N/A N/A N/A N/A

Does the media favor PWP or SOR?

In the previous week, Perella Weinberg Partners had 2 more articles in the media than Source Capital. MarketBeat recorded 4 mentions for Perella Weinberg Partners and 2 mentions for Source Capital. Source Capital's average media sentiment score of 0.98 beat Perella Weinberg Partners' 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 Perella Weinberg Partners 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) Positive

Do analysts prefer SOR or BHRB?

Burke & Herbert Financial Services has a consensus price target of $71.75, indicating a potential upside of 0.69%. 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) 3 Hold rating(s) 2 Buy rating(s) 1 Strong Buy rating(s) 2.67

Which has preferable valuation and earnings, SOR or BHRB?

Burke & Herbert Financial Services has higher revenue and earnings than Source Capital. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Source Capital N/A N/A N/A N/A N/A Burke & Herbert Financial Services $338.95M 4.24 $117.31M $7.71 9.24

Does the media favor SOR or BHRB?

In the previous week, Burke & Herbert Financial Services had 2 more articles in the media than Source Capital. MarketBeat recorded 4 mentions for Burke & Herbert Financial Services and 2 mentions for Source Capital. Source Capital's average media sentiment score of 0.98 beat Burke & Herbert Financial Services' score of 0.15 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) Positive Burke & Herbert Financial Services 0 Very Positive mention(s) 1 Positive mention(s) 3 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral

Do analysts rate SOR or AMAL?

Amalgamated Financial has a consensus target price of $48.00, suggesting a potential upside of 0.93%. Given Amalgamated Financial's stronger consensus rating and higher possible 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 0 Sell rating(s) 2 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.33

Which has stronger valuation and earnings, SOR or AMAL?

Amalgamated Financial has higher revenue and earnings than Source Capital. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Source Capital N/A N/A N/A N/A N/A Amalgamated Financial $343.78M 4.13 $104.45M $3.44 13.83

Does the media prefer SOR or AMAL?

In the previous week, Amalgamated Financial had 7 more articles in the media than Source Capital. MarketBeat recorded 9 mentions for Amalgamated Financial and 2 mentions for Source Capital. Source Capital's average media sentiment score of 0.98 beat Amalgamated Financial's score of 0.83 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) Positive Amalgamated Financial 3 Very Positive mention(s) 2 Positive mention(s) 3 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive

Source Capital (SOR) Competitors

$45.91 +0.07 (+0.15%)

Closing price 07/21/2026 03:58 PM Eastern

Extended Trading

$45.90 -0.01 (-0.02%)

As of 07/21/2026 07:34 PM Eastern

Compare

SOR vs. ATLC, PGY, PWP, 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 Atlanticus (ATLC), Pagaya Technologies (PGY), Perella Weinberg Partners (PWP), Burke & Herbert Financial Services (BHRB), and Amalgamated Financial (AMAL). These companies are all part of the "banking" industry.

How does Source Capital compare to Atlanticus?

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

Atlanticus has higher revenue and earnings than Source Capital.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Source Capital	N/A	N/A	N/A	N/A	N/A
Atlanticus	$461.84M	3.15	$122.20M	$6.70	14.38

In the previous week, Source Capital and Source Capital both had 2 articles in the media. Source Capital's average media sentiment score of 0.98 beat Atlanticus' score of 0.27 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)	Positive
Atlanticus	0 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

13.2% of Source Capital shares are owned by institutional investors. Comparatively, 14.1% of Atlanticus shares are owned by institutional investors. 77.0% of Source Capital shares are owned by insiders. Comparatively, 51.0% of Atlanticus shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Atlanticus has a consensus target price of $126.00, indicating a potential upside of 30.75%. Given Atlanticus' stronger consensus rating and higher possible upside, analysts plainly believe Atlanticus 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
Atlanticus	0 Sell rating(s)	2 Hold rating(s)	5 Buy rating(s)	1 Strong Buy rating(s)	2.88

Source Capital has a beta of 0.48, indicating that its share price is 52% less volatile than the broader market. Comparatively, Atlanticus has a beta of 2.11, indicating that its share price is 111% more volatile than the broader market.

Atlanticus has a net margin of 5.86% compared to Source Capital's net margin of 0.00%. Atlanticus' return on equity of 23.43% beat Source Capital's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Source Capital	N/A	N/A	N/A
Atlanticus	5.86%	23.43%	2.17%

Summary

Atlanticus beats Source Capital on 10 of the 12 factors compared between the two stocks.

How does Source Capital compare to Pagaya Technologies?

Pagaya Technologies (NASDAQ:PGY) and Source Capital (NYSE:SOR) 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, earnings, valuation, media sentiment, risk, profitability, analyst recommendations and dividends.

Pagaya Technologies has a beta of 5.32, indicating that its stock price is 432% more volatile than the broader market. Comparatively, Source Capital has a beta of 0.48, indicating that its stock price is 52% less volatile than the broader market.

Pagaya Technologies presently has a consensus target price of $35.86, suggesting a potential upside of 105.13%. Given Pagaya Technologies' stronger consensus rating and higher possible upside, research analysts clearly believe Pagaya Technologies is more favorable than Source Capital.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Pagaya Technologies	0 Sell rating(s)	2 Hold rating(s)	7 Buy rating(s)	2 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

Pagaya Technologies has a net margin of 7.39% compared to Source Capital's net margin of 0.00%. Pagaya Technologies' return on equity of 44.75% beat Source Capital's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Pagaya Technologies	7.39%	44.75%	15.97%
Source Capital	N/A	N/A	N/A

57.1% of Pagaya Technologies shares are owned by institutional investors. Comparatively, 13.2% of Source Capital shares are owned by institutional investors. 42.0% of Pagaya Technologies shares are owned by company insiders. Comparatively, 77.0% of Source Capital shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Pagaya Technologies has higher revenue and earnings than Source Capital.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Pagaya Technologies	$1.30B	1.11	$81.39M	$1.07	16.34
Source Capital	N/A	N/A	N/A	N/A	N/A

In the previous week, Pagaya Technologies had 1 more articles in the media than Source Capital. MarketBeat recorded 3 mentions for Pagaya Technologies and 2 mentions for Source Capital. Source Capital's average media sentiment score of 0.98 beat Pagaya Technologies' score of 0.27 indicating that Source Capital is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Pagaya Technologies	2 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 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)	Positive

Summary

Pagaya Technologies beats Source Capital on 11 of the 13 factors compared between the two stocks.

How does Source Capital compare to Perella Weinberg Partners?

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

Perella Weinberg Partners has a beta of 1.65, suggesting that its stock price is 65% more volatile than the broader market. Comparatively, Source Capital has a beta of 0.48, suggesting that its stock price is 52% less volatile than the broader market.

Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.8%. Source Capital pays an annual dividend of $2.50 per share and has a dividend yield of 5.4%. 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 presently has a consensus price target of $21.50, suggesting a potential upside of 37.29%. Given Perella Weinberg Partners' stronger consensus rating and higher possible upside, equities analysts clearly believe Perella Weinberg Partners is more favorable than Source Capital.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Perella Weinberg Partners	1 Sell rating(s)	1 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.25
Source Capital	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

In the previous week, Perella Weinberg Partners had 2 more articles in the media than Source Capital. MarketBeat recorded 4 mentions for Perella Weinberg Partners and 2 mentions for Source Capital. Source Capital's average media sentiment score of 0.98 beat Perella Weinberg Partners' 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
Perella Weinberg Partners	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)	Positive

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Perella Weinberg Partners	$750.90M	1.94	$35.48M	$0.24	65.25
Source Capital	N/A	N/A	N/A	N/A	N/A

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
Perella Weinberg Partners	2.82%	-19.90%	6.78%
Source Capital	N/A	N/A	N/A

41.1% of Perella Weinberg Partners shares are owned by institutional investors. Comparatively, 13.2% of Source Capital shares are owned by institutional investors. 26.1% of Perella Weinberg Partners shares are owned by company insiders. Comparatively, 77.0% of Source Capital shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

Perella Weinberg Partners beats Source Capital on 9 of the 14 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 better investment? We will compare the two companies based on the strength of their institutional ownership, valuation, media sentiment, risk, analyst recommendations, earnings, dividends and profitability.

Source Capital pays an annual dividend of $2.50 per share and has a dividend yield of 5.4%. Burke & Herbert Financial Services pays an annual dividend of $2.20 per share and has a dividend yield of 3.1%. Burke & Herbert Financial Services pays out 28.5% of its earnings in the form of a dividend. Burke & Herbert Financial Services has increased its dividend for 1 consecutive years.

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 Capital	N/A	N/A	N/A
Burke & Herbert Financial Services	24.04%	14.46%	1.49%

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Source Capital	N/A	N/A	N/A	N/A	N/A
Burke & Herbert Financial Services	$338.95M	4.24	$117.31M	$7.71	9.24

Burke & Herbert Financial Services has a consensus price target of $71.75, indicating a potential upside of 0.69%. 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)	3 Hold rating(s)	2 Buy rating(s)	1 Strong Buy rating(s)	2.67

In the previous week, Burke & Herbert Financial Services had 2 more articles in the media than Source Capital. MarketBeat recorded 4 mentions for Burke & Herbert Financial Services and 2 mentions for Source Capital. Source Capital's average media sentiment score of 0.98 beat Burke & Herbert Financial Services' score of 0.15 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)	Positive
Burke & Herbert Financial Services	0 Very Positive mention(s)	1 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Source Capital has a beta of 0.48, meaning that its stock price is 52% less volatile than the broader market. Comparatively, Burke & Herbert Financial Services has a beta of 0.58, meaning that its stock price is 42% less volatile than the broader market.

13.2% of Source Capital shares are held by institutional investors. 77.0% of Source Capital shares are held by insiders. Comparatively, 12.0% of Burke & Herbert Financial Services shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

Burke & Herbert Financial Services beats Source Capital on 11 of the 16 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 stock? We will contrast the two businesses based on the strength of their valuation, risk, institutional ownership, dividends, profitability, analyst recommendations, earnings and media sentiment.

Amalgamated Financial has a consensus target price of $48.00, suggesting a potential upside of 0.93%. Given Amalgamated Financial's stronger consensus rating and higher possible 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	0 Sell rating(s)	2 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.33

Source Capital has a beta of 0.48, indicating that its stock price is 52% less volatile than the broader market. Comparatively, Amalgamated Financial has a beta of 0.79, indicating that its stock price is 21% less volatile than the broader market.

In the previous week, Amalgamated Financial had 7 more articles in the media than Source Capital. MarketBeat recorded 9 mentions for Amalgamated Financial and 2 mentions for Source Capital. Source Capital's average media sentiment score of 0.98 beat Amalgamated Financial's score of 0.83 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)	Positive
Amalgamated Financial	3 Very Positive mention(s)	2 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Amalgamated Financial has higher revenue and earnings than Source Capital.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Source Capital	N/A	N/A	N/A	N/A	N/A
Amalgamated Financial	$343.78M	4.13	$104.45M	$3.44	13.83

13.2% of Source Capital shares are held by institutional investors. Comparatively, 75.9% of Amalgamated Financial shares are held by institutional investors. 77.0% of Source Capital shares are held by company insiders. Comparatively, 1.6% of Amalgamated Financial shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Source Capital pays an annual dividend of $2.50 per share and has a dividend yield of 5.4%. Amalgamated Financial pays an annual dividend of $0.68 per share and has a dividend yield of 1.4%. Amalgamated Financial pays out 19.8% of its earnings in the form of a dividend. Amalgamated Financial has raised its dividend for 4 consecutive years.

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 Capital	N/A	N/A	N/A
Amalgamated Financial	22.33%	13.89%	1.23%

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.

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.

SOR vs. The Competition

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Metric	Source Capital	FIN Industry	Finance Sector	NYSE Exchange
Market Cap	$377.31M	$4.79B	$14.37B	$23.27B
Dividend Yield	5.45%	6.74%	5.70%	4.17%
P/E Ratio	N/A	0.02	20.56	30.89
Price / Sales	N/A	15.17	45.01	87.29
Price / Cash	N/A	4.77	19.46	31.37
Price / Book	N/A	3.11	2.26	4.76
Net Income	N/A	$388.27M	$1.14B	$1.07B
7 Day Performance	-0.35%	-0.64%	0.04%	0.19%
1 Month Performance	2.66%	-0.15%	1.71%	1.95%
1 Year Performance	5.08%	11.10%	12.70%	16.40%

Source Capital Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
SOR Source Capital	N/A	$45.91 +0.2%	N/A	+5.0%	$377.31M	N/A	N/A	N/A	News Coverage
ATLC Atlanticus	4.8542 of 5 stars	$99.74 +1.9%	$126.00 +26.3%	+86.5%	$1.51B	$1.97B	14.86	330
PGY Pagaya Technologies	4.8426 of 5 stars	$18.19 -0.5%	$35.86 +97.2%	-44.2%	$1.50B	$1.30B	16.91	800
PWP Perella Weinberg Partners	2.2475 of 5 stars	$15.91 +3.3%	$21.50 +35.2%	-21.3%	$1.48B	$750.90M	66.31	600
BHRB Burke & Herbert Financial Services	3.5514 of 5 stars	$71.23 +1.2%	$71.75 +0.7%	+11.2%	$1.43B	$491.11M	9.22	850	Upcoming Earnings

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This page (NYSE:SOR) was last updated on 7/22/2026 by MarketBeat.com Staff.

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Source Capital (SOR) Competitors

SOR vs. ATLC, PGY, PWP, BHRB, and AMAL

How does Source Capital compare to Atlanticus?

Summary

How does Source Capital compare to Pagaya Technologies?

Summary

How does Source Capital compare to Perella Weinberg Partners?

Summary

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

Summary

How does Source Capital compare to Amalgamated Financial?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

SOR vs. The Competition

Source Capital Competitors List

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Source Capital (SOR) Competitors

SOR vs. ATLC, PGY, PWP, BHRB, and AMAL

How does Source Capital compare to Atlanticus?

Which has stronger earnings and valuation, SOR or ATLC?

Does the media refer more to SOR or ATLC?

Do institutionals and insiders believe in SOR or ATLC?

Do analysts recommend SOR or ATLC?

Which has more risk & volatility, SOR or ATLC?

Is SOR or ATLC more profitable?

Summary

How does Source Capital compare to Pagaya Technologies?

Which has more volatility & risk, PGY or SOR?

Do analysts rate PGY or SOR?

Is PGY or SOR more profitable?

Do insiders & institutionals hold more shares of PGY or SOR?

Which has stronger valuation & earnings, PGY or SOR?

Does the media prefer PGY or SOR?

Summary

How does Source Capital compare to Perella Weinberg Partners?

Which has more volatility & risk, PWP or SOR?

Is PWP or SOR a better dividend stock?

Do analysts rate PWP or SOR?

Does the media favor PWP or SOR?

Which has higher earnings and valuation, PWP or SOR?

Is PWP or SOR more profitable?

Do insiders & institutionals have more ownership in PWP or SOR?

Summary

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

Is SOR or BHRB a better dividend stock?

Is SOR or BHRB more profitable?

Which has preferable valuation and earnings, SOR or BHRB?

Do analysts prefer SOR or BHRB?

Does the media favor SOR or BHRB?

Which has more risk and volatility, SOR or BHRB?

Do insiders & institutionals have more ownership in SOR or BHRB?

Summary

How does Source Capital compare to Amalgamated Financial?

Do analysts rate SOR or AMAL?

Which has more volatility and risk, SOR or AMAL?

Does the media prefer SOR or AMAL?

Which has stronger valuation and earnings, SOR or AMAL?

Do institutionals & insiders have more ownership in SOR or AMAL?

Is SOR or AMAL a better dividend stock?

Is SOR or AMAL more profitable?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

SOR vs. The Competition

Source Capital Competitors List

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