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Source Capital (SOR) Competitors

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$46.28 +0.31 (+0.67%)
Closing price 03:58 PM Eastern
Extended Trading
$46.20 -0.08 (-0.16%)
As of 04:10 PM Eastern
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SOR vs. BHRB, AMAL, WLTH, WYFI, and FMBH

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 Burke & Herbert Financial Services (BHRB), Amalgamated Financial (AMAL), Wealthfront (WLTH), WhiteFiber (WYFI), and First Mid Bancshares (FMBH). These companies are all part of the "banking" industry.

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

Burke & Herbert Financial Services (NASDAQ:BHRB) 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 analyst recommendations, risk, institutional ownership, profitability, earnings, dividends, media sentiment and valuation.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Burke & Herbert Financial Services$491.11M2.99$117.31M$7.719.44
Source CapitalN/AN/AN/AN/AN/A

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
Burke & Herbert Financial Services24.04% 14.46% 1.49%
Source Capital N/A N/A N/A

Burke & Herbert Financial Services pays an annual dividend of $2.20 per share and has a dividend yield of 3.0%. Source Capital pays an annual dividend of $2.50 per share and has a dividend yield of 5.4%. 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.

In the previous week, Burke & Herbert Financial Services had 1 more articles in the media than Source Capital. MarketBeat recorded 2 mentions for Burke & Herbert Financial Services and 1 mentions for Source Capital. Burke & Herbert Financial Services' average media sentiment score of 1.03 beat Source Capital's score of -1.00 indicating that Burke & Herbert Financial Services is being referred to more favorably in the media.

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

Burke & Herbert Financial Services currently has a consensus price target of $71.40, indicating a potential downside of 1.87%. Given Burke & Herbert Financial Services' stronger consensus rating and higher probable upside, equities analysts clearly believe Burke & Herbert Financial Services is more favorable than Source Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Burke & Herbert Financial Services
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71
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 has a beta of 0.57, meaning that its share price is 43% 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.

13.2% of Source Capital shares are held by institutional investors. 12.0% of Burke & Herbert Financial Services shares are held by company insiders. Comparatively, 77.0% of Source Capital shares are held 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

Burke & Herbert Financial Services beats Source Capital on 12 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 better business? We will compare the two businesses based on the strength of their risk, media sentiment, valuation, institutional ownership, earnings, dividends, profitability and analyst recommendations.

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

Amalgamated Financial has higher revenue and earnings than Source Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source CapitalN/AN/AN/AN/AN/A
Amalgamated Financial$453.17M3.10$104.45M$3.4413.67

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 $2.50 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 consensus target price of $48.00, suggesting a potential upside of 2.04%. 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
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, Amalgamated Financial had 5 more articles in the media than Source Capital. MarketBeat recorded 6 mentions for Amalgamated Financial and 1 mentions for Source Capital. Amalgamated Financial's average media sentiment score of 0.81 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 Positive

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 insiders. Comparatively, 1.6% of Amalgamated Financial shares are held 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.

Summary

Amalgamated Financial beats Source Capital on 12 of the 15 factors compared between the two stocks.

How does Source Capital compare to Wealthfront?

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

In the previous week, Wealthfront had 10 more articles in the media than Source Capital. MarketBeat recorded 11 mentions for Wealthfront and 1 mentions for Source Capital. Wealthfront's average media sentiment score of 0.15 beat Source Capital's score of -1.00 indicating that Wealthfront is being referred to more favorably in the media.

Company Overall Sentiment
Wealthfront Neutral
Source Capital Negative

13.2% of Source Capital shares are held by institutional investors. 27.4% of Wealthfront shares are held by company insiders. Comparatively, 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 stock is poised for long-term growth.

Source Capital has lower revenue, but higher earnings than Wealthfront.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M3.83-$42.07MN/AN/A
Source CapitalN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Source Capital N/A N/A N/A

Wealthfront presently has a consensus price target of $12.58, indicating a potential upside of 34.29%. Given Wealthfront's stronger consensus rating and higher probable upside, equities analysts clearly believe Wealthfront is more favorable than Source Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Source Capital
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

Wealthfront beats Source Capital on 6 of the 8 factors compared between the two stocks.

How does Source Capital compare to WhiteFiber?

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

Source Capital has a net margin of 0.00% compared to WhiteFiber's net margin of -45.24%. Source Capital's return on equity of 0.00% beat WhiteFiber's return on equity.

Company Net Margins Return on Equity Return on Assets
WhiteFiber-45.24% -9.40% -6.39%
Source Capital N/A N/A N/A

In the previous week, WhiteFiber had 1 more articles in the media than Source Capital. MarketBeat recorded 2 mentions for WhiteFiber and 1 mentions for Source Capital. WhiteFiber's average media sentiment score of 0.94 beat Source Capital's score of -1.00 indicating that WhiteFiber is being referred to more favorably in the media.

Company Overall Sentiment
WhiteFiber Positive
Source Capital Negative

WhiteFiber currently has a consensus target price of $34.67, indicating a potential downside of 0.78%. Given WhiteFiber's stronger consensus rating and higher possible upside, analysts plainly believe WhiteFiber is more favorable than Source Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
WhiteFiber
1 Sell rating(s)
3 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.64
Source Capital
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Source Capital has lower revenue, but higher earnings than WhiteFiber.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
WhiteFiber$79.16M17.04-$24.68M-$1.45N/A
Source CapitalN/AN/AN/AN/AN/A

13.2% 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, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

WhiteFiber beats Source Capital on 6 of the 11 factors compared between the two stocks.

How does Source Capital compare to First Mid Bancshares?

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

First Mid Bancshares has higher revenue and earnings than Source Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
First Mid Bancshares$466.04M2.82$91.75M$3.9712.43
Source CapitalN/AN/AN/AN/AN/A

47.6% of First Mid Bancshares shares are owned by institutional investors. Comparatively, 13.2% of Source Capital shares are owned by institutional investors. 6.0% of First Mid Bancshares 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 hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

First Mid Bancshares pays an annual dividend of $1.00 per share and has a dividend yield of 2.0%. Source Capital pays an annual dividend of $2.50 per share and has a dividend yield of 5.4%. First Mid Bancshares pays out 25.2% of its earnings in the form of a dividend. First Mid Bancshares has raised its dividend for 3 consecutive years.

First Mid Bancshares has a net margin of 19.95% compared to Source Capital's net margin of 0.00%. First Mid Bancshares' return on equity of 10.44% beat Source Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
First Mid Bancshares19.95% 10.44% 1.23%
Source Capital N/A N/A N/A

First Mid Bancshares currently has a consensus target price of $49.50, indicating a potential upside of 0.30%. Given First Mid Bancshares' stronger consensus rating and higher possible upside, equities research analysts plainly believe First Mid Bancshares is more favorable than Source Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
First Mid Bancshares
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50
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, First Mid Bancshares had 1 more articles in the media than Source Capital. MarketBeat recorded 2 mentions for First Mid Bancshares and 1 mentions for Source Capital. First Mid Bancshares' average media sentiment score of 1.43 beat Source Capital's score of -1.00 indicating that First Mid Bancshares is being referred to more favorably in the media.

Company Overall Sentiment
First Mid Bancshares Positive
Source Capital Negative

First Mid Bancshares has a beta of 0.79, meaning that its stock price is 21% less volatile than the broader market. Comparatively, Source Capital has a beta of 0.48, meaning that its stock price is 52% less volatile than the broader market.

Summary

First Mid Bancshares beats Source Capital on 12 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$378.38M$4.87B$13.87B$23.43B
Dividend Yield5.44%6.76%5.69%4.09%
P/E RatioN/A0.0220.5931.25
Price / SalesN/A49.52131.1121.89
Price / CashN/A4.9019.2925.08
Price / BookN/A3.292.274.81
Net IncomeN/A$388.27M$1.14B$1.07B
7 Day Performance3.17%1.46%1.36%1.59%
1 Month Performance1.39%0.34%2.16%2.81%
1 Year Performance5.30%11.85%13.76%21.64%

Source Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SOR
Source Capital
N/A$46.28
+0.7%
N/A+5.3%$378.38MN/AN/AN/A
BHRB
Burke & Herbert Financial Services
4.2325 of 5 stars
$72.81
+1.3%
$71.40
-1.9%
+20.3%$1.47B$491.11M9.45850
AMAL
Amalgamated Financial
3.428 of 5 stars
$47.35
+3.2%
$48.00
+1.4%
+47.1%$1.41B$453.17M13.75380
WLTH
Wealthfront
3.9086 of 5 stars
$9.13
+2.2%
$12.58
+37.8%
N/A$1.36B$364.99MN/A359
WYFI
WhiteFiber
2.0684 of 5 stars
$33.99
-12.5%
$34.67
+2.0%
N/A$1.30B$79.16MN/A39

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This page (NYSE:SOR) was last updated on 7/1/2026 by MarketBeat.com Staff.
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