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Source Capital (SOR) Competitors

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$46.76 +0.17 (+0.35%)
Closing price 08/11/2026 03:57 PM Eastern
Extended Trading
$47.27 +0.51 (+1.10%)
As of 03:59 AM Eastern
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SOR vs. CSWC, QQQX, WLTH, MUC, and MYI

Should you buy Source Capital stock or one of its competitors? Source Capital's main competitors and comparable companies include Capital Southwest (CSWC), Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX), Wealthfront (WLTH), BlackRock MuniHoldings California Quality Fund (MUC), and BlackRock MuniYield Quality Fund III (MYI). 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?

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

Capital Southwest currently has a consensus target price of $23.60, suggesting a potential downside of 5.79%. Given Capital Southwest's stronger consensus rating and higher possible upside, equities research analysts clearly believe Capital Southwest is more favorable than Source Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Source Capital
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

23.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 13.1% of Source Capital shares are owned by institutional investors. 2.7% of Capital Southwest 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 company is poised for long-term growth.

Capital Southwest has higher revenue and earnings than Source Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$232.10M6.88$113M$1.8113.84
Source Capital$64.83M5.94N/AN/AN/A

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
Capital Southwest46.68% 13.88% 6.45%
Source Capital N/A N/A N/A

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.3%. Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.8%. 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 increased 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.

In the previous week, Capital Southwest had 4 more articles in the media than Source Capital. MarketBeat recorded 7 mentions for Capital Southwest and 3 mentions for Source Capital. Capital Southwest's average media sentiment score of 0.79 beat Source Capital's score of 0.77 indicating that Capital Southwest is being referred to more favorably in the media.

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

Capital Southwest has a beta of 0.69, suggesting that its stock price is 31% less 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.

Summary

Capital Southwest beats Source Capital on 14 of the 16 factors compared between the two stocks.

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

Nuveen NASDAQ 100 Dynamic Overwrite Fund (NASDAQ:QQQX) 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 analyst recommendations, earnings, risk, valuation, profitability, media sentiment, institutional ownership and dividends.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen NASDAQ 100 Dynamic Overwrite FundN/AN/AN/AN/AN/A
Source Capital$64.83M5.94N/AN/AN/A

23.6% of Nuveen NASDAQ 100 Dynamic Overwrite 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 company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Nuveen NASDAQ 100 Dynamic Overwrite Fund has a beta of 1.07, indicating that its share price is 7% more 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.

In the previous week, Source Capital had 2 more articles in the media than Nuveen NASDAQ 100 Dynamic Overwrite Fund. MarketBeat recorded 3 mentions for Source Capital and 1 mentions for Nuveen NASDAQ 100 Dynamic Overwrite Fund. Nuveen NASDAQ 100 Dynamic Overwrite Fund's average media sentiment score of 1.33 beat Source Capital's score of 0.77 indicating that Nuveen NASDAQ 100 Dynamic Overwrite Fund is being referred to more favorably in the media.

Company Overall Sentiment
Nuveen NASDAQ 100 Dynamic Overwrite Fund Positive
Source Capital Positive

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

Nuveen NASDAQ 100 Dynamic Overwrite Fund pays an annual dividend of $2.47 per share and has a dividend yield of 8.0%. Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.8%.

Summary

Nuveen NASDAQ 100 Dynamic Overwrite Fund beats Source Capital on 4 of the 7 factors compared between the two stocks.

How does Source Capital compare to Wealthfront?

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

Wealthfront has a consensus price target of $12.42, suggesting a potential upside of 29.34%. Given Wealthfront's stronger consensus rating and higher probable upside, analysts plainly believe Wealthfront 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
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, Wealthfront had 1 more articles in the media than Source Capital. MarketBeat recorded 4 mentions for Wealthfront and 3 mentions for Source Capital. Wealthfront's average media sentiment score of 0.97 beat Source Capital's score of 0.77 indicating that Wealthfront is being referred to more favorably in the news media.

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

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source Capital$64.83M5.94N/AN/AN/A
Wealthfront$364.99M3.93-$42.07M-$1.03N/A

13.1% of Source Capital shares are held by institutional investors. 77.0% of Source Capital shares are held by insiders. Comparatively, 27.4% of Wealthfront 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

Wealthfront beats Source Capital on 6 of the 9 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 superior stock? We will compare the two companies based on the strength of their earnings, analyst recommendations, profitability, institutional ownership, valuation, risk, dividends and media sentiment.

31.0% of BlackRock MuniHoldings California Quality Fund 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 hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.43 per share and has a dividend yield of 4.0%. Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.8%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniHoldings California Quality FundN/AN/AN/AN/AN/A
Source Capital$64.83M5.94N/AN/AN/A

In the previous week, Source Capital had 2 more articles in the media than BlackRock MuniHoldings California Quality Fund. MarketBeat recorded 3 mentions for Source Capital and 1 mentions for BlackRock MuniHoldings California Quality Fund. BlackRock MuniHoldings California Quality Fund's average media sentiment score of 1.00 beat Source Capital's score of 0.77 indicating that BlackRock MuniHoldings California Quality Fund is being referred to more favorably in the media.

Company Overall Sentiment
BlackRock MuniHoldings California Quality Fund Positive
Source Capital Positive

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, meaning that its share price is 35% 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.

Summary

Source Capital beats BlackRock MuniHoldings California Quality Fund on 4 of the 7 factors compared between the two stocks.

How does Source Capital compare to BlackRock MuniYield Quality Fund III?

BlackRock MuniYield Quality Fund III (NYSE:MYI) and Source Capital (NYSE:SOR) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, dividends, analyst recommendations, media sentiment, profitability, risk, institutional ownership and valuation.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniYield Quality Fund IIIN/AN/AN/AN/AN/A
Source Capital$64.83M5.94N/AN/AN/A

In the previous week, Source Capital had 3 more articles in the media than BlackRock MuniYield Quality Fund III. MarketBeat recorded 3 mentions for Source Capital and 0 mentions for BlackRock MuniYield Quality Fund III. Source Capital's average media sentiment score of 0.77 beat BlackRock MuniYield Quality Fund III's score of 0.00 indicating that Source Capital is being referred to more favorably in the news media.

Company Overall Sentiment
BlackRock MuniYield Quality Fund III Neutral
Source Capital Positive

Company Net Margins Return on Equity Return on Assets
BlackRock MuniYield Quality Fund IIIN/A N/A N/A
Source Capital N/A N/A N/A

34.0% of BlackRock MuniYield Quality Fund III shares are held by institutional investors. Comparatively, 13.1% of Source Capital shares are held by institutional investors. 1.0% of BlackRock MuniYield Quality Fund III 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 company will outperform the market over the long term.

BlackRock MuniYield Quality Fund III pays an annual dividend of $0.44 per share and has a dividend yield of 4.1%. Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.8%.

BlackRock MuniYield Quality Fund III has a beta of 0.63, suggesting that its share price is 37% less 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.

Summary

Source Capital beats BlackRock MuniYield Quality Fund III on 5 of the 7 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$383.48M$5.64B$14.13B$24.25B
Dividend Yield5.34%7.40%5.89%3.70%
P/E RatioN/A38.1129.2030.36
Price / Sales5.941,240.79516.1368.52
Price / CashN/A48.2838.6833.15
Price / BookN/A3.713.676.54
Net IncomeN/A$417.15M$1.31B$1.06B
7 Day Performance0.39%0.48%0.09%0.35%
1 Month Performance1.07%0.53%1.01%2.41%
1 Year Performance6.41%8.27%12.31%18.19%

Source Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SOR
Source Capital
N/A$46.76
+0.4%
N/A+6.7%$383.48M$64.83MN/AN/A
CSWC
Capital Southwest
3.2978 of 5 stars
$24.30
-1.7%
$23.67
-2.6%
+10.4%$1.51B$232.10M12.7820
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
N/A$30.35
-0.9%
N/A+14.5%$1.48BN/AN/AN/A
WLTH
Wealthfront
3.8825 of 5 stars
$9.74
-0.8%
$12.42
+27.5%
N/A$1.45B$364.99MN/A359
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.69
-0.2%
N/A+4.8%$1.34BN/AN/A147,000

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This page (NYSE:SOR) was last updated on 8/12/2026 by MarketBeat.com Staff.
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