Go Pro

Source Capital (SOR) Competitors

Source Capital logo
$46.41 -0.19 (-0.41%)
Closing price 03:58 PM Eastern
Extended Trading
$46.35 -0.06 (-0.13%)
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. QQQX, WLTH, HQH, MUC, and ORC

Should you buy Source Capital stock or one of its competitors? Source Capital's main competitors and comparable companies include Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX), Wealthfront (WLTH), abrdn Healthcare Investors (HQH), BlackRock MuniHoldings California Quality Fund (MUC), and Orchid Island Capital (ORC). 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 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 business? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, earnings, dividends, media sentiment, risk, valuation and profitability.

Source Capital has a beta of 0.48, indicating 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, indicating that its share price is 7% more volatile than the broader market.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source Capital$64.83M5.89N/AN/AN/A
Nuveen NASDAQ 100 Dynamic Overwrite Fund$184.16M8.12N/AN/AN/A

Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.8%. Nuveen NASDAQ 100 Dynamic Overwrite Fund pays an annual dividend of $2.47 per share and has a dividend yield of 8.1%.

In the previous week, Source Capital and Source Capital both had 1 articles in the media. Nuveen NASDAQ 100 Dynamic Overwrite Fund's average media sentiment score of 1.00 beat Source Capital's score of 0.97 indicating that Nuveen NASDAQ 100 Dynamic Overwrite Fund is being referred to more favorably in the news media.

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

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

13.1% of Source Capital shares are owned by institutional investors. Comparatively, 23.6% of Nuveen NASDAQ 100 Dynamic Overwrite Fund shares are owned by institutional investors. 77.0% of Source Capital 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.

Summary

Nuveen NASDAQ 100 Dynamic Overwrite Fund beats Source Capital on 6 of the 7 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 finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their dividends, risk, earnings, institutional ownership, media sentiment, profitability, valuation and analyst recommendations.

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

Wealthfront currently has a consensus price target of $12.42, suggesting a potential upside of 37.81%. Given Wealthfront's stronger consensus rating and higher possible upside, 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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$370.96M3.63-$42.07M-$1.03N/A
Source Capital$64.83M5.89N/AN/AN/A

13.1% of Source Capital shares are owned by institutional investors. 27.4% of Wealthfront shares are owned by insiders. Comparatively, 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 will outperform the market over the long term.

In the previous week, Wealthfront had 2 more articles in the media than Source Capital. MarketBeat recorded 3 mentions for Wealthfront and 1 mentions for Source Capital. Wealthfront's average media sentiment score of 1.74 beat Source Capital's score of 0.97 indicating that Wealthfront is being referred to more favorably in the media.

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

Wealthfront pays an annual dividend of $0.32 per share and has a dividend yield of 3.6%. Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.8%. Wealthfront pays out -31.1% of its earnings in the form of a dividend.

Summary

Wealthfront beats Source Capital on 7 of the 11 factors compared between the two stocks.

How does Source Capital compare to abrdn Healthcare Investors?

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

In the previous week, Source Capital and Source Capital both had 1 articles in the media. abrdn Healthcare Investors' average media sentiment score of 1.76 beat Source Capital's score of 0.97 indicating that abrdn Healthcare Investors is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Source Capital
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
abrdn Healthcare Investors
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source Capital$64.83M5.89N/AN/AN/A
abrdn Healthcare Investors$253.93M5.12N/AN/AN/A

Source Capital has a beta of 0.48, indicating that its share price is 52% less volatile than the broader market. Comparatively, abrdn Healthcare Investors has a beta of 0.78, indicating that its share price is 22% less volatile than the broader market.

Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.8%. abrdn Healthcare Investors pays an annual dividend of $2.47 per share and has a dividend yield of 10.9%.

Company Net Margins Return on Equity Return on Assets
Source CapitalN/A N/A N/A
abrdn Healthcare Investors N/A N/A N/A

13.1% of Source Capital shares are owned by institutional investors. Comparatively, 32.6% of abrdn Healthcare Investors shares are owned by institutional investors. 77.0% of Source Capital shares are owned by insiders. Comparatively, 7.3% of abrdn Healthcare Investors shares are owned by 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

abrdn Healthcare Investors beats Source Capital on 5 of the 7 factors compared between the two stocks.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source Capital$64.83M5.89N/AN/AN/A
BlackRock MuniHoldings California Quality Fund$26.56M49.34N/AN/AN/A

Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.8%. BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.37 per share and has a dividend yield of 3.5%.

Company Net Margins Return on Equity Return on Assets
Source CapitalN/A N/A N/A
BlackRock MuniHoldings California Quality Fund N/A N/A N/A

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

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

In the previous week, BlackRock MuniHoldings California Quality Fund had 3 more articles in the media than Source Capital. MarketBeat recorded 4 mentions for BlackRock MuniHoldings California Quality Fund and 1 mentions for Source Capital. BlackRock MuniHoldings California Quality Fund's average media sentiment score of 1.13 beat Source Capital's score of 0.97 indicating that BlackRock MuniHoldings California Quality Fund is being referred to more favorably in the news media.

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

Summary

BlackRock MuniHoldings California Quality Fund beats Source Capital on 5 of the 8 factors compared between the two stocks.

How does Source Capital compare to Orchid Island Capital?

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

Orchid Island Capital has a consensus target price of $7.50, suggesting a potential upside of 14.89%. Given Orchid Island Capital's stronger consensus rating and higher possible upside, analysts clearly believe Orchid Island Capital 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
Orchid Island Capital
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 owned by institutional investors. Comparatively, 32.7% of Orchid Island Capital shares are owned by institutional investors. 77.0% of Source Capital shares are owned by insiders. Comparatively, 0.3% of Orchid Island Capital shares are owned 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.

Source Capital has a beta of 0.48, suggesting that its stock price is 52% less volatile than the broader market. Comparatively, Orchid Island Capital has a beta of 1.55, suggesting that its stock price is 55% more volatile than the broader market.

In the previous week, Source Capital had 1 more articles in the media than Orchid Island Capital. MarketBeat recorded 1 mentions for Source Capital and 0 mentions for Orchid Island Capital. Source Capital's average media sentiment score of 0.97 beat Orchid Island Capital's score of 0.00 indicating that Source Capital is being referred to more favorably in the media.

Company Overall Sentiment
Source Capital Positive
Orchid Island Capital Neutral

Orchid Island Capital has higher revenue and earnings than Source Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Source Capital$64.83M5.89N/AN/AN/A
Orchid Island Capital$414M3.15$159.03M$1.484.41

Source Capital pays an annual dividend of $2.70 per share and has a dividend yield of 5.8%. Orchid Island Capital pays an annual dividend of $1.20 per share and has a dividend yield of 18.4%. Orchid Island Capital pays out 81.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Orchid Island Capital has increased its dividend for 1 consecutive years. Orchid Island Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Orchid Island Capital's return on equity of 11.87% beat Source Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Source CapitalN/A N/A N/A
Orchid Island Capital N/A 11.87%1.35%

Summary

Orchid Island Capital beats Source Capital on 9 of the 14 factors compared between the two stocks.

Get Source Capital News Delivered to You Automatically

Sign up to receive the latest news and ratings for SOR and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

SOR vs. The Competition

MetricSource CapitalCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$381.99M$5.57B$14.05B$23.47B
Dividend Yield5.32%7.36%5.88%3.72%
P/E RatioN/A31.3225.9729.20
Price / Sales5.891,221.89519.7415.62
Price / CashN/A48.1638.4632.44
Price / BookN/A1.952.117.59
Net IncomeN/A$418.14M$1.32B$1.07B
7 Day Performance-0.41%-0.74%-0.45%-1.04%
1 Month Performance-0.35%1.75%2.24%1.38%
1 Year Performance4.33%7.04%11.79%13.33%

Source Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SOR
Source Capital
N/A$46.41
-0.4%
N/A+4.6%$381.99M$64.83MN/AN/A
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
N/A$30.45
-0.1%
N/A+13.7%$1.49BN/AN/AN/A
WLTH
Wealthfront
4.2212 of 5 stars
$9.37
-0.7%
$12.42
+32.6%
N/A$1.40B$364.99MN/A359
HQH
abrdn Healthcare Investors
N/A$23.29
-1.3%
N/A+37.1%$1.33BN/AN/A147,000
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.62
-0.1%
N/A+2.0%$1.33BN/AN/A147,000

Related Companies and Tools


This page (NYSE:SOR) was last updated on 9/2/2026 by MarketBeat.com Staff.
From Our Partners