SOR (Source Capital) Cyclically Adjusted PS Ratio: (As of Jul. 06, 2026)


SOR Source Capital Inc SOR
57 GF Score
Price $46.60
GF Value $62.87
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Source Capital Cyclically Adjusted PS Ratio?

Source Capital does not have a history long enough to calculate Cyclically Adjusted Revenue per Share. Therefore GuruFocus does not calculate Cyclically Adjusted PS Ratio for this company.

Shiller PE for Stocks: The True Measure of Stock Valuation


Source Capital  (NYSE:SOR) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PS Ratio should give similar results to regular PS Ratio.


Source Capital Cyclically Adjusted PS Ratio Related Terms


Source Capital Cyclically Adjusted PS Ratio Historical Data

* Premium members only.

The historical data trend for Source Capital's Cyclically Adjusted PS Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Source Capital Cyclically Adjusted PS Ratio Chart

Source Capital Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only 0.00 0.00 0.00 0.00 0.00

Source Capital Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Cyclically Adjusted PS Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

SOR vs NAN, FOF, BGR: Cyclically Adjusted PS Ratio Comparison

For the Asset Management subindustry, Source Capital's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Source Capital Cyclically Adjusted PS Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Source Capital's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where Source Capital's Cyclically Adjusted PS Ratio falls into.


SOR
57GF Score
Source Capital Inc SOR
Cyclically Adjusted PS Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Source Capital Cyclically Adjusted PS Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PS Ratio takes the Revenue per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/S calculation. Because it considers this 10-year average, it's often referred to as the CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio.

Source Capital does not have a history long enough to calculate Cyclically Adjusted Revenue per Share. Therefore GuruFocus does not calculate Cyclically Adjusted PS Ratio for this company.

Is Source Capital (SOR) Overvalued in 2026?

Based on GuruFocus' analysis, Source Capital stock appears to be undervalued. The current stock price of $46.60 is trading 25.9% below its estimated GF Value™ of $62.87. GuruFocus considers Source Capital to be Modestly Undervalued.

Key valuation signals for SOR:

  • Cyclically Adjusted PS Ratio:
  • GF Value™: $62.87 vs. price of $46.60 (25.9% below fair value)
  • GF Score™: 57/100 with 2 warning signs

No single metric tells the full story. See the SOR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Source Capital Business Description

Address 235 West Galena Street, Milwaukee, WI, USA, 53212
Source Capital Inc is a diversified, closed-end management investment company. The investment objective of the company is to seek maximum total return for Common shareholders from both capital appreciation and investment income to the extent consistent with the protection of invested capital.
57GF Score

Get the complete analysis for SOR

Cyclically Adjusted PS Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$46.60
Price
$62.87
GF Value