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Source CapitalSOR +0.88%55 Equity-to-Asset is 0.99 as of Dec. 2025, which is at its 10-year median of 0.99. GuruFocus rates SOR with a GF Score™ of 55/100 and a GF Value™ of $62.87 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,634 Asset Management companies, Source Capital ranks better than 90.76% on this metric.
Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Source Capital's Total Stockholders Equity for the quarter that ended in Dec. 2025 was $397.28 Mil. Source Capital's Total Assets for the quarter that ended in Dec. 2025 was $402.58 Mil.
Therefore, Source Capital's Equity to Asset Ratio for the quarter that ended in Dec. 2025 was 0.99.
The historical rank and industry rank for Source Capital's Equity-to-Asset or its related term are showing as below:
SOR'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.94 Med: 0.99 Max: 1
Current: 0.99
During the past 9 years, the highest Equity to Asset Ratio of Source Capital was 1.00. The lowest was 0.94. And the median was 0.99.
SOR's Equity-to-Asset is ranked better than 90.76% of 1634
companies
in the Asset Management industry
Industry Median: 0.83
vs SOR: 0.99
Source Capital (NYSE:SOR) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Source Capital Equity-to-Asset Related Terms
Source Capital Equity-to-Asset Historical Data
* Premium members only.
The historical data trend for Source Capital's Equity-to-Asset 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.
For the Asset Management subindustry, Source Capital's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Source Capital's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Source Capital's Equity-to-Asset falls into.
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
Source Capital's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 is calculated as
* 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 (SOR) has a Equity-to-Asset of 0.99 as of Dec. 2025. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Source Capital and its competitors. This is near median its historical median of 0.99. Over the past decade, Source Capital's Equity-to-Asset has ranged from 0.94 to 1.00. According to the industry distribution chart, Source Capital ranks #151 out of 1634 companies in the Asset Management industry, placing it in the top 9.2%.
Is Source Capital's Equity-to-Asset too high?
Source Capital's current Equity-to-Asset of 0.99 is near median its 10-year median of 0.99. Over the past 10 years, this metric has ranged from a low of 0.94 to a high of 1.00. The Asset Management industry median Equity-to-Asset is 0.83. Source Capital's value of 0.99 is 19.3% above this industry median. Based on the distribution chart, Source Capital ranks #151 out of 1634 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Source Capital has a GF Score™ of 55/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Source Capital's Equity-to-Asset compare to NAN and EAD?
According to the Asset Management industry distribution chart, Source Capital ranks #151 out of 1634 companies for Equity-to-Asset. This places Source Capital in the top 9% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. Source Capital's value of 0.99 is 19.3% above this benchmark. Historically, Source Capital's own Equity-to-Asset has ranged from 0.94 to 1.00 over the past decade. While the company's 10-year median is 0.99 vs. the industry median of 0.83, Source Capital has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,634 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Source Capital's current Equity-to-Asset of 0.99 is 19.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Source Capital and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Source Capital's current Equity-to-Asset is 0.99, which is near median its own 10-year median of 0.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Source Capital stock overvalued right now?
Based on GuruFocus' analysis, Source Capital (SOR) is currently considered Modestly Undervalued. The stock's GF Value™ is $62.87, compared to a current price of $46.99 — trading 25.3% below its estimated fair value. The current Equity-to-Asset is 0.99, which is near median its 10-year median of 0.99 and 19.3% above the Asset Management industry median of 0.83. Source Capital's overall GF Score™ is 55/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Source Capital (SOR), the current Equity-to-Asset is 0.99 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Source Capital (SOR) Overvalued in 2026?
Based on GuruFocus' analysis, Source Capital stock appears to be undervalued.
The current stock price of $46.99 is trading 25.3% below its estimated GF Value™ of $62.87.
GuruFocus considers Source Capital to be Modestly Undervalued.
Key valuation signals for SOR:
Equity-to-Asset: 0.99 (near median its 10-year median of 0.99)
GF Value™: $62.87 vs. price of $46.99 (25.3% below fair value)
Industry Position: 19.3% above the Asset Management median (#151 of 1634)
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 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.
55GF Score
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