Mohanram G-Score is a financial indicator developed by professor Partha Mohanram to help investors find the best investment opportunities in the growth stocks. Companies have higher G-score tends to generate higher return. According to his study, the best growth stocks that have a G-Score greater than 6 tend to beat the market, while those with a G-Score lower than 1 tend to have negative absolute returns.
Thus, the zones of discrimination were as such:
Good or high score = 6, 7, 8
Bad or low score = 0, 1
Source Capital has an G-score of 1. It is a bad or low score, which tends to have negative absolute returns.
The historical rank and industry rank for Source Capital's Mohanram G-Score or its related term are showing as below:
SOR'
s Mohanram G-Score Range Over the Past 10 Years
Min: 1 Med: 1 Max: 1
Current: 1
During the past 9 years, the highest Piotroski G-score of Source Capital was 1. The lowest was 1. And the median was 1.
Source Capital (NYSE:SOR) Mohanram G-Score Explanation
Partha Mohanram is the John H. Watson Chair in Value Investing at Rotman and the Acting Vice-Dean of Research Strategy and Resources.
In 2000, he wrote a research paper called "Separating Winners from Losers Among Low Book-to-Market Stocks Using Financial Statement Analysis".
This paper tests whether a strategy based on financial statement analysis of low book-to-market (growth) stocks is successful in differentiating between winners and losers in terms of future stock performance. Based on the research, a strategy based on buying high G-score (6, 7 or 8) firms and shorting low G-score (0 or 1) firms consistently earns significant excess returns. Further, the results do not support a risk based explanation for the book-to-market effect as the strategy returns positive returns in all years, and firms that ex-ante appear less risky have better future returns.
To conclude, one can use a modified fundamental analysis strategy (G-score) to identify mispricing and earn substantial abnormal returns.
Source Capital Mohanram G-Score Related Terms
Source Capital Mohanram G-Score Historical Data
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The historical data trend for Source Capital's Mohanram G-Score 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 Mohanram G-Score, along with its competitors' market caps and Mohanram G-Score 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 Mohanram G-Score vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Source Capital's Mohanram G-Score distribution charts can be found below:
* The bar in red indicates where Source Capital's Mohanram G-Score falls into.
The calculation of the Mohanram G-score consists of eight criteria. Assign one point for each criterion met, then add up all the points to get the G-Score.
Profitability
Question 1. Return on Assets (ROA)
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. It measures how well a company uses its asset to generate earnings.
Score 1 if ROA > ROA Industry Median, 0 otherwise.
Score 1 if CAPEX Intensity > CAPEX Intensity Industry Median, 0 otherwise.
Question 8. Advertising Expenditure Intensity
Advertising Expenditure Intensity is calcualted by Advertising Expenditure divided by the beginning Total Assets. Note that Advertising Expenditure is not reported as a seperate line item for many companies, thus Selling, General, & Admin. Expense is used in this calculation.
Score 1 if Advertising Expenditure Intensity > Advertising Expenditure Intensity Industry Median, 0 otherwise.
* 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.
* Note that all the Industry Median used for comparison in his original research, are substituted with Sector Median due to the limitation of data within certain countries.
Good or high score = 6, 7, 8
Bad or low score = 0, 1
Source Capital has an G-score of 1. It is a bad or low score, which tends to have negative absolute returns.
Source Capital (SOR) has a Mohanram G-Score of 1 as of Dec. 2025. G-Score is a financial indicator developed by professor Partha Mohanram to help investors find the best investment opportunities in the growth stocks. View historical data on Source Capital and its competitors. This is near median its historical median of 1.00. Over the past decade, Source Capital's Mohanram G-Score has ranged from 1.00 to 1.00.
Is Source Capital's Mohanram G-Score too high?
Source Capital's current Mohanram G-Score of 1 is near median its 10-year median of 1.00. Over the past 10 years, this metric has ranged from a low of 1.00 to a high of 1.00. Overall, Source Capital has a GF Score™ of 58/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Source Capital's Mohanram G-Score compare to MCI and MYN?
Source Capital's Mohanram G-Score of 1 can be compared against companies in the Asset Management industry. Historically, Source Capital's own Mohanram G-Score has ranged from 1.00 to 1.00 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Mohanram G-Score for an Asset Management company?
A good Mohanram G-Score depends on the Asset Management industry context. However, Mohanram G-Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Mohanram G-Score mean?
A high Mohanram G-Score can signal that a stock is expensive relative to its fundamentals. G-Score is a financial indicator developed by professor Partha Mohanram to help investors find the best investment opportunities in the growth stocks. View historical data on Source Capital and its competitors. Source Capital's current Mohanram G-Score is 1, which is near median its own 10-year median of 1.00. 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 $44.84 — trading 28.7% below its estimated fair value. The current Mohanram G-Score is 1, which is near median its 10-year median of 1.00. Source Capital's overall GF Score™ is 58/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Mohanram G-Score calculated?
Mohanram G-Score is calculated from a company's financial statements. For Source Capital (SOR), the current Mohanram G-Score is 1 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 $44.84 is trading 28.7% below its estimated GF Value™ of $62.87.
GuruFocus considers Source Capital to be Modestly Undervalued.
Key valuation signals for SOR:
Mohanram G-Score: 1 (near median its 10-year median of 1.00)
GF Value™: $62.87 vs. price of $44.84 (28.7% below fair value)
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.
58GF Score
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