SOR (Source Capital) Moat Score: 3/10 (As of Jun. 27, 2026)


SOR Source Capital Inc SOR
58 GF Score
Price $44.90
GF Value $62.87
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Source Capital Moat Score?

Source Capital SOR -0.24% 58 Moat Score is 3 as of Jun. 27, 2026. GuruFocus rates SOR with a GF Score™ of 58/100 and a GF Value™ of $62.87 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,698 Asset Management companies, Source Capital ranks better than 90.69% on this metric.

Source Capital has the Moat Score of 3, which implies that the company might have No Moat - Very weak/transient advantages.

Source Capital has No Moat: Source Capital Inc lacks significant market leadership and customer loyalty. It does not possess strong intellectual property or regulatory barriers, resulting in a weak competitive position with limited pricing power.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Source Capital might have No Moat - Very weak/transient advantages.

Source Capital  (NYSE:SOR) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Source Capital Moat Score Related Terms

SOR vs MCI, MYN, NAN: Moat Score Comparison

For the Asset Management subindustry, Source Capital's Moat Score, along with its competitors' market caps and Moat 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 Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Source Capital's Moat Score distribution charts can be found below:

* The bar in red indicates where Source Capital's Moat Score falls into.


SOR
58GF Score
Source Capital Inc SOR
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 3 mean?
Source Capital (SOR) has a Moat Score of 3 as of Jun. 27, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Source Capital ranks #158 out of 1698 companies in the Asset Management industry, placing it in the top 9.3%.
Is Source Capital's Moat Score too high?
Source Capital's current Moat Score is 3. Based on the distribution chart, Source Capital ranks #158 out of 1698 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 58/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Source Capital's Moat Score compare to MCI and MYN?
According to the Asset Management industry distribution chart, Source Capital ranks #158 out of 1698 companies for Moat Score. This places Source Capital in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat 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 Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Source Capital's current Moat Score is 3. 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 $44.90 — trading 28.6% below its estimated fair value. The current Moat Score is 3. 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 Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Source Capital (SOR), the current Moat Score is 3 as of Jun. 27, 2026. 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 $44.90 is trading 28.6% below its estimated GF Value™ of $62.87. GuruFocus considers Source Capital to be Modestly Undervalued.

Key valuation signals for SOR:

  • Moat Score: 3
  • GF Value™: $62.87 vs. price of $44.90 (28.6% below fair value)
  • GF Score™: 58/100 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.
58GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$44.90
Price
$62.87
GF Value