SOR (Source Capital) ROC (Joel Greenblatt) %: % (As of Dec. 2025)


SOR Source Capital Inc SOR
58 GF Score
Price $46.58
GF Value $62.87
Valuation Modestly Undervalued
! 2 Warning Signs
View Full Analysis

What is Source Capital ROC (Joel Greenblatt) %?

Source Capital SOR +0.67% 58 ROC (Joel Greenblatt) % is % as of Dec. 2025. 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 626 Asset Management companies, Source Capital ranks worse than 159744.25% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

SOR
58GF Score
Source Capital Inc SOR
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a ROC (Joel Greenblatt) % of % mean?
Source Capital (SOR) has a ROC (Joel Greenblatt) % of % as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Source Capital and its competitors. According to the industry distribution chart, Source Capital ranks #999999 out of 626 companies in the Asset Management industry.
Is Source Capital's ROC (Joel Greenblatt) % too high?
Source Capital's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Source Capital ranks #999999 out of 626 companies in the Asset Management industry, which is in the bottom quartile 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 ROC (Joel Greenblatt) % compare to NAN and FOF?
According to the Asset Management industry distribution chart, Source Capital ranks #999999 out of 626 companies for ROC (Joel Greenblatt) %. This places Source Capital in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 62.70. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 62.70, based on 626 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Source Capital and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 62.70 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Source Capital's current ROC (Joel Greenblatt) % is %. 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 $46.58 — trading 25.9% below its estimated fair value. The current ROC (Joel Greenblatt) % is %. 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 ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Source Capital (SOR), the current ROC (Joel Greenblatt) % is % 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 $46.58 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:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: $62.87 vs. price of $46.58 (25.9% 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

Get the complete analysis for SOR

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$46.58
Price
$62.87
GF Value