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


SOR Source Capital Inc SOR
58 GF Score
Price $44.84
GF Value $62.87
Valuation Modestly Undervalued
! 2 Warning Signs
View Full Analysis

What is Source Capital ROC %?

Source Capital SOR -0.16% 58 ROC % 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.

ROC %does not apply to banks.

SOR
58GF Score
Source Capital Inc SOR
ROC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
Frequently Asked Questions Learn more about ROC % →
What does a ROC % of % mean?
Source Capital (SOR) has a ROC % of % as of Dec. 2025. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on Source Capital and its competitors.
Is Source Capital's ROC % too high?
Source Capital's current ROC % is %. 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 % compare to MCI and MYN?
Source Capital's ROC % of % can be compared against companies in the Asset Management industry. The industry median ROC % is 1.20. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC % for an Asset Management company?
The median ROC % among Asset Management companies is 1.20, based on 710 companies in the industry. Companies in the top quartile (top 25%) have a ROC % significantly above this median, while those in the bottom quartile fall well below. However, ROC % 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 % mean?
A high ROC % can signal that a stock is expensive relative to its fundamentals. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on Source Capital and its competitors. For the Asset Management industry, the median ROC % is 1.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Source Capital's current ROC % 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 $44.84 — trading 28.7% below its estimated fair value. The current ROC % 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 % calculated?
ROC % is calculated from a company's financial statements. For Source Capital (SOR), the current ROC % 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 $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:

  • ROC %: %
  • GF Value™: $62.87 vs. price of $44.84 (28.7% 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 % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$44.84
Price
$62.87
GF Value