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

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Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

SOR Source Capital Inc SOR
57 GF Score
Price $46.79
GF Value $62.87
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Source Capital ROCE %?

Source Capital SOR +0.45% 57 ROCE % is % as of Dec. 2025. GuruFocus rates SOR with a GF Score™ of 57/100 and a GF Value™ of $62.87 (Modestly Undervalued). The stock has 2 warning signs investors should review.

ROCE % does not apply to banks and insurance companies.

SOR
57GF Score
Source Capital Inc SOR
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of % mean?
Source Capital (SOR) has a ROCE % of % as of Dec. 2025.
Is Source Capital's ROCE % too high?
Source Capital's current ROCE % is %. Overall, Source Capital has a GF Score™ of 57/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Source Capital's ROCE % compare to NAN and EAD?
Source Capital's ROCE % of % can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.46. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for an Asset Management company?
The median ROCE % among Asset Management companies is 4.46, based on 713 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Source Capital's current ROCE % 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 $46.79 — trading 25.6% below its estimated fair value. The current ROCE % is %. Source Capital's overall GF Score™ is 57/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Source Capital (SOR), the current ROCE % 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 $46.79 is trading 25.6% below its estimated GF Value™ of $62.87. GuruFocus considers Source Capital to be Modestly Undervalued.

Key valuation signals for SOR:

  • ROCE %: %
  • GF Value™: $62.87 vs. price of $46.79 (25.6% below fair value)
  • GF Score™: 57/100 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.
57GF Score

Get the complete analysis for SOR

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

$46.79
Price
$62.87
GF Value