Source Capital Buy Hold or Sell Recommendation

SOR -- USA Stock  

USD 40.66  0.06  0.15%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding Source Capital is 'Strong Hold'. Macroaxis provides Source Capital buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Source Capital positions. The advice algorithm takes into account all of Source Capital available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from Source Capital buy-and-hold prospective. Also please take a look at Source Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus.

Time Horizon

Risk Tolerance

Symbol
Execute Advice

Source Capital Current Recommendation

SellBuy
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Currently Unavailable
For the selected time horizon Source Capital has a risk adjusted performance of 0.01, jensen alpha of 0.0, total risk alpha of 0.0, sortino ratio of 0.0228 and treynor ratio of 0.0
Source Capital recommendation module can be used to check and cross-verify current buy or sell recommendation provided by analysts inspecting the firm potential to grow using all of fundamental, technical, data market data available at the time. To make sure Source Capital is not overpriced, please validate all Source Capital fundamentals including its Price to Earning, Cash and Equivalents as well as the relationship between Cash and Equivalents and Beta . Given that Source Capital has Shares Owned by Insiders of 0.06 % , we advise you double-check Source Capital market performance and probability of bankruptcy to make sure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

Returns Distribution Density

Mean Return0.019559Value At Risk1.35
Potential Upside1.12Standard Deviation0.76
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Bulldog Investors LlcFund Units192 K7.7 M

Source Capital Greeks

α
Alpha over DOW
=0.00
β
Beta against DOW=0.00
σ
Overall volatility
=0.77
Ir
Information ratio =0.0258

Source Capital Volatility Alert

Source Capital has low volatility with Treynor Ratio of 0.0, Maximum Drawdown of 2.81 and kurtosis of 0.05. However, we advice all investors to further analyze Source Capital to make certain all market information is desiminated and is consistent with the current expectations about Source Capital upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare Source Capital to competition

Source Capital Fundamental Vs Peers

FundamentalsSource CapitalPeer Average
Return On Equity13.10 % (15.17) %
Return On Asset0.73 % (15.64) %
Profit Margin620.68 % (5.50) %
Operating Margin55.40 % (10.91) %
Current Valuation346.89 M152.14 B
Shares Outstanding8.66 M1.43 B
Shares Owned by Insiders0.06 % 6.91 %
Shares Owned by Institutions14.52 % 18.37 %
Number of Shares Shorted12.52 K3.24 M
Price to Earning7.12 times40.69 times
Price to Book0.94 times14.44 times
Price to Sales44.79 times17.81 times
Revenue7.85 M9.85 B
Gross Profit41.34 M21.75 B
Net Income48.71 M517.71 M
Cash and Equivalents1733.89 B
Current Ratio21.60 times3.30 times
Book Value Per Share43.13 times13.64 times
Short Ratio1.47 times2.09 times
Earnings Per Share5.71 times2.30 times
Number of Employees1410.67 K
Beta0.540.34
Market Capitalization351.49 M29.78 B
Total Asset354.17 M126.86 B
Retained Earnings(29.87 M)38.24 B
Five Year Return4.59 %
Last Dividend Paid1.0
   Acquisition or disposition of Source Capital securities by Setzler Edwin Lake Iii [view details]

Source Capital Alerts

Trading Alerts and Improvement Suggestions
On May 31, 2018 Source Capital paid $ 0.25 per share dividend to its current shareholders
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Also please take a look at Source Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus. Please also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.