Source Capital Buy or Sell Recommendation

Macroaxis provides Source Capital Inc 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 Inc 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

Execute Advice
Source Capital Inc -- USA Stock  

USD 41.05  0.80  1.99%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding Source Capital Inc is 'Cautious Hold'.
For the selected time horizon Source Capital Inc has a mean deviation of 0.5924, semi deviation of 0.0, standard deviation of 0.7865, variance of 0.6186, downside variance of 0.0 and semi variance of 0.0
Source Capital Inc 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 Inc is not overpriced, please validate all Source Capital fundamentals including its Price to Book, Current Ratio as well as the relationship between Current Ratio and Total Asset . Given that Source Capital Inc has Shares Owned by Insiders of 0.06 % , we advise you double-check Source Capital Inc 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 Return0.11Value At Risk1.34
Potential Upside1.05Standard Deviation0.79
 Return Density 

Institutional Investors

Security TypeSharesValue
Bulldog Investors LlcFund Units181.4 K7.4 M

Source Capital Greeks

Alpha over DOW
Beta against DOW=0.19
Overall volatility
Information ratio =0.11

Source Capital Volatility Alert

Source Capital Inc exhibits very low volatility with skewness of 0.34 and kurtosis of -0.07. However, we advise investors to further study Source Capital Inc technical indicators to make sure all market info is available and is reliable.
 Better Than Average     
 Worse Than Average Compare Source Capital to competition
FundamentalsSource CapitalPeer Average
Return On Equity13.89 % (15.17) %
Return On Asset0.73 % (15.64) %
Profit Margin643.76 % (5.50) %
Operating Margin54.19 % (10.91) %
Current Valuation357.36 M152.14 B
Shares Outstanding8.62 M1.43 B
Shares Owned by Insiders0.06 % 6.91 %
Shares Owned by Institutions13.09 % 18.37 %
Price to Earning7.05 times40.69 times
Price to Book0.93 times14.44 times
Price to Sales45.41 times17.81 times
Revenue7.65 M9.85 B
Gross Profit41.34 M21.75 B
Net Income49.22 M517.71 M
Cash and Equivalents7103.89 B
Current Ratio2.35 times3.30 times
Book Value Per Share43.13 times13.64 times
Earnings Per Share5.71 times2.30 times
Number of Employees1410.67 K
Market Capitalization347.15 M29.78 B
Total Asset354.17 M126.86 B
Retained Earnings(29.87 M)38.24 B
Five Year Return4.75 %
Last Dividend Paid0.96
Cautious Hold


Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Currently Unavailable

Piotroski F Score

Financial Leverage

   Acquisition or disposition of Source Capital securities by E Setzler [view details]
Risk Adjusted Performance0.14
Market Risk Adjusted Performance0.6058
Mean Deviation0.5924
Coefficient Of Variation747.41
Standard Deviation0.7865
Information Ratio0.1121
Jensen Alpha0.15
Total Risk Alpha0.0439
Treynor Ratio0.5958
Maximum Drawdown3.01
Value At Risk1.34
Potential Upside1.05