Source Capital Buy Hold or Sell Recommendation

SOR -- USA Stock  

USD 40.53  0.14  0.34%

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 SOR 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 SOR buy-and-hold prospective. Also please take a look at Source Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Source CapitalBuy Source Capital
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Source Capital has a risk adjusted performance of 0.005724, jensen alpha of 0.08, total risk alpha of 0.27, sortino ratio of 0.0 and treynor ratio of 0.07
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.

Source Capital Returns Distribution Density

Mean Return0.01Value At Risk1.03
Potential Upside1.35Standard Deviation0.68
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Shaker Financial Services LlcFund Units225.2 K9 M

Source Capital Greeks

α
Alpha over DOW
=0.08
β
Beta against DOW=0.31
σ
Overall volatility
=0.47
Ir
Information ratio =0.28

Source Capital Volatility Alert

Source Capital exhibits very low volatility with skewness of 0.76 and kurtosis of 2.32. However, we advise investors to further study Source Capital technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Source Capital to competition

Source Capital Fundamental Vs Peers

FundamentalsSource CapitalPeer Average
Return On Equity6.25 % (15.17) %
Return On Asset0.74 % (15.64) %
Profit Margin293.36 % (5.50) %
Operating Margin55.96 % (10.91) %
Current Valuation342.45 M152.14 B
Shares Outstanding8.66 M1.43 B
Shares Owned by Insiders0.06 % 6.91 %
Shares Owned by Institutions15.88 % 18.37 %
Number of Shares Shorted4033.24 M
Price to Earning7.05 times40.69 times
Price to Book0.88 times14.44 times
Price to Sales42.93 times17.81 times
Revenue8.03 M9.85 B
Gross Profit41.34 M21.75 B
Net Income23.57 M517.71 M
Cash and Equivalents4183.89 B
Current Ratio2.97 times3.30 times
Book Value Per Share45.06 times13.64 times
Short Ratio0.20 times2.09 times
Earnings Per Share5.65 times2.30 times
Number of Employees1410.67 K
Beta0.60.34
Market Capitalization344.91 M29.78 B
Total Asset354.17 M126.86 B
Retained Earnings(29.87 M)38.24 B
Five Year Return4.49 %
Last Dividend Paid1.0
   Acquisition or disposition of Source Capital securities by Altman Willard H Jr [view details]

Source Capital Alerts

Trading Alerts and Improvement Suggestions

Source Capital generates negative expected return over the last 30 days
Source Capital has high likelihood to experience some financial distress in the next 2 years
On August 30, 2018 Source Capital paid $ 0.25 per share dividend to its current shareholders
Latest headline from www.twst.com: Spirit Realty Capital Inc. Spirit Realty Capital, Inc. Announces Quarterly Cash Dividend for Common and Preferred Stock
Also please take a look at Source Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool. Please also try Equity Analysis module to research over 250,000 global equities including funds, stocks and etfs to find investment opportunities.
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