Source Capital Closed Stock Return On Equity
| SOR Stock | USD 41.60 0.34 0.82% |
Source Capital Closed fundamentals help investors to digest information that contributes to Source Capital's financial success or failures. It also enables traders to predict the movement of Source Stock. The fundamental analysis module provides a way to measure Source Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Source Capital stock.
| Last Reported | Projected for Next Year | ||
| Return On Equity | 0.15 | 0.20 |
Source | Return On Equity |
Source Capital Closed Company Return On Equity Analysis
Source Capital's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Source Capital Return On Equity | 0.15 |
Most of Source Capital's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Source Capital Closed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Source Return On Equity Driver Correlations
Understanding the fundamental principles of building solid financial models for Source Capital is extremely important. It helps to project a fair market value of Source Stock properly, considering its historical fundamentals such as Return On Equity. Since Source Capital's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Source Capital's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Source Capital's interrelated accounts and indicators.
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For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
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Source Total Stockholder Equity
Total Stockholder Equity |
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Based on the latest financial disclosure, Source Capital Closed has a Return On Equity of 0.1543. This is 89.36% lower than that of the Capital Markets sector and 97.71% lower than that of the Financials industry. The return on equity for all United States stocks is 149.77% lower than that of the firm.
Source Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Source Capital's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Source Capital could also be used in its relative valuation, which is a method of valuing Source Capital by comparing valuation metrics of similar companies.Source Capital is currently under evaluation in return on equity category among related companies.
Source Capital Current Valuation Drivers
We derive many important indicators used in calculating different scores of Source Capital from analyzing Source Capital's financial statements. These drivers represent accounts that assess Source Capital's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Source Capital's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 328.5M | 336.2M | 361.9M | 323.2M | 333.2M | 419.8M | |
| Enterprise Value | 328.4M | 335.9M | 361.7M | 321.8M | 332.9M | 419.5M |
Source Fundamentals
| Return On Equity | 0.15 | ||||
| Return On Asset | 0.0289 | ||||
| Profit Margin | 2.74 % | ||||
| Operating Margin | 0.84 % | ||||
| Current Valuation | 341.09 M | ||||
| Shares Outstanding | 8.21 M | ||||
| Shares Owned By Institutions | 12.65 % | ||||
| Number Of Shares Shorted | 4.53 K | ||||
| Price To Earning | 14.88 X | ||||
| Price To Book | 0.95 X | ||||
| Price To Sales | 17.44 X | ||||
| Revenue | 30.64 M | ||||
| Gross Profit | 13.12 M | ||||
| EBITDA | 53.67 M | ||||
| Net Income | 53.64 M | ||||
| Cash And Equivalents | 1.87 M | ||||
| Cash Per Share | 0.22 X | ||||
| Total Debt | 19.94 K | ||||
| Current Ratio | 5.45 X | ||||
| Book Value Per Share | 43.91 X | ||||
| Cash Flow From Operations | 41.48 M | ||||
| Short Ratio | 0.31 X | ||||
| Earnings Per Share | 6.50 X | ||||
| Beta | 0.65 | ||||
| Market Capitalization | 341.44 M | ||||
| Total Asset | 362.97 M | ||||
| Retained Earnings | 17.73 M | ||||
| Annual Yield | 0.06 % | ||||
| Five Year Return | 3.36 % | ||||
| Net Asset | 362.97 M | ||||
| Last Dividend Paid | 2.38 |
About Source Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Source Capital Closed's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Source Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Source Capital Closed based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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When determining whether Source Capital Closed is a strong investment it is important to analyze Source Capital's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Source Capital's future performance. For an informed investment choice regarding Source Stock, refer to the following important reports:Check out Source Capital Piotroski F Score and Source Capital Altman Z Score analysis. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Complementary Tools for Source Stock analysis
When running Source Capital's price analysis, check to measure Source Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Source Capital is operating at the current time. Most of Source Capital's value examination focuses on studying past and present price action to predict the probability of Source Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Source Capital's price. Additionally, you may evaluate how the addition of Source Capital to your portfolios can decrease your overall portfolio volatility.
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Is Source Capital's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Source Capital. If investors know Source will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Source Capital listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.389 | Dividend Share 2.383 | Earnings Share 6.5 | Quarterly Revenue Growth 0.556 | Return On Assets 0.0289 |
The market value of Source Capital Closed is measured differently than its book value, which is the value of Source that is recorded on the company's balance sheet. Investors also form their own opinion of Source Capital's value that differs from its market value or its book value, called intrinsic value, which is Source Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Source Capital's market value can be influenced by many factors that don't directly affect Source Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Source Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Source Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Source Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.