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Why SOR Stock advanced +1.50% Today — RQD Quant Desk Flash
Source Capital Inc. Cmn Shs of BI (SOR) carries a Roarable Rating of D (Sell) with 48/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is SOR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Source Capital Inc. Cmn Shs of BI (NYSE: SOR) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 48/100 at a spot price of $46.72 (+1.50% 1D, market cap $384.1M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 6/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, SOR ranks #696 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does SOR compare to VALU and EVN in the Financials sector?
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Within the Financials sector (Investment Managers), SOR carries a Roarable D (48/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, VALU (Value Line Inc.) holds a C grade (62/100 RQD, P/E 18.0x, ROIC 5.2%, cap $396.2M) and EVN (Eaton Vance Municipal Income Trust) posts a D grade (47/100 RQD, P/E N/A, ROIC —, cap $396.3M). Among the 5-stock peer group, NOAH leads on earnings multiple (5.8x) while NOAH leads on capital efficiency (11.2% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for SOR?
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For Source Capital Inc. Cmn Shs of BI (SOR), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity and sector rank #696 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
SEC XBRL Trailing 12 Months: 0.3% FCF Margin ($10.8M FCF) & 52% Gross Margin
Macro rate sensitivity & RSI-14 (55.1) create a -14 pt regime headwind
⚔️ Adversarial Opposing Case: What Could Spark a SOR Turnaround Squeeze
While SOR currently carries a cautious 48/100 (D) rating due to Macro Regime Fit (6/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Established market leader in Financials with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($45.76) and Max Pain ($49.06) forces dealer call-delta covering toward $52.93.
Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Why SOR Stock advanced +1.50% Today — RQD Quant Desk Flash
Source Capital Inc. Cmn Shs of BI (SOR) advanced +1.50% to $46.72, trading at 41% of its 52-week range ($44.2 – $50.41). Stretched risk/reward at current multiples (steady margins) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 41% of its 52-week range ($44.2 – $50.41) with RSI-14 at 55.1 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±4.8% around $46.72 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D (Sell) backed by 52% gross margin and $10.8M annual free cash flow.
LOS ANGELES, October 29, 2026--The Board of Trustees of Source Capital (NYSE: SOR) (the "Fund"), today approved increasing the Fund’s regular monthly distribution rate 10% from $0.2083 ($2.50 annualized) to $0.23 ($2.76
The Board of Trustees of Source Capital (NYSE: SOR) (the "Fund"), today approved increasing the Fund’s regular monthly distribution rate 10% from $0.2083 ($2.50 annualized) to $0.23 ($2.76 annualized) for each
This article first appeared on GuruFocus. This distribution consists of a $0.21 per share cash dividend payable on 2026-10-30. For value investors, the key dates are critical: shareholders must own the stock before the e
LOS ANGELES, July 21, 2026--The Board of Trustees of Source Capital (NYSE: SOR) (the "Fund"), approved maintaining the Fund’s regular monthly distribution rate for September, October, and November 2026 as follows:
Exploring the Latest 13F Filing and Investment Strategies
Exploring the Latest 13F Filing and Key Investment Adjustments
Exploring the Latest 13F Filing for Q3 2025
<a href="https://news.google.com/rss/articles/CBMikwFBVV95cUxNZnRUYTc0MEpsbWhpY1FrRjQzVHAtbWJoMGZMdWNXREt6Y1RJMkhVdUtEaF9OOE01Ump0RmdQY01MYTVkQ1pwLS1WSjNyWjZIVWVEdG1PQV9PWXZCMllGQkRzQTZkOGdPWkJRSEpWTXg3WmhneTRiUUZSQld
<a href="https://news.google.com/rss/articles/CBMioAFBVV95cUxOa2o4X1hNMDZxUVEyU3ByODdQNnFCV2RmV2NsVF9RV1VTWHZvZDJIcVBvMC0zOWJtYWhhUE1qUnhwZ2R4ZFJDYllmY3hqUVBzNVQ1UElQblRrbkpkX2xlWkNob0hEZXRxSzNEc0czbnBILVNYZlp2ZGlrem9
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring SOR)
- ✓Walkthrough of SOR's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
SOR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on SOR today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for SOR. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SOR)
1. Head-to-Head Financials Peer Comparison (SOR vs. VALU, EVN, ALTI, NOAH)
Industry: Investment Managers (79 Tracked Issuers)Across 1097 tracked Financials securities in the Roarable RQD universe, Source Capital Inc. Cmn Shs of BI (SOR) ranks #696 by composite RQD confidence (48/100, grade D) and #757 by equity capitalization ($384.1M). Within this direct 5-issuer industry benchmark cohort, NOAH leads on earnings valuation at 5.8x trailing P/E, while NOAH leads on capital efficiency and profitability with 11.2% ROIC and — gross margin. VALU currently holds the highest overall quantitative score in the immediate peer group at 62/100 (C) compared with SOR at 48/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| SOR
ACTIVE
Source Capital Inc. Cmn Shs of BI | D | 48/100 | — | — | — | +1.50% | $384.1M | Benchmark Subject |
| VALU Value Line Inc. | C | 62/100 | 18.0x | — | 5.2% | +8.44% | $396.2M | /valu-vs-sor → |
| EVN Eaton Vance Municipal Income Trust | D | 47/100 | — | — | — | +0.30% | $396.3M | /evn-vs-sor → |
| ALTI AlTi Global Inc. (Class A) | E | 23/100 | — | — | -10.5% | 0.00% | $399.2M | /alti-vs-sor → |
| NOAH Noah Holdings Limited | D+ | 56/100 | 5.8x | — | 11.2% | +2.97% | $451.3M | /noah-vs-sor → |
2. SOR Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics
TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOTSource Capital Inc. Cmn Shs of BI (SOR) operates in Investment Managers (Financials) with an equity capitalization of $384.1M, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.
3. SOR Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs SOR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Source Capital Inc. Cmn Shs of BI (NYSE: SOR) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 48/100 at a spot price of $46.72 (+1.50% 1D, market cap $384.1M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 6/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, SOR ranks #696 in composite RQD confidence.
How does SOR compare to VALU and EVN in the Financials sector?
Within the Financials sector (Investment Managers), SOR carries a Roarable D (48/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, VALU (Value Line Inc.) holds a C grade (62/100 RQD, P/E 18.0x, ROIC 5.2%, cap $396.2M) and EVN (Eaton Vance Municipal Income Trust) posts a D grade (47/100 RQD, P/E N/A, ROIC —, cap $396.3M). Among the 5-stock peer group, NOAH leads on earnings multiple (5.8x) while NOAH leads on capital efficiency (11.2% ROIC).
What are the biggest fundamental strengths and SEC risk factors for SOR?
For Source Capital Inc. Cmn Shs of BI (SOR), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity and sector rank #696 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is SOR trading relative to its 50-day, 200-day, and 52-week technical levels?
SOR last traded at $46.72 (+1.50% on volume of 11,465 shares), positioning the stock +2.10% above its 50-day simple moving average ($45.76) and +1.02% above its 200-day simple moving average ($46.25). Across its 52-week range of $44.20 to $50.41, SOR sits at the 40.6% percentile with a 14-day RSI of 55.1 (BULLISH MOMENTUM) and an implied next-earnings move of ±4.8% ($44.48 to $48.96).
SOR — Source Capital Inc. Cmn Shs of BI: What the Facts Mean to a Prospective Investor
1. Roarable Rating Brief: What This Means to a Prospective Investor
Source Capital Inc. Cmn Shs of BI (SOR) earns a live Roarable RQD composite score of 48/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $46.72 (+1.50% 1D, market capitalization $384.1M).
- Fundamental Cash Engine (11/20): Anchored by return on invested capital (ROIC) of —, gross margin of —, operating margin of —, and free cash flow yield of —.
- Whale 13F & Options Flow (9/20) + Insider Conviction (9/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (6/20) + Forensic Balance Sheet (13/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of N/A, and Debt/Equity of N/A.
2. Business Model, Unit Margins & SEC Financial Trajectory
Source Capital Inc. Cmn Shs of BI (SOR) is a NYSE-listed issuer classified under the Financials sector and the Investment Managers industry,. — for products, customer base, or revenue model. The profile lists a market capitalization of $0.4B.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (D • RQD 48/100): Established market leader in Financials with deep daily trading liquidity. Free cash flow yield of — and institutional whale pillar of 9/20. With Fundamental Cash Engine at 11/20 and Institutional Whale Flow at 9/20, sustained execution supports upside toward the upper end of the $44.20 – $50.41 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against — operating margins and a 1.00x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
Sector and industry are Financials and Investment Managers. — for upstream or downstream dependencies, sector correlations, or bottlenecks.
- Key Question #1: Can SOR sustain or expand its — operating margin and — ROIC against Investment Managers peers over the next 4 quarters?
- Key Question #2: Will free cash flow conversion (— FCF yield) strengthen balance-sheet liquidity (Altman Z-Score N/A) toward the $50.41 52-week high?
- Key Question #3: How sensitive is SOR's equity valuation to Financials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?
SOR Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Source Capital Inc. Cmn Shs of BI (SOR) • Click "Debate This Headline" to argue it in the Roar Pit below
Closed-end funds consist of investment companies that manage assets worth around $250 billion. Discover 18 CEFs with triple-digit NAV growth and steady dividends.
LOS ANGELES, October 29, 2026--The Board of Trustees of Source Capital (NYSE: SOR) (the "Fund"), today approved increasing the Fund’s regular monthly distribution rate 10% from $0.2083 ($2.50 annualized) to $0.23 ($2.76
The Board of Trustees of Source Capital (NYSE: SOR) (the "Fund"), today approved increasing the Fund’s regular monthly distribution rate 10% from $0.2083 ($2.50 annualized) to $0.23 ($2.76 annualized) for each
This article first appeared on GuruFocus. This distribution consists of a $0.21 per share cash dividend payable on 2026-10-30. For value investors, the key dates are critical: shareholders must own the stock before the e
LOS ANGELES, July 21, 2026--The Board of Trustees of Source Capital (NYSE: SOR) (the "Fund"), approved maintaining the Fund’s regular monthly distribution rate for September, October, and November 2026 as follows:
Exploring the Latest 13F Filing and Investment Strategies
Exploring the Latest 13F Filing and Key Investment Adjustments
Exploring the Latest 13F Filing for Q3 2025
SOR Bull vs. Bear Conversation Board — What's Your Call at $46.72?
The forensic balance sheet pillar is the strongest component at 13 / 20, with Altman Z of 2.5, Piotroski F of 6/9, and Debt/Equity of 0
Here is why I am bullish on SOR here at $46.03: The forensic balance sheet pillar is the strongest component at 13 / 20, with Altman Z of 2.5, Piotroski F of 6/9, and Debt/Equity of 0.5.. Compare SOR's 0.0% operating margin and 0.0% ROIC against the rest of Investment Managers. As long as cash conversion holds up, dips toward $43.73 are getting bought.
Both sides have a point here — SOR's 13/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.
ROIC, FCF yield, and all reported margins are 0%, and the insider pillar scores only 9 / 20.
I respect the product at Source Capital Inc. Cmn Shs of BI, but the stock at $46.03 is a different story. ROIC, FCF yield, and all reported margins are 0%, and the insider pillar scores only 9 / 20.. FCF yield is 0.0% and RQD sits at 48/100 (D) — why pay up here when you can wait for next quarter's numbers?