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Source Capital Inc. Cmn Shs of BI (SOR) Options Positioning, Max Pain & Unusual Sweeps

$46.72 +1.50% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $46.76

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.

ROARABLE D • SELL / AVOID Cap $384.1M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 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?
▼

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.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) 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).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) 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.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $46.76 (+0.08%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 0.3% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (48/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-5.6% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D
025507510048
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D · Rk D
Cash (11)Whales (9)SEC (13)Macro (6)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-4.5% Base Target
$53 Bull$45 Base$35 Bear
📬 FREE SOR RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for SOR)Realized 20D OHLCV Swing Band: ±4.8%
Deterministic 5-Pillar Attribution (48/100 Composite)
🔍 WHY SOR SCORES 48/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (27% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Cash Engine Quality+11/20 pts (23% of score)

SEC XBRL Trailing 12 Months: 0.3% FCF Margin ($10.8M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Macro Regime Fit6/20 pts (-14 pt drag)

Macro rate sensitivity & RSI-14 (55.1) create a -14 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
40
Grade D$45.34-0.4% Next Q
Q2 (-2Q)
43
Grade D$45.15+1% Next Q
Q3 (-1Q)
45
Grade D$45.58+2.5% Next Q
Current
48
Grade D$46.72-5.6% Hist 90D α
Trajectory: D (40) → D (48)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a SOR Turnaround Squeeze

Gideon Ashmere Forensic Desk →

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.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Financials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($45.76) and Max Pain ($49.06) forces dealer call-delta covering toward $52.93.

🚀 Contrarian Squeeze Trigger #3

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.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $SOR• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “SOR Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”
YES 48%NO 52%Trade / Inspect Odds →
CALL VS. PUT WHALE SHARE
— (No Active Options Snapshot)
Put/Call Ratio: — (No Active Options Snapshot)
MAX-PAIN EXPIRATION MAGNET
— (No Active Options Snapshot)
No active options chain max-pain snapshot on file
HISTORICAL 20D VOLATILITY SWING
±4.8%
Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (SOR)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for SOR.

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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
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SOR // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +0.56%📐 HORIZONTAL RANGE
2026-11-03O $46.39H $46.72L $46.03C $46.72VOL 9.6K
RES: $48.90SUP: $44.49SMA50: $45.76SMA200: $46.25
$49.15$47.89$46.63$45.37$44.11RES $48.90SUP $44.49$46.722026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SOR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 SOR Butterfly Map → + Track SOR →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on SOR today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for SOR. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for SOR today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SOR)

Financials Rank #696 of 1097 ⚔️ VALU vs SOR Full Matrix →

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 SNAPSHOT

Source 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 ENABLED

Is 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).

Direct Sub-Reports: SOR RQD Cockpit SOR 12M Forecast SOR Earnings & Move SOR Dividends & DRIP SOR Insiders & 13F SOR Whale Options SOR Profit Sankey SOR News & Why
ROARABLE RATING BRIEF • RQD 48/100 (D) ✓ SEC XBRL & RQD VERIFIED

SOR — Source Capital Inc. Cmn Shs of BI: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-11-03

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

💬 Jump to SOR Debate Forum (3) ↓
🟢 CATALYST SeekingAlpha • 1d ago
A Fistful Of Magnificent CEFs

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.

Read Full Source ↗
🟢 CATALYST Yahoo Finance • 48d ago
Source Capital Inc's Dividend Analysis

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

Read Full Source ↗
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

SOR Bull vs. Bear Conversation Board — What's Your Call at $46.72?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON SOR 🐻 33% BEARISH CONVICTION
1. Pick Your Side on SOR:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
QU QuantViper RQD DEBATE OPENER • Systematic Momentum Desk 🐂 BULLISH 🎯 Target: $54.32 (+18.0%)
📌 Pinned Debate

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.

RetailWhale_TX 🐂 BULL

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.

RI RiskArb_Desk RQD DEBATE OPENER • Hedged Event Driven 🐻 BEARISH 🎯 Target: $39.59 (-14.0%)
Spot @ $46.03

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?

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