NYSE: SOR - Source Capital, Inc.

六个月盈利: +5.37%
部门: Financials

促销时间表 Source Capital, Inc.


关于公司

Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio.

更多详情
The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.

Выручка 0.0668
EBITDA 0.0657
Число акций ао 0.00825 млрд
P/E 5.02
P/S 4.94
P/BV 0.8751
EV/EBITDA 5.02
Цена ао 41.65
Сайт https://www.fpafunds.com/sourcecapitalfund.asp
Див.доход ао 5.65
Дивиденд ао 1.25
Валюта usd
ISIN US8361441053
IPO date 1997-04-09
Sector Financials
Industry Capital Markets
Валюта отчета usd
每日价格变化: 0% (43.835)
每周价格变化: -1.03% (44.29)
每月价格变化: -0.3524% (43.99)
3个月内价格变化: -0.4655% (44.04)
六个月内的价格变化: +5.37% (41.6)
每年价格变化: +14.6% (38.25)
3年内价格变化: -1.94% (44.7)
5年内价格变化: +18.89% (36.87)
年初以来价格变化: +10.25% (39.76)

低估

姓名 意义 年级
P/S 10.81 1
P/BV 0.9193 9
P/E 6.18 10
EV/EBITDA 6.17 9
全部的: 8.5

效率

姓名 意义 年级
ROA, % 14.78 4
ROE, % 14.88 4
全部的: 5.67

股息

姓名 意义 年级
Div yield, % 5.77 10
DSI 0.8571 8.57
全部的: 6.56

责任

姓名 意义 年级
Debt/EBITDA 0 10
全部的: 10

成长冲动

姓名 意义 年级
盈利能力 Revenue, % -54.13 0
盈利能力 Ebitda, % -18.32 0
盈利能力 EPS, % -16.02 0
全部的: 0

ETF 分享, % 本年盈利能力, % 股息, %
First Trust Income Opportunities ETF 3.25417 22.396345594824 2.48805
SPDR Portfolio Europe ETF 0.00429 14.447513812155 3.66537



导师 职称 支付 出生年份
Mr. James Richard Atwood CPA Managing Partner, Chief Administrative Officer, COO, CFO & Director N/A 1961 (63 年)
Mr. Mark Landecker CFA Portfolio Manager N/A
Ms. Maureen Ann Quill B.B.A. President & Director 1963 (61 年)
Mr. Steven Todd Romick CFA Portfolio Manager 1966 (58 年)
Mr. Brian Anthony Selmo C.F.A., CFA Portfolio Manager 1978 (46 年)

地址: United States, Los Angeles. CA, 11601 Wilshire Boulevard - 在 Google 地图中打开, 打开 Yandex 地图
网站: https://www.fpafunds.com/sourcecapitalfund.asp