SOR
Financial ServicesSource Capital, Inc. · Asset Management · $380M
Unlock Full SOR Analysis
Sign in to unlock the detailed analysis behind the UQS Score.
- ✓Detailed 6-pillar UQS breakdown with exact scores
- ✓All 29 metrics with sector-calibrated comparisons
- ✓6 investor presets (Buffett, Munger, Lynch, Wood, Graham, Balanced)
- ✓Watchlist tracking with score alerts
- ✓AI-generated investment perspectives across 6 preset views
- ✓Score history chart with change notifications
Pro Analysis
SOR — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026 | 64.9 | 64.3 | 28.0 | 66.3 | 100.0 | 90.2 | -5.1 |
| Jul 25, 2026 | 70.0 | 64.3 | 28.0 | 90.9 | 100.0 | 92.4 | 0.0 |
| Jul 24, 2026 | 70.0 | 64.3 | 28.0 | 90.9 | 100.0 | 92.2 | 0.0 |
| Jul 23, 2026 | 70.0 | 64.3 | 28.0 | 90.9 | 100.0 | 91.9 | 0.0 |
| Jul 18, 2026 | 70.0 | 64.3 | 28.0 | 90.9 | 100.0 | 91.6 | 0.0 |
| Jul 17, 2026 | 70.0 | 64.3 | 28.0 | 90.9 | 100.0 | 91.4 | 0.0 |
| Jul 15, 2026 | 70.0 | 64.3 | 28.0 | 90.9 | 100.0 | 91.3 | +0.1 |
| Jul 11, 2026 | 69.9 | 64.3 | 28.0 | 90.9 | 100.0 | 91.0 | — |
SOR — Pillar Breakdown
Quality
— 64.3/100 (25%)Source Capital, Inc. shows solid profitability with healthy returns on capital and reasonable margins.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Free cash flow relative to market value.
Growth
— 66.3/100 (20%)Source Capital, Inc. demonstrates healthy growth trends across revenue and earnings.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Risk
— 100.0/100 (15%)Source Capital, Inc. carries minimal financial risk with conservative leverage and strong solvency.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 91.4/100 (15%)Source Capital, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.
Inverse of forward P/E — higher yield means cheaper stock.
Enterprise value multiple relative to sector median.
Moat
— 28/100 (25%)Source Capital, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for SOR.
Score Composition
Financial Data
More Stock Analysis
How is the SOR UQS Score Calculated?
The UQS (Unified Quality Score) for Source Capital, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Source Capital, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Source Capital, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.