Source Capital (SOR) Competitors

$42.54
+0.24 (+0.57%)
(As of 10:54 AM ET)

SOR vs. PPT, MIY, HQL, KTF, MCI, MHN, PMO, WHF, MIN, and ASG

Should you be buying Source Capital stock or one of its competitors? The main competitors of Source Capital include Putnam Premier Income Trust (PPT), BlackRock MuniYield Michigan Quality Fund (MIY), Abrdn Life Sciences Investors (HQL), DWS Municipal Income Trust (KTF), Barings Corporate Investors (MCI), BlackRock MuniHoldings New York Quality Fund (MHN), Putnam Municipal Opportunities Trust (PMO), WhiteHorse Finance (WHF), MFS Intermediate Income Trust (MIN), and Liberty All-Star Growth Fund (ASG). These companies are all part of the "investment offices, not elsewhere classified" industry.

Source Capital vs.

Putnam Premier Income Trust (NYSE:PPT) and Source Capital (NYSE:SOR) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their earnings, profitability, dividends, media sentiment, analyst recommendations, community ranking, valuation, risk and institutional ownership.

42.8% of Putnam Premier Income Trust shares are owned by institutional investors. Comparatively, 13.1% of Source Capital shares are owned by institutional investors. 77.0% of Source Capital shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Putnam Premier Income Trust has a beta of 0.35, indicating that its share price is 65% less volatile than the S&P 500. Comparatively, Source Capital has a beta of 0.67, indicating that its share price is 33% less volatile than the S&P 500.

Company Net Margins Return on Equity Return on Assets
Putnam Premier Income TrustN/A N/A N/A
Source Capital N/A N/A N/A

Putnam Premier Income Trust received 26 more outperform votes than Source Capital when rated by MarketBeat users. However, 72.33% of users gave Source Capital an outperform vote while only 66.20% of users gave Putnam Premier Income Trust an outperform vote.

CompanyUnderperformOutperform
Putnam Premier Income TrustOutperform Votes
141
66.20%
Underperform Votes
72
33.80%
Source CapitalOutperform Votes
115
72.33%
Underperform Votes
44
27.67%

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Putnam Premier Income Trust$18.95M17.99N/AN/AN/A
Source Capital$54.57M6.36N/AN/AN/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Putnam Premier Income Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Source Capital
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

In the previous week, Putnam Premier Income Trust and Putnam Premier Income Trust both had 1 articles in the media. Source Capital's average media sentiment score of 0.00 equaled Putnam Premier Income Trust'saverage media sentiment score.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Putnam Premier Income Trust
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Source Capital
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Putnam Premier Income Trust pays an annual dividend of $0.31 per share and has a dividend yield of 8.8%. Source Capital pays an annual dividend of $2.50 per share and has a dividend yield of 5.9%. Source Capital has raised its dividend for 1 consecutive years.

Summary

Source Capital beats Putnam Premier Income Trust on 5 of the 9 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SOR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SOR vs. The Competition

MetricSource CapitalInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$346.86M$7.13B$9.26B$17.78B
Dividend Yield5.90%6.29%10.19%3.51%
P/E RatioN/A0.5854.6625.15
Price / Sales6.3618.64355.6611.03
Price / CashN/A7.7716.0915.59
Price / BookN/A1.002.475.09
Net IncomeN/A$73.96M$997.43M$968.04M
7 Day Performance1.22%1.85%1.49%2.59%
1 Month Performance0.93%0.53%0.12%-0.55%
1 Year Performance14.23%5.55%18.35%103.03%

Source Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PPT
Putnam Premier Income Trust
0 of 5 stars
$3.42
-0.9%
N/A-0.8%$329.24MN/A0.00N/A
MIY
BlackRock MuniYield Michigan Quality Fund
0 of 5 stars
$11.04
flat
N/A+2.6%$323.99MN/A0.00N/AShort Interest ↓
HQL
Abrdn Life Sciences Investors
0 of 5 stars
$13.11
+0.1%
N/A-0.6%$358.56MN/A0.00N/AInsider Buying
Short Interest ↑
Positive News
KTF
DWS Municipal Income Trust
0 of 5 stars
$9.31
-0.1%
N/A+9.7%$364.67MN/A0.00N/ADividend Announcement
Short Interest ↑
Positive News
High Trading Volume
MCI
Barings Corporate Investors
0 of 5 stars
$18.13
+0.4%
N/A+39.3%$368.04MN/A0.00N/AUpcoming Earnings
Short Interest ↑
MHN
BlackRock MuniHoldings New York Quality Fund
0 of 5 stars
$10.24
flat
N/A+1.4%$309.51MN/A0.00N/AShort Interest ↓
PMO
Putnam Municipal Opportunities Trust
0 of 5 stars
$9.72
-0.1%
N/A-0.3%$309.19MN/A0.00N/APositive News
WHF
WhiteHorse Finance
0.6707 of 5 stars
$12.88
-0.7%
$12.81
-0.5%
+12.1%$299.33M$103.26M14.64N/ADividend Announcement
News Coverage
High Trading Volume
MIN
MFS Intermediate Income Trust
0 of 5 stars
$2.60
flat
N/A-5.1%$296.95MN/A0.00N/APositive News
ASG
Liberty All-Star Growth Fund
0 of 5 stars
$5.09
-1.4%
N/A+5.4%$296.15MN/A0.00N/AShort Interest ↓
News Coverage

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This page (NYSE:SOR) was last updated on 5/10/2024 by MarketBeat.com Staff

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