Source Capital, Inc.
SOR
Rank in Stocks
#13417
Source Capital, Inc., known by its ticker SOR, is a closed-end, balanced... Source Capital, Inc., known by its ticker SOR, is a closed-end, balanced investment fund under the management of First Pacific Advisors, LLC. Its investment mandate primarily targets the public equity markets within the United States, aiming to allocate capital across a broad spectrum of industry sectors. A core tenet of its strategy involves identifying value-oriented equities, specifically within the small and mid-capitalization segments. The construction of its portfolio is driven by a meticulous, bottom-up fundamental analysis. This involves a rigorous screening process that prioritizes companies exhibiting robust liquidity, conservative balance sheets (characterized by low leverage), and a proven long-term capacity to generate superior returns on invested capital. Source Capital's performance is gauged against a trio of prominent market benchmarks: the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. The fund itself was established on June 1, 1968, and operates from its base in the United States.
Share Price
$47.53
Last synced: 2026-11-09
Market Cap
$391.22M
Change (1 day)
1.36%
Change (1 year)
4.32%
Country
Stock data: Financial Modeling PrepΒ·Updated Β·Not investment adviceΒ·How we calculate this
Trade Source Capital, Inc. (SOR)
Category
Financial Services
Operating Margin for Source Capital, Inc. (SOR)
Operating Margin as of November 2026 TTM: 116.47%
According to Source Capital, Inc.'s latest financial reports, its current operating margin (TTM) is 116.47%. At the end of 2025 the company had an operating margin of 135.27%.
Operating Margin history for Source Capital, Inc. from 2000 to 2026
Operating Margin at the end of each year
| Year | Operating Margin | Change |
|---|---|---|
| 2026 (TTM) | 116.47% | -13.90% |
| 2025 | 135.27% | 38.94% |
| 2024 | 97.36% | 82.80% |
| 2023 | 53.26% | -133.69% |
| 2022 | -158.08% | -261.42% |
| 2021 | 97.93% | 6.23% |
| 2020 | 92.19% | -6.30% |
| 2019 | 98.39% | -4.66% |
| 2018 | 103.20% | 5.09% |
| 2017 | 98.20% | 100.90% |
| 2016 | 48.88% | 1,579.73% |
| 2015 | 2.91% | -84.68% |
| 2014 | 19.00% | 5.15% |
| 2013 | 18.07% | -51.99% |
| 2012 | 37.64% | 33.33% |
| 2011 | 28.23% | -41.71% |
| 2010 | 48.43% | 32.50% |
| 2009 | 36.55% | -25.79% |
| 2008 | 49.25% | 3.40% |
| 2007 | 47.63% | 11.76% |
| 2006 | 42.62% | 1.28% |
| 2005 | 42.08% | -6.32% |
| 2004 | 44.92% | -2.79% |
| 2003 | 46.21% | -7.82% |
| 2002 | 50.13% | -4.51% |
| 2001 | 52.50% | -11.62% |
| 2000 | 59.40% | 0.00% |
Operating Margin for similar companies or competitors
| Company | Operating Margin | Operating Margin Difference | Country |
|---|---|---|---|
| 30.75% | -99.74% |
US
|
|
| 52.04% | -99.55% |
US
|
|
| 86.97% | -99.25% |
SE
|
|
| 7.84% | -99.93% |
US
|
|
| 66.24% | -99.43% |
US
|
What is a company's Operating Margin?
The operating margin is a key indicator to assess the profitability of a company. Higher operating margins are generaly better as they show that a company is able to sell its products or services for much more than their production costs. The operating margin is calculated by dividing a company's earnings by its revenue.
Questions about Source Capital, Inc.'s operating margin
What is Source Capital, Inc.'s operating margin?
Source Capital, Inc.'s operating margin is 116.47%, as of Nov 2026.
What was Source Capital, Inc.'s operating margin in 2025?
In 2025, Source Capital, Inc.'s operating margin was 135.27%, compared with 97.36% in 2024.
How has Source Capital, Inc.'s operating margin changed since 2020?
From 2020 to 2025, Source Capital, Inc.'s operating margin was highest in 2025 (135.27%) and lowest in 2022 (-158.08%).
How does Source Capital, Inc.'s operating margin compare with similar companies?
Source Capital, Inc.'s operating margin (116.47%) is higher than that of all 5 similar companies listed above. The highest among them is Investor AB (publ), with 86.97%.