Source Capital (SOR) Competitors

$43.09
-0.61 (-1.40%)
(As of 05/17/2024 ET)

SOR vs. PPT, MIY, KTF, MHN, MCI, PMO, TYG, HQL, RFI, 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), DWS Municipal Income Trust (KTF), BlackRock MuniHoldings New York Quality Fund (MHN), Barings Corporate Investors (MCI), Putnam Municipal Opportunities Trust (PMO), Tortoise Energy Infrastructure (TYG), Abrdn Life Sciences Investors (HQL), Cohen & Steers Total Return Realty Fund (RFI), 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 superior business? We will contrast the two companies based on the strength of their risk, valuation, institutional ownership, earnings, community ranking, media sentiment, dividends, profitability and analyst recommendations.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Putnam Premier Income Trust$18.95M17.94N/AN/AN/A
Source CapitalN/AN/AN/AN/AN/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%

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 5.8%. Putnam Premier Income Trust has raised its dividend for 1 consecutive years and Source Capital has raised its dividend for 1 consecutive years.

In the previous week, Source Capital had 1 more articles in the media than Putnam Premier Income Trust. MarketBeat recorded 1 mentions for Source Capital and 0 mentions for Putnam Premier Income Trust. Putnam Premier Income Trust's average media sentiment score of 1.69 beat Source Capital's score of 0.00 indicating that Source Capital is being referred to more favorably in the news media.

Company Overall Sentiment
Putnam Premier Income Trust Neutral
Source Capital Very Positive

42.8% of Putnam Premier Income Trust shares are held by institutional investors. Comparatively, 13.2% of Source Capital shares are held by institutional investors. 77.0% of Source Capital shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

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

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

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

Summary

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

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$353.33M$7.52B$10.08B$18.11B
Dividend Yield5.80%6.27%5.85%3.44%
P/E RatioN/A0.4436.8423.36
Price / SalesN/A13.86206.0410.62
Price / CashN/A7.8316.2619.24
Price / BookN/A1.003.326.00
Net IncomeN/A$73.96M$1.01B$966.17M
7 Day Performance1.82%0.79%1.72%1.85%
1 Month Performance3.58%4.25%4.60%6.59%
1 Year Performance15.62%6.77%19.60%23.69%

Source Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PPT
Putnam Premier Income Trust
0 of 5 stars
$3.51
-0.6%
N/A+0.0%$337.42M$18.95M0.00N/AHigh Trading Volume
MIY
BlackRock MuniYield Michigan Quality Fund
0 of 5 stars
$11.28
-0.2%
N/A+3.2%$331.18MN/A0.00N/AEx-Dividend
News Coverage
KTF
DWS Municipal Income Trust
0 of 5 stars
$9.46
-0.4%
N/A+9.3%$370.55MN/A0.00N/ANews Coverage
MHN
BlackRock MuniHoldings New York Quality Fund
0 of 5 stars
$10.62
+0.3%
N/A+3.4%$321.17M$8.56M0.00N/AEx-Dividend
News Coverage
Positive News
MCI
Barings Corporate Investors
0 of 5 stars
$18.50
-0.8%
N/A+32.0%$375.55MN/A0.00N/ADividend Increase
News Coverage
PMO
Putnam Municipal Opportunities Trust
0 of 5 stars
$10.01
+0.2%
N/A+0.1%$318.45MN/A0.00N/ANews Coverage
Positive News
High Trading Volume
TYG
Tortoise Energy Infrastructure
0 of 5 stars
$33.82
+0.4%
N/A+19.5%$383.18MN/A0.00N/ANews Coverage
Positive News
HQL
Abrdn Life Sciences Investors
0 of 5 stars
$14.05
+1.2%
N/A+2.0%$384.28M$23.52M0.00N/AInsider Buying
News Coverage
Positive News
RFI
Cohen & Steers Total Return Realty Fund
0 of 5 stars
$11.63
-0.1%
N/A+5.3%$308.78MN/A0.00N/AEx-Dividend
ASG
Liberty All-Star Growth Fund
0 of 5 stars
$5.28
+0.4%
N/A+4.4%$307.22MN/A0.00N/ANews Coverage

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This page (NYSE:SOR) was last updated on 5/19/2024 by MarketBeat.com Staff

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