SOR fundamentals
Key facts
Market capitalization—
Founded—
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About
Source Capital operates as a diversified mutual fund and closed-end investment trust. Its investment objective is to seek maximum total return for shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital. The company was founded on June 1, 1968 and is headquartered in Milwaukee, WI.
Valuation
Fundamental metrics to determine fair value of the stock
Growth and Profitability
Company’s recent performance and margins
Dividends
Dividend yield, history and sustainability
No dividends
SOR has never paid dividends and has no current plans to do so.
Financial health
Financial position and solvency of the company