Is SOURCE CAPITAL /DE/ (SOR) Halal?

NYSE Financial Services United States $366M
✗ NOT HALAL
Confidence: 95/100
SOURCE CAPITAL /DE/ (SOR) is Not Halal under AAOIFI Standard 21 due to its classification in the Asset Management industry, which is excluded under Shariah screening. Companies operating in prohibited sectors such as conventional banking, insurance, alcohol, tobacco, and gambling are automatically excluded regardless of their financial ratios.

Shariah Screening — 5 Standards

Based on financial data from December 2024

Standard Debt Ratio Cash Ratio Receivables Income Status
AAOIFI Excluded — Asset Management ✗ NOT HALAL
DJIM Excluded — Asset Management ✗ NOT HALAL
MSCI Excluded — Asset Management ✗ NOT HALAL
S&P Excluded — Asset Management ✗ NOT HALAL
FTSE Excluded — Asset Management ✗ NOT HALAL

Financial Highlights

P/E Ratio
6.1
EPS
$7.24
Dividend Yield
562.0%
Payout: 34.5%
P/B Ratio
0.9
Revenue
$40M
Growth: 13.8%
Beta
0.5
Low volatility
Current Ratio
0.5

Profitability

Gross Margin 100.0%
Operating Margin 83.2%
Net Margin 287.1%
Return on Equity (ROE) 15.8%
Return on Assets (ROA) 2.7%

Cash Flow & Balance Sheet

Current Ratio0.5
Total Assets$379M

Price & Trading

Last Close$44.85
50-Day MA$47.55
200-Day MA$45.75
Avg Volume13K
Beta0.5
52-Week Range
$38.66
$50.41

About SOURCE CAPITAL /DE/ (SOR)

CEO
Mr. James Richard Atwood CPA
Sector
Financial Services
Industry
Asset Management
Country
United States
Exchange
NYSE
Market Cap
$366M
Currency
USD

Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.

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Frequently Asked Questions

Is SOURCE CAPITAL /DE/ (SOR) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), SOURCE CAPITAL /DE/ is Not Halal. The company fails one or more screening criteria. We screen against all 5 major standards: AAOIFI, DJIM, MSCI, S&P, and FTSE.

What is SOURCE CAPITAL /DE/'s debt ratio?

SOURCE CAPITAL /DE/'s debt ratio is not available under the AAOIFI standard (which uses market capitalization as the denominator). The AAOIFI threshold is 30%.

What are SOURCE CAPITAL /DE/'s key financial metrics?

SOURCE CAPITAL /DE/ has a market capitalization of $366M, trailing P/E ratio of 6.1, and revenue of $40M. The company maintains a gross margin of 100.0% and a net margin of 287.1%. Return on equity stands at 15.8%.

How often is the screening data updated?

Our screening data is updated regularly using the latest available financial statements and market data. Stock prices and market caps are refreshed frequently, while financial statements are updated quarterly when companies report earnings.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.