MARKET WIRECNBC • 2h ago
Here are 3 big things we're watching in the stock market in the week aheadThe market could use a few victories in the days ahead, which will be filled with more earnings, an election, and jobs data.
Why SOR Stock advanced +1.18% Today — RQD Quant Desk Flash
$46.39 +1.18% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $46.40
Source Capital Inc. Cmn Shs of BI (SOR) carries a Roarable Rating of D (Sell) with 51/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
ROARABLE D • SELL / AVOID
Cap $387.1M
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $46.40 (+0.02%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 0.3% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 51/100 (D) historically posted market-perform odds over rolling 90-day windows (-1.3% avg 90D alpha vs SPY • 49.7% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →RQD QUANT TACHOMETERSELL / AVOID • D
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw D · Rk D+
Each axis scored 0–20
12M PRICE TARGET CONE-3.1% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for SOR)Realized 20D OHLCV Swing Band: ±5.1%
Deterministic 5-Pillar Attribution (51/100 Composite)
🔍 WHY SOR SCORES 51/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (25% of score)
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
▲ #2 Bullish Driver: Cash Engine Quality+11/20 pts (22% of score)
SEC XBRL Trailing 12 Months: 0.3% FCF Margin ($10.8M FCF) & 52% Gross Margin
▼ #1 Drag / Risk Factor: Whale & Options Positioning8/20 pts (-12 pt drag)
Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade D$45.50-0.2% Next Q
43
Q2 (-2Q)Grade D$45.41-0.6% Next Q
46
Q3 (-1Q)Grade D$45.14+2.8% Next Q
48
CurrentGrade D$46.39-1.3% Hist 90D α
51
Trajectory: D (43) → D (51)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER
⚔️ Adversarial Opposing Case: What Could Spark a SOR Turnaround Squeeze
While SOR currently carries a cautious 51/100 (D) rating due to Whale & Options Positioning (8/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
🚀 Contrarian Squeeze Trigger #1
Established market leader in Financials with deep daily trading liquidity.
🚀 Contrarian Squeeze Trigger #2
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($45.78) and Max Pain ($48.71) forces dealer call-delta covering toward $53.02.
🚀 Contrarian Squeeze Trigger #3
Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
🎲 LIVE PREDICTION MARKET ODDS TIED TO $SOR• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “SOR Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why SOR Stock advanced +1.18% Today — RQD Quant Desk Flash
Source Capital Inc. Cmn Shs of BI (SOR) advanced +1.18% to $46.39, trading at 35% of its 52-week range ($44.2 – $50.41). Stretched risk/reward at current multiples (steady margins) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 35% of its 52-week range ($44.2 – $50.41) with RSI-14 at 56.6 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±5.1% around $46.39 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D (Sell) backed by 52% gross margin and $10.8M annual free cash flow.
Live SOR Headlines & Catalysts
MARKET WIRECNBC • 3h ago
Democratic Rep. Stevens endorses Rogers over El-Sayed in Michigan Senate electionHaley Stevens had lost the Democratic nomination for Senate in Michigan to Abdul El-Sayed earlier this year.
RISK WATCHReuters • 4h ago
Israeli strikes kill eight people in Gaza - medics say - ReutersIsraeli strikes kill eight people in Gaza - medics say Reuters
MARKET WIREReuters • 5h ago
Russia's FSB says minor detained over park attack threat after US tip-off - ReutersRussia's FSB says minor detained over park attack threat after US tip-off Reuters
MARKET WIREReuters • 6h ago
Iran, Qatari mediators hold third day of talks to end US-Iran war - ReutersIran, Qatari mediators hold third day of talks to end US-Iran war Reuters
CATALYSTReuters • 7h ago
Qatar surges, bucking Gulf market slide on Iran war concerns - ReutersQatar surges, bucking Gulf market slide on Iran war concerns Reuters
MARKET WIREReuters • 7h ago
OPEC+ keeps December oil output targets steady ahead of tougher call for 2027 - ReutersOPEC+ keeps December oil output targets steady ahead of tougher call for 2027 Reuters
MARKET WIREReuters • 7h ago
German ministers pledge tough action after rioters damage stores in Frankfurt - ReutersGerman ministers pledge tough action after rioters damage stores in Frankfurt Reuters
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring SOR)
- ✓Walkthrough of SOR's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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SOR // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -0.26%📐 HORIZONTAL RANGE
2026-10-30O $48.85H $48.85L $45.92C $46.39VOL 9.6K
RES: $48.80SUP: $44.49SMA50: $45.78SMA200: $46.26
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
SOR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
8.0%/yr Implied 5Y Growth
vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on SOR today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for SOR. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for SOR today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SOR)
Financials Rank #807 of 1096
⚔️ VALU vs SOR Full Matrix →
1. Head-to-Head Financials Peer Comparison (SOR vs. VALU, EVN, ALTI, NOAH)
Industry: Investment Managers (79 Tracked Issuers)Across 1096 tracked Financials securities in the Roarable RQD universe, Source Capital Inc. Cmn Shs of BI (SOR) ranks #807 by composite RQD confidence (51/100, grade D) and #758 by equity capitalization ($387.1M). Within this direct 5-issuer industry benchmark cohort, NOAH leads on earnings valuation at 5.8x trailing P/E, while NOAH leads on capital efficiency and profitability with 11.2% ROIC and — gross margin. NOAH currently holds the highest overall quantitative score in the immediate peer group at 64/100 (C) compared with SOR at 51/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| SOR
ACTIVE
Source Capital Inc. Cmn Shs of BI | D | 51/100 | — | — | — | +1.18% | $387.1M | Benchmark Subject |
| VALU Value Line Inc. | C- | 61/100 | 18.0x | — | 5.2% | -0.22% | $389.8M | /valu-vs-sor → |
| EVN Eaton Vance Municipal Income Trust | D | 51/100 | — | — | — | +1.42% | $395.5M | /evn-vs-sor → |
| ALTI AlTi Global Inc. (Class A) | D- | 36/100 | — | — | -10.5% | +3.64% | $399.2M | /alti-vs-sor → |
| NOAH Noah Holdings Limited | C | 64/100 | 5.8x | — | 11.2% | 0.00% | $462.0M | /noah-vs-sor → |
2. SOR Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics
TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOTSource Capital Inc. Cmn Shs of BI (SOR) operates in Investment Managers (Financials) with an equity capitalization of $387.1M, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.
3. SOR Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs SOR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-01, Source Capital Inc. Cmn Shs of BI (NYSE: SOR) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 51/100 at a spot price of $46.39 (+1.18% 1D, market cap $387.1M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, SOR ranks #807 in composite RQD confidence.
How does SOR compare to VALU and EVN in the Financials sector?
Within the Financials sector (Investment Managers), SOR carries a Roarable D (51/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, VALU (Value Line Inc.) holds a C- grade (61/100 RQD, P/E 18.0x, ROIC 5.2%, cap $389.8M) and EVN (Eaton Vance Municipal Income Trust) posts a D grade (51/100 RQD, P/E N/A, ROIC —, cap $395.5M). Among the 5-stock peer group, NOAH leads on earnings multiple (5.8x) while NOAH leads on capital efficiency (11.2% ROIC).
What are the biggest fundamental strengths and SEC risk factors for SOR?
For Source Capital Inc. Cmn Shs of BI (SOR), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity. and sector rank #807 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately. and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is SOR trading relative to its 50-day, 200-day, and 52-week technical levels?
SOR last traded at $46.39 (+1.18% on volume of 5,735 shares), positioning the stock +1.33% above its 50-day simple moving average ($45.78) and +0.28% above its 200-day simple moving average ($46.26). Across its 52-week range of $44.20 to $50.41, SOR sits at the 35.3% percentile with a 14-day RSI of 56.6 (BULLISH MOMENTUM) and an implied next-earnings move of ±5.1% ($44.02 to $48.76).
SOR Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is SOR stock moving today?
Why SOR Stock advanced +1.18% Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (steady margins) under elevated 10-year interest-rate pressure.