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Saratoga Investment Corp. Stock Price

NYSE:SAR Community·US$389.2m Market Cap
  • 1 Narratives written by author
  • 1 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author

SAR Share Price Performance

US$24.40
1.14 (4.90%)
0.6% undervalued intrinsic discount
US$24.54
Fair Value
US$24.40
1.14 (4.90%)
0.6% undervalued intrinsic discount
US$24.54
Fair Value
Price US$24.40
AnalystConsensusTarget US$24.54

SAR Community Narratives

AnalystConsensusTarget·Updated
Fair Value US$24.54 0.6% undervalued intrinsic discount

Active Portfolio Management Will Drive Future Success In Lower Middle Market

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Recent SAR News & Updates

Saratoga Investment Q1: ROE Beating The BDC Industry Average

Jul 10

Saratoga Investment: Outperforms The BDC Sector In Total Return

Apr 24

Saratoga Investment Corp. Key Details

US$142.5m

Revenue

US$0

Cost of Revenue

US$142.5m

Gross Profit

US$107.1m

Other Expenses

US$35.4m

Earnings

Last Reported Earnings
May 31, 2025
Next Reporting Earnings
Oct 07, 2025
Earnings per share (EPS)
2.22
Gross Margin
100.00%
Net Profit Margin
24.85%
Debt/Equity Ratio
196.9%

Saratoga Investment Corp. Competitors

 
 
 
 
 
 
 
 
 
 
 
 

Snowflake Analysis

Good value average dividend payer.

3 Risks
4 Rewards

About SAR

Founded
2007
Employees
n/a
CEO
Christian Oberbeck
WebsiteView website
www.saratogainvestmentcorp.com

Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. The fund structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The fund prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. The fund seeks to invest in the United States. The fund primarily invests between $5 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $5 million and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.

Market Insight

Rare earths may be a sliver of the global metals market, but they punch far above their weight. These obscure elements are the invisible wiring of modern life.
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U.S. Market Performance

  • 7 Days: 1.2%
  • 3 Months: 8.5%
  • 1 Year: 17.7%
  • Year to Date: 14.8%
The market is up 1.2% over the last week, with the Information Technology sector leading the way, up 2.4%. In the last year, the market has climbed 18%. As for the next few years, earnings are expected to grow by 15% per annum. Market details ›