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SAR

Saratoga Investment NYSE:SAR Stock Report

Last Price

US$27.00

Market Cap

US$321.3m

7D

8.5%

1Y

-6.9%

Updated

25 Nov, 2022

Data

Company Financials +
SAR fundamental analysis
Snowflake Score
Valuation5/6
Future Growth4/6
Past Performance1/6
Financial Health0/6
Dividends2/6

SAR Stock Overview

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.

Saratoga Investment Corp. Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Saratoga Investment
Historical stock prices
Current Share PriceUS$27.00
52 Week HighUS$29.65
52 Week LowUS$20.16
Beta1.37
1 Month Change24.42%
3 Month Change12.88%
1 Year Change-6.90%
3 Year Change7.57%
5 Year Change20.27%
Change since IPO-81.70%

Recent News & Updates

Near-Shutdown Of Preferred Stock IPO Market, October 2022

Nov 04

Saratoga Investment announces notes offering and rating of BBB+

Oct 19

Saratoga Investment prices $400M CLO

Oct 03

Recent updates

Saratoga Investment's (NYSE:SAR) Shareholders Will Receive A Bigger Dividend Than Last Year

Sep 01
Saratoga Investment's (NYSE:SAR) Shareholders Will Receive A Bigger Dividend Than Last Year

Key Things To Watch Out For If You Are After Saratoga Investment Corp.'s (NYSE:SAR) 7.0% Dividend

Mar 22
Key Things To Watch Out For If You Are After Saratoga Investment Corp.'s (NYSE:SAR) 7.0% Dividend

How Much Of Saratoga Investment Corp. (NYSE:SAR) Do Insiders Own?

Mar 01
How Much Of Saratoga Investment Corp. (NYSE:SAR) Do Insiders Own?

Who Has Been Buying Saratoga Investment Corp. (NYSE:SAR) Shares?

Feb 08
Who Has Been Buying Saratoga Investment Corp. (NYSE:SAR) Shares?

Did You Participate In Any Of Saratoga Investment's (NYSE:SAR) Fantastic 144% Return ?

Jan 12
Did You Participate In Any Of Saratoga Investment's (NYSE:SAR) Fantastic 144% Return ?

Saratoga Investment Corp. (NYSE:SAR) Has Got What It Takes To Be An Attractive Dividend Stock

Dec 22
Saratoga Investment Corp. (NYSE:SAR) Has Got What It Takes To Be An Attractive Dividend Stock

Could The Saratoga Investment Corp. (NYSE:SAR) Ownership Structure Tell Us Something Useful?

Dec 01
Could The Saratoga Investment Corp. (NYSE:SAR) Ownership Structure Tell Us Something Useful?

Shareholder Returns

SARUS Capital MarketsUS Market
7D8.5%1.6%1.3%
1Y-6.9%-18.4%-18.5%

Return vs Industry: SAR exceeded the US Capital Markets industry which returned -21% over the past year.

Return vs Market: SAR exceeded the US Market which returned -20.2% over the past year.

Price Volatility

Is SAR's price volatile compared to industry and market?
SAR volatility
SAR Average Weekly Movement6.1%
Capital Markets Industry Average Movement0.5%
Market Average Movement7.4%
10% most volatile stocks in US Market15.5%
10% least volatile stocks in US Market3.3%

Stable Share Price: SAR is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 6% a week.

Volatility Over Time: SAR's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
n/an/aChris Oberbeckhttps://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. It 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 firm 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.

Saratoga Investment Corp. Fundamentals Summary

How do Saratoga Investment's earnings and revenue compare to its market cap?
SAR fundamental statistics
Market CapUS$321.31m
Earnings (TTM)US$16.21m
Revenue (TTM)US$76.01m

19.8x

P/E Ratio

4.2x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
SAR income statement (TTM)
RevenueUS$76.01m
Cost of RevenueUS$0
Gross ProfitUS$76.01m
Other ExpensesUS$59.81m
EarningsUS$16.21m

Last Reported Earnings

Aug 31, 2022

Next Earnings Date

n/a

Earnings per share (EPS)1.36
Gross Margin100.00%
Net Profit Margin21.32%
Debt/Equity Ratio183.9%

How did SAR perform over the long term?

See historical performance and comparison

Dividends

10.1%

Current Dividend Yield

156%

Payout Ratio

Does SAR pay a reliable dividends?

See SAR dividend history and benchmarks
When do you need to buy SAR by to receive an upcoming dividend?
Saratoga Investment dividend dates
Ex Dividend DateDec 14 2022
Dividend Pay DateJan 04 2023
Days until Ex dividend17 days
Days until Dividend pay date38 days

Does SAR pay a reliable dividends?

See SAR dividend history and benchmarks