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.
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 3/6 |
| Past Performance | 3/6 |
| Financial Health | 1/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
Saratoga Investment Corp. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$23.17 |
| 52 Week High | US$28.87 |
| 52 Week Low | US$22.35 |
| Beta | 1.33 |
| 1 Month Change | 1.18% |
| 3 Month Change | -0.22% |
| 1 Year Change | -4.85% |
| 3 Year Change | -8.38% |
| 5 Year Change | -7.58% |
| Change since IPO | -84.29% |
Recent News & Updates
Saratoga Investment Corp: Collect A 12.4% Yield With This BDC, But Proceed With Caution
Apr 20Saratoga Investment Corp: The Leverage Is Too Excessive For Going Long
Mar 28Recent updates
Saratoga Investment Corp: Collect A 12.4% Yield With This BDC, But Proceed With Caution
Apr 20Saratoga Investment Corp: The Leverage Is Too Excessive For Going Long
Mar 28Saratoga Investment (Down Big): 40+ Big-Yield BDCs Compared
Jan 31Saratoga Investment Corp: 12% Yield, 16% Discount, Buy Rating
Jan 21Saratoga Investment: Big Yield At Significant Discount
Dec 26Saratoga Investment Corp: 12% Yield, Strong Growth, Undervalued, Buy Rating
Oct 13Saratoga Investment: 11% Yield And Dividend Hiked But Leverage Elevated
Sep 29Saratoga Investment: A +10% Yield And Discount To NAV
Aug 02Saratoga Investment Corp: Solid Buy With Quality Capital Structure
Jul 02Saratoga Investment (NYSE:SAR) Is Increasing Its Dividend To $0.70
Jun 01
Saratoga Investment (NYSE:SAR) Will Pay A Larger Dividend Than Last Year At $0.69
Mar 03Saratoga Investment: Lock In A 10% Yield At A Discount
Jan 09Near-Shutdown Of Preferred Stock IPO Market, October 2022
Nov 04Saratoga Investment announces notes offering and rating of BBB+
Oct 19Saratoga Investment prices $400M CLO
Oct 03Saratoga Investment's (NYSE:SAR) Shareholders Will Receive A Bigger Dividend Than Last Year
Sep 01Saratoga Investment raises dividend by 2% to $0.54
Aug 29NAV Discounted Saratoga Investments Has AUM Growth Risk
Aug 23Saratoga Investment Q1 2023 Earnings Preview
Jul 05Saratoga Investment: Rip Through Inflation With This 9% Yield
Jun 20Saratoga: The Time Has Come, Execute Buy Order
Apr 05Saratoga: Well Diversified BDC But Has An Overstretched Payout Ratio
Dec 12Saratoga: 7.1% Yield, 5 Straight Dividend Bumps
Sep 04Saratoga Investment adds to Bullish rating as Oppenheimer initiates coverage
Jun 16Saratoga Investment Corp 2020 Q4 - Results - Earnings Call Presentation
May 06Key Things To Watch Out For If You Are After Saratoga Investment Corp.'s (NYSE:SAR) 7.0% Dividend
Mar 22How Much Of Saratoga Investment Corp. (NYSE:SAR) Do Insiders Own?
Mar 01Who Has Been Buying Saratoga Investment Corp. (NYSE:SAR) Shares?
Feb 08
Did You Participate In Any Of Saratoga Investment's (NYSE:SAR) Fantastic 144% Return ?
Jan 12Saratoga Investment increases dividend to $0.42
Jan 06Saratoga Investment Corp. (NYSE:SAR) Has Got What It Takes To Be An Attractive Dividend Stock
Dec 22Could The Saratoga Investment Corp. (NYSE:SAR) Ownership Structure Tell Us Something Useful?
Dec 01Saratoga: 8% Yield, 23% Discount, And Inflation Protection
Nov 24Shareholder Returns
| SAR | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 2.4% | -0.7% | -3.2% |
| 1Y | -4.8% | 23.2% | 19.3% |
Return vs Industry: SAR underperformed the US Capital Markets industry which returned 23.2% over the past year.
Return vs Market: SAR underperformed the US Market which returned 19.3% over the past year.
Price Volatility
| SAR volatility | |
|---|---|
| SAR Average Weekly Movement | 2.1% |
| Capital Markets Industry Average Movement | 3.4% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: SAR has not had significant price volatility in the past 3 months.
Volatility Over Time: SAR's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2007 | n/a | Chris Oberbeck | 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
| SAR fundamental statistics | |
|---|---|
| Market cap | US$314.03m |
| Earnings (TTM) | US$22.83m |
| Revenue (TTM) | US$138.80m |
13.9x
P/E Ratio2.3x
P/S RatioIs SAR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SAR income statement (TTM) | |
|---|---|
| Revenue | US$138.80m |
| Cost of Revenue | US$0 |
| Gross Profit | US$138.80m |
| Other Expenses | US$115.97m |
| Earnings | US$22.83m |
Last Reported Earnings
Nov 30, 2023
Next Earnings Date
May 06, 2024
| Earnings per share (EPS) | 1.67 |
| Gross Margin | 100.00% |
| Net Profit Margin | 16.45% |
| Debt/Equity Ratio | 220.7% |
How did SAR perform over the long term?
See historical performance and comparison