Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

SAR stock hub

Saratoga Investment Corp. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

359.4M

NYSE

Market data

Live price

Current market quote for this ticker.

Current price

SAR

In the news

Latest news · SAR

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Fetching the latest headlines.

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Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E9.7

P25 8.8P50 10.4P75 13.1

Trailing P/E9.6

P25 10.9P50 14.7P75 36.2

ROE9.3

P25 4.9P50 10.4P75 15

ROIC7.5

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All SAR market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

225

Groups with data

Currency

USD

Showing 225 of 225 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001377936
Company name	Saratoga Investment Corp.
Country	United States
Country code	US
Cusip	80349A208
Employees	0
Enterprise value	$1.1B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
Industry	Asset Management
IPO Date	2007-03-23
Isin	US80349A2087
Last refreshed	2026-05-10
Market cap	$359.4M
Market cap category	Small-Cap
Price	$22.15
Price currency	USD
Sector	Financials
Symbol	SAR
Tags	business-development-company
Website	https://www.saratogainvestmentcorp.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	10.19%
EV Earnings	29.6x
EV Sales Forward	8.45x
EV/EBIT	12.35x
EV/Sales	8.62x
Forward P/E	9.67x
P/B ratio	0.91x
P/E ratio	9.59x
P/S ratio	2.86x
PE Ratio10 Y	11.52x
PE Ratio3 Y	14.64x
PE Ratio5 Y	13.48x
PS Forward	2.8x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	69.77%
Gross margin	100%
Gross Profit	$125.7M
Gross Profit Growth	-15.55%
Gross Profit Growth Q	-0.55%
Gross Profit Growth3 Y	8.25%
Gross Profit Growth5 Y	16.87%
Net Income	$36.6M
Net Income Growth	30.33%
Net Income Growth Years	2%
Net Income Growth3 Y	14.05%
Net Income Growth5 Y	19.89%
Pretax Margin	30.39%
Profit Margin	29.12%
Profitable Years	16
ROA	4.7
Roa5y	4.84
ROCE	9.63
ROE	9.28
Roe5y	8
ROIC	7.49
Roic5y	7.63

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	14.03%
Cagr15y	12.99%
Cagr1y	2.92%
Cagr3y	10.91%
Cagr5y	8.74%
Div CAGR10	1.61%
Div CAGR3	7.58%
Div CAGR5	9.13%
EPS Growth	14.39
EPS Growth Years	2
EPS Growth3 Y	3.84
EPS Growth5 Y	11.82
Revenue Growth	-15.55x
Revenue Growth Q	-0.55x
Revenue Growth Years	0x
Revenue Growth3 Y	8.25x
Revenue Growth5 Y	16.87x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.11
Assets	$1.1B
Cash	$1.7M
Current Assets	$29.3M
Current Liabilities	$228.4M
Debt	$725.7M
Debt Equity	$1.83
Equity	$396.2M
Interest Coverage	1.78
Liabilities	$743.1M
Long Term Assets	$1.1B
Long Term Liabilities	$514.7M
Net Cash	$-724M
Net Cash By Market Cap	$-201
Net Debt Equity	$1.83
Tangible Book Value	$396.2M
Tangible Book Value Per Share	$24.42
WACC	6.88

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	0.13
Net Working Capital	$14.8M
Quick ratio	0.04
Working Capital	$-199M

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-13.93%
Dividend Growth	-2.11%
Dividend Growth Years	0%
Dividend per share	$3.25
Dividend Years	20
Dividend Yield	14.67%
Ex Div Date	2026-06-04
Last Dividend	$0.25
Payout Frequency	Monthly
Payout Ratio	140.73%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	271.66%
1Y total return	2.92%
200-day SMA	23.31
3Y total return	36.43%
50-day SMA	22.59
50-day SMA vs 200-day SMA	50under200
5Y total return	52.04%
All Time High	150.2
All Time High Change	-85.25%
All Time High Date	2007-03-23
All Time Low	5.94
All Time Low Change	272.9%
All Time Low Date	2020-03-18
ATR	0.55
Beta	0.61
Beta1y	1.05
Beta2y	0.62
Ch YTD	-3.99
High	22.65
High52	25.64
High52 Date	2025-09-02
High52ch	-13.61%
Low	22.11
Low52	20.78
Low52 Date	2026-03-27
Low52ch	6.59%
Ma50ch	-1.93%
Price vs 200-day SMA	-4.98%
RSI	43.47
RSI Monthly	43.03
RSI Weekly	45.35
Sharpe ratio	0.05x
Sortino ratio	0.32
Total Return	0.74%
Tr YTD	1.29
Tr15y	524.25%
Tr1m	2.12%
Tr1w	-4.87%
Tr3m	-2.52%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	4
Analyst Ratings	Hold
Earnings EPS Estimate	$0.55
Earnings EPS Estimate Growth	-1.79
Earnings Revenue Estimate	30,867,616x
Earnings Revenue Estimate Growth	-1.37x
Operating Income	$87.7M
Operating Income Growth	-18.7
Operating Income Growth Q	-6.57
Operating Income Growth3 Y	8
Operating Income Growth5 Y	18.59
Operating margin	69.77
Price target	$23.75
Price Target Change	$7.22

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Net Borrowing	-54,941,500
Shares Insiders	12.84%
Shares Institutions	13.72%
Shares Out	16,224,198
Shares Qo Q	0.47%
Shares Yo Y	13.93%
Short Ratio	4.66
Short Shares	3.36

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Average Volume	111,763.75x
Bv Per Share	24.42
Ch10y	38
Ch15y	5.23
Ch1m	1.05
Ch1w	-5.86
Ch1y	-10.25
Ch3m	-5.62
Ch3y	-9
Ch5y	-14.05
Ch6m	2.17
Change	-0.85%
Change From Open	-1.82
Close	22.34
Days Gap	0.98
Dollar Volume	2,212,408.4
Earnings Date	2026-05-05
Earnings Time	amc
EBIT	$87.7M
EPS	$2.31
F Score	3
Financing CF	-94,908,438
Fiscal Year End	February
Founded	2,007
Graham Number	35.61971
Graham Upside	60.81
Income Tax	$1.6M
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-05-05
Last Report Date	2026-02-28
Last Split Date	2010-08-13
Last Split Type	Reverse
Last10k Filing Date	2026-05-05
Lynch Fair Value	$45.94
Lynch Upside	107.4
Ma150	22.79
Ma150ch	-2.79%
Ma20	22.88
Ma20ch	-3.18%
Net CF	-182,938,171
Next Earnings Date	2026-07-07
Open	22.56
Optionable	Yes
Payment Date	2026-06-23
Position In Range	7.41
Post Close	22.15
Postmarket Change Percent	0.68
Postmarket Price	$22.3
Price Date	2026-05-08
Ptbv Ratio	0.91
Relative Volume	0.89x
Revenue	125,712,914x
Tax By Revenue	1.27x
Tax Rate	4.18%
Tr6m	10.15%
Us State	New York
Volume	99,883

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

SAR dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+14.7%

$3.25 annual per share

Payout ratio

+140.7%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+9.1%

0 consecutive years of growth

Total shareholder yield

+0.7%

Next ex-dividend date: 2026-06-04

Performance

SAR stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns SAR?

Insider, institutional, and short-interest positioning.

Institutional ownership

+13.7%

Share of float held by funds and institutions

Insider ownership

+12.8%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

SAR momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

43.5

Neutral momentum band

Price vs 200-day MA

-5.0%

50/200-day relationship not available

Beta (5Y)

0.61

Less volatile than the market

Sharpe ratio

0.05

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

SAR vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	Reduce
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	Reduce
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	Reduce

Questions

About SAR

Hub-level FAQ points readers to the deeper analysis pages.

What is the current SAR stock rating?

Saratoga Investment Corp. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full SAR analysis?

The full report lives at /stocks/SAR/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for SAR?

The latest report frames SAR around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the SAR page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.