Saratoga Investment Corp SAR
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
News
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Saratoga Investment Corp. Announces Postponement of Annual Meeting of Stockholders Until October 23, 2024
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Saratoga Investment Corp. to Report Fiscal Second Quarter 2025 Financial Results and Hold Conference Call
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Saratoga Investment Corp. Announces Quarterly Dividend of $0.74 per Share for the Fiscal Second Quarter Ending August 31, 2024
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Saratoga Investment Corp. Announces Distribution of Proxy Materials for its 2024 Annual Meeting of Stockholders
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Saratoga Investment Corp. Announces Fiscal First Quarter 2025 Financial Results
Trading Information
- Previous Close Price
- $23.17
- Day Range
- $23.14–23.40
- 52-Week Range
- $21.56–27.00
- Bid/Ask
- $23.10 / $23.60
- Market Cap
- $319.45 Mil
- Volume/Avg
- 31,504 / 58,725
Key Statistics
- Price/Earnings (Normalized)
- 28.90
- Price/Sales
- 2.77
- Dividend Yield (Trailing)
- 12.65%
- Dividend Yield (Forward)
- 12.78%
- Total Yield
- 12.65%
Company Profile
Saratoga Investment Corp is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses. The Company invests primarily in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Its objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Value
- Total Number of Employees
- 0
Comparables
Valuation
|
Metric
|
SAR
|
CGBD
|
BDVC
|
|---|---|---|---|
Price/Earnings (Normalized) | 28.90 | 8.96 | — |
Price/Book Value | 0.86 | 1.01 | — |
Price/Sales | 2.77 | 4.03 | — |
Price/Cash Flow | 27.68 | 3.57 | — |
Price/Earnings
SAR
CGBD
BDVC
Financial Strength
|
Metric
|
SAR
|
CGBD
|
BDVC
|
|---|---|---|---|
Quick Ratio | — | — | — |
Current Ratio | — | — | — |
Interest Coverage | — | — | — |
Quick Ratio
No chart available
Profitability
|
Metric
|
SAR
|
CGBD
|
BDVC
|
|---|---|---|---|
Return on Assets (Normalized) | 1.35% | 5.58% | 3.84% |
Return on Equity (Normalized) | 4.41% | 12.52% | 6.84% |
Return on Invested Capital (Normalized) | — | — | — |
Return on Assets
SAR
CGBD
BDVC
Asset Management Industry Comparables
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1-Day Chart
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United States