SAR

Saratoga Investment Corp.

$12.61

-3.15%
SectorFinancial ServicesIndustryAsset ManagementCountryUnited States

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.

Source: Yahoo Finance
AI summary

Price & performance

1M-21.0%
3M-26.7%
YTD-35.3%
1Y-31.1%
52-week range—
Beta0.50
Full chart and returns against a benchmark

Q-Score

—/ 100

Quality against peers; 50 is the peer median.

Growth28
Risk58
Performance30
Valuation35
Profitability—
Leverage—
Sentiment32
Every score and metric

News sentiment

Open News

Latest results · Q3 2026

Revenue—
Net income-$6.7M
Net margin—
Historical fundamentals

Valuation

SARIndustryP/E—27.78P/S—3.72EV/EBITDA—33.03P/B0.562.44PEG—4.92
Dividend yield23.85%
Every valuation metric

Earnings

Jan 6next report, after the close
EPS estimate$0.49
Beats (last 4 quarters)—
Average surprise—
EPS revisions (30d)—
Every quarter against its estimate