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SAR
Saratoga Investment Corp
NYSE· Financial Services· Asset Management· CUSIP 80349A208
$18.24-0.49%Price as of Aug 29, 18:29 UTC · updated once a day, after the close
Key metrics
- Market cap
- $293.32M
- P/E
- 18.6x
- Forward P/E
- 8.9x
- P/B
- 0.8x
- Dividend yield
- 16.45%
- Payout
- 306.12%
- EPS
- $0.98
- ROE
- 4.07%
- Profit margin
- 12.70%
- Revenue growth
- -4.80%
- Beta
- 0.59
- 52-week high
- $25.64
- 52-week low
- $17.34
History
How the company evolved, year by year. Revenue and debt come from the annual reports — for most companies, the 10-K filings with the SEC since 2009; dividends from the payments themselves.
The bars are a balance on the closing date; the lines are what happened during the year. Revenue above equity is ordinary, not an anomaly — it means the company turns its capital over more than once a year.
Investors holding this
Major managers that reported this stock in their latest 13F.
Price over time
▼ -40.7% over 5Y.
today you would have $1,067.83▲ +6.8%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
Indicators, year by year
The last 6 closed years. Each multiple uses that year’s closing price and that year’s reported numbers — not today’s. The range is set by the annual reports on record.
| Indicator | Median | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|
| Year-end price | $17.11 | $23.07 | $23.92 | $25.86 | $25.49 | $29.38 | |
| P/E | 12.0x | 7.4x | 11.4x | 33.7x | 12.6x | 6.4x | 22.3x |
| P/B | 0.9x | 0.7x | 0.9x | 0.9x | 0.9x | 0.9x | 1.1x |
| EPS | $2.31 |
Fair price, seven ways
Not shown for closed-end funds and BDCs. The methods assume operating profit, and a fund’s earnings per share are capital gains on its portfolio plus interest income — running them through Graham or a discounted cash flow produces a number that looks like a valuation and means nothing. What matters for a fund is its price against net asset value, which this site does not track.
Others in the same sector
Companies of similar size in Financial Services, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| BACCBlue Acquisition Corp/Cayman | $10.48 | — | — | — | — | $293.04M |
| AACPApogee Acquisition Corp | $10.07 | — | — | — | — | $294.25M |
| MTNECH4 Natural Solutions Corp | $9.90 | — | — | — | — | $292.38M |
| HCACHall Chadwick Acquisition Corp | $10.09 |
About the company
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. The fund primarily invests between $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.
- New York, United States
Company description provided by Yahoo Finance.