SAR

Saratoga Investment Corp
NYSEFINANCIAL SERVICESASSET MANAGEMENT

Key Statistics

Market Cap
$314.47M
P/E Ratio
19.67
EPS
$0.98
Beta
0.59
52W High
$23.18
52W Low
$17.34
50-Day MA
$21.27
200-Day MA
$22.38
Dividend Yield
15.50%
Profit Margin
12.70%
Forward P/E
12.95
PEG Ratio
0.00

About Saratoga Investment Corp

Saratoga Investment Corp (SAR) is a publicly traded business development company specializing in providing flexible debt and equity capital to middle-market enterprises across various sectors, including healthcare, technology, and consumer products. The firm employs a disciplined investment strategy that prioritizes comprehensive due diligence and risk management to safeguard capital while striving for optimal shareholder returns. With a robust portfolio management approach and a history of consistent dividend payouts, Saratoga offers institutional investors a compelling opportunity to enhance their exposure to alternative investments while benefiting from the growth potential inherent in the middle-market segment.

Official WebsiteUSAFY End: February

Fundamentals

Revenue (TTM)$124.17M
Gross Profit (TTM)$124.17M
EBITDA
Operating Margin69.00%
Return on Equity4.07%
Return on Assets4.49%
Revenue/Share (TTM)$7.72
Book Value$23.23
Price-to-Book0.83
Price-to-Sales (TTM)2.53
EV/Revenue39.51
EV/EBITDA
Quarterly Earnings Growth (YoY)16.30%
Quarterly Revenue Growth (YoY)-4.80%
Shares Outstanding$16.31M
Float$13.62M
% Insiders13.64%
% Institutions11.41%

Historical Volatility

HV 10-Day
22.14%
HV 20-Day
63.58%
HV 30-Day
52.45%
HV 60-Day
38.96%
HV Rank
99.6%

Volatility is currently contracting

Analyst Ratings

Consensus ($21.20 target)
1
Strong Buy
6
Hold

Latest News

Saratoga Investment Q1 Earnings Call Highlights

Saratoga Investment NYSE: SAR reported higher assets under management and positive net originations for its fiscal first quarter 2027, while lower short-term rates, tighter spreads and higher borrowing costs weighed on net investment income and net asset value.

MarketBeat7/9/2026Positive
Saratoga Investment Corp. to Report Fiscal First Quarter 2027 Financial Results and Hold Conference Call

NEW YORK, June 22, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR), a business development company, will report its financial results for the fiscal quarter ended May 31, 2026, on Tuesday July 7, 2026, after market close. A conference call to discuss the financial results will be held on Wednesday July 8, 2026. Details for the conference call are provided below.

GlobeNewsWire6/22/2026Neutral
Saratoga Investment Corp. Declares Dividend of $0.75 Per Share for the Second Quarter of Fiscal 2027; Paid in Monthly Dividends of $0.25 Per Share

NEW YORK, June 11, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR) (“Saratoga Investment” or “the Company”), a business development company, today announced that its Board of Directors has declared a base quarterly dividend of $0.75 per share in aggregate for the second quarter of fiscal 2027, paid in three monthly dividends as follows:

GlobeNewsWire6/11/2026Neutral
Saratoga Investment: Holds Up Better Than The BDC Market Despite Software Risks

Saratoga Investment remains a hold, balancing portfolio resilience with notable risks from elevated software exposure and dividend coverage concerns. SAR's 14.4% yield is attractive, but adjusted net investment income fell below payout levels, raising the likelihood of a near-term dividend reduction. Despite 28% software exposure and sector headwinds, SAR's disciplined underwriting and low non-accruals (0.2% of portfolio) have limited realized losses.

Seeking Alpha6/2/2026Neutral
Gold Orogen Announces Semi-Annual Financial Reporting (SAR) Adoption

MAY 2 6 TH , 2026 – TheNewswire - Gold Orogen Resources Corp. (CSE:OROG) (the “Company” or “Gold Orogen”), announces adoption of semi-annual financial reporting ("SAR"). This news release is being issued and filed pursuant to Coordinated Blanket Order 51-933 Exemptions to Permit Semi-Annual Reporting for Certain Venture Issuers ("CBO 51-933"). CBO 51-933 is a pilot program that permits eligible venture issuers to voluntarily move from quarterly to a semi-annual financial reporting framework. The Company has determined that it meets the eligibility criteria. By adopting SAR, Gold Orogen aims to reduce the disproportionate administrative and financial burden associated with quarterly reporting that will allow management to optimally focus time and financial resources toward advancing the Company's exploration and development projects and other business objectives.

TheNewswire5/26/2026Neutral

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Data last updated: 7/29/2026