Saratoga Investment Corp. (SAR)

US — Financial Services Sector
Peers: NMFC  TCPC  CGBD  TSLX  WHF  HRZN  GLAD  PFLT  FDUS  HTGC  TRIN  SCM  TPVG  GBDC  PNNT  MRCC  PTMN  DHIL 

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Key Metrics & Ratings

  • symbol SAR
  • Rev/Share 6.7684
  • Book/Share 28224.6025
  • PB 0.0009
  • Debt/Equity 1.8606
  • CurrentRatio 0.2758
  • ROIC 0.0

 

  • MktCap 373981666.0
  • FreeCF/Share 6938.617
  • PFCF 0.0039
  • PE 12.0566
  • Debt/Assets 0.6131
  • DivYield 0.1668
  • ROE 0.0001

 

  • Rating B-
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 4
  • P/B Score 4
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Resumed SAR B. Riley Securities -- Neutral -- $23.5 May 13, 2025
Downgrade SAR Ladenburg Thalmann Buy Neutral -- -- Oct. 10, 2024

News

All You Need to Know About Saratoga Investment (SAR) Rating Upgrade to Buy
SAR
Published: May 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Saratoga Investment (SAR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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image for news All You Need to Know About Saratoga Investment (SAR) Rating Upgrade to Buy
Should Value Investors Buy Saratoga Investment Corp (SAR) Stock?
SAR
Published: May 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

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image for news Should Value Investors Buy Saratoga Investment Corp (SAR) Stock?
Saratoga Investment: Needs To Improve New Investment Activity And Reduce Debt (Rating Downgrade)
SAR
Published: May 09, 2025 by: Seeking Alpha
Sentiment: Positive

Saratoga Investment aims for attractive total returns through a diverse debt investment portfolio and has recently outperformed the S&P 500. SAR's Q4 earnings report provides an opportunity to reassess its valuation, risk profile, and dividend sustainability. Monitoring SAR's non-accrual rate is crucial for evaluating its risk profile, as non-accruals impact overall portfolio quality and earnings.

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image for news Saratoga Investment: Needs To Improve New Investment Activity And Reduce Debt (Rating Downgrade)
Saratoga Investment (SAR) Lags Q4 Earnings and Revenue Estimates
SAR
Published: May 07, 2025 by: Zacks Investment Research
Sentiment: Negative

Saratoga Investment (SAR) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.94 per share a year ago.

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image for news Saratoga Investment (SAR) Lags Q4 Earnings and Revenue Estimates
Saratoga Investment: Outperforms The BDC Sector In Total Return
SAR
Published: April 24, 2025 by: Seeking Alpha
Sentiment: Positive

Saratoga Investment Corp is a business development company that generates a high distribution rate of 12.7%, paid monthly. SAR outperforms the BDC sector in ROE and total return, with a diversified portfolio and a high leverage structure that boosts returns. The company recently switched to monthly distributions, offers a DRIP plan, and has a strong growth model.

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image for news Saratoga Investment: Outperforms The BDC Sector In Total Return

About Saratoga Investment Corp. (SAR)

  • IPO Date 2007-03-27
  • Website https://www.saratogainvestmentcorp.com
  • Industry Asset Management
  • CEO Mr. Christian Long Oberbeck
  • Employees 0

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. It 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 firm 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. It seeks to invest in the United States. The firm primarily invests $5 million to $50 million in companies having EBITDA of $2 million or greater and revenues of $8 million to $250 million. The firm prefer to take a majority stake. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. is based in New York, New York with an additional office in Florham Park, New Jersey.