SAR logo
SAR NYSE US

Saratoga Investment Corp New

Financial Services · Financial Services Website · IPO Aug 2010
$22.24
▼ $-0.05 (-0.22%)
Vol 13K
Mkt Cap
$363.6M
P/E
9.4
ROE
9.6%
Margin
30.6%
Beta
0.63
Div Yield
12.48%
52W
$21–$26

Wall Street Consensus

12 analysts · Apr 2026
1
Strong Buy
3
Buy
8
Hold
0
Sell
0
Strong Sell
33.3%
Buy Rating

Price Chart

Earnings

Beat rate: 50.0%
Quarter EPS Est EPS Act Surprise
Dec 2025 $0.60 $0.74 +$0.14
Sep 2025 $0.69 $0.84 +$0.15
Jun 2025 $0.94 $0.91 $-0.03
Mar 2025 $0.70 $-0.05 $-0.75

Quarterly Revenue & Earnings

Quarter 2024-0… 2024-1… 2025-0… 2025-0… 2025-0… 2025-1…
Revenue $11.8M $4.5M $16.8M $15.4M $15.3M
Net Income $8.8M -$677K $13.9M $13.3M $12.0M

Key Ratios

ROA (TTM)
3.2%
P/S (TTM)
2.89
P/B
1.0
EPS (TTM)
$2.45
Rev Growth 3Y
+28.1%
52W High
$25.64
52W Low
$20.78
$20.78 52-Week Range $25.64

Financial Health

Free Cash Flow
-$8.6M
Net Debt
$712.4M
Cash
$52.3M
Total Debt
$764.7M
As of Nov 30, 2025

How does SAR compare to Financial Services peers?

Peer group: Peers · Financial Services (Peers) · 10 companies

SAR valuation vs Financial Services peers

P/E ratio
9.4
4% above peers (9.1)
vs Peers
vs Industry
Fair value
P/S ratio
2.9
5% below peers (3.0)
vs Peers
vs Industry
Fair value
P/B ratio
1.0
5% above peers (1.0)
vs Peers
vs Industry
Overvalued
Div yield
12.5%
10% above peers (11.4%)
vs Peers
vs Industry
In line

SAR profitability vs Financial Services peers

ROE
9.6%
5% below peers (10.1%)
vs Peers
vs Industry
In line
Net margin
30.6%
14% above peers (26.8%)
vs Peers
vs Industry
In line
Gross margin
37.4%
25% below peers (50.1%)
vs Peers
vs Industry
Weak
ROA
3.2%
5% below peers (3.4%)
vs Peers
vs Industry
In line

SAR financial health vs Financial Services peers

D/E ratio
0% below peers (91.5)
vs Peers
vs Industry
High debt
Current ratio
11.7
745% above peers (1.4)
vs Peers
vs Industry
Strong liquidity
Beta
0.6
17% below peers (0.8)
vs Peers
vs Industry
More volatile

SAR fundamentals radar

SAR Peer median Industry

SAR profitability vs leverage

Bubble size = market cap · X = net margin · Y = D/E ratio

SAR vs peers: key metrics

Insider Activity

Neutral
Buys
0
Sells
0
OBERBECK CHRISTIAN L.
Chief Executive Officer · Jan 29
gift
1000 shs
Last 90 days

Top Holders

Top 5: 4.81%
Lido Advisors, LLC
1.23%
$4.4M
Private Advisor Group, LLC
1.01%
$3.6M
Closed-end Fund Advisors, I…
0.98%
$3.6M
Hennion & Walsh Asset Manag…
0.87%
$3.2M
Legal & General Group PLC
0.72%
$2.6M
As of Dec 31, 2025

Dividends

$1.00
/ year
Apr 07, 2026 $0.2500
Mar 03, 2026 $0.2500
Feb 04, 2026 $0.2500
Jan 06, 2026 $0.2500
Dec 02, 2025 $0.5000
Nov 04, 2025 $0.2500
Oct 07, 2025 $0.2500
Sep 04, 2025 $0.2500