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Saratoga Investment Corp. (SAR)

Profile

Full Name

Saratoga Investment Corp.

Ticker

NYSE: SAR

Exchange

NYSE

Sector

Financial Services

Industry

Asset Management

Country

United States

IPO

March 27, 2007

Indexes

Not included

Website

https://www.saratogainvestmentcorp.com

Employees

1768642

Key Details

Price

$24.53(+1.20%)

Market cap

$384.34M(Small cap)

Last Dividend

$0.25

TTM Dividend yield

13.58%

Annual revenue

$106.83M(-25.75% YoY)

Annual EPS

$2.02(+184.51% YoY)

PE ratio

9.93

Next earnings date

N/A

Next ex-dividend date

Dec 2, 2025

Next split date

N/A

Quick Search

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    Analyst ratings

    Price

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    Current Price

    $24.53
    SAR price is $24.53

    30-Day Relative Volume

    0.63
    SAR 30-day relative volume is 0.63

    Price Performance

    Price Most recent change

    +1.2%
    SAR price was up +1.2% on Sep 17, 2025

    Price YTD change

    +2.55%
    SAR price is up +2.55% since January 1st

    Price 1-year change

    +5.1%
    SAR price is up +5.1% year-on-year

    Price 3-year change

    -3.8%
    SAR price is down -3.8% over the past 3 years

    Price Range

    Price All-time high

    $145.50
    SAR price is currently -83.14% below its historical high of $145.50

    Price 3-year low

    $20.16
    SAR price is currently +21.68% above its 3-year low

    Capitalization

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    Market cap

    Market cap

    $384.34M
    SAR market capitalization is $384.34 million

    Market cap 3-year change

    +26.37%
    SAR market capitalization is up +26.37% over the past 3 years

    Market cap All-time high

    $400.32M
    SAR market capitalization is currently -3.99% below its historical high of $400.32 million

    Market cap sector rank

    46.87%
    SAR market capitalization is higher than 46.87% of companies in Financial Services sector

    Shares Outstanding

    Shares Outstanding 1-Year Change

    +13.98%
    SAR shares outstanding is up +13.98% year-on-year

    Shares Outstanding 3-Year Change

    +31.36%
    SAR shares outstanding is up +31.36% over the past 3 years

    Technical Indicators

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    Beta

    0.57
    SAR beta is 0.57

    200-day SMA

    $24.61
    SAR price is currently -0.32% below its 200-day simple moving average

    50-day SMA

    $25.00
    SAR price is currently -1.87% below its 50-day simple moving average

    RSI

    42.13
    SAR 14-day relative strength index is 42.13

    Volume

    0.63
    SAR 30-day relative volume is 0.63

    ATR

    $0.33
    SAR average true range is $0.33

    10-day Historical Volatility

    13.04%
    SAR 10-day historical volatility is 13.04%

    Dividend

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    Events

    Last Paid Dividend

    $0.25
    SAR last dividend was $0.25 per share, with an ex-dividend date of September 4, 2025

    Next Dividend

    $0.25
    SAR has announced a dividend of $0.25 per share, with an ex-dividend date set for December 2, 2025

    Dividend per share

    Dividend per share

    $3.30
    SAR annual dividend per share is $3.30

    Dividend per share Sector Rank

    94.47%
    SAR annual dividend per share is higher than 94.47% of companies in Financial Services sector

    Dividend per share 1-Year Change

    +17.02%
    SAR annual dividend per share is up +17.02% year-on-year

    Dividend per share 3-Year Change

    +71.88%
    SAR annual dividend per share is up +71.88% over the past 3 years

    Dividend yield

    Dividend yield

    13.45%
    SAR annual dividend yield is 13.45%

    Dividend yield Sector Rank

    94.68%
    SAR annual dividend yield is higher than 94.68% of companies in Financial Services sector

    Other

    Payout ratio

    145.08%
    SAR annual payout ratio is 145.08%

    Dividends paid

    $40.75M
    SAR annual dividends paid is $40.75 million

    Free cash flow

    $197.54M
    SAR annual free cash flow is $197.54 million

    Income Statement

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    Revenue

    Revenue

    $106.83M
    SAR annual revenue is $106.83 million

    Revenue Analysts estimate

    $129.66M
    SAR annual revenue is currently -17.61% lower than the consensus analysts' forecast

    Revenue 1-year change

    -25.75%
    SAR annual revenue is down -25.75% year-on-year

    Revenue Sector rank

    50.66%
    SAR annual revenue is higher than 50.66% of companies in Financial Services sector

    EPS

    EPS

    $2.02
    SAR annual earnings per share is $2.02

    EPS Analysts estimate

    $2.64
    SAR annual earnings per share is currently -23.48% lower than the consensus analysts' forecast

    EPS 1-year change

    +184.51%
    SAR annual earnings per share is up +184.51% year-on-year

    EPS Sector rank

    67.83%
    SAR annual earnings per share is higher than 67.83% of companies in Financial Services sector

    Profit

    Gross profit

    $70.48M
    SAR annual gross profit is $70.48 million

    Gross margin

    65.98%
    SAR annual gross profit margin is 65.98%

    Operating profit

    $82.42M
    SAR annual operating income is $82.42 million

    Operating margin

    77.15%
    SAR annual operating profit margin is 77.15%

    Net income

    $28.09M
    SAR annual net profit is $28.09 million

    Net margin

    26.29%
    SAR annual net profit margin is 26.29%

    Expenses

    Total expenses

    $78.74M
    SAR annual total expenses is $78.74 million

    Operating expenses

    $10.14M
    SAR annual total operating expenses is $10.14 million

    Cost of goods sold

    $36.35M
    SAR annual cost of goods sold is $36.35 million

    Selling, general & administrative expenses

    $9.34M
    SAR annual SGA is $9.34 million

    Depreciation and amortization

    -
    SAR annual depreciation & amortization value is unknown

    Interest expense

    $52.06M
    SAR annual interest expense is $52.06 million

    Income tax

    $1.47M
    SAR annual income tax is $1.47 million

    EBIT & EBITDA

    EBIT

    $84.02M
    SAR annual earnings before interest & taxes is $84.02 million

    EBITDA

    $82.42M
    SAR annual EBITDA is $82.42 million

    Balance Sheet

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    Assets

    Total assets

    $1.19B
    SAR annual total assets is $1.19 billion

    Non current assets

    $979.03M
    SAR annual long term assets is $979.03 million

    Current assets

    $156.01M
    SAR annual total current assets is $156.01 million

    Cash and cash equivalents

    $148.22M
    SAR annual cash & cash equivalents is $148.22 million

    Accounts receivable

    -
    SAR annual accounts receivable value is unknown

    Inventory

    $0.00
    SAR annual inventory is $0.00

    Liabilities

    Total liabilities

    $798.88M
    SAR annual total liabilities is $798.88 million

    Long term liabilities

    $17.06M
    SAR annual total long term liabilities is $17.06 million

    Current liabilities

    $49.06M
    SAR annual total current liabilities is $49.06 million

    Accounts payable

    $5.59M
    SAR annual accounts payable is $5.59 million

    Debt

    Total debt

    $781.82M
    SAR annual total debt is $781.82 million

    Total debt 1-year change

    -2.72%
    SAR annual total debt is down -2.72% year-on-year

    Long term debt

    $744.93M
    SAR annual long term debt is $744.93 million

    Short term debt

    $36.89M
    SAR annual short term debt is $36.89 million

    Equity & Capital

    Shareholders equity

    $392.67M
    SAR annual stockholders equity is $392.67 million

    Book value

    $392.67M
    SAR annual book value is $392.67 million

    Retained earnings

    -$20.26M
    SAR annual retained earnings is -$20.26 million

    Working capital

    $163.46M
    SAR annual working capital is $163.46 million

    Cash Flow Statement

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    Cashflow Activities

    Cash from operations

    $197.54M
    SAR annual cash flow from operations is $197.54 million

    Cash from operations 1-year change

    +225.66%
    SAR annual cash flow from operations is up +225.66% year-on-year

    Cash from investing

    $144.04M
    SAR annual cash flow from investing activities is $144.04 million

    Cash from investing 1-year change

    +166.74%
    SAR annual cash flow from investing activities is up +166.74% year-on-year

    Cash from financing

    -$33.32M
    SAR annual cash flow from financing activities is -$33.32 million

    Cash from financing 1-year change

    -132.78%
    SAR annual cash flow from financing activities is down -132.78% year-on-year

    CAPEX

    CAPEX

    $0.00
    SAR annual capital expenditures is $0.00

    CAPEX 1-year change

    0%
    SAR annual capital expenditures has remained unchanged year-on-year

    Free Cash Flow

    Free cash flow

    $197.54M
    SAR annual free cash flow is $197.54 million

    Free cash flow 1-year change

    +225.66%
    SAR annual free cash flow is up +225.66% year-on-year

    Profitability Ratios

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    Margins

    Gross margin

    65.98%
    SAR annual gross profit margin is 65.98%

    Operating margin

    77.15%
    SAR annual operating profit margin is 77.15%

    Net margin

    26.29%
    SAR annual net profit margin is 26.29%

    ROA & ROE

    ROA

    2.36%
    SAR annual return on assets is 2.36%

    ROE

    7.36%
    SAR annual return on equity is 7.36%

    Valuation

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    PE Ratio

    PE ratio

    9.93
    SAR price to earnings ratio is 9.93

    PE ratio Sector rank

    16.69%
    SAR price to earnings ratio is higher than 16.69% of companies in Financial Services sector

    PB Ratio

    PB ratio

    0.97
    SAR price to book ratio is 0.97

    PB ratio Sector rank

    28.09%
    SAR price to book ratio is higher than 28.09% of companies in Financial Services sector

    PS Ratio

    PS ratio

    3.09
    SAR price to sales ratio is 3.09

    PS ratio Sector rank

    72.62%
    SAR price to sales ratio is higher than 72.62% of companies in Financial Services sector

    Enterprise value

    Enterprise value

    $1.03B
    SAR enterprise value is $1.03 billion

    Enterprise value Sector rank

    58.48%
    SAR enterprise value is higher than 58.48% of companies in Financial Services sector

    EV/EBITDA

    EV/EBITDA

    11.62
    SAR EV/EBITDA is 11.62

    EV/EBITDA Sector rank

    76.19%
    SAR EV/EBITDA is higher than 76.19% of companies in Financial Services sector

    Financial Health

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    Liquidity

    Current ratio

    4.33
    SAR annual current ratio is 4.33

    Quick ratio

    3.18
    SAR annual quick ratio is 3.18

    Leverage

    Debt to equity

    1.99
    SAR annual debt to equity ratio is 1.99

    Interest coverage ratio

    1.61
    SAR annual interest coverage ratio is 1.61

    Risk & Stability

    Piotroski F-Score

    6
    SAR piotroski f-score is 6

    Altman Z-Score

    0.75
    SAR altman z-score is 0.75

    Analyst ratings

    Recent major analysts updates

    Sep 5, 25 Clear Street
    Hold
    Jun 9, 25 Compass Point
    Neutral
    Jan 13, 25 Compass Point
    Buy
    Oct 11, 24 Compass Point
    Buy
    Oct 10, 24 Oppenheimer
    Perform
    Oct 10, 24 Ladenburg Thalmann
    Neutral
    Oct 10, 24 B. Riley Securities
    Neutral
    Jul 11, 24 Compass Point
    Buy
    Jul 11, 24 B. Riley Securities
    Neutral
    May 8, 24 Oppenheimer
    Perform

    Institutional Ownership

    Screeners with SAR included

    Highest dividend in sector
    Growing Shares Outstanding
    US stocks
    High Piotroski score stocks
    Stocks below SMA 200
    Most recommended stocks
    Best performing stocks last 5 years
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    High payout ratio stocks
    • What is the ticker symbol for Saratoga Investment Corp.?
    • Does Saratoga Investment Corp. pay dividends?
    • What sector is Saratoga Investment Corp. in?
    • What industry is Saratoga Investment Corp. in?
    • What country is Saratoga Investment Corp. based in?
    • When did Saratoga Investment Corp. go public?
    • Is Saratoga Investment Corp. in the S&P 500?
    • Is Saratoga Investment Corp. in the NASDAQ 100?
    • Is Saratoga Investment Corp. in the Dow Jones?
    • When was Saratoga Investment Corp.'s last earnings report?
    • When does Saratoga Investment Corp. report earnings?

    What is the ticker symbol for Saratoga Investment Corp.?

    The ticker symbol for Saratoga Investment Corp. is NYSE:SAR

    Does Saratoga Investment Corp. pay dividends?

    Yes, Saratoga Investment Corp. pays dividends. The last payment was $0.25, with an ex-dividend date on September 4, 2025

    What sector is Saratoga Investment Corp. in?

    Saratoga Investment Corp. is in the Financial Services sector

    What industry is Saratoga Investment Corp. in?

    Saratoga Investment Corp. is in the Asset Management industry

    What country is Saratoga Investment Corp. based in?

    Saratoga Investment Corp. is headquartered in United States

    When did Saratoga Investment Corp. go public?

    Saratoga Investment Corp.'s initial public offering (IPO) was on March 27, 2007

    Is Saratoga Investment Corp. in the S&P 500?

    No, Saratoga Investment Corp. is not included in the S&P 500 index

    Is Saratoga Investment Corp. in the NASDAQ 100?

    No, Saratoga Investment Corp. is not included in the NASDAQ 100 index

    Is Saratoga Investment Corp. in the Dow Jones?

    No, Saratoga Investment Corp. is not included in the Dow Jones index

    When was Saratoga Investment Corp.'s last earnings report?

    Saratoga Investment Corp.'s most recent earnings report was on May 7, 2025

    When does Saratoga Investment Corp. report earnings?

    The date for Saratoga Investment Corp.'s next earnings report has not been announced yet
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