NYSE: SAR
- Last Close 24.50
- Sector Financial Services
- Industry Asset Management
- Investment Style Small Value
- Day Range 24.33 – 25.10
- Year Range 20.30 – 28.87
- Market Cap 305.7546 Mil
- Volume / Avg 4.0 / 121,939.7
- Price / Sales 2.91
- Price / Book 0.86
- Forward Div Yield 10.57%
- Trailing Div Yield 11.35%
Morningstar‘s Stock Analysis SAR
Valuation
Currency in —
Is it the right time to buy or sell?
Is it the right time to buy or sell?
1-Star Price
INVESTOR
5-Star Price
INVESTOR
Economic Moat
INVESTOR
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Company Profile SAR
Business Description
Saratoga Investment Corp is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses. The company invests in senior and unitranche leveraged loans and mezzanine debt and, to a lesser extent, equity issued by private U.S. middle-market companies, which it defines as companies having annual earnings before interest, taxes, depreciation and amortization (EBITDA) under $50 million, both through direct lending and through participation in loan syndicates.
Our Quantitative Research team models direct competitors or comparable companies from a bottom-up perspective to find companies describing their business in a similar fashion.
Saratoga Investment Corp
XNYS: SAR
| MSC Income Fund Inc Ordinary Shares
PINX: MSCF
| OFS Capital Corp
XNAS: OFS
| Crescent Capital BDC Inc Ordinary Shares
XNAS: CCAP
| |
Price
| 24.50 | 6.04 | 10.85 | 16.36 |
Currency
| USD | USD | USD | USD |
Change
| −$0.49 (1.96%) | +$1.49 (32.75%) | −$0.32 (2.86%) | −$0.26 (1.56%) |
Market Cap
| 305.75 Mil | 485.90 Mil | 145.37 Mil | 606.33 Mil |
Industry
| Asset Management | Asset Management | Asset Management | Asset Management |
Sector
|
Financial Services
|
Financial Services
|
Financial Services
|
Financial Services
|
* Trading data in this section is delayed by at least 15 minutes.
FAQs for Saratoga Investment Corp Stock
Yes. SAR has a forward dividend yield of 11.35%.
See
SAR’s full dividends and stock split history
on the Dividend tab.
Dividend yield allows investors, particularly those interested in dividend-paying stocks,
to compare the relationship between a stock’s price and how it rewards stockholders through dividends.
The formula for calculating dividend yield is to divide the annual dividend paid per share by the stock price.
Learn more about dividend yield.
SAR’s market cap is 305.75 Mil.
Market capitalization is calculated by taking a company’s share price and multiplying it by the total number of shares.
It’s often used to measure a company’s size. In the Morningstar Style Box, large-cap names account for the
largest 70% of U.S. stocks, mid-cap names account for the largest 70–90%, and small-cap names are the remaining 10% of companies.
Learn more about market capitalization.
SAR’s stock style is Small Value.
Style is an investment factor that has a meaningful impact on investment risk and returns.
Style is calculated by combining value and growth scores, which are first individually calculated.
High-growth stocks tend to represent the technology, healthcare, and communications sectors. They rarely distribute dividends to shareholders, opting for reinvestment in their businesses. More value-oriented stocks tend to represent financial services, utilities, and energy stocks. These are established companies that reliably pay dividends.
Learn more about style.
SAR’s price/sales is 2.91.
Price/sales represents the amount an investor is willing to pay for a dollar generated from
a particular company’s sales or revenues.
SAR’s price/forward earnings is 11.29.
Forward P/E gives some indication of how cheap or expensive a stock is compared with consensus earnings estimates.
The lower the Forward P/E, the cheaper the stock.
SAR’s price/book is 0.86.
Price/book ratio can tell investors approximately how much they’re paying for a company’s assets,
based on historical, rather than current, valuations. Historical valuations generally do not reflect
a company’s current market value. Value investors frequently look for companies that have low price/book ratios.
See SAR’s valuation ratios compared to the Market Index.
SAR’s beta can be found in Trading Information at the top of this page.
A stock’s beta measures how closely tied its price movements have been to the performance of the overall market.
Compare SAR’s historical performance against its industry peers and the overall market.