Saratoga Investment Corp SAR
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
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News
Trading Information
- Previous Close Price
- $23.00
- Day Range
- $23.02–23.18
- 52-Week Range
- $22.35–28.87
- Bid/Ask
- $22.70 / $23.18
- Market Cap
- $316.35 Mil
- Volume/Avg
- 40,380 / 68,092
Key Statistics
- Price/Earnings (Normalized)
- 13.18
- Price/Sales
- 2.54
- Dividend Yield (Trailing)
- 12.34%
- Dividend Yield (Forward)
- 12.60%
- Total Yield
- 12.58%
Company Profile
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.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Value
- Total Number of Employees
- —
Comparables
Valuation
|
Metric
|
SAR
|
OBDC
|
FSK
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.18 | 7.84 | 7.58 |
Price/Book Value | 0.83 | 1.02 | 0.78 |
Price/Sales | 2.54 | 3.79 | 3.28 |
Price/Cash Flow | — | 5.31 | 3.65 |
Price/Earnings
SAR
OBDC
FSK
Financial Strength
|
Metric
|
SAR
|
OBDC
|
FSK
|
|---|---|---|---|
Quick Ratio | — | — | — |
Current Ratio | — | — | — |
Interest Coverage | — | — | — |
Quick Ratio
No chart available
Profitability
|
Metric
|
SAR
|
OBDC
|
FSK
|
|---|---|---|---|
Return on Assets (Normalized) | 2.08% | 5.87% | 4.43% |
Return on Equity (Normalized) | 6.68% | 13.32% | 10.02% |
Return on Invested Capital (Normalized) | — | — | — |
Return on Assets
SAR
OBDC
FSK
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|
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