Saratoga Investment/$SAR
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About Saratoga Investment
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 to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Its objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments.
Ticker
$SAR
Sector
Primary listing
NYSE
Employees
1,768,642
Headquarters
SAR Metrics
BasicAdvanced
$363M
9.47
$2.38
0.73
$3.33
13.29%
Price and volume
Market cap
$363M
Beta
0.73
52-week high
$26.17
52-week low
$21.10
Average daily volume
138K
Dividend rate
$3.33
Financial strength
Current ratio
2.486
Quick ratio
1.358
Long term debt to equity
172.181
Total debt to equity
189.233
Dividend payout ratio (TTM)
140.84%
Interest coverage (TTM)
1.84%
Profitability
Gross margin (TTM)
100.00%
Net profit margin (TTM)
27.19%
Operating margin (TTM)
71.69%
Effective tax rate (TTM)
7.33%
Management effectiveness
Return on assets (TTM)
4.82%
Return on equity (TTM)
9.04%
Valuation
Price to earnings (TTM)
9.468
Price to revenue (TTM)
2.574
Price to book
0.88
Price to tangible book (TTM)
0.88
Price to free cash flow (TTM)
3.84
Free cash flow yield (TTM)
26.04%
Free cash flow per share (TTM)
5.878
Dividend yield (TTM)
14.75%
Forward dividend yield
13.29%
Growth
Revenue change (TTM)
-16.19%
Earnings per share change (TTM)
52.15%
3-year revenue growth (CAGR)
19.62%
10-year revenue growth (CAGR)
15.77%
3-year earnings per share growth (CAGR)
20.48%
10-year earnings per share growth (CAGR)
-1.26%
3-year dividend per share growth (CAGR)
11.84%
10-year dividend per share growth (CAGR)
9.71%
Bulls say / Bears say
Saratoga Investment reported a 4.7% quarter-over-quarter and 6.1% year-over-year increase in net asset value to $392.7 million in Q4 FY2025, reflecting strong capital appreciation and reduced leverage (GlobeNewswire)
Non-accrual investments were reduced to just 0.3% of fair value and 0.5% of cost in Q4 FY2025, indicating robust credit quality and successful asset management (GlobeNewswire)
In Q1 FY2026, adjusted net investment income per share rose 17.9% sequentially to $0.66, and quarterly return on equity reached 14.1%, outperforming the BDC industry average of 7.0% (GlobeNewswire)
Assets under management declined 11.6% year-over-year to $968.3 million in Q1 FY2026, potentially reducing scale and fee-generating capacity (GlobeNewswire)
NAV per share decreased 1.3% sequentially from $25.86 to $25.52 in Q1 FY2026, suggesting slight erosion in per-share value (GlobeNewswire)
Principal repayments of $64.3 million in Q1 FY2026 outpaced originations of $50.1 million, leading to net portfolio contraction and potential pressure on future income streams (GlobeNewswire)
Data summarised monthly by Lightyear AI. Last updated on 4 Oct 2025.
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FAQs
What’s the current market cap for Saratoga Investment stock?
Saratoga Investment (SAR) has a market cap of $363M as of October 23, 2025.
What is the P/E ratio for Saratoga Investment stock?
The price to earnings (P/E) ratio for Saratoga Investment (SAR) stock is 9.47 as of October 23, 2025.
Does Saratoga Investment stock pay dividends?
Yes, the Saratoga Investment (SAR) stock pays dividends to shareholders. As of October 23, 2025, the dividend rate is $3.33 and the yield is 13.29%. Saratoga Investment has a payout ratio of 140.84% on a trailing twelve-month basis.
When is the next Saratoga Investment dividend payment date?
The next Saratoga Investment (SAR) dividend payment is scheduled for October 23, 2025.
What is the beta indicator for Saratoga Investment?
Saratoga Investment (SAR) has a beta rating of 0.73. This means that it is less volatile than the market, on average. A beta of 1 would indicate the stock moves in-line with the market, while a beta of 0.5 would mean it moves half as much as the market.