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
$389M
9.87
$2.47
0.73
$3.33
12.30%
Price and volume
Market cap
$389M
Beta
0.73
52-week high
$26.17
52-week low
$21.10
Average daily volume
106K
Dividend rate
$3.33
Financial strength
Current ratio
2.575
Quick ratio
1.548
Long term debt to equity
179.272
Total debt to equity
196.932
Dividend payout ratio (TTM)
136.79%
Interest coverage (TTM)
2.00%
Profitability
Gross margin (TTM)
100.00%
Net profit margin (TTM)
24.85%
Operating margin (TTM)
72.49%
Effective tax rate (TTM)
7.65%
Management effectiveness
Return on assets (TTM)
5.37%
Return on equity (TTM)
9.27%
Valuation
Price to earnings (TTM)
9.869
Price to revenue (TTM)
2.452
Price to book
0.96
Price to tangible book (TTM)
0.96
Price to free cash flow (TTM)
1.967
Free cash flow yield (TTM)
50.85%
Free cash flow per share (TTM)
12.402
Dividend yield (TTM)
13.65%
Forward dividend yield
12.30%
Growth
Revenue change (TTM)
-3.57%
Earnings per share change (TTM)
105.87%
3-year revenue growth (CAGR)
25.20%
10-year revenue growth (CAGR)
17.34%
3-year earnings per share growth (CAGR)
7.59%
10-year earnings per share growth (CAGR)
-2.19%
3-year dividend per share growth (CAGR)
12.07%
10-year dividend per share growth (CAGR)
11.50%
Bulls say / Bears say
Adjusted NII per share climbed 17.9% sequentially to $0.66 in Q1 FY26, showing strong momentum in income generation.
Q1 FY26 ROE reached 14.1%, pushing LTM ROE to 9.3%, well above the BDC industry average of 7.0%.
Switching to a monthly dividend resulted in a Q1 annualized dividend yield of 12.1%, improving steady income for shareholders.
Assets under management dropped 14.1% year-over-year to $978.1 million in FY25, signaling a shrinking portfolio as repayments outpaced new investments.
Adjusted NII per share for Q4 FY25 fell 37.8% quarter-over-quarter to $0.56, underlining squeezed margins due to lower rates and significant repayments.
For FY25, adjusted NII per share dropped 7.1% year-over-year to $3.81, driven by falling base rates and lower AUM.
Data summarised monthly by Lightyear AI. Last updated on 2 Sept 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.
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FAQs
What’s the current market cap for Saratoga Investment stock?
Saratoga Investment (SAR) has a market cap of $389M as of October 02, 2025.
What is the P/E ratio for Saratoga Investment stock?
The price to earnings (P/E) ratio for Saratoga Investment (SAR) stock is 9.87 as of October 02, 2025.
Does Saratoga Investment stock pay dividends?
Yes, the Saratoga Investment (SAR) stock pays dividends to shareholders. As of October 02, 2025, the dividend rate is $3.33 and the yield is 12.3%. Saratoga Investment has a payout ratio of 136.79% 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.