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SARATOGA INVESTMENT CORP. NEW (SAR)
Price$22.36
Value ScoreB
Growth ScoreC
Momentum ScoreF
Favorite Metrics
Price vs S&P 500 (26W)-11.67%
Price vs S&P 500 (4W)0.96%
VGM Score44.99
Market Capitalization$363.75M
P/E Ratio (Annual)9.94x
Indicated Dividend Yield (Annual)13.39%
All Metrics
P/CF (Annual)1.84x
Book Value / Share (Quarterly)$24.42
P/TBV (Annual)0.97x
Indicated Dividend (Annual)$3.00
Revenue Growth (3Y)8.25%
Cash Flow / Share (Quarterly)$-5.43
Payout Ratio (TTM)96.83%
Price vs S&P 500 (YTD)-11.24%
Gross Margin (TTM)37.06%
Net Profit Margin (TTM)29.12%
EPS (TTM)$2.33
10-Day Avg Trading Volume0.09M
EPS Excl Extra (TTM)$2.33
Revenue Growth (5Y)16.87%
EPS (Annual)$2.31
Dividend / Share (Annual)$3.33
ROI (Annual)3.22%
Gross Margin (Annual)37.06%
Net Profit Margin (5Y Avg)28.75%
Cash / Share (Quarterly)$1.34
P/E Basic Excl Extra (TTM)9.94x
Revenue Growth QoQ (YoY)-0.55%
EPS Growth (5Y)11.82%
P/E Normalized (Annual)9.94x
ROA (Last FY)3.21%
Revenue Growth TTM (YoY)-15.55%
EBITD / Share (TTM)$2.26
ROE (5Y Avg)7.75%
Operating Margin (TTM)28.51%
Cash Flow / Share (Annual)$-5.43
P/B Ratio0.92x
P/B Ratio (Quarterly)0.96x
EV / Revenue (TTM)8.60x
Net Interest Coverage (TTM)2.24x
ROA (TTM)3.09%
EPS Growth QoQ (YoY)16.26%
EV / EBITDA (TTM)30.17x
EPS Incl Extra (Annual)$2.31
Current Ratio (Annual)1.71x
Quick Ratio (Quarterly)1.71x
3-Month Avg Trading Volume0.12M
52-Week Price Return-8.13%
EV / Free Cash Flow (Annual)4.90x
P/E Incl Extra (TTM)9.94x
Tangible BV / Share (Quarterly)$28.44
P/S Ratio (Annual)2.89x
Asset Turnover (Annual)0.11x
52-Week High$25.64
Operating Margin (5Y Avg)32.31%
EPS Excl Extra (Annual)$2.31
Tangible BV CAGR (5Y)19.28%
26-Week Price Return-3.75%
Quick Ratio (Annual)1.71x
13-Week Price Return-5.37%
Total Debt / Equity (Annual)1.87x
Current Ratio (Quarterly)1.71x
Enterprise Value$1.08B
Revenue / Share Growth (5Y)9.01%
Asset Turnover (TTM)0.11x
Book Value / Share Growth (5Y)-2.11%
Pretax Margin (Annual)28.87%
Cash / Share (Annual)$1.34
3-Month Return Std Dev25.81%
Gross Margin (5Y Avg)40.84%
EBITDA CAGR (5Y)9.29%
EBITDA Interim CAGR (5Y)11.51%
ROE (Last FY)9.24%
Net Interest Coverage (Annual)0.74x
EPS Basic Excl Extra (Annual)$2.31
P/FCF (TTM)1.84x
Receivables Turnover (TTM)9.82x
Total Debt / Equity (Quarterly)1.87x
EPS Incl Extra (TTM)$2.33
Receivables Turnover (Annual)7.40x
ROI (TTM)3.11%
Dividend Growth Rate (5Y)27.07%
P/S Ratio (TTM)2.89x
Pretax Margin (5Y Avg)29.80%
Revenue / Share (Annual)$7.93
Tangible BV / Share (Annual)$29.18
Forward P/E9.98x
Price vs S&P 500 (52W)-32.50%
P/E Ratio (TTM)9.94x
EPS Growth TTM (YoY)13.98%
Year-to-Date Return-3.08%
5-Day Price Return-1.50%
EPS Normalized (Annual)$2.31
ROA (5Y Avg)2.77%
Net Profit Margin (Annual)29.12%
Month-to-Date Return-0.67%
EBITD / Share (Annual)$2.26
EPS Growth (3Y)3.82%
Operating Margin (Annual)28.51%
LT Debt / Equity (Annual)1.87x
ROI (5Y Avg)2.78%
P/E Excl Extra (TTM)9.94x
LT Debt / Equity (Quarterly)1.87x
EPS Basic Excl Extra (TTM)$2.33
P/TBV (Quarterly)0.93x
Payout Ratio (Annual)143.03%
P/B Ratio (Annual)0.96x
Dividend / Share (TTM)$3.33
Pretax Margin (TTM)28.87%
Book Value / Share (Annual)$24.42
Price vs S&P 500 (13W)-13.63%
Net Margin Growth (5Y)2.58%
Dividend Yield (TTM)14.39%
Beta0.61x
P/FCF (Annual)1.84x
Revenue / Share (TTM)$7.77
ROE (TTM)9.06%
52-Week Low$20.78
vGradeB
gGradeC
mGradeF
vgmGradeC
Show chart for
Earnings Surprise History
Q4 26-0.16est. 0.56
Analyst Recommendations
Mar 2026
Apr 2026
May 2026
Jun 2026
3.42
3.42
3.42
3.42
About
Saratoga Investment Corp is a specialty finance company providing customized debt and equity financing to middle-market U.S. businesses. The company invests in senior and unitranche leveraged loans, mezzanine debt, and select equity stakes to fund acquisitions, ownership transitions, recapitalizations, and growth initiatives. It seeks to generate attractive risk-adjusted returns through current income and long-term capital appreciation by partnering with business owners and financial sponsors.