SAR
Price:
$22.76
Market Cap:
$366.53M
Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The firm prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, ...[Read more]
Industry
Asset Management
IPO Date
2007-03-27
Stock Exchange
NYSE
Ticker
SAR
According to Saratoga Investment Corp.’s latest financial reports and current stock price. The company's current ROE is 8.49%. This represents a change of 301.48% compared to the average of 2.11% of the last 4 quarters.
The mean historical ROE of Saratoga Investment Corp. over the last ten years is 9.35%. The current 8.49% ROE has changed -9.22% with respect to the historical average. Over the past ten years (40 quarters), SAR's ROE was at its highest in in the February 2020 quarter at 8.81%. The ROE was at its lowest in in the May 2020 quarter at -8.04%.
Average
9.35%
Median
9.13%
Minimum
2.41%
Maximum
18.32%
Discovering the peaks and valleys of Saratoga Investment Corp. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 196.41%
Maximum Annual ROE = 18.32%
Minimum Annual Increase = -73.48%
Minimum Annual ROE = 2.41%
| Year | ROE | Change |
|---|---|---|
| 2025 | 7.15% | 196.41% |
| 2024 | 2.41% | -66.07% |
| 2023 | 7.11% | -44.67% |
| 2022 | 12.85% | 164.62% |
| 2021 | 4.86% | -73.48% |
| 2020 | 18.32% | 79.00% |
| 2019 | 10.23% | -16.83% |
| 2018 | 12.30% | 37.54% |
| 2017 | 8.95% | -3.86% |
| 2016 | 9.31% | 3.64% |
The current ROE of Saratoga Investment Corp. (SAR) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
5.56%
5-year avg
6.88%
10-year avg
9.35%
Saratoga Investment Corp.’s ROE is less than New Mountain Finance Corporation (6.99%), greater than BlackRock TCP Capital Corp. (-1.50%), less than Carlyle Secured Lending, Inc. (6.56%), less than Sixth Street Specialty Lending, Inc. (11.89%), less than WhiteHorse Finance, Inc. (6.03%), greater than Horizon Technology Finance Corporation (-2.50%), less than Gladstone Capital Corporation (11.91%), less than PennantPark Floating Rate Capital Ltd. (6.33%), less than Fidus Investment Corporation (11.68%), less than Hercules Capital, Inc. (9.12%), less than Trinity Capital Inc. (16.63%), greater than Stellus Capital Investment Corporation (0.00%), less than TriplePoint Venture Growth BDC Corp. (9.71%), less than Golub Capital BDC, Inc. (9.39%), less than PennantPark Investment Corporation (6.79%), less than Monroe Capital Corporation (2.89%), less than Portman Ridge Finance Corporation (8.82%), greater than Diamond Hill Investment Group, Inc. (0.06%),
| Company | ROE | Market cap |
|---|---|---|
| 6.99% | $1.04B | |
| -1.50% | $521.83M | |
| 6.56% | $943.36M | |
| 11.89% | $2.11B | |
| 6.03% | $176.42M | |
| -2.50% | $273.70M | |
| 11.91% | $473.11M | |
| 6.33% | $942.57M | |
| 11.68% | $685.74M | |
| 9.12% | $3.44B | |
| 16.63% | $1.12B | |
| 0.00% | $349.06M | |
| 9.71% | $268.18M | |
| 9.39% | $3.79B | |
| 6.79% | $376.76M | |
| 2.89% | $143.00M | |
| 8.82% | $161.86M | |
| 0.06% | $318.19M |
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What is the 3-year average ROE for Saratoga Investment Corp. (SAR)?
What is the 5-year average ROE for Saratoga Investment Corp. (SAR)?
How does the current ROE for Saratoga Investment Corp. (SAR) compare to its historical average?