Financial Services
Saratoga Investment Corp 8.00%(SAJ)
Live Price
Offline$25.45
-1.66% today
1Y Change
+2.45%
Window
Jun 20, 2025 โ Jun 12, 2026
- Market Cap
- $390.00M
- Revenue Growth
- +35.4%
- EPS Growth
- +184.5%
- Dividend Yield
- 12.6%
Coverage: 246 bars ยท Jun 20, 2025 โ Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Saratoga Investment Corp 8.00% (SAJ) is a Financial Services stock with a market cap of $390.00M and listed on NYSE. The stock last traded around $25.45 and up 2.5% across the available one-year price window (Jun 20, 2025 โ Jun 12, 2026). Baseline metrics include revenue growth of +35.4%, EPS growth of +184.5%, a dividend yield of 12.6%. What stands out right now is revenue +35.4%, EPS +184.5%, free cash flow +225.7% with operating margin 40.5% and ROIC 3.2%. The dividend matters to the case here, with a current yield around 12.6%. Valuation is more restrained than many high-expectation growth names at P/E 10.0 and price/sales 3.8. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines SAJ price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+35.4% vs +3.4% peer median
Operating Margin
Above sector median
+40.5% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 13, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +35.4% and EPS at +184.5%, with operating margin around 40.5%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 12.6%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.7% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 13, 2026 | โ | -0.1% | -2.2% | -1.6% |
2026 Jan 7, 2026 | +3.7% | -0.2% | -0.4% | +0.8% |
2025 Oct 7, 2025 | -12.3% | +0.4% | +0.4% | +0.4% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SAJ
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
SAJ Max Drawdown
-4.61%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SAJ and SPY.
Company Overview
Saratoga Investment Corp 8.00%
New York Stock Exchange
Saratoga Investment Corp. is a specialty finance company that invests primarily in leveraged loans and mezzanine debt issued by U.S. middle-market companies, both through direct lending and through participation in loan syndicates. It has elected to be treated as a business development company under the Investment Company Act of 1940. Saratoga Investment Corp. is traded on the New York Stock Exchange under the symbol ''SAR.'' Saratoga Investment Corp. includes an SBIC-licensed subsidiary.
- Leadership
- Chris Long Oberbeck
- IPO Date
- Nov 3, 2022
- Street Address
- 535 Madison Avenue, Fourth Floor
- Mailing
- New York, NY, 10022
- Region
- New York, NY, US
- Reporting Currency
- USD
- Investor Line
- +1 212 906 7800
- Last Updated
- May 4, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 10.0
- EV/EBITDA
- 0.9
- Price/Sales
- 3.8
- Price/Book
- 0.9
Growth
- Revenue
- +35.4%
- EPS
- +184.5%
- Free Cash Flow
- +225.7%
Profitability
- Gross Margin
- 51.2%
- Operating Margin
- 40.5%
- Net Margin
- 37.9%
- ROE
- 9.6%
- ROIC
- 3.2%
Balance Sheet
- Debt/Equity
- 1.85
- Current Ratio
- 9.12
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.