Financial Services
Saratoga Investment Corp.(SAR)
Live Price
Offline$22.46
+0.76% today
1Y Change
-10.49%
Window
Jun 20, 2025 โ Jun 15, 2026
- Market Cap
- $380.00M
- Revenue Growth
- +35.4%
- EPS Growth
- +184.5%
- Dividend Yield
- 12.8%
Coverage: 248 bars ยท Jun 20, 2025 โ Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Saratoga Investment Corp. (SAR) is a Financial Services stock with a market cap of $380.00M and listed on NYSE. The stock last traded around $22.46 and down 10.5% across the available one-year price window (Jun 20, 2025 โ Jun 15, 2026). Baseline metrics include revenue growth of +35.4%, EPS growth of +184.5%, a dividend yield of 12.8%. 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 12.8%. Valuation is more restrained than many high-expectation growth names at P/E 9.8 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 SAR 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 6, 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 12.8%, 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 -1.2% 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 6, 2026 | โ | -0.7% | -2.2% | -0.4% |
2026 Jan 7, 2026 | +3.4% | +1.5% | +3.7% | +3.5% |
2025 Oct 7, 2025 | -13.4% | -4.7% | -5.1% | -5.1% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SAR
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
SAR Max Drawdown
-18.12%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SAR and SPY.
Company Overview
Saratoga Investment Corp.
New York Stock Exchange
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, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. It seeks to invest in the United States. The firm primarily invests $5 million to $50 million in companies having EBITDA of $2 million or greater and revenues of $8 million to $250 million. The firm prefer to take a majority stake. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. is based in New York, New York with an additional office in Florham Park, New Jersey.
- Leadership
- Christian Long Oberbeck
- IPO Date
- Mar 27, 2007
- Street Address
- 535 Madison Avenue
- Mailing
- New York City, NY, 10022
- Region
- New York City, NY, US
- Reporting Currency
- USD
- Investor Line
- 212-906-7800
- Last Updated
- May 4, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 9.8
- EV/EBITDA
- 0.8
- 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.