
Saratoga Investment Corp.
SARNYSEFinancial ServicesAsset Management
Previous close
$18.43
−$0.29 · -1.55%
Pre-market
$18.4003
−$0.0297 · -0.16%
Aug 24, 8:41 AM ET
SAR company overview
Regular session · ET · Market data may be delayed.
GoAI snapshot
AI-powered factor overview
GoAI score
Hold
Wait — insufficient conviction to act
Valuation
73
Undervalued
Momentum
34
Weakening
Sentiment
57
Mixed
Risk resilience
51
Elevated Risk
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Company profile
Company websiteSaratoga 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. The fund 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 fund 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. The fund seeks to invest in the United States. The fund primarily invests between $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.
- Industry
- Asset Management
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Chris Long Oberbeck
- Listed since
- Mar 27, 2007
- Employees
- 0
Market position
Day range
Current $18.43
52-week range
Current $18.43
- Open
- $18.76
- Previous close
- $18.72
- Volume
- 109.77K
- 0.83× average
- Average volume
- 131.59K
- Average daily volume
- Market cap
- 300.6M USD
- Beta
- 0.59
- Market reference 1
- 50-day average
- $20.1248
- -8.42% below average
- 200-day average
- $22.1003
- -16.61% below average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 1.08B USD
- P/E (TTM)
- 18.43×
- P/B (TTM)
- 0.79×
- P/S (TTM)
- 2.99×
- EV / EBITDA
- 28.23×
- Earnings yield
- 9.97%
- Free cash flow yield
- -23.98%
- Dividend yield
- 17.63%
Profitability & efficiency
- Gross margin
- 56.59%
- Operating margin
- 46.30%
- Net margin
- 16.64%
- Return on equity
- 9.24%
- Return on assets
- 3.21%
- Return on invested capital
- 3.24%
Financial health
- Debt / equity
- 1.56×
- Current ratio
- 0.36×
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|---|
| Revenue | 99.22M USD | 94.16M USD | 69.55M USD | 69.85M USD | 77.46M USD |
| Cost of goods sold | 49.3M USD | 52.06M USD | 49.18M USD | 33.5M USD | 19.88M USD |
| Gross profit | 49.92M USD | 42.1M USD | 20.37M USD | 36.35M USD | 57.58M USD |
| Selling, general, and administrative | 11.01M USD | 9.34M USD | 8.56M USD | 8.01M USD | 6.63M USD |
| Operating expenses | 11.83M USD | 10.14M USD | 8.67M USD | 9.6M USD | 9.07M USD |
| Interest income | 114.78M USD | 137.55M USD | 130.3M USD | 86.59M USD | 58.51M USD |
| Interest expense | 49.3M USD | 52.06M USD | 49.18M USD | 33.5M USD | 19.88M USD |
| Operating income | 38.09M USD | 31.97M USD | 11.7M USD | 26.76M USD | 48.52M USD |
| Net income | 36.6M USD | 28.09M USD | 8.93M USD | 24.68M USD | 45.74M USD |
Company facts updated Aug 24, 2026.
Earnings
- EPS beat rate
- 36%
- 4 beats, 6 misses, 1 met estimate
- Average EPS surprise
- -3.66%
- 11 comparable reports
- Latest EPS result
- 0.47
- Estimate 0.54 · Miss by 12.96%
EPS: actual versus estimate
Recent quarterly results
Revenue: actual versus estimate
Recent quarterly results
SAR peers
ETFs holding SAR
Funds reporting this stock among their holdings, ordered by reported position size.
Schwab Fundamental Emerging Markets Large Company Index ETFFNDE954.32K0.01%10.2B USD0.39%$41.87+0.92%
State Street SPDR Portfolio Emerging Markets ETFSPEM795.17K0.00%17.57B USD0.07%$52.38+0.61%
Schwab Emerging Markets Equity ETFSCHE714.95K0.01%12.89B USD0.06%$36.97+0.71%
Schwab International Dividend Equity ETFSCHY644.51K0.03%2.57B USD0.08%$33.62+0.54%
State Street SPDR S&P Emerging Markets Small Cap ETFEWX473.3K0.07%685.65M USD0.65%$72.22+0.25%
Virtus Private Credit Strategy ETFVPC363.3K1.22%29.93M USD10.60%$15.745+0.19%
Simplify VettaFi Private Credit Strategy ETFPCR15.73K0.64%2.46M USD0.76%$19.705-0.04%
WHITEWOLF Publicly Listed Private Equity ETFLBO10K0.09%9.66M USD6.71%$27.215+1.06%
Schwab Fundamental Emerging Markets Large Company Index ETFFNDE- Market value
- 954.32K
- Weight
- 0.01%
- AUM
- 10.2B USD
- Expense ratio
- 0.39%
- Price / 1D
- $41.87+0.92%
State Street SPDR Portfolio Emerging Markets ETFSPEM- Market value
- 795.17K
- Weight
- 0.00%
- AUM
- 17.57B USD
- Expense ratio
- 0.07%
- Price / 1D
- $52.38+0.61%
Schwab Emerging Markets Equity ETFSCHE- Market value
- 714.95K
- Weight
- 0.01%
- AUM
- 12.89B USD
- Expense ratio
- 0.06%
- Price / 1D
- $36.97+0.71%
Schwab International Dividend Equity ETFSCHY- Market value
- 644.51K
- Weight
- 0.03%
- AUM
- 2.57B USD
- Expense ratio
- 0.08%
- Price / 1D
- $33.62+0.54%
State Street SPDR S&P Emerging Markets Small Cap ETFEWX- Market value
- 473.3K
- Weight
- 0.07%
- AUM
- 685.65M USD
- Expense ratio
- 0.65%
- Price / 1D
- $72.22+0.25%
Virtus Private Credit Strategy ETFVPC- Market value
- 363.3K
- Weight
- 1.22%
- AUM
- 29.93M USD
- Expense ratio
- 10.60%
- Price / 1D
- $15.745+0.19%
Simplify VettaFi Private Credit Strategy ETFPCR- Market value
- 15.73K
- Weight
- 0.64%
- AUM
- 2.46M USD
- Expense ratio
- 0.76%
- Price / 1D
- $19.705-0.04%
WHITEWOLF Publicly Listed Private Equity ETFLBO- Market value
- 10K
- Weight
- 0.09%
- AUM
- 9.66M USD
- Expense ratio
- 6.71%
- Price / 1D
- $27.215+1.06%
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