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Saratoga Investment Corp (SAR)
NYSE:SAR
SAR Stock Chart & Stats
Day’s Range― - ―
52-Week Range$21.56 - $26.49
Previous CloseN/A
Volume22.17K
Average Volume (3M)122.90K
Market Cap
$333.98M
Enterprise Value$927.88M
Total Cash (Recent Filing)$3.58M
Total Debt (Recent Filing)$36.99M
Price to Earnings (P/E)9.4
Beta0.45
Next Earnings
May 07, 2025EPS Estimate
0.7Next Dividend Ex-Date
Jun 05, 2025Dividend Yield12.71%
Share Statistics
EPS (TTM)2.48
Shares Outstanding14,346,373
10 Day Avg. Volume103,705
30 Day Avg. Volume122,899
Financial Highlights & Ratios
PEG Ratio0.33
Price to Book (P/B)N/A
Price to Sales (P/S)2.44
Price to Cash Flow (P/CF)0.90
P/FCF Ratio0.80
Enterprise Value/Market Cap2.78
Enterprise Value/RevenueN/A
Enterprise Value/Gross Profit6.46
Enterprise Value/Ebitda46.46
Forecast
1Y Price Target
$27.13Price Target Upside16.54% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
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Saratoga Investment News
PremiumCompany Announcements
Saratoga Investment Corp: Earnings Call Highlights and Challenges
PremiumCompany Announcements
Saratoga Investment Corp. Sees Strong Q3 Performance
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Bulls Say, Bears Say
Bulls Say
Credit QualityCredit quality is solid with only two loans on non-accrual, equal to 0.6% at fair value, reflecting management's cautious approach.
Dividend SustainabilitySAR's quarterly dividend of $0.74/share was over-covered by net investment income of $0.90/share, indicating strong dividend sustainability.
Management OutlookManagement maintained a positive outlook, as SAR still enjoys a wide net interest margin of 8.2%.
Total Return PotentialSAR shares are expected to provide a dividend yield of 11.9% and stock price appreciation, leading to an estimated 12-month total return of about 29%.
Bears Say
Stock ValuationSAR shares currently trade at 0.91x NAV, which is below the price target of $29 equating to 1.08x NAV, indicating potential undervaluation.
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Ownership Overview
6.66% Insiders
0.02% Mutual Funds
5.72% Other Institutional Investors
86.12% Public Companies and
Individual Investors
Risk Analysis
Main Risk Category
Finance & CorporateFinancial and accounting risks. Risks related to the execution of corporate activity and strategy
SAR FAQ
What was Saratoga Investment Corp’s price range in the past 12 months?
Saratoga Investment Corp lowest stock price was $21.56 and its highest was $26.49 in the past 12 months.
What is Saratoga Investment Corp’s market cap?
Saratoga Investment Corp’s market cap is $333.98M.
When is Saratoga Investment Corp’s upcoming earnings report date?
Saratoga Investment Corp’s upcoming earnings report date is May 07, 2025 which is in 30 days.
How were Saratoga Investment Corp’s earnings last quarter?
Saratoga Investment Corp released its earnings results on Jan 08, 2025. The company reported $0.9 earnings per share for the quarter, beating the consensus estimate of $0.865 by $0.035.
Is Saratoga Investment Corp overvalued?
According to Wall Street analysts Saratoga Investment Corp’s price is currently Undervalued.
Does Saratoga Investment Corp pay dividends?
Saratoga Investment Corp pays a Quarterly dividend of $0.25 which represents an annual dividend yield of 12.71%. See more information on Saratoga Investment Corp dividends here
What is Saratoga Investment Corp’s EPS estimate?
Saratoga Investment Corp’s EPS estimate is 0.7.
How many shares outstanding does Saratoga Investment Corp have?
Saratoga Investment Corp has 14,346,373 shares outstanding.
What happened to Saratoga Investment Corp’s price movement after its last earnings report?
Saratoga Investment Corp reported an EPS of $0.9 in its last earnings report, beating expectations of $0.865. Following the earnings report the stock price went down -1.346%.
Which hedge fund is a major shareholder of Saratoga Investment Corp?
Currently, no hedge funds are holding shares in SAR
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Saratoga Investment Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$27.13 (16.54% Upside)
$27.13 (16.54% Upside)
Blogger Sentiment
Bullish
SAR Sentiment 75%
Sector Average 67%
Sector Average 67%
Hedge Fund Trend
Decreased
By 398.0 Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Neutral
Last 7 Days ▼ 0.8%
Last 30 Days ▲ 0.8%
Last 30 Days ▲ 0.8%
News Sentiment
Neutral
Bullish news 59%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Positive
20 days / 200 days
Momentum
16.95%
12-Months-Change
Fundamentals
Return on Equity
9.28%
Trailing 12-Months
Asset Growth
4.12%
Trailing 12-Months
Company Description
Saratoga Investment Corp
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.
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SAR Company Deck
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SAR Earnings Call
Q3 2025
0:00 / 0:00
Earnings Call Sentiment|Neutral
While Saratoga Investment Corp. demonstrated strong portfolio quality and cash position, challenges related to decreased adjusted NII, markdowns, and high leverage levels were also evident. The company continues to over-earn dividends and successfully exit investments, but recent total returns were below the industry average.Read More>---
SAR Stock 12 Month Forecast
Average Price Target
$27.13
▲(16.54% Upside)
Technical Analysis
Main Street Capital
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Prospect Capital
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Ares Capital
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BlackRock TCP Capital
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Goldman Sachs BDC
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Best Analysts Covering SAR
1 Year
1 Year Success Rate
8/11 ratings generated profit
1 Year Average Return
+38.21%
reiterated a buy rating 3 months ago
Copying Casey Alexander's trades and holding each position for 1 Year would result in 72.73% of your transactions generating a profit, with an average return of +38.21% per trade.
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