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SAR

HOLD

Saratoga Investment Corp. · Financial Services · United States · $309M · Avg Vol: $3M/d

50
StockRank
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Q
53
V
57
M
34
P/E (TTM)
19.3x
ROE
4.1%
D/E
2.1x
Dividend %
15.8%
Loading 1Y...
PRICE (1Y)-12.7%
17.4518.6619.8721.0822.29Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$19.37
RSI (14)
39.3
52W High
$23.18
From 52W High
0.8%

SCORE BREAKDOWN

Quality
53
ROIC (ROA)
4.5%*71.1
ROE
4.1%23.0
GP/Assets
10.9%76.0
Op. Margin
69.0%84.2
FCF/Assets
8.4%86.7
Piotroski
18.5
Int. Cover
N/A
D/E Ratio
2.12x13.9
Current Ratio
0.85x24.0
Value
57
P/E (TTM)
19.3x26.3
EV/EBITDA
N/A
P/FCF
3.2x84.9
P/B
0.8x79.4
P/S
2.5x69.8
Div Yield
15.8%97.8
Momentum
34
52W High %
84%28.8
RS 6M
-19%15.4
SMA 50/200
0.99x30.7
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+108%83.6
Q Growth
N/A

FUNDAMENTALS

Market Cap
$309M
P/E (Forward)
9.3x
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of SAR are excluded.

TickerCompanyMkt CapStockRankSignal
SARSaratoga Investment Corp.(you)$309M50HOLD
CIONCION Investment Corporation$297M50HOLD
NBHNeuberger Berman Income Funds - Neuberger Municipal Fund Inc.$304M49HOLD
HRZNHorizon Technology Finance Corporation$294M51HOLD
PMOFranklin Municipal Opportunities Trust$289M51HOLD
BKTBlackRock Income Trust, Inc.$330M49HOLD
PPTFranklin Premier Income Trust$323M53HOLD
JRINuveen Real Asset Income and Growth Fund$358M51HOLD
OIAInvesco Municipal Income Opportunities Trust$295M53HOLD
BGTBlackRock Floating Rate Income Trust$322M48HOLD

Peer medians: ROE 9.5% · P/E 13.9x · Gross margin 100.0%

Saratoga Investment Corp. (SAR) — Stock Score Summary

Saratoga Investment Corp. (SAR) has a MoatMap StockRank of 50/100 based on Quality (53/100), Value (57/100), and Momentum (34/100) factor scores. The current signal is HOLD.

Key Financial Metrics

Price$19.37
Market Cap$309M
P/E (TTM)19.33
P/E (Forward)9.28
Price/Book0.82
Return on Equity4.1%
Debt/Equity2.12x
Gross Margin100.0%
Operating Margin69.0%
Revenue Growth-4.8%
Dividend Yield15.8%
Free Cash Flow$96M

Saratoga Investment Corp. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Saratoga Investment Corp.’s (SAR) StockRank?
MoatMap’s StockRank for Saratoga Investment Corp. (SAR) is 50/100, with a Hold signal. It is a composite of Quality (53), Value (57), and Momentum (34) factor ranks across MoatMap’s 20,000+ stock universe.
Does Saratoga Investment Corp. have an economic moat?
Saratoga Investment Corp. (SAR) has a Quality factor score of 53/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Saratoga Investment Corp. a buy, hold, or sell?
MoatMap’s current signal for Saratoga Investment Corp. (SAR) is Hold, based on a StockRank of 50/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Saratoga Investment Corp. in?
Saratoga Investment Corp. (SAR) operates in the Financial Services sector, specifically the Asset Management industry (United States).