SAR · Saratoga Investment Corp.
Price & Indicators
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Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted NII per share non-GAAP | $0.47 | Q1 FY2027 | — |
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| Assets Under Management (AUM) | $1.13B | Q1 FY2027 | — |
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| Originations | $79.15M | Q1 FY2027 | — |
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| Repayments | $48.42M | Q1 FY2027 | — |
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| NAV per share | $24.42 | FY2026 (year ended February 28, 2026) | — |
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| Return on Equity – annualized quarter | -2.6% | Q4 FY2026 (three months ended February 28, 2026) | — |
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| Return on Equity – last twelve months | 9.1% | FY2026 (year ended February 28, 2026) | — |
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| Credits rated in highest category | 99.8% | Q3 FY2026 | — |
| Regulatory leverage | 168.4% | Q3 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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SAR
this stock
Saratoga Investment Corp.
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$308.27M | -18.1% | — | — | 4.5% |
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BLK
BlackRock, Inc.
|
$381.41B | +9.7% | +16.2% | 28.1 | 0.7% |
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BX
Blackstone Inc.
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$108.04B | -6.6% | +9.2% | 32.3 | 3.5% |
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KKR
KKR & Co. Inc.
|
$102.34B | -10.6% | -11.0% | — | 1.6% |
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BN
BROOKFIELD Corp /ON/
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$97.94B | -4.4% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SAR | -5.6% | -3.6% | -17.5% | -1.1% | -18.1% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -6.0% | -8.1% | -31.3% | -5.0% | -31.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.