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Company Analysis

Saratoga Investment Corp New SAR

A comprehensive view of key metrics, scores, and financial health for Saratoga Investment Corp New

Overview of Saratoga Investment Corp.

SAR NYQ
Financial Services Asset Management Small Cap
Saratoga Investment Corp. (SAR), is a Small Cap company, in the Asset Management industry, last closed at $22.06, about 20.4% undervalued vs fair value, -8.1% 1Y return, ranked 710/1004 in sector.
$22.06
-1.69%
As of March 13, 2026
Previous close • Vol 90d: 17.6%
52-Week Range
Market Cap
$375.80M
Enterprise Value
$1.09B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.saratogainvestment...
HQ New York, NY
Fiscal year Feb 28

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$15
$27
$50
Current: $22.06 +20% vs base

Engine Room Money Flow™

Small Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$137.6M
5.6%%
Interest Expense
$52.1M
Net Interest Income
$85.5M
5.4%%
Total Revenue
$42.1M
106.7%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
7.2%
Fair

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$40.7M
145.1% of Net Income

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
1
Active Leaks
0/1
Improving
1
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Saratoga Investment Corp New's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
60
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
50
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 93% Coverage
Trade-Off Triangle Visualization A ternary plot showing SAR's balance between Growth (35.1%), Profitability (32.9%), and Safety (32.0%). Growth 35% Safety 32% Profitability 33%

Click axes to expand details. Marker shows current allocation.

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Growth

64th percentile vs peers
64
Key Signals
Rev Growth YoY 1.07 91p EPS Growth YoY 1.86 87p Revenue CAGR 3Y -9.9% 29p TSR 22.2% 73p EPS CAGR 3Y -20.3% 30p
Strengths
  • Rev Growth Yoy in top 20% of peers (1.07, 91th percentile)
  • Eps Growth Yoy in top 20% of peers (1.86, 87th percentile)
  • D/E Ratio in top 20% of peers (1.99, 91th percentile)
  • Growth above peer median with strong metric coverage (100%)
Risks

No significant risks identified for this axis.

Profitability

60th percentile vs peers
60
Key Signals
Strengths
Risks
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Safety

58th percentile vs peers
59
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Saratoga Investment Corp New.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$26.55
- - -
+20.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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