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Saratoga Investment Corp

SAR | US

22.75

USD

0.30

1.34%

SAR | US
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About Saratoga Investment Corp

Sector

Financial Services

Industry

Asset Management

Earnings date

31/08/2024

As of date

14/04/2026

Close

22.75

Open

22.48

High

22.83

Low

22.48

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 | US

Risk
36.7
Sharpe
0.49
Luna's Score
55/100
Recommendation
Hold

Luna says (SAR | US)

What's Working

Positive Momentum

Low 6-Month Volatility (<30%)

Value Stock (Price to Book < 3)

Strong Operating Margin (> 25%)

Strong Revenue Growth (> 10%)

What's not Working

High Short-term Volatility

Smallcap (300M - 2B USD)

Risky Dividend Yield (> 12%). Dividend cuts imminent.

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

High Debt to Asset (> 0.45)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

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10 days

28.5%

1 month

36.7%

3 months

24.6%

6 months

20.9%

Returns

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Fundamental Ratios

PE

15.93

Fwd. PE

6.17

Price to book

0.90

Debt to equity

2.21

Debt to assets

0.68

Ent. to EBITDA

-

Ent. to rev.

34.03

PEG

-

Other Fundamentals

EBITDA

-

MarketCap

313.97M

MarketCap(USD)

313.97M

Div. yield

12.20

Op. margin

73.13

Erngs. growth

49.40

Rev. growth

21.10

Ret. on equity

5.77

Short ratio

2.12

Short perc.

1.26

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bearish (SMA6M < SMA12M)

SMAs: Stock Price Trends

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Range10D

1.78

Range1M

2.11

Range3M

3.29

Volumes: Market Activity

Volume Averages

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Rel. volume

0.66

Price X volume

1.75M

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  • 1

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  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA-332.92-
Ent. to Revenue34.0318.60Expensive
PE Ratio15.9320.20Cheaper
Price to Book0.902.63Cheaper
Dividend Yield12.207.25Leader
Std. Deviation (3M)24.5721.97Par
Debt to Equity2.2150.50Cheaper
Debt to Assets0.6844.08Cheaper
Market Cap313.97M8.59BEmerging
  • 1

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