SAR
Saratoga Investment Corp
$
22.350
Line
|
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
22.510
Open
22.500
VWAP
22.34
Vol
140.31K
Mkt Cap
359.92M
Low
22.100
Amount
3.13M
EV/EBITDA(TTM)
10.90
Total Shares
13.70M
EV
948.23M
EV/OCF(TTM)
10.87
P/S(TTM)
2.65
Saratoga Investment Corp. is a specialty finance company that provides customized financing solutions to United States middle-market businesses. The Company invests primarily in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Its investment’s objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments. The Company’s portfolio is comprised primarily of investments in leveraged loans issued by middle-market companies. It also invests in mezzanine debt and makes equity investments in middle-market companies. The Company’s investment activities are externally managed and advised by Saratoga Investment Advisors, LLC.
Show More
Market Estimates
Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2027Q1
FY2026Q4
FY2026Q3
31.55M
-2.37%
0.596
-9.66%
31.26M
-0.12%
0.552
-1.34%
31.35M
-12.63%
0.591
-34.31%
Estimates Revision
The market is revising Downward the revenue expectations for Saratoga Investment Corp. (SAR) for FY2026, with the revenue forecasts being adjusted by -2.83% over the past three months. During the same period, the stock price has changed by -8.70%.
Revenue Estimates for FY2026
Revise Downward
-2.83%
In Past 3 Month
EPS Estimates for FY2026
Revise Downward
-10.07%
In Past 3 Month
Stock Price
Go Down
-8.70%
In Past 3 Month
7 Analyst Rating
4.47% Upside
Wall Street analysts forecast SAR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SAR is 23.35 USD with a low forecast of 22.00 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
6 Hold
0 Sell
Hold
4.47% Upside
Current: 22.350
Low
22.00
Averages
23.35
High
25.00
4.47% Upside
Current: 22.350
Low
22.00
Averages
23.35
High
25.00
B. Riley
Sean-Paul Adams
Neutral
downgrade
$23
2025-10-16
Reason
B. Riley
Sean-Paul Adams
Price Target
$23
2025-10-16
downgrade
Neutral
Reason
B. Riley analyst Sean-Paul Adams lowered the firm's price target on Saratoga Investment to $23 from $23.50 and keeps a Neutral rating on the shares. The firm says the company's fiscal Q2 report highlights the headline deployment and yield pressures the business development company group is facing. However, the analyst expects Saratoga to maintain stable dividends due to spillover levels.
Clear Street
Mickey Schleien
Hold
initiated
$24
2025-09-04
Reason
Clear Street
Mickey Schleien
Price Target
$24
2025-09-04
initiated
Hold
Reason
Clear Street analyst Mickey Schleien initiated coverage of Saratoga Investment with a Hold rating and $24 price target. The firm says that while the company has "ample" liquidity, declining base rates, its high leverage, and refinancing risk will limit earnings growth. Clear Street views Saratoga's valuation as balanced at current levels.
Lucid Capital
Lucid Capital
Buy -> Neutral
downgrade
$26 -> $25
2025-07-09
Reason
Lucid Capital
Lucid Capital
Price Target
$26 -> $25
2025-07-09
downgrade
Buy -> Neutral
Reason
Lucid Capital downgraded Saratoga Investment to Neutral from Buy with a price target of $25, down from $26. The firm cites valuation and slower portfolio growth for the downgrade following the company's fiscal Q1 results. It believes the shares should trade at 100% of its fiscal 2026 ear-end net asset value estimate of $25.08.
Compass Point
Buy -> Neutral
downgrade
2025-06-09
Reason
Compass Point
Price Target
2025-06-09
downgrade
Buy -> Neutral
Reason
Compass Point downgraded Saratoga Investment to Neutral from Buy with a price target of $24.25, down from $25.25.
B. Riley
Neutral
downgrade
$25
2025-05-13
Reason
B. Riley
Price Target
$25
2025-05-13
downgrade
Neutral
Reason
Compass Point
Casey Alexander
Strong Buy
Maintains
$26 → $25
2025-01-13
Reason
Compass Point
Casey Alexander
Price Target
$26 → $25
2025-01-13
Maintains
Strong Buy
Reason
See All Ratings
Valuation Metrics
The current forward P/E ratio for Saratoga Investment Corp (SAR.N) is 8.49, compared to its 5-year average forward P/E of 9.00. For a more detailed relative valuation and DCF analysis to assess Saratoga Investment Corp 's fair value, click here.
Forward PE
The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
Fair
5Y Average PE
9.00
Current PE
8.49
Overvalued PE
11.46
Undervalued PE
6.54
Forward EV/EBITDA
The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
N/A
5Y Average EV/EBITDA
0.00
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
0.00
Undervalued EV/EBITDA
0.00
Forward PS
The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
Strongly Overvalued
5Y Average PS
3.13
Current PS
22.51
Overvalued PS
4.55
Undervalued PS
1.72
Financials
Annual
Quarterly
FY2026Q2
YoY :
-10.10%
34.42M
Total Revenue
FY2026Q2
YoY :
-5.59%
25.23M
Operating Profit
FY2026Q2
YoY :
-0.24%
13.29M
Net Income after Tax
FY2026Q2
YoY :
-13.40%
0.84
EPS - Diluted
FY2026Q2
YoY :
-1.57%
98.11
Gross Profit Margin - %
FY2026Q2
YoY :
+10.95%
38.60
Net Margin - %
FY2026Q2
YoY :
+25.93%
7.09
ROIC
Trading Trends
Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds are Neutral. There are no significant trading trends over the last quarter.
Sold
0-3
Months
0.0
Volume
0
3-6
Months
0.0
Volume
0
6-9
Months
0.0
Volume
0
0-12
Months
0.0
Volume
0
Bought
0-3
0
0.0
Volume
Months
3-6
0
0.0
Volume
Months
6-9
0
0.0
Volume
Months
0-12
0
0.0
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
SAR News & Events
Events Timeline
2025-10-07 (ET)
2025-10-07
16:18:47
Saratoga Investment announces Q2 adjusted EPS of 58 cents, falling short of consensus estimate of 68 cents.
2025-09-11 (ET)
2025-09-11
08:35:44
Saratoga Investment announces a quarterly dividend of 75 cents per share for Q3.
2025-07-08 (ET)
2025-07-08
16:30:24
Saratoga Investment reports Q1 adjusted EPS 66c, consensus 72c
Sign Up For More Events
Sign Up For More Events
News
8.0
10-08SeekingAlphaSaratoga Investment Reports $406.8M in Liquidity and Continues $0.75 Dividend in Challenging Market Conditions
9.5
10-07Yahoo FinanceSaratoga Investment: Overview of Fiscal Q2 Earnings
9.5
10-07SeekingAlphaSaratoga Investment Reports Non-GAAP NII per Share of $0.58 and Total Investment Income of $30.63M, Falling Short by $1.76M
Sign Up For More News
People Also Watch
NECB
Northeast Community Bancorp Inc
19.980
USD
+1.73%
RIGL
Rigel Pharmaceuticals Inc
30.650
USD
-2.94%
RBB
RBB Bancorp
18.870
USD
+1.29%
TITN
Titan Machinery Inc
16.740
USD
+2.07%
ZVIA
Zevia PBC
2.380
USD
+0.85%
QUAD
Quad/Graphics Inc
5.420
USD
-1.63%
CNL
Collective Mining Ltd
11.830
USD
+4.14%
VLN
Valens Semiconductor Ltd
1.720
USD
-6.01%
PKOH
Park Ohio Holdings Corp
20.430
USD
-0.97%
FAQ
What is Saratoga Investment Corp (SAR) stock price today?
The current price of SAR is 22.35 USD — it has decreased -0.71 % in the last trading day.
What is Saratoga Investment Corp (SAR)'s business?
What is the price predicton of SAR Stock?
What is Saratoga Investment Corp (SAR)'s revenue for the last quarter?
What is Saratoga Investment Corp (SAR)'s earnings per share (EPS) for the last quarter?
What changes have occurred in the market's expectations for Saratoga Investment Corp (SAR)'s fundamentals?
How many employees does Saratoga Investment Corp (SAR). have?