Saratoga Investment Corp. (SAR) stock
Close on Nov 11, 2026Market cap $197.30MP/E –Yield –
Key statistics
Valuation at the latest close; fundamentals over fiscal , balances at Aug 31, 2026
Valuation
- Market cap
- $197.30M
- P/E ratio
- –
- Price to sales
- –
- Price to book
- 0.56
- Dividend yield
- –
- Free cash flow yield
- –
Fundamentals
- Net income
- -$4.18M
- EPS, diluted
- -$0.25
- Book value per share
- $21.82
- Diluted shares
- 16M
Trading
- Next earnings
- Jan 6, 2027 (estimated, after the close)
- Previous close
- $12.61
- Open
- $12.63
- Day's range
- $12.48 – $12.75
- Volume
- 151,842
- Average volume (20 days)
- 143,559
- Beta (5 years)
- 0.60
- 52-week range
- $12.48 – $24.07
- RSI (14 days)
- 28.5
- Volatility (1 year)
- 29.2%
- Relative volume
- 0.90×
- WACC
- 7.9%
On 2 of our idea lists: Yields that look too good (a warning list), Insiders buying the dip
Market cap history
Month-end market cap since 2020, using shares outstanding reported at the time
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 11, 2026. The S&P 500 is measured by the SPY fund.
| Period | SAR | S&P 500 | Difference | SAR per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | -15.6% | -2.4% | −13.2 pts | ||
| 3 months | -33.3% | -1.2% | −32.2 pts | ||
| Year to date | -38.2% | +12.3% | −50.5 pts | ||
| 1 year | -33.8% | +12.4% | −46.3 pts | ||
| 3 years | -22.4% | +78.8% | −101.3 pts | -8.1% | +21.4% |
| 5 years | -20.2% | +75.2% | −95.4 pts | -4.4% | +11.9% |
| 10 years | +81.6% | +311.1% | −229.5 pts | +6.1% | +15.2% |
Seven years at a glance
Fiscal years 2020 to 2026 and trailing twelve months, USD
Net income
EPS, diluted
Press releases
Releases Saratoga Investment filed with the SEC as exhibits to Form 8-K or 6-K
- Results
- News
- Results
- Results
- Results
- Results
About Saratoga Investment
Saratoga Investment Corp. is an externally managed, closed-end specialty finance company that operates as a business development company. The firm provides customized financing solutions to United States middle-market businesses, specifically targeting companies with annual earnings before interest, taxes, depreciation, and amortization between $2 million and $50 million. Its primary investment offerings include first lien and second lien senior secured leveraged loans, unitranche loans, unsecured mezzanine debt, and select equity co-investments. Saratoga Investment Corp. partners with business owners, management teams, and financial sponsors to support ownership transitions, strategic acquisitions, recapitalizations, and corporate growth initiatives.
Company profile, executives and historySaratoga Investment stock: common questions
What is Saratoga Investment's stock price?
SAR closed at $12.68 on Nov 11, 2026, up 0.56% on the day. Over the past 52 weeks it traded between $12.48 and $24.07.
What is Saratoga Investment's market cap?
Saratoga Investment was worth $197.30M at the close on Nov 11, 2026: the share price times the diluted shares outstanding.
What is SAR's P/E ratio?
Saratoga Investment lost money over the twelve months to Aug 31, 2026 (diluted EPS -$0.25), so it has no meaningful P/E ratio.
Does Saratoga Investment pay a dividend?
No. Saratoga Investment has not paid a cash dividend over the last twelve months.
When does Saratoga Investment report earnings next?
Saratoga Investment is expected to report Q3 FY2027 results on Jan 6, 2027, after the close. The date is estimated from its past reporting pattern until the company confirms it.
How has SAR stock performed over the past year?
Including dividends, SAR returned -33.8% over the past year, against +12.4% for the S&P 500.
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