Saratoga Investment Corp. (SAR) stock
Close on Nov 13, 2026Market cap $178.47MP/E –Yield –
Saratoga Investment statistics
56 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.
Important dates
- Next earnings
- Jan 6, 2027 (estimated, after the close)
- Last ex-dividend date
- Oct 6, 2026
- Fundamentals through
- Aug 31, 2026
- Share price as of
- Nov 13, 2026
Valuation ratiosIndustry
- P/TBV Ratio
- 0.51
- –
Share statisticsIndustry
- Shares Change (YoY)
- 8.99%
- –
- Shares Change (QoQ)
- -2.29%
- –
- Float
- 15M
- –
- Shares Held by Insiders
- 6.58%
- –
- Shares Held by Institutions
- 12.2%
- –
Short sellingIndustry
- Short Interest
- 609,111
- –
- Short Interest Change
- -4.57%
- –
- Days to Cover
- 4.89
- –
Stock price statisticsIndustry
- 52-Week High
- $24.07
- –
- 52-Week Low
- $11.44
- –
- 20-Day Moving Average
- $13.34
- –
- 50-Day Moving Average
- $15.30
- –
- 200-Day Moving Average
- $20.00
- –
- Average True Range (14)
- $0.55
- –
- Price Change (1 Week)
- -11.5%
- –
- Price Change (1 Month)
- -24.6%
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- Price Change (3 Months)
- -38.7%
- –
- Price Change (6 Months)
- -47.6%
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- Price Change (YTD)
- -50.3%
- –
- Price Change (1 Year)
- -48.7%
- –
- Price Change (3 Years)
- -54.8%
- –
- Price Change (5 Years)
- -60.3%
- –
- Price Change (10 Years)
- -40.3%
- –
- Average Volume (10 Days)
- 189,415
- –
- Average Volume (20 Days)
- 157,672
- –
- Average Volume (90 Days)
- 157,083
- –
- Relative Volume
- 1.63
- –
- Relative Strength Index (14)
- 21.0
- –
- Volatility (1 Year)
- 30.2%
- –
- Beta (5 Years)
- 0.58
- –
Returns on capitalIndustry
- Return on Equity (ROE)
- -1.09%
- –
- Return on Assets (ROA)
- -0.34%
- –
GrowthIndustry
- Net Income Growth (YoY)
- -111.8%
- –
- EPS Growth (YoY)
- -110.7%
- –
- EPS Growth (3Y CAGR)
- 3.89%
- –
- EPS Growth (5Y CAGR)
- 11.8%
- –
EfficiencyIndustry
- Profits Per Employee
- -$92.83K
- –
- Employee Count
- 45
- –
- WACC
- 8.01%
- –
Income statement (TTM)Industry
Balance sheetIndustry
- Net Cash (Debt)
- $80.09M
- –
- Net Cash Per Share
- $5.15
- –
- Equity (Book Value)
- $352.58M
- –
- Book Value Per Share
- $22.66
- –
- Tangible Book Value
- $352.58M
- –
Cash flow (TTM)Industry
Dividends and yieldsIndustry
- Earnings Yield
- -2.34%
- –
Taxes and interestIndustry
- Income Tax
- -$151.79K
- –
Scores and fair valueIndustry
- Altman Z-Score
- 0.03
- –
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 13, 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 | -23.9% | -3.0% | −20.8 pts | ||
| 3 months | -39.6% | -2.8% | −36.8 pts | ||
| Year to date | -44.1% | +11.5% | −55.6 pts | ||
| 1 year | -40.7% | +13.5% | −54.2 pts | ||
| 3 years | -30.6% | +77.7% | −108.3 pts | -11.5% | +21.1% |
| 5 years | -27.7% | +72.6% | −100.3 pts | -6.3% | +11.5% |
| 10 years | +64.3% | +308.2% | −243.9 pts | +5.1% | +15.1% |
Short interest
Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.
1M SAR shares were sold short on Oct 30, 2026, down 4.6% from the previous report. At recent volumes it would take 4.9 days to buy them back. Over the last 20 sessions, 37.2% of the volume reported to FINRA was short selling.
| Settlement date | Shares short | Change | Avg. daily volume | Days to cover |
|---|---|---|---|---|
| Oct 30, 2026 | 609,111 | -4.6% | 124,444 | 4.9 |
| Oct 15, 2026 | 638,294 | +1.6% | 219,948 | 2.9 |
| Sep 30, 2026 | 627,981 | -9.1% | 121,173 | 5.2 |
| Sep 15, 2026 | 690,893 | -7.1% | 167,169 | 4.1 |
| Aug 31, 2026 | 743,851 | +3.7% | 123,956 | 6.0 |
| Aug 14, 2026 | 717,206 | -3.3% | 136,521 | 5.3 |
| Jul 31, 2026 | 742,030 | +1.1% | 148,000 | 5.0 |
| Jul 15, 2026 | 734,124 | +20.9% | 308,337 | 2.4 |
| Jun 30, 2026 | 607,233 | -4.2% | 69,618 | 8.7 |
| Jun 15, 2026 | 633,904 | +6.4% | 92,761 | 6.8 |
| May 29, 2026 | 595,907 | -8.7% | 94,835 | 6.3 |
| May 15, 2026 | 652,786 | +10.0% | 122,048 | 5.3 |
Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.
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