ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Saratoga Investment Corp. ?
1
Strong Long Term Fundamental Strength with a 4.10% CAGR growth in Net Sales
2
Positive results in May 25
- DEBT-EQUITY RATIO (HY) Lowest at 140.35 %
- INTEREST COVERAGE RATIO(Q) Highest at 212.77
- RAW MATERIAL COST(Y) Fallen by -73.2% (YoY)
3
With ROE of 7.36%, it has a very attractive valuation with a 0.89 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -4.37%, its profits have risen by 219.6% ; the PEG ratio of the company is 0.1
4
Consistent Underperformance against the benchmark over the last 3 years
- Along with generating -4.37% returns in the last 1 year, the stock has also underperformed S&P 500 in each of the last 3 annual periods
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Saratoga Investment Corp. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Saratoga Investment Corp. for you?
Low Risk, Low Return
Absolute
Risk Adjusted
Volatility
Saratoga Investment Corp.
-9.95%
-0.24
23.35%
S&P 500
13.68%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
9.26%
EBIT Growth (5y)
11.10%
EBIT to Interest (avg)
2.44
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
3.23%
Dividend Payout Ratio
146.62%
Pledged Shares
0
Institutional Holding
19.06%
ROCE (avg)
29.33%
ROE (avg)
9.44%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
9
Industry P/E
Price to Book Value
0.86
EV to EBIT
2.07
EV to EBITDA
2.07
EV to Capital Employed
0.76
EV to Sales
1.33
PEG Ratio
NA
Dividend Yield
12.22%
ROCE (Latest)
36.68%
ROE (Latest)
9.55%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Bearish
Dow Theory
Mildly Bearish
Mildly Bullish
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend10What is working for the Company
NET SALES(HY)
At USD 65.39 MM has Grown at 28.53%
ROCE(HY)
Highest at 9.78%
DIVIDEND PER SHARE(HY)
Highest at USD 16.4
NET PROFIT(9M)
Higher at USD 39.34 MM
DEBTORS TURNOVER RATIO(HY)
Highest at 16.4 times
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Saratoga Investment Corp.
Net Sales
At USD 65.39 MM has Grown at 28.53%
Year on Year (YoY)MOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Dividend per share
Highest at USD 16.4 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Debtors Turnover Ratio
Highest at 16.4 times
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Net Profit
Higher at USD 39.34 MM
than preceding 12 month period ended Nov 2025MOJO Watch
In the nine month period the company has already crossed sales of the previous twelve months
Net Profit (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
GET THE MARKETSMOJO APP
Company
Stocks
Portfolio
"Investment in securities markets are subject to market risk. Read all the related documents carefully before investing."
