Compare Saratoga Investment Corp. with Similar Stocks
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-2.25%
0%
-2.25%
6 Months
-3.26%
0%
-3.26%
1 Year
-3.53%
0%
-3.53%
2 Years
-16.18%
0%
-16.18%
3 Years
-12.56%
0%
-12.56%
4 Years
-11.63%
0%
-11.63%
5 Years
39.95%
0%
39.95%
Saratoga Investment Corp. for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
4.10%
EBIT Growth (5y)
16.71%
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%
Valuation key factors
Factor
Value
P/E Ratio
12
Industry P/E
Price to Book Value
0.89
EV to EBIT
1.76
EV to EBITDA
1.77
EV to Capital Employed
0.77
EV to Sales
1.36
PEG Ratio
0.06
Dividend Yield
14.47%
ROCE (Latest)
43.85%
ROE (Latest)
7.36%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bullish
Bearish
Moving Averages
Mildly Bearish (Daily)
KST
Mildly Bullish
Bearish
Dow Theory
Mildly Bullish
Mildly Bullish
OBV
Mildly Bearish
Mildly Bearish
Shareholding Snapshot : Nov 2025
Shareholding Compare (%holding) 
Majority shareholders
Foreign Institutions
Domestic Funds
Held in 4 Schemes (0.79%)
Foreign Institutions
Held by 13 Foreign Institutions (2.59%)
Strategic Entities with highest holding
Highest Public shareholder
Quarterly Results Snapshot (Consolidated) - Nov'25 - QoQ
Nov'25
Aug'25
Change(%)
Net Sales
34.70
30.70
13.03%
Operating Profit (PBDIT) excl Other Income
24.00
25.20
-4.76%
Interest
11.90
12.40
-4.03%
Exceptional Items
-0.10
0.00
Consolidate Net Profit
12.00
13.30
-9.77%
Operating Profit Margin (Excl OI)
690.80%
822.10%
-13.13%
USD in Million.
Net Sales
QoQ Growth in quarter ended Nov 2025 is 13.03% vs -12.78% in Aug 2025
Consolidated Net Profit
QoQ Growth in quarter ended Nov 2025 is -9.77% vs -4.32% in Aug 2025
Annual Results Snapshot (Consolidated) - Feb'25
Feb'25
Feb'24
Change(%)
Net Sales
106.80
143.90
-25.78%
Operating Profit (PBDIT) excl Other Income
82.40
59.20
39.19%
Interest
52.10
49.20
5.89%
Exceptional Items
-0.80
-0.10
-700.00%
Consolidate Net Profit
28.10
8.90
215.73%
Operating Profit Margin (Excl OI)
771.50%
411.20%
36.03%
USD in Million.
Net Sales
YoY Growth in year ended Feb 2025 is -25.78% vs 34.99% in Feb 2024
Consolidated Net Profit
YoY Growth in year ended Feb 2025 is 215.73% vs -63.97% in Feb 2024
About Saratoga Investment Corp. 
Saratoga Investment Corp.
Capital Markets
Saratoga Investment Corp. is a specialty finance company. It provides customized financing solutions to the United States' middle-market businesses. The Company primarily invests in senior and unitranche leveraged loans and mezzanine debt and, to a lesser extent, equity issued by private United States middle-market companies. The Company’s investment objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its investments. Its investments generally provide financing for change of ownership transactions. The Company’s portfolio is comprised primarily of investments in leveraged loans issued by middle-market companies. The Company also invests in mezzanine debt and make equity investments in middle-market companies. Mezzanine debt is typically unsecured and subordinated to senior debt of the portfolio company. The Company's investment activities are externally managed and advised by Saratoga Investment Advisors, LLC.
Company Coordinates 
Company Details
535 Madison Ave , NEW YORK NY : 10022-4214
Registrar Details






