Bringing the fundamentals into focus…
Back to Saratoga Investment Corp.
How Saratoga Investment Corp. stacks up
SAR · against 131 other Financial Services companies listed in US-listed
Valuation
8/ 100
Near the bottom of its peers.
Ranked #122 of 132 · scores higher than 6% of peers
Bars: peers in each 10-point band of the valuation score12 peers with a valuation score of 0–9, including SAR · Click a bar to see the companies
Why valuation scores 8?
Weighted metrics compared with all Financial Services companies.Mainly because of its free cash flow yield, which is weaker than most Financial Services peers.
- Negative (a loss or cash outflow), so it counts as zero whatever the share price. Free cash flow yield: -66.9% vs peer median 6.1%
- EBITDA yield is not reported, so it is left out of the score.
- Negative (a loss or cash outflow), so it counts as zero whatever the share price. Earnings yield: -2.0% vs peer median 5.7%
Metric by metric
Position: dot = SAR, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | SAR | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 191 reported | 7.3% | 4.8% | 61% | 30% | |
| EBITDA yieldHigher is better · 80 reported | Not reported | 6.9% | — | — | 50% |
| Free cash flow yieldHigher is better · 133 reported | -66.9% | 5.6% | 0% | 20% | |
| Book yieldHigher is better · 187 reported | 170.8% | 63.8% | 92% | Context only |
A metric that is not reported is left out of the score; the other weights are rescaled.
Ranking by valuation score
Top 5 and the companies ranked around SAR| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 498M USD | 100 | 90 | |
| 1 | 641M USD | 100 | 74 | |
| 3 | 82M USD | 99 | 78 | |
| 3 | 827M USD | 99 | 62 | |
| 3 | 659M USD | 99 | 72 | |
| 119 | 116M USD | 10 | ||
| 121 | 372M USD | 9 | 35 | |
| 122 | 832M USD | 8 | 17 | |
| 122 | 38M USD | 8 | ||
| 122 | 219M USD | 8 | 20 | |
| 125 | 385M USD | 7 | 36 | |
| 125 | 3.9B USD | 7 | 40 | |
| 125 | 748M USD | 7 | 35 | |
| 128 | 5.0B USD | 6 | 47 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score