Bringing the fundamentals into focus…
Back to Saratoga Investment Corp.
How Saratoga Investment Corp. stacks up
SAR · against 67 other Financial Services companies of similar size
Profitability
26/ 100
Below the middle of the pack.
Ranked #47 of 68 · scores higher than 31% of peers
Bars: peers in each 10-point band of the profitability score6 peers with a profitability score of 20–29, including SAR · Click a bar to see the companies
Why profitability scores 26?
Weighted metrics compared with all Financial Services companies.Mainly because of its return on assets, which is weaker than most Financial Services peers.
- a lower return on assets: weaker than 89% of peers. Return on assets: -0.3% vs peer median 2.6%
- Return on invested capital is close to the peer norm. Return on invested capital: 6.0% vs peer median 6.3%
- Operating margin is not reported, so it is left out of the score.
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 |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 65 reported | 6.0% | 4.5% | 61% | 33% | |
| Operating marginHigher is better · 35 reported | Not reported | 18.2% | — | — | 33% |
| Return on assetsHigher is better · 78 reported | -0.3% | 2.8% | 14% | 33% | |
| Return on equityHigher is better · 76 reported | 4.1% | 5.1% | 44% | Context only | |
| Gross marginHigher is better · 88 reported | 100.0% | 96.9% | 54% | Context only |
A metric that is not reported is left out of the score; the other weights are rescaled.
Ranking by profitability score
Top 5 and the companies ranked around SAR| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 342M EUR (≈$376M) | 100 | 77 | |
| 2 | 566M AUD (≈$374M) | 99 | 84 | |
| 3 | 527M AUD (≈$348M) | 97 | 64 | |
| 4 | 323M EUR (≈$355M) | 93 | 59 | |
| 5 | 4.0B SEK (≈$400M) | 87 | 63 | |
| 42 | 202M USD | 32 | 39 | |
| 44 | 336M USD | 31 | 29 | |
| 45 | 579M AUD (≈$382M) | 29 | 50 | |
| 46 | 322M USD | 27 | 58 | |
| 47 | 219M USD | 26 | 20 | |
| 48 | 519M AUD (≈$342M) | 25 | ||
| 49 | 956M HKD (≈$122M) | 23 | 71 | |
| 50 | 370M EUR (≈$407M) | 21 | 14 | |
| 51 | 372M USD | 15 | 35 |
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