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    Saratoga Investment Corp.

    SAR
    Last price US$18.90
    Market cap US$306.6m
    12M price change -25.94%
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    T. Rowe Price Group IncTROW Industry peer Victory Capital Holdings IncVCTR Industry peer Diamond Hill Investment Group IncDHIL Industry peer Aflac IncAFL Sector peer
    Overview Earnings Report Price History News Competitors Earnings per Share Return on Equity Net Margin Share Buyback Leverage Financial Statements Financial Ratio
    Dashboard Funda..tals Prediction Screener Map

    Saratoga Investment Corp. Overview

    Industry: Asset Management

    Sector: Financial Services

    Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The firm prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. It seeks to invest in the United States. The firm primarily invests $5 million to $50 million in companies having EBITDA of $2 million or greater and revenues of $8 million to $250 million. The firm prefer to take a majority stake. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. is based in New York, New York with an additional office in Florham Park, New Jersey. Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investme Read More

    Mavefund brings filings, fundamentals, valuation, price history and news for Saratoga Investment Corp. into one research view. The sections below show what strengthens or weakens the research case.

    Score

    Reported Results

    What the company reported, with filing details kept small.

    Filed Jul 07, 2026

    Quarterly result summary

    EPS was $0.16 (reported).

    EPS $0.16 reported
    Net investment income/share $0.47 reported
    NAV/share $23.23 reported
    Cash $150.8M reported

    What changed

    • EPS reported to $0.16.

    Guidance / outlook

    No formal outlook was extracted from this filing excerpt. Open the SEC source to review full management commentary.

    Earnings release Open filing

    Source: SEC EDGAR company-filed earnings materials. Dates are shown only for verification; review the source filing before relying on extracted report details.

    Other recent earnings materials
    SEC filing CURRENT REPORT Jul 07, 2026 SEC filing QUARTERLY REPORT Jul 07, 2026 SEC filing CURRENT REPORT May 05, 2026 Earnings release PRESS RELEASE DATED MAY 5, 2026 OF SARATOGA INVESTMENT CORP May 05, 2026 SEC filing ANNUAL REPORT May 05, 2026 Earnings release PRESS RELEASE DATED JANUARY 7, 2026 OF SARATOGA INVESTMENT CORP Jan 07, 2026 SEC filing CURRENT REPORT Jan 07, 2026 SEC filing QUARTERLY REPORT Jan 07, 2026 SEC filing QUARTERLY REPORT Oct 07, 2025 SEC filing CURRENT REPORT Oct 07, 2025 Earnings release PRESS RELEASE DATED OCTOBER 7, 2025 OF SARATOGA INVESTMENT CORP Oct 07, 2025

    Prediction-grade evidence

    Recent News

    Company-relevant articles from sources that pass the Mave Signal relevance and reliability checks.

    Earnings Per Share

    Score 0.00/5
    Saratoga Investment Corp. earns a low score, as its Earnings Per Share (EPS) has not shown continuous growth over the last six years. Notable counterparts in the sector with high scores includes Aflac Inc Pathward Financial Inc T. Rowe Price Group Inc
    In Asset Management industry , T. Rowe Price Group Inc , Victory Capital Holdings Inc , Diamond Hill Investment Group Inc are companies with high ratings.

    Return on Equity

    Score 2.44/5
    Saratoga Investment Corp. exhibits a lower score in the Return on Equity (ROE) section, falling below the sector median value and indicating a comparatively weaker performance in this metric. The top companies in the same sector include Aflac Inc Pathward Financial Inc T. Rowe Price Group Inc
    Saratoga Inv... SAR US$306.6m
    Aflac Inc AFL US$62.2b
    Pathward Fin... CASH US$2.0b
    T. Rowe Pric... TROW US$25.9b

    Net Margin

    Score 2.86/5
    Saratoga Investment Corp. commands a high score, propelled by its net margin consistently outpacing the sector median value and exhibiting continuous growth in recent six years; noteworthy counterparts in the sector, boasting similarly high scores, include Aflac Inc Pathward Financial Inc T. Rowe Price Group Inc
    Saratoga Inv... SAR US$306.6m
    Aflac Inc AFL US$62.2b
    Pathward Fin... CASH US$2.0b
    T. Rowe Pric... TROW US$25.9b

    Share Buyback

    In Asset Management industry , T. Rowe Price Group Inc , Victory Capital Holdings Inc , Diamond Hill Investment Group Inc are companies with high ratings.

    Leverage

    Score 3.84/5
    Saratoga Investment Corp. attains a commendable score in the category due to its lower leverage ratio over the past six years in comparison to the sector median value. Additionally, other notable companies in the same sector, such as Aflac Inc Pathward Financial Inc T. Rowe Price Group Inc , also exhibit high scores.
    Saratoga Inv... SAR US$306.6m
    Aflac Inc AFL US$62.2b
    Pathward Fin... CASH US$2.0b
    T. Rowe Pric... TROW US$25.9b

    Financial Statements

    Company-reported SEC EDGAR facts organized into the three core statements.

    Reported currency
    Verified SEC statements load when this section enters view.

    Source: SEC EDGAR companyfacts. Values are standardized company filings for research support, not personalized financial advice.

    Financial Ratio

    Yearly Quarterly

    Financial
    Profitability
    Growth
    Cash Flow
    Financial Health
    Efficiency Ratios

    Saratoga Investment Corp. logo

    Saratoga Investment Corp.

    US$18.90

    US$306.6m

    -5.55%

    -25.94%