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 MoreMavefund 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.
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
Earnings release
PRESS RELEASE DATED MAY 5, 2026 OF SARATOGA INVESTMENT CORP
May 05, 2026
SEC filing
ANNUAL REPORT
May 05, 2026
SEC filing
CURRENT REPORT
May 05, 2026
SEC filing
QUARTERLY REPORT
Jan 07, 2026
SEC filing
CURRENT REPORT
Jan 07, 2026
Earnings release
PRESS RELEASE DATED JANUARY 7, 2026 OF SARATOGA INVESTMENT CORP
Jan 07, 2026
SEC filing
CURRENT REPORT
Oct 07, 2025
Earnings release
PRESS RELEASE DATED OCTOBER 7, 2025 OF SARATOGA INVESTMENT CORP
Oct 07, 2025
SEC filing
QUARTERLY REPORT
Oct 07, 2025
Prediction-grade evidence
Recent News
Company-relevant articles from sources that pass the Mave Signal relevance and reliability checks.
ILS/SAR - Israeli Shekel Saudi Riyal
Headline from Investing.com: ILS/SAR - Israeli Shekel Saudi Riyal.
MXN/SAR - Mexican Peso Saudi Riyal
Headline from Investing.com: MXN/SAR - Mexican Peso Saudi Riyal.
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 2.79/5
Saratoga Investment Corp. stands out with a superior score in the Return on Equity (ROE) section, surpassing the sector median value and showcasing its strong performance in this metric. The top companies in the same sector include
Aflac Inc
Pathward Financial Inc
T. Rowe Price Group Inc
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Net Margin
Score 2.92/5
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
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Leverage
Score 4.39/5
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.
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Financial Statements
Company-reported SEC EDGAR facts organized into the three core statements.
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.
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