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 MoreSaratoga Investment Corp. is evaluated based on the investment philosophy and approach to stock market investing developed by renowned investor Warren Buffett. Companies with high ratings typically exhibit growing earnings, a substantial profit margin, conservative leverage, a consistently high return on equity, and a sustained practice of repurchasing their shares over the years.
Saratoga Investment Corp.
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Recent News
Earnings Per Share
Score 2.00/5
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
Value Line Inc
CorVel Corp
FactSet Research Systems Inc
In
Asset Management industry
, T. Rowe Price Group Inc
, BlackRock Inc
, Victory Capital Holdings Inc
are companies with high ratings.
Return on Equity
Score 2.29/5
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
Value Line Inc
CorVel Corp
FactSet Research Systems Inc
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, T. Rowe Price Group Inc
, BlackRock Inc
, Victory Capital Holdings Inc
are companies with high ratings.
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Net Margin
Score 2.51/5
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
Value Line Inc
CorVel Corp
FactSet Research Systems Inc
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, T. Rowe Price Group Inc
, BlackRock Inc
, Victory Capital Holdings Inc
are companies with high ratings.
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Leverage
Score 2.42/5
Saratoga Investment Corp.
registers a lower score in the category as a result of its elevated leverage ratio over the past six years compared to the sector median value. Conversely, other companies in the same sector, including
Value Line Inc
CorVel Corp
FactSet Research Systems Inc
have achieved high scores.
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, T. Rowe Price Group Inc
, BlackRock Inc
, Victory Capital Holdings Inc
are companies with high ratings.
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