SAR — Saratoga Investment Share Price
0.000.00%
Last trade - 00:00- $313.35m
- $1.08bn
- $99.10m
- 44
- 89
- 43
- 60
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 6.32 | ||
| PEG Ratio (f) | 0.1 | ||
| EPS Growth (f) | 180.88% | ||
| Dividend Yield (f) | 12.61% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 0.87 | ||
| Price to Tang. Book | 0.87 | ||
| Price to Free Cashflow | n/a | ||
| Price to Sales | 2.26 | ||
| EV to EBITDA | 20.26 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 4.54% | ||
| Return on Equity | 6.57% | ||
| Operating Margin | 38.33% | ||
Financial Summary
| Year End 28th Feb | Unit | 2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $m | 47.71 | 58.45 | 57.65 | 70.74 | 99.1 | 142.96 | 142.42 | 20.74% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -10.5 | +134.1 | -78.38 | +215.52 | -47.79 | -41 | +180.88 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Saratoga Investment Corp. is a specialty finance company. The Company provides customized financing solutions to United States middle-market businesses. It primarily invests in senior and unitranche-leveraged loans and mezzanine debt and, to a lesser extent, equity issued by private United States middle-market companies. Its investment objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its investments. Its investments generally provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Its portfolio is comprised primarily of investments in leveraged loans issued by middle market companies. It also invests in mezzanine debt and makes equity investments in middle market companies. Its investment activities are externally managed and advised by Saratoga Investment Advisors, LLC.
Directors
- Christian Oberbeck CHM (61)
- Henri Steenkamp CFO (45)
- Steven Looney IND (72)
- Charles Whitman IND (79)
- G. Cabell Williams IND (67)
- Last Annual
- February 28th, 2023
- Last Interim
- November 30th, 2023
- Incorporated
- March 21st, 2007
- Public Since
- August 13th, 2010
- No. of Shareholders
- 11
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
- New York Stock Exchange
- Shares in Issue
- 13,653,476
- Address
- 535 Madison Ave, NEW YORK, 10022
- Web
- https://saratogainvestmentcorp.com/
- Phone
- +1 2127503343
- Auditors
- Ernst & Young LLP
Upcoming Events for SAR
Q4 2024 Saratoga Investment Corp Earnings Call
Dividend For SAT.N - 0.3875 USD
Dividend For SAY.N - 0.5078 USD
Dividend For SAJ.N - 0.5000 USD
Dividend For SAZ.N - 0.5312 USD
Q1 2025 Saratoga Investment Corp Earnings Release
Saratoga Investment Corp Annual Shareholders Meeting
Q2 2025 Saratoga Investment Corp Earnings Release
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FAQ
What is the Saratoga Investment share price?
As of Today at 19:19 UTC, shares in Saratoga Investment are trading at $22.95. This share price information is delayed by 15 minutes.
How has the Saratoga Investment share price performed this year?
Shares in Saratoga Investment last closed at $22.95 and the price had moved by -4.61% over the past 365 days. In terms of relative price strength the Saratoga Investment share price has underperformed the S&P500 Index by -20.62% over the past year.
What are the analyst and broker recommendations for Saratoga Investment?
The overall consensus recommendation for Saratoga Investment is Buy. You can view the full broker recommendation list by unlocking its StockReport.
What is the Saratoga Investment dividend yield?
The Saratoga Investment dividend yield is 12.29% based on the trailing twelve month period.
Does Saratoga Investment pay a dividend?
Last year, Saratoga Investment paid a total dividend of $2.82, and it currently has a trailing dividend yield of 12.29%. We do not have any data on when Saratoga Investment is to next pay dividends.
When does Saratoga Investment next pay dividends?
We do not have data on when Saratoga Investment is to next pay dividends. The historic dividend yield on Saratoga Investment shares is currently 12.29%.
How do I buy Saratoga Investment shares?
To buy shares in Saratoga Investment you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
What is the market cap of Saratoga Investment?
As of the previous close price of $22.95, shares in Saratoga Investment had a market capitalisation of $313.35m.
Where are Saratoga Investment shares listed?
Here are the trading details for Saratoga Investment:
- Country of listing: United States
- Exchange: NYQ
- Ticker Symbol: SAR
What kind of share is Saratoga Investment?
Based on an overall assessment of its quality, value and momentum Saratoga Investment is currently classified as a Neutral. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
Is there a Saratoga Investment share price forecast for 2024?
The analyst consensus target price for shares in Saratoga Investment is $26.04. That is 13.46% above the last closing price of $22.95.
Analysts covering Saratoga Investment currently have a consensus Earnings Per Share (EPS) forecast of $1.29 for the next financial year.
What is the trend in the Saratoga Investment share price?
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Saratoga Investment. Over the past six months, its share price has underperformed the S&P500 Index by -16.49%.
As of the last closing price of $22.95, shares in Saratoga Investment were trading -7.33% below their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
What is the Saratoga Investment PE Ratio?
The Saratoga Investment PE ratio based on its reported earnings over the past 12 months is 6.32. The shares last closed at $22.95.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Who are the key directors of Saratoga Investment?
Saratoga Investment's management team is headed by:
- Christian Oberbeck - CHM
- Henri Steenkamp - CFO
- Steven Looney - IND
- Charles Whitman - IND
- G. Cabell Williams - IND