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Saratoga Investment (SAR) Competitors

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$25.26 -0.20 (-0.79%)
Closing price 03:58 PM Eastern
Extended Trading
$25.51 +0.25 (+0.99%)
As of 08:00 PM Eastern
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SAR vs. BCAT, OXLC, CET, GSBD, MFIC, NMFC, PFLT, BBDC, BCSF, and AWF

Should you be buying Saratoga Investment stock or one of its competitors? The main competitors of Saratoga Investment include BlackRock Capital Allocation Term Trust (BCAT), Oxford Lane Capital (OXLC), Central Securities (CET), Goldman Sachs BDC (GSBD), MidCap Financial Investment (MFIC), New Mountain Finance (NMFC), PennantPark Floating Rate Capital (PFLT), BARINGS BDC (BBDC), Bain Capital Specialty Finance (BCSF), and AllianceBernstein Global High Income Fund (AWF). These companies are all part of the "financial services" industry.

Saratoga Investment vs. Its Competitors

Saratoga Investment (NYSE:SAR) and BlackRock Capital Allocation Term Trust (NYSE:BCAT) are both small-cap financial services companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, institutional ownership, profitability, earnings, dividends, risk, valuation and media sentiment.

Saratoga Investment has a beta of 0.64, indicating that its stock price is 36% less volatile than the S&P 500. Comparatively, BlackRock Capital Allocation Term Trust has a beta of 0.76, indicating that its stock price is 24% less volatile than the S&P 500.

In the previous week, Saratoga Investment and Saratoga Investment both had 3 articles in the media. BlackRock Capital Allocation Term Trust's average media sentiment score of 1.90 beat Saratoga Investment's score of 1.21 indicating that BlackRock Capital Allocation Term Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Saratoga Investment
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
BlackRock Capital Allocation Term Trust
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

19.1% of Saratoga Investment shares are owned by institutional investors. Comparatively, 36.1% of BlackRock Capital Allocation Term Trust shares are owned by institutional investors. 10.0% of Saratoga Investment shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Saratoga Investment currently has a consensus target price of $24.25, suggesting a potential downside of 4.00%. Given Saratoga Investment's stronger consensus rating and higher probable upside, equities research analysts plainly believe Saratoga Investment is more favorable than BlackRock Capital Allocation Term Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
0 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
BlackRock Capital Allocation Term Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 11.9%. BlackRock Capital Allocation Term Trust pays an annual dividend of $3.40 per share and has a dividend yield of 23.0%. Saratoga Investment pays out 121.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Saratoga Investment has higher earnings, but lower revenue than BlackRock Capital Allocation Term Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$148.85M2.71$28.09M$2.4710.23
BlackRock Capital Allocation Term Trust$197.67M8.05N/AN/AN/A

Saratoga Investment has a net margin of 24.85% compared to BlackRock Capital Allocation Term Trust's net margin of 0.00%. Saratoga Investment's return on equity of 12.71% beat BlackRock Capital Allocation Term Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment24.85% 12.71% 4.04%
BlackRock Capital Allocation Term Trust N/A N/A N/A

Summary

BlackRock Capital Allocation Term Trust beats Saratoga Investment on 7 of the 13 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SAR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SAR vs. The Competition

MetricSaratoga InvestmentFIN IndustryFinance SectorNYSE Exchange
Market Cap$406.13M$1.61B$12.41B$20.94B
Dividend Yield11.78%11.36%5.52%3.58%
P/E Ratio10.2310.7918.5926.59
Price / Sales2.7147.6826.0355.16
Price / Cash9.3511.1221.7523.54
Price / Book0.920.962.355.45
Net Income$28.09M$152.42M$1.01B$992.10M
7 Day Performance-0.24%0.62%1.72%2.62%
1 Month Performance0.92%-3.69%1.52%2.51%
1 Year Performance9.40%-3.92%542.52%12.94%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SAR
Saratoga Investment
1.5368 of 5 stars
$25.26
-0.8%
$24.25
-4.0%
+12.2%$406.13M$148.85M10.233,211News Coverage
Positive News
BCAT
BlackRock Capital Allocation Term Trust
N/A$14.79
-0.6%
N/A-10.8%$1.59B$197.67M0.00147,000Positive News
OXLC
Oxford Lane Capital
2.2851 of 5 stars
$3.42
flat
N/A-34.7%$1.55B$57.31M4.12601Positive News
CET
Central Securities
N/A$49.64
-0.3%
N/A+10.9%$1.44B$222.17M0.006News Coverage
Positive News
GSBD
Goldman Sachs BDC
1.3172 of 5 stars
$11.15
+0.2%
$10.00
-10.3%
-20.3%$1.27B$434.37M8.85N/ANews Coverage
Positive News
MFIC
MidCap Financial Investment
2.0559 of 5 stars
$12.99
+0.9%
$13.50
+3.9%
-5.6%$1.20B$301.78M8.04N/APositive News
NMFC
New Mountain Finance
2.495 of 5 stars
$10.39
+0.9%
$10.75
+3.5%
-15.4%$1.10B$371.67M13.67N/APositive News
PFLT
PennantPark Floating Rate Capital
3.7412 of 5 stars
$10.20
-0.3%
$10.88
+6.7%
-8.9%$1.01B$89.89M7.28658Positive News
Short Interest ↓
BBDC
BARINGS BDC
3.2978 of 5 stars
$9.66
+1.4%
$9.67
+0.1%
-3.1%$1.00B$286.17M10.0626Positive News
BCSF
Bain Capital Specialty Finance
2.7006 of 5 stars
$15.22
+1.1%
$16.50
+8.4%
-6.2%$976.27M$292.65M9.171,000Positive News
Analyst Upgrade
AWF
AllianceBernstein Global High Income Fund
N/A$11.18
+0.5%
N/A+0.7%$958.87MN/A0.00N/AUpcoming Earnings

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This page (NYSE:SAR) was last updated on 8/22/2025 by MarketBeat.com Staff
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