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Saratoga Investment (SAR) Competitors

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$22.36 -0.05 (-0.22%)
As of 03:08 PM Eastern
This is a fair market value price provided by Massive. Learn more.

SAR vs. MUC, ASA, HQH, GSBD, and TYG

Should you buy Saratoga Investment stock or one of its competitors? MarketBeat compares Saratoga Investment with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Saratoga Investment include BlackRock MuniHoldings California Quality Fund (MUC), ASA Gold and Precious Metals (ASA), abrdn Healthcare Investors (HQH), Goldman Sachs BDC (GSBD), and Tortoise Energy Infrastructure (TYG). These companies are all part of the "financial services" industry.

How does Saratoga Investment compare to BlackRock MuniHoldings California Quality Fund?

Saratoga Investment (NYSE:SAR) and BlackRock MuniHoldings California Quality Fund (NYSE:MUC) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their dividends, risk, earnings, profitability, valuation, analyst recommendations, institutional ownership and media sentiment.

In the previous week, Saratoga Investment had 1 more articles in the media than BlackRock MuniHoldings California Quality Fund. MarketBeat recorded 1 mentions for Saratoga Investment and 0 mentions for BlackRock MuniHoldings California Quality Fund. Saratoga Investment's average media sentiment score of 0.34 beat BlackRock MuniHoldings California Quality Fund's score of 0.00 indicating that Saratoga Investment is being referred to more favorably in the media.

Company Overall Sentiment
Saratoga Investment Neutral
BlackRock MuniHoldings California Quality Fund Neutral

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 13.4%. BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.48 per share and has a dividend yield of 4.4%. Saratoga Investment pays out 128.8% 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 a beta of 0.54, indicating that its share price is 46% less volatile than the broader market. Comparatively, BlackRock MuniHoldings California Quality Fund has a beta of 0.65, indicating that its share price is 35% less volatile than the broader market.

Saratoga Investment presently has a consensus target price of $23.63, indicating a potential upside of 5.70%. Given Saratoga Investment's stronger consensus rating and higher possible upside, equities analysts plainly believe Saratoga Investment is more favorable than BlackRock MuniHoldings California Quality Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
BlackRock MuniHoldings California Quality Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Saratoga Investment has higher revenue and earnings than BlackRock MuniHoldings California Quality Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.89$36.60M$2.339.59
BlackRock MuniHoldings California Quality FundN/AN/AN/AN/AN/A

Saratoga Investment has a net margin of 29.12% compared to BlackRock MuniHoldings California Quality Fund's net margin of 0.00%. Saratoga Investment's return on equity of 9.29% beat BlackRock MuniHoldings California Quality Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment29.12% 9.29% 3.17%
BlackRock MuniHoldings California Quality Fund N/A N/A N/A

19.1% of Saratoga Investment shares are held by institutional investors. Comparatively, 31.0% of BlackRock MuniHoldings California Quality Fund shares are held by institutional investors. 10.0% of Saratoga Investment shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

Saratoga Investment beats BlackRock MuniHoldings California Quality Fund on 10 of the 13 factors compared between the two stocks.

How does Saratoga Investment compare to ASA Gold and Precious Metals?

Saratoga Investment (NYSE:SAR) and ASA Gold and Precious Metals (NYSE:ASA) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their dividends, analyst recommendations, valuation, earnings, risk, institutional ownership, profitability and media sentiment.

Saratoga Investment presently has a consensus price target of $23.63, indicating a potential upside of 5.70%. Given Saratoga Investment's higher possible upside, equities analysts plainly believe Saratoga Investment is more favorable than ASA Gold and Precious Metals.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
ASA Gold and Precious Metals
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

In the previous week, ASA Gold and Precious Metals had 1 more articles in the media than Saratoga Investment. MarketBeat recorded 2 mentions for ASA Gold and Precious Metals and 1 mentions for Saratoga Investment. Saratoga Investment's average media sentiment score of 0.34 beat ASA Gold and Precious Metals' score of -0.08 indicating that Saratoga Investment is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Saratoga Investment
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
ASA Gold and Precious Metals
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

Saratoga Investment has a beta of 0.54, meaning that its share price is 46% less volatile than the broader market. Comparatively, ASA Gold and Precious Metals has a beta of 0.69, meaning that its share price is 31% less volatile than the broader market.

Saratoga Investment has a net margin of 29.12% compared to ASA Gold and Precious Metals' net margin of 0.00%. Saratoga Investment's return on equity of 9.29% beat ASA Gold and Precious Metals' return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment29.12% 9.29% 3.17%
ASA Gold and Precious Metals N/A N/A N/A

19.1% of Saratoga Investment shares are held by institutional investors. 10.0% of Saratoga Investment shares are held by insiders. Comparatively, 1.7% of ASA Gold and Precious Metals shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 13.4%. ASA Gold and Precious Metals pays an annual dividend of $0.07 per share and has a dividend yield of 0.1%. Saratoga Investment pays out 128.8% 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 revenue and earnings than ASA Gold and Precious Metals.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.89$36.60M$2.339.59
ASA Gold and Precious MetalsN/AN/AN/AN/AN/A

Summary

Saratoga Investment beats ASA Gold and Precious Metals on 9 of the 14 factors compared between the two stocks.

How does Saratoga Investment compare to abrdn Healthcare Investors?

Saratoga Investment (NYSE:SAR) and abrdn Healthcare Investors (NYSE:HQH) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their media sentiment, profitability, institutional ownership, dividends, risk, earnings, analyst recommendations and valuation.

Saratoga Investment currently has a consensus price target of $23.63, suggesting a potential upside of 5.70%. Given Saratoga Investment's stronger consensus rating and higher possible upside, equities research analysts plainly believe Saratoga Investment is more favorable than abrdn Healthcare Investors.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
abrdn Healthcare Investors
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Saratoga Investment has a net margin of 29.12% compared to abrdn Healthcare Investors' net margin of 0.00%. Saratoga Investment's return on equity of 9.29% beat abrdn Healthcare Investors' return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment29.12% 9.29% 3.17%
abrdn Healthcare Investors N/A N/A N/A

Saratoga Investment has a beta of 0.54, indicating that its stock price is 46% less volatile than the broader market. Comparatively, abrdn Healthcare Investors has a beta of 0.8, indicating that its stock price is 20% less volatile than the broader market.

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 13.4%. abrdn Healthcare Investors pays an annual dividend of $2.32 per share and has a dividend yield of 12.0%. Saratoga Investment pays out 128.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Saratoga Investment had 1 more articles in the media than abrdn Healthcare Investors. MarketBeat recorded 1 mentions for Saratoga Investment and 0 mentions for abrdn Healthcare Investors. Saratoga Investment's average media sentiment score of 0.34 beat abrdn Healthcare Investors' score of 0.00 indicating that Saratoga Investment is being referred to more favorably in the media.

Company Overall Sentiment
Saratoga Investment Neutral
abrdn Healthcare Investors Neutral

19.1% of Saratoga Investment shares are owned by institutional investors. Comparatively, 32.6% of abrdn Healthcare Investors shares are owned by institutional investors. 10.0% of Saratoga Investment shares are owned by insiders. Comparatively, 7.3% of abrdn Healthcare Investors shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Saratoga Investment has higher revenue and earnings than abrdn Healthcare Investors.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.89$36.60M$2.339.59
abrdn Healthcare InvestorsN/AN/AN/AN/AN/A

Summary

Saratoga Investment beats abrdn Healthcare Investors on 10 of the 13 factors compared between the two stocks.

How does Saratoga Investment compare to Goldman Sachs BDC?

Saratoga Investment (NYSE:SAR) and Goldman Sachs BDC (NYSE:GSBD) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, analyst recommendations, risk, media sentiment, profitability, earnings, institutional ownership and dividends.

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 13.4%. Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 14.1%. Saratoga Investment pays out 128.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Goldman Sachs BDC pays out 196.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Goldman Sachs BDC had 1 more articles in the media than Saratoga Investment. MarketBeat recorded 2 mentions for Goldman Sachs BDC and 1 mentions for Saratoga Investment. Saratoga Investment's average media sentiment score of 0.34 beat Goldman Sachs BDC's score of 0.00 indicating that Saratoga Investment is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Saratoga Investment
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Goldman Sachs BDC
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Goldman Sachs BDC has higher revenue and earnings than Saratoga Investment. Saratoga Investment is trading at a lower price-to-earnings ratio than Goldman Sachs BDC, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.89$36.60M$2.339.59
Goldman Sachs BDC$365.57M2.80$119.27M$0.6514.01

Saratoga Investment presently has a consensus target price of $23.63, indicating a potential upside of 5.70%. Goldman Sachs BDC has a consensus target price of $9.17, indicating a potential upside of 0.68%. Given Saratoga Investment's stronger consensus rating and higher possible upside, research analysts clearly believe Saratoga Investment is more favorable than Goldman Sachs BDC.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Goldman Sachs BDC
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

19.1% of Saratoga Investment shares are held by institutional investors. Comparatively, 28.7% of Goldman Sachs BDC shares are held by institutional investors. 10.0% of Saratoga Investment shares are held by company insiders. Comparatively, 0.1% of Goldman Sachs BDC shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Saratoga Investment has a net margin of 29.12% compared to Goldman Sachs BDC's net margin of 21.32%. Goldman Sachs BDC's return on equity of 10.94% beat Saratoga Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment29.12% 9.29% 3.17%
Goldman Sachs BDC 21.32%10.94%4.66%

Saratoga Investment has a beta of 0.54, indicating that its share price is 46% less volatile than the broader market. Comparatively, Goldman Sachs BDC has a beta of 0.58, indicating that its share price is 42% less volatile than the broader market.

Summary

Goldman Sachs BDC beats Saratoga Investment on 9 of the 17 factors compared between the two stocks.

How does Saratoga Investment compare to Tortoise Energy Infrastructure?

Saratoga Investment (NYSE:SAR) and Tortoise Energy Infrastructure (NYSE:TYG) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, analyst recommendations, valuation, media sentiment, institutional ownership, dividends, profitability and risk.

In the previous week, Saratoga Investment and Saratoga Investment both had 1 articles in the media. Saratoga Investment's average media sentiment score of 0.34 beat Tortoise Energy Infrastructure's score of 0.15 indicating that Saratoga Investment is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Saratoga Investment
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Tortoise Energy Infrastructure
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Saratoga Investment has higher revenue and earnings than Tortoise Energy Infrastructure.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.89$36.60M$2.339.59
Tortoise Energy InfrastructureN/AN/AN/AN/AN/A

Saratoga Investment presently has a consensus price target of $23.63, indicating a potential upside of 5.70%. Given Saratoga Investment's stronger consensus rating and higher probable upside, research analysts clearly believe Saratoga Investment is more favorable than Tortoise Energy Infrastructure.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Tortoise Energy Infrastructure
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 13.4%. Tortoise Energy Infrastructure pays an annual dividend of $5.15 per share and has a dividend yield of 11.9%. Saratoga Investment pays out 128.8% 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 a beta of 0.54, indicating that its share price is 46% less volatile than the broader market. Comparatively, Tortoise Energy Infrastructure has a beta of 0.74, indicating that its share price is 26% less volatile than the broader market.

Saratoga Investment has a net margin of 29.12% compared to Tortoise Energy Infrastructure's net margin of 0.00%. Saratoga Investment's return on equity of 9.29% beat Tortoise Energy Infrastructure's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment29.12% 9.29% 3.17%
Tortoise Energy Infrastructure N/A N/A N/A

19.1% of Saratoga Investment shares are owned by institutional investors. Comparatively, 32.5% of Tortoise Energy Infrastructure shares are owned by institutional investors. 10.0% of Saratoga Investment shares are owned by company insiders. Comparatively, 0.1% of Tortoise Energy Infrastructure shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

Saratoga Investment beats Tortoise Energy Infrastructure on 9 of the 12 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$363.67M$1.31B$13.57B$23.31B
Dividend Yield13.12%12.96%5.76%4.06%
P/E Ratio9.5911.0319.8631.15
Price / Sales2.8914.24141.8924.17
Price / Cash7.807.1519.8724.93
Price / Book0.920.782.194.71
Net Income$36.60M$121.13M$1.13B$1.07B
7 Day Performance-0.26%-0.22%0.00%-0.49%
1 Month PerformanceN/AN/AN/A1.51%
1 Year Performance-9.26%-19.95%11.96%26.14%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SAR
Saratoga Investment
1.8626 of 5 stars
$22.36
-0.2%
$23.63
+5.7%
-9.2%$363.80M$125.71M9.603,211
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.62
0.0%
N/A+3.7%$1.33BN/AN/A147,000
ASA
ASA Gold and Precious Metals
1.2839 of 5 stars
$59.31
-0.4%
N/A+80.8%$1.12BN/AN/A1,100
HQH
abrdn Healthcare Investors
N/A$19.47
flat
N/A+22.5%$1.11BN/AN/A147,000
GSBD
Goldman Sachs BDC
2.7169 of 5 stars
$8.86
-0.1%
$9.17
+3.5%
-21.9%$997.36M$365.57M13.62N/A

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This page (NYSE:SAR) was last updated on 6/4/2026 by MarketBeat.com Staff.
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