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Saratoga Investment (SAR) Competitors

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$19.73 +0.24 (+1.24%)
Closing price 03:59 PM Eastern
Extended Trading
$19.82 +0.09 (+0.44%)
As of 05:35 PM Eastern
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SAR vs. HQH, TYG, GSBD, ASA, and MYN

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 abrdn Healthcare Investors (HQH), Tortoise Energy Infrastructure (TYG), Goldman Sachs BDC (GSBD), ASA Gold and Precious Metals (ASA), and BlackRock MuniYield New York Quality Fund (MYN). These companies are all part of the "finance" sector.

How does Saratoga Investment compare to abrdn Healthcare Investors?

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

32.6% of abrdn Healthcare Investors shares are held by institutional investors. Comparatively, 19.1% of Saratoga Investment shares are held by institutional investors. 7.3% of abrdn Healthcare Investors shares are held by company insiders. Comparatively, 10.0% of Saratoga Investment shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

abrdn Healthcare Investors pays an annual dividend of $2.32 per share and has a dividend yield of 10.3%. Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 15.2%. Saratoga Investment pays out 300.0% 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 consensus price target of $21.50, indicating a potential upside of 8.96%. Given Saratoga Investment's stronger consensus rating and higher possible upside, analysts clearly believe Saratoga Investment is more favorable than abrdn Healthcare Investors.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
abrdn Healthcare Investors
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Saratoga Investment
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83

Saratoga Investment has a net margin of 12.70% compared to abrdn Healthcare Investors' net margin of 0.00%. Saratoga Investment's return on equity of 8.76% beat abrdn Healthcare Investors' return on equity.

Company Net Margins Return on Equity Return on Assets
abrdn Healthcare InvestorsN/A N/A N/A
Saratoga Investment 12.70%8.76%2.95%

abrdn Healthcare Investors has a beta of 0.78, indicating that its share price is 22% less volatile than the broader market. Comparatively, Saratoga Investment has a beta of 0.55, indicating that its share price is 45% less volatile than the broader market.

In the previous week, abrdn Healthcare Investors and abrdn Healthcare Investors both had 2 articles in the media. Saratoga Investment's average media sentiment score of 1.34 beat abrdn Healthcare Investors' score of 0.65 indicating that Saratoga Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
abrdn Healthcare Investors
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Saratoga Investment
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
abrdn Healthcare InvestorsN/AN/AN/AN/AN/A
Saratoga Investment$125.71M2.56$36.60M$1.0019.73

Summary

Saratoga Investment beats abrdn Healthcare Investors on 9 of the 12 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 valuation, earnings, analyst recommendations, institutional ownership, profitability, dividends, risk and media sentiment.

Saratoga Investment currently has a consensus target price of $21.50, suggesting a potential upside of 8.96%. Given Saratoga Investment's stronger consensus rating and higher possible upside, equities research analysts plainly believe Saratoga Investment is more favorable than Tortoise Energy Infrastructure.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83
Tortoise Energy Infrastructure
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 Tortoise Energy Infrastructure.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.56$36.60M$1.0019.73
Tortoise Energy InfrastructureN/AN/AN/AN/AN/A

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 15.2%. Tortoise Energy Infrastructure pays an annual dividend of $5.37 per share and has a dividend yield of 12.6%. Saratoga Investment pays out 300.0% 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 0.55, indicating that its stock price is 45% less volatile than the broader market. Comparatively, Tortoise Energy Infrastructure has a beta of 0.75, indicating that its stock price is 25% less volatile than the broader market.

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 insiders. Comparatively, 0.1% of Tortoise Energy Infrastructure shares are owned by 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.

In the previous week, Saratoga Investment had 2 more articles in the media than Tortoise Energy Infrastructure. MarketBeat recorded 2 mentions for Saratoga Investment and 0 mentions for Tortoise Energy Infrastructure. Saratoga Investment's average media sentiment score of 1.34 beat Tortoise Energy Infrastructure's score of 0.89 indicating that Saratoga Investment is being referred to more favorably in the media.

Company Overall Sentiment
Saratoga Investment Positive
Tortoise Energy Infrastructure Positive

Saratoga Investment has a net margin of 12.70% compared to Tortoise Energy Infrastructure's net margin of 0.00%. Saratoga Investment's return on equity of 8.76% beat Tortoise Energy Infrastructure's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment12.70% 8.76% 2.95%
Tortoise Energy Infrastructure N/A N/A N/A

Summary

Saratoga Investment beats Tortoise Energy Infrastructure 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 investment? We will compare the two businesses based on the strength of their risk, valuation, analyst recommendations, profitability, media sentiment, earnings, dividends and institutional ownership.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.56$36.60M$1.0019.73
Goldman Sachs BDC$365.57M2.75$119.27M$0.6513.76

Saratoga Investment presently has a consensus target price of $21.50, indicating a potential upside of 8.96%. Goldman Sachs BDC has a consensus target price of $8.50, indicating a potential downside of 4.97%. Given Saratoga Investment's stronger consensus rating and higher possible upside, equities research analysts plainly believe Saratoga Investment is more favorable than Goldman Sachs BDC.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83
Goldman Sachs BDC
3 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.57

In the previous week, Goldman Sachs BDC had 2 more articles in the media than Saratoga Investment. MarketBeat recorded 4 mentions for Goldman Sachs BDC and 2 mentions for Saratoga Investment. Saratoga Investment's average media sentiment score of 1.34 beat Goldman Sachs BDC's score of 0.79 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
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Goldman Sachs BDC
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Saratoga Investment has a beta of 0.55, meaning that its stock price is 45% less volatile than the broader market. Comparatively, Goldman Sachs BDC has a beta of 0.57, meaning that its stock price is 43% less volatile than the broader market.

Goldman Sachs BDC has a net margin of 21.32% compared to Saratoga Investment's net margin of 12.70%. 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 Investment12.70% 8.76% 2.95%
Goldman Sachs BDC 21.32%10.94%4.66%

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 15.2%. Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 14.3%. Saratoga Investment pays out 300.0% 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.

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 hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Goldman Sachs BDC beats Saratoga Investment on 10 of the 17 factors compared between the two stocks.

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

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

ASA Gold and Precious Metals has a beta of 0.75, suggesting that its stock price is 25% less volatile than the broader market. Comparatively, Saratoga Investment has a beta of 0.55, suggesting that its stock price is 45% less volatile than the broader market.

Saratoga Investment has a net margin of 12.70% compared to ASA Gold and Precious Metals' net margin of 0.00%. Saratoga Investment's return on equity of 8.76% beat ASA Gold and Precious Metals' return on equity.

Company Net Margins Return on Equity Return on Assets
ASA Gold and Precious MetalsN/A N/A N/A
Saratoga Investment 12.70%8.76%2.95%

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 an annual dividend of $3.00 per share and has a dividend yield of 15.2%. Saratoga Investment pays out 300.0% 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 consensus target price of $21.50, suggesting a potential upside of 8.96%. Given Saratoga Investment's higher possible upside, analysts clearly believe Saratoga Investment is more favorable than ASA Gold and Precious Metals.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ASA Gold and Precious Metals
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
Saratoga Investment
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83

Saratoga Investment has higher revenue and earnings than ASA Gold and Precious Metals.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ASA Gold and Precious MetalsN/AN/AN/AN/AN/A
Saratoga Investment$125.71M2.56$36.60M$1.0019.73

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

In the previous week, ASA Gold and Precious Metals had 2 more articles in the media than Saratoga Investment. MarketBeat recorded 4 mentions for ASA Gold and Precious Metals and 2 mentions for Saratoga Investment. Saratoga Investment's average media sentiment score of 1.34 beat ASA Gold and Precious Metals' score of 0.94 indicating that Saratoga Investment is being referred to more favorably in the news media.

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

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 BlackRock MuniYield New York Quality Fund?

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

Saratoga Investment has a consensus target price of $21.50, suggesting a potential upside of 8.96%. Given Saratoga Investment's stronger consensus rating and higher possible upside, analysts plainly believe Saratoga Investment is more favorable than BlackRock MuniYield New York Quality Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BlackRock MuniYield New York Quality Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Saratoga Investment
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83

BlackRock MuniYield New York Quality Fund pays an annual dividend of $0.41 per share and has a dividend yield of 4.2%. Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 15.2%. Saratoga Investment pays out 300.0% 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, BlackRock MuniYield New York Quality Fund and BlackRock MuniYield New York Quality Fund both had 2 articles in the media. BlackRock MuniYield New York Quality Fund's average media sentiment score of 1.68 beat Saratoga Investment's score of 1.34 indicating that BlackRock MuniYield New York Quality Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BlackRock MuniYield New York Quality Fund
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Saratoga Investment
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

29.3% of BlackRock MuniYield New York Quality Fund shares are held by institutional investors. Comparatively, 19.1% of Saratoga Investment shares are held by institutional investors. 1.0% of BlackRock MuniYield New York Quality Fund shares are held by company insiders. Comparatively, 10.0% of Saratoga Investment shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Saratoga Investment has higher revenue and earnings than BlackRock MuniYield New York Quality Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniYield New York Quality FundN/AN/AN/AN/AN/A
Saratoga Investment$125.71M2.56$36.60M$1.0019.73

Saratoga Investment has a net margin of 12.70% compared to BlackRock MuniYield New York Quality Fund's net margin of 0.00%. Saratoga Investment's return on equity of 8.76% beat BlackRock MuniYield New York Quality Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
BlackRock MuniYield New York Quality FundN/A N/A N/A
Saratoga Investment 12.70%8.76%2.95%

BlackRock MuniYield New York Quality Fund has a beta of 0.73, indicating that its stock price is 27% less volatile than the broader market. Comparatively, Saratoga Investment has a beta of 0.55, indicating that its stock price is 45% less volatile than the broader market.

Summary

Saratoga Investment beats BlackRock MuniYield New York Quality Fund on 8 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 InvestmentCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$321.83M$5.61B$14.06B$24.04B
Dividend Yield15.71%7.50%5.95%3.73%
P/E Ratio19.7336.9828.8832.20
Price / Sales2.561,098.53463.1415.15
Price / Cash6.5148.0429.9518.72
Price / Book0.813.743.744.90
Net Income$36.60M$417.17M$1.31B$1.07B
7 Day Performance2.26%1.13%0.91%1.59%
1 Month Performance-12.03%-0.15%1.29%1.74%
1 Year Performance-19.44%7.21%13.80%20.42%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SAR
Saratoga Investment
2.973 of 5 stars
$19.73
+1.2%
$21.50
+9.0%
-19.4%$321.83M$125.71M19.733,211
HQH
abrdn Healthcare Investors
N/A$21.73
+1.0%
N/A+40.5%$1.23BN/AN/A147,000
TYG
Tortoise Energy Infrastructure
N/A$43.78
-2.2%
N/A-1.8%$1.14BN/AN/AN/A
GSBD
Goldman Sachs BDC
2.9751 of 5 stars
$8.70
+0.4%
$8.50
-2.2%
-20.2%$974.85M$86.61M13.38N/A
ASA
ASA Gold and Precious Metals
2.1744 of 5 stars
$51.14
+1.3%
N/A+60.0%$952.49MN/AN/A1,100

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This page (NYSE:SAR) was last updated on 8/4/2026 by MarketBeat.com Staff.
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