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Saratoga Investment (SAR) Competitors

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$17.30 +0.08 (+0.44%)
Closing price 03:59 PM Eastern
Extended Trading
$17.34 +0.04 (+0.23%)
As of 07:30 PM Eastern
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SAR vs. GSBD, FSCO, RHLD, VRTS, and BBDC

Should you buy Saratoga Investment stock or one of its competitors? Saratoga Investment's main competitors and comparable companies include Goldman Sachs BDC (GSBD), FS Credit Opportunities (FSCO), Resolute Holdings Management (RHLD), Virtus Investment Partners (VRTS), and Barings Bdc (BBDC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Saratoga Investment compare to Goldman Sachs BDC?

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

Goldman Sachs BDC has a beta of 0.6, suggesting that its share price is 40% less volatile than the broader market. Comparatively, Saratoga Investment has a beta of 0.54, suggesting that its share price is 46% less volatile than the broader market.

In the previous week, Saratoga Investment had 10 more articles in the media than Goldman Sachs BDC. MarketBeat recorded 10 mentions for Saratoga Investment and 0 mentions for Goldman Sachs BDC. Saratoga Investment's average media sentiment score of 1.01 beat Goldman Sachs BDC's score of 0.00 indicating that Saratoga Investment is being referred to more favorably in the news media.

Company Overall Sentiment
Goldman Sachs BDC Neutral
Saratoga Investment Positive

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
Goldman Sachs BDC$365.57M2.97$119.27M$0.5218.55
Saratoga Investment$125.71M2.21$36.60M$1.0017.30

Goldman Sachs BDC has a net margin of 17.19% compared to Saratoga Investment's net margin of 12.70%. Goldman Sachs BDC's return on equity of 11.04% beat Saratoga Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Goldman Sachs BDC17.19% 11.04% 4.62%
Saratoga Investment 12.70%8.76%2.95%

Goldman Sachs BDC presently has a consensus target price of $8.75, indicating a potential downside of 9.28%. Saratoga Investment has a consensus target price of $21.50, indicating a potential upside of 24.31%. Given Saratoga Investment's stronger consensus rating and higher probable upside, analysts plainly believe Saratoga Investment is more favorable than Goldman Sachs BDC.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Goldman Sachs BDC
3 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.57
Saratoga Investment
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 13.3%. Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 17.3%. Goldman Sachs BDC pays out 246.2% 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 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.

28.7% of Goldman Sachs BDC shares are owned by institutional investors. Comparatively, 19.1% of Saratoga Investment shares are owned by institutional investors. 0.1% of Goldman Sachs BDC shares are owned by company insiders. Comparatively, 10.6% of Saratoga Investment shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

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

How does Saratoga Investment compare to FS Credit Opportunities?

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

19.1% of Saratoga Investment shares are held by institutional investors. Comparatively, 36.4% of FS Credit Opportunities shares are held by institutional investors. 10.6% of Saratoga Investment shares are held by insiders. Comparatively, 0.3% of FS Credit Opportunities shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, Saratoga Investment had 6 more articles in the media than FS Credit Opportunities. MarketBeat recorded 10 mentions for Saratoga Investment and 4 mentions for FS Credit Opportunities. FS Credit Opportunities' average media sentiment score of 1.21 beat Saratoga Investment's score of 1.01 indicating that FS Credit Opportunities 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)
3 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
FS Credit Opportunities
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 0.54, suggesting that its share price is 46% less volatile than the broader market. Comparatively, FS Credit Opportunities has a beta of 0.34, suggesting that its share price is 66% less volatile than the broader market.

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 17.3%. FS Credit Opportunities pays an annual dividend of $0.74 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.

Saratoga Investment has a net margin of 12.70% compared to FS Credit Opportunities' net margin of 0.00%. Saratoga Investment's return on equity of 8.76% beat FS Credit Opportunities' return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment12.70% 8.76% 2.95%
FS Credit Opportunities N/A N/A N/A

Saratoga Investment currently has a consensus price target of $21.50, indicating a potential upside of 24.31%. Given Saratoga Investment's stronger consensus rating and higher probable upside, equities analysts plainly believe Saratoga Investment is more favorable than FS Credit Opportunities.

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
FS Credit Opportunities
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Saratoga Investment has higher earnings, but lower revenue than FS Credit Opportunities.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.21$36.60M$1.0017.30
FS Credit Opportunities$137.77M7.61N/AN/AN/A

Summary

Saratoga Investment beats FS Credit Opportunities on 9 of the 14 factors compared between the two stocks.

How does Saratoga Investment compare to Resolute Holdings Management?

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

Saratoga Investment has higher earnings, but lower revenue than Resolute Holdings Management. Saratoga Investment is trading at a lower price-to-earnings ratio than Resolute Holdings Management, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.21$36.60M$1.0017.30
Resolute Holdings Management$462.05M2.16-$5.92M$5.4323.54

In the previous week, Saratoga Investment had 7 more articles in the media than Resolute Holdings Management. MarketBeat recorded 10 mentions for Saratoga Investment and 3 mentions for Resolute Holdings Management. Resolute Holdings Management's average media sentiment score of 1.78 beat Saratoga Investment's score of 1.01 indicating that Resolute Holdings Management 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)
3 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Resolute Holdings Management
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Very Positive

19.1% of Saratoga Investment shares are held by institutional investors. 10.6% of Saratoga Investment shares are held by company insiders. Comparatively, 52.8% of Resolute Holdings Management shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Saratoga Investment has a beta of 0.54, indicating that its share price is 46% less volatile than the broader market. Comparatively, Resolute Holdings Management has a beta of -1.31, indicating that its share price is 231% less volatile than the broader market.

Saratoga Investment has a net margin of 12.70% compared to Resolute Holdings Management's net margin of 4.21%. Saratoga Investment's return on equity of 8.76% beat Resolute Holdings Management's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment12.70% 8.76% 2.95%
Resolute Holdings Management 4.21%3.55%1.71%

Saratoga Investment presently has a consensus price target of $21.50, indicating a potential upside of 24.31%. Given Saratoga Investment's stronger consensus rating and higher probable upside, equities analysts clearly believe Saratoga Investment is more favorable than Resolute Holdings Management.

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
Resolute Holdings Management
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

Summary

Saratoga Investment beats Resolute Holdings Management on 10 of the 15 factors compared between the two stocks.

How does Saratoga Investment compare to Virtus Investment Partners?

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

Virtus Investment Partners currently has a consensus price target of $145.50, indicating a potential upside of 1.21%. Saratoga Investment has a consensus price target of $21.50, indicating a potential upside of 24.31%. Given Saratoga Investment's stronger consensus rating and higher possible upside, analysts clearly believe Saratoga Investment is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80
Saratoga Investment
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Virtus Investment Partners has a net margin of 13.42% compared to Saratoga Investment's net margin of 12.70%. Virtus Investment Partners' return on equity of 21.56% beat Saratoga Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Virtus Investment Partners13.42% 21.56% 5.27%
Saratoga Investment 12.70%8.76%2.95%

Virtus Investment Partners has higher revenue and earnings than Saratoga Investment. Virtus Investment Partners 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
Virtus Investment Partners$819.58M1.16$121.75M$17.558.19
Saratoga Investment$125.71M2.21$36.60M$1.0017.30

Virtus Investment Partners has a beta of 1.35, suggesting that its stock price is 35% more volatile than the broader market. Comparatively, Saratoga Investment has a beta of 0.54, suggesting that its stock price is 46% less volatile than the broader market.

Virtus Investment Partners pays an annual dividend of $9.80 per share and has a dividend yield of 6.8%. Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 17.3%. Virtus Investment Partners pays out 55.8% of its earnings in the form of a dividend. 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.

80.5% of Virtus Investment Partners shares are held by institutional investors. Comparatively, 19.1% of Saratoga Investment shares are held by institutional investors. 6.4% of Virtus Investment Partners shares are held by company insiders. Comparatively, 10.6% 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.

In the previous week, Saratoga Investment had 9 more articles in the media than Virtus Investment Partners. MarketBeat recorded 10 mentions for Saratoga Investment and 1 mentions for Virtus Investment Partners. Saratoga Investment's average media sentiment score of 1.01 beat Virtus Investment Partners' score of 0.53 indicating that Saratoga Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Virtus Investment Partners
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Saratoga Investment
2 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Virtus Investment Partners beats Saratoga Investment on 10 of the 18 factors compared between the two stocks.

How does Saratoga Investment compare to Barings Bdc?

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

Saratoga Investment has a beta of 0.54, meaning that its stock price is 46% less volatile than the broader market. Comparatively, Barings Bdc has a beta of 0.6, meaning that its stock price is 40% less volatile than the broader market.

Saratoga Investment currently has a consensus target price of $21.50, indicating a potential upside of 24.31%. Barings Bdc has a consensus target price of $9.75, indicating a potential upside of 11.11%. Given Saratoga Investment's higher probable upside, equities research analysts clearly believe Saratoga Investment is more favorable than Barings 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
Barings Bdc
0 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.20

Barings Bdc has higher revenue and earnings than Saratoga Investment. Barings 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$125.71M2.21$36.60M$1.0017.30
Barings Bdc$279.21M3.29$101.92M$0.8310.57

In the previous week, Saratoga Investment had 9 more articles in the media than Barings Bdc. MarketBeat recorded 10 mentions for Saratoga Investment and 1 mentions for Barings Bdc. Saratoga Investment's average media sentiment score of 1.01 beat Barings 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
2 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Barings Bdc
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 17.3%. Barings Bdc pays an annual dividend of $1.04 per share and has a dividend yield of 11.9%. 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. Barings Bdc pays out 125.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Barings Bdc has increased its dividend for 3 consecutive years.

Barings Bdc has a net margin of 32.73% compared to Saratoga Investment's net margin of 12.70%. Barings Bdc's return on equity of 10.07% beat Saratoga Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment12.70% 8.76% 2.95%
Barings Bdc 32.73%10.07%4.38%

19.1% of Saratoga Investment shares are held by institutional investors. Comparatively, 44.1% of Barings Bdc shares are held by institutional investors. 10.6% of Saratoga Investment shares are held by company insiders. Comparatively, 0.6% of Barings Bdc shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

Barings Bdc beats Saratoga Investment on 12 of the 19 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$276.91M$5.53B$14.10B$23.39B
Dividend Yield17.42%7.50%5.95%3.58%
P/E Ratio17.3028.4423.7924.64
Price / Sales2.211,237.44511.9021.19
Price / Cash5.8747.9230.3019.47
Price / Book0.713.532.754.75
Net Income$36.60M$417.39M$1.32B$1.07B
7 Day Performance-1.73%-1.56%-1.21%-2.38%
1 Month Performance-8.42%-2.02%-0.30%-3.62%
1 Year Performance-29.32%2.17%8.20%9.75%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SAR
Saratoga Investment
4.0413 of 5 stars
$17.30
+0.4%
$21.50
+24.3%
-29.7%$276.91M$125.71M17.303,211
GSBD
Goldman Sachs BDC
1.271 of 5 stars
$9.98
flat
$8.75
-12.3%
-15.3%$1.12B$365.57M19.19N/A
FSCO
FS Credit Opportunities
N/A$5.29
-0.2%
N/A-30.4%$1.07B$137.77MN/AN/A
RHLD
Resolute Holdings Management
1.7428 of 5 stars
$136.47
-0.1%
N/A+89.7%$1.07B$462.05M25.135,620
VRTS
Virtus Investment Partners
2.5744 of 5 stars
$159.18
-0.2%
$145.50
-8.6%
-25.6%$1.05B$819.58M9.42770

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This page (NYSE:SAR) was last updated on 9/14/2026 by MarketBeat.com Staff.
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