Saratoga Investment (SAR) Competitors

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$22.12 -0.11 (-0.49%)
Closing price 06/24/2026 03:59 PM Eastern
Extended Trading
$22.10 -0.03 (-0.11%)
As of 04:59 AM Eastern
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SAR vs. MUC, HQH, ASA, GSBD, 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 BlackRock MuniHoldings California Quality Fund (MUC), abrdn Healthcare Investors (HQH), ASA Gold and Precious Metals (ASA), Goldman Sachs BDC (GSBD), and BlackRock MuniYield New York Quality Fund (MYN). These companies are all part of the "financial services" industry.

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

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

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
BlackRock MuniHoldings California Quality FundN/A N/A N/A
Saratoga Investment 29.12%9.29%3.17%

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 an annual dividend of $3.00 per share and has a dividend yield of 13.6%. 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 3 more articles in the media than BlackRock MuniHoldings California Quality Fund. MarketBeat recorded 3 mentions for Saratoga Investment and 0 mentions for BlackRock MuniHoldings California Quality Fund. BlackRock MuniHoldings California Quality Fund's average media sentiment score of 0.00 beat Saratoga Investment's score of -0.18 indicating that BlackRock MuniHoldings California Quality Fund is being referred to more favorably in the media.

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

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniHoldings California Quality FundN/AN/AN/AN/AN/A
Saratoga Investment$125.71M2.86$36.60M$2.339.49

BlackRock MuniHoldings California Quality Fund has a beta of 0.65, suggesting that its share price is 35% 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.

Saratoga Investment has a consensus target price of $23.00, indicating a potential upside of 3.98%. Given Saratoga Investment's stronger consensus rating and higher probable upside, 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
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
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Saratoga Investment beats BlackRock MuniHoldings California Quality Fund on 9 of the 13 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 superior investment? We will contrast the two companies based on the strength of their valuation, earnings, profitability, risk, institutional ownership, media sentiment, analyst recommendations and dividends.

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

Saratoga Investment currently has a consensus price target of $23.00, suggesting a potential upside of 3.98%. Given Saratoga Investment's stronger consensus rating and higher probable 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
Saratoga Investment
0 Sell rating(s)
5 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 pays an annual dividend of $3.00 per share and has a dividend yield of 13.6%. abrdn Healthcare Investors pays an annual dividend of $2.32 per share and has a dividend yield of 11.0%. 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.86$36.60M$2.339.49
abrdn Healthcare InvestorsN/AN/AN/AN/AN/A

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

19.1% of Saratoga Investment shares are held by institutional investors. Comparatively, 32.6% of abrdn Healthcare Investors shares are held by institutional investors. 10.0% of Saratoga Investment shares are held by company insiders. Comparatively, 7.3% of abrdn Healthcare Investors shares are held 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.

In the previous week, Saratoga Investment had 3 more articles in the media than abrdn Healthcare Investors. MarketBeat recorded 3 mentions for Saratoga Investment and 0 mentions for abrdn Healthcare Investors. abrdn Healthcare Investors' average media sentiment score of 0.00 beat Saratoga Investment's score of -0.18 indicating that abrdn Healthcare Investors is being referred to more favorably in the news media.

Company Overall Sentiment
Saratoga Investment Neutral
abrdn Healthcare Investors Neutral

Summary

Saratoga Investment beats abrdn Healthcare Investors on 9 of the 13 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 stock? We will contrast the two businesses based on the strength of their profitability, earnings, dividends, media sentiment, analyst recommendations, institutional ownership, risk and valuation.

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
ASA Gold and Precious MetalsN/A N/A N/A
Saratoga Investment 29.12%9.29%3.17%

19.1% of Saratoga Investment shares are held by institutional investors. 1.7% of ASA Gold and Precious Metals 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 endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

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$125.71M2.86$36.60M$2.339.49

In the previous week, Saratoga Investment had 2 more articles in the media than ASA Gold and Precious Metals. MarketBeat recorded 3 mentions for Saratoga Investment and 1 mentions for ASA Gold and Precious Metals. ASA Gold and Precious Metals' average media sentiment score of 1.00 beat Saratoga Investment's score of -0.18 indicating that ASA Gold and Precious Metals is being referred to more favorably in the media.

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

Saratoga Investment has a consensus target price of $23.00, suggesting a potential upside of 3.98%. 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
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

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 13.6%. 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.

ASA Gold and Precious Metals has a beta of 0.69, suggesting that its share price is 31% 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.

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 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 businesses based on the strength of their risk, earnings, analyst recommendations, media sentiment, valuation, profitability, dividends and institutional ownership.

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 13.6%. Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 13.7%. 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.

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$125.71M2.86$36.60M$2.339.49
Goldman Sachs BDC$365.57M2.88$119.27M$0.6514.40

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

In the previous week, Saratoga Investment had 3 more articles in the media than Goldman Sachs BDC. MarketBeat recorded 3 mentions for Saratoga Investment and 0 mentions for Goldman Sachs BDC. Goldman Sachs BDC's average media sentiment score of 0.00 beat Saratoga Investment's score of -0.18 indicating that Goldman Sachs BDC is being referred to more favorably in the news media.

Company Overall Sentiment
Saratoga Investment Neutral
Goldman Sachs BDC Neutral

Saratoga Investment currently has a consensus target price of $23.00, indicating a potential upside of 3.98%. Goldman Sachs BDC has a consensus target price of $9.17, indicating a potential downside of 2.07%. 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
0 Sell rating(s)
5 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 insiders. Comparatively, 0.1% of Goldman Sachs BDC shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments 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 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 investment? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, media sentiment, earnings, dividends, profitability, valuation and risk.

Saratoga Investment has a consensus price target of $23.00, indicating a potential upside of 3.98%. 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
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

BlackRock MuniYield New York Quality Fund has a beta of 0.74, suggesting that its stock price is 26% less 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.

Saratoga Investment has a net margin of 29.12% compared to BlackRock MuniYield New York Quality Fund's net margin of 0.00%. Saratoga Investment's return on equity of 9.29% 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 29.12%9.29%3.17%

In the previous week, Saratoga Investment had 1 more articles in the media than BlackRock MuniYield New York Quality Fund. MarketBeat recorded 3 mentions for Saratoga Investment and 2 mentions for BlackRock MuniYield New York Quality Fund. BlackRock MuniYield New York Quality Fund's average media sentiment score of 0.34 beat Saratoga Investment's score of -0.18 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
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Saratoga Investment
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

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$125.71M2.86$36.60M$2.339.49

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 insiders. Comparatively, 10.0% of Saratoga Investment shares are held 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.

BlackRock MuniYield New York Quality Fund pays an annual dividend of $0.46 per share and has a dividend yield of 4.6%. Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 13.6%. 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.

Summary

Saratoga Investment beats BlackRock MuniYield New York Quality Fund on 9 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$361.63M$1.26B$13.95B$23.13B
Dividend Yield13.49%13.57%5.73%4.05%
P/E Ratio9.4910.6820.2831.08
Price / Sales2.8614.33140.6121.49
Price / Cash7.586.8119.4824.30
Price / Book0.910.752.244.67
Net Income$36.60M$121.13M$1.14B$1.07B
7 Day Performance0.10%-1.32%0.14%-0.34%
1 Month Performance-0.38%-3.32%1.11%0.36%
1 Year Performance-9.82%-22.52%15.70%23.86%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SAR
Saratoga Investment
1.9315 of 5 stars
$22.12
-0.5%
$23.00
+4.0%
-9.5%$361.63M$125.71M9.493,211
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.73
-0.1%
N/A+5.5%$1.34BN/AN/A147,000
HQH
abrdn Healthcare Investors
N/A$19.52
+0.9%
N/A+35.9%$1.11BN/AN/A147,000
ASA
ASA Gold and Precious Metals
2.3207 of 5 stars
$60.68
+5.7%
N/A+68.5%$1.08BN/AN/A1,100
GSBD
Goldman Sachs BDC
2.2184 of 5 stars
$9.28
+0.4%
$9.17
-1.2%
-18.9%$1.04B$365.57M14.27N/A

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This page (NYSE:SAR) was last updated on 6/25/2026 by MarketBeat.com Staff.
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