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Saratoga Investment (SAR) Competitors

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$16.46 -0.02 (-0.12%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$16.48 +0.02 (+0.09%)
As of 04:36 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

SAR vs. OCSL, GSBD, FSCO, RHLD, and BBDC

Should you buy Saratoga Investment stock or one of its competitors? Saratoga Investment's main competitors and comparable companies include Oaktree Specialty Lending (OCSL), Goldman Sachs BDC (GSBD), FS Credit Opportunities (FSCO), Resolute Holdings Management (RHLD), 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 Oaktree Specialty Lending?

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

Saratoga Investment has a beta of 0.57, meaning that its share price is 43% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.51, meaning that its share price is 49% less volatile than the broader market.

In the previous week, Oaktree Specialty Lending had 1 more articles in the media than Saratoga Investment. MarketBeat recorded 3 mentions for Oaktree Specialty Lending and 2 mentions for Saratoga Investment. Oaktree Specialty Lending's average media sentiment score of 0.09 beat Saratoga Investment's score of 0.00 indicating that Oaktree Specialty Lending is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Saratoga Investment
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Oaktree Specialty Lending
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.11$36.60M$1.0016.46
Oaktree Specialty Lending$316.80M3.31$33.92M$0.4824.79

Oaktree Specialty Lending has a net margin of 14.45% compared to Saratoga Investment's net margin of 12.70%. Oaktree Specialty Lending's return on equity of 9.70% beat Saratoga Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment12.70% 8.76% 2.95%
Oaktree Specialty Lending 14.45%9.70%4.64%

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 18.2%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.1%. 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. Oaktree Specialty Lending pays out 250.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

19.1% of Saratoga Investment shares are owned by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 10.6% of Saratoga Investment shares are owned by company insiders. Comparatively, 0.3% of Oaktree Specialty Lending 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.

Saratoga Investment presently has a consensus target price of $21.50, indicating a potential upside of 30.62%. Oaktree Specialty Lending has a consensus target price of $11.83, indicating a potential downside of 0.56%. Given Saratoga Investment's higher probable upside, analysts clearly believe Saratoga Investment is more favorable than Oaktree Specialty Lending.

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
Oaktree Specialty Lending
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Oaktree Specialty Lending beats Saratoga Investment on 10 of the 16 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 better stock? We will contrast the two companies based on the strength of their media sentiment, profitability, institutional ownership, valuation, earnings, dividends, analyst recommendations and risk.

Saratoga Investment has a beta of 0.57, meaning that its share price is 43% less volatile than the broader market. Comparatively, Goldman Sachs BDC has a beta of 0.61, meaning that its share price is 39% less volatile than the broader market.

In the previous week, Goldman Sachs BDC had 1 more articles in the media than Saratoga Investment. MarketBeat recorded 3 mentions for Goldman Sachs BDC and 2 mentions for Saratoga Investment. Goldman Sachs BDC's average media sentiment score of 0.92 beat Saratoga Investment's score of 0.00 indicating that Goldman Sachs BDC is being referred to more favorably in the news media.

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

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 18.2%. Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 14.1%. 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 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 currently has a consensus price target of $21.50, indicating a potential upside of 30.62%. Goldman Sachs BDC has a consensus price target of $8.75, indicating a potential downside of 3.37%. Given Saratoga Investment's stronger consensus rating and higher possible upside, 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
3 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
1.86

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$125.71M2.11$36.60M$1.0016.46
Goldman Sachs BDC$365.57M2.79$119.27M$0.5217.41

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
Saratoga Investment12.70% 8.76% 2.95%
Goldman Sachs BDC 17.19%11.04%4.62%

19.1% of Saratoga Investment shares are held by institutional investors. Comparatively, 28.7% of Goldman Sachs BDC shares are held by institutional investors. 10.6% 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 large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

Goldman Sachs BDC beats Saratoga Investment on 13 of the 18 factors compared between the two stocks.

How does Saratoga Investment compare to FS Credit Opportunities?

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

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
FS Credit OpportunitiesN/A N/A N/A
Saratoga Investment 12.70%8.76%2.95%

FS Credit Opportunities pays an annual dividend of $0.74 per share and has a dividend yield of 14.3%. Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 18.2%. 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 lower revenue, but higher earnings than FS Credit Opportunities.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FS Credit Opportunities$137.77M7.58N/AN/AN/A
Saratoga Investment$125.71M2.11$36.60M$1.0016.46

In the previous week, Saratoga Investment had 2 more articles in the media than FS Credit Opportunities. MarketBeat recorded 2 mentions for Saratoga Investment and 0 mentions for FS Credit Opportunities. FS Credit Opportunities' average media sentiment score of 0.00 equaled Saratoga Investment'saverage media sentiment score.

Company Overall Sentiment
FS Credit Opportunities Neutral
Saratoga Investment Neutral

FS Credit Opportunities has a beta of 0.34, indicating that its stock price is 66% less volatile than the broader market. Comparatively, Saratoga Investment has a beta of 0.57, indicating that its stock price is 43% less volatile than the broader market.

Saratoga Investment has a consensus price target of $21.50, suggesting a potential upside of 30.62%. Given Saratoga Investment's stronger consensus rating and higher possible upside, analysts clearly believe Saratoga Investment is more favorable than FS Credit Opportunities.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FS Credit Opportunities
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)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

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

Summary

Saratoga Investment beats FS Credit Opportunities on 9 of the 13 factors compared between the two stocks.

How does Saratoga Investment compare to Resolute Holdings Management?

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

19.1% of Saratoga Investment shares are held by institutional investors. 52.8% of Resolute Holdings Management 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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Saratoga Investment has a consensus target price of $21.50, indicating a potential upside of 30.62%. Given Saratoga Investment's higher probable upside, analysts clearly believe Saratoga Investment is more favorable than Resolute Holdings Management.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Resolute Holdings Management
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Saratoga Investment
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Saratoga Investment had 1 more articles in the media than Resolute Holdings Management. MarketBeat recorded 2 mentions for Saratoga Investment and 1 mentions for Resolute Holdings Management. Resolute Holdings Management's average media sentiment score of 1.83 beat Saratoga Investment's score of 0.00 indicating that Resolute Holdings Management is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Resolute Holdings Management
1 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
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Resolute Holdings Management has a beta of -0.98, indicating that its stock price is 198% less volatile than the broader market. Comparatively, Saratoga Investment has a beta of 0.57, indicating that its stock price is 43% less volatile than the broader market.

Saratoga Investment has lower revenue, but higher earnings 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
Resolute Holdings Management$462.05M1.97-$5.92M$5.4321.44
Saratoga Investment$125.71M2.11$36.60M$1.0016.46

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
Resolute Holdings Management4.21% 3.55% 1.71%
Saratoga Investment 12.70%8.76%2.95%

Summary

Saratoga Investment beats Resolute Holdings Management on 9 of the 14 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 better business? We will contrast the two businesses based on the strength of their earnings, risk, dividends, institutional ownership, profitability, valuation, analyst recommendations and media sentiment.

Saratoga Investment has a beta of 0.57, meaning that its stock price is 43% less volatile than the broader market. Comparatively, Barings Bdc has a beta of 0.64, meaning that its stock price is 36% less volatile than the broader market.

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$125.71M2.11$36.60M$1.0016.46
Barings Bdc$279.21M3.24$101.92M$0.8310.40

In the previous week, Saratoga Investment had 1 more articles in the media than Barings Bdc. MarketBeat recorded 2 mentions for Saratoga Investment and 1 mentions for Barings Bdc. Barings Bdc's average media sentiment score of 1.25 beat Saratoga Investment's score of 0.00 indicating that Barings Bdc is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Saratoga Investment
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Barings Bdc
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 currently has a consensus price target of $21.50, suggesting a potential upside of 30.62%. Barings Bdc has a consensus price target of $9.75, suggesting a potential upside of 12.98%. Given Saratoga Investment's higher probable upside, equities research analysts plainly 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

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 18.2%. Barings Bdc pays an annual dividend of $1.04 per share and has a dividend yield of 12.1%. 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 raised its dividend for 3 consecutive years.

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 hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

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%

Summary

Barings Bdc beats Saratoga Investment on 13 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$264.68M$5.13B$13.30B$22.73B
Dividend Yield18.20%7.57%6.04%3.72%
P/E Ratio16.4629.4524.4027.81
Price / Sales2.111,259.46506.1220.21
Price / Cash5.6247.6729.4619.11
Price / Book0.673.482.704.67
Net Income$36.60M$415.67M$1.31B$1.07B
7 Day Performance-2.12%-0.11%-0.46%-0.08%
1 Month Performance-6.48%-2.71%-3.22%-5.61%
1 Year Performance-32.71%9.03%10.48%5.09%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SAR
Saratoga Investment
4.0617 of 5 stars
$16.46
-0.1%
$21.50
+30.6%
-32.7%$264.68M$125.71M16.463,211
OCSL
Oaktree Specialty Lending
1.4255 of 5 stars
$12.46
+0.4%
$11.83
-5.0%
-8.0%$1.09B$316.80M25.96N/A
GSBD
Goldman Sachs BDC
2.0674 of 5 stars
$9.80
+1.0%
$8.75
-10.7%
-9.9%$1.09B$365.57M18.858
FSCO
FS Credit Opportunities
N/A$5.38
+2.5%
N/A-25.9%$1.06B$137.77MN/AN/A
RHLD
Resolute Holdings Management
1.3399 of 5 stars
$118.08
-0.1%
N/A+49.6%$924.67M$462.05M21.755,620

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This page (NYSE:SAR) was last updated on 10/5/2026 by MarketBeat.com Staff.
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