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Saratoga Investment (SAR) Competitors

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$22.10 +0.10 (+0.43%)
Closing price 03:59 PM Eastern
Extended Trading
$22.15 +0.04 (+0.20%)
As of 05:35 PM Eastern
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SAR vs. MUC, ASA, GSBD, HQH, and MFIC

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), Goldman Sachs BDC (GSBD), abrdn Healthcare Investors (HQH), and MidCap Financial Investment (MFIC). 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 investment? We will contrast the two companies based on the strength of their valuation, profitability, earnings, risk, analyst recommendations, institutional ownership, media sentiment and dividends.

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

Saratoga Investment has a beta of 0.55, suggesting that its stock price is 45% less volatile than the broader market. Comparatively, BlackRock MuniHoldings California Quality Fund has a beta of 0.66, suggesting that its stock price is 34% less volatile than the broader market.

In the previous week, Saratoga Investment had 7 more articles in the media than BlackRock MuniHoldings California Quality Fund. MarketBeat recorded 7 mentions for Saratoga Investment and 0 mentions for BlackRock MuniHoldings California Quality Fund. Saratoga Investment's average media sentiment score of 0.66 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 Positive
BlackRock MuniHoldings California Quality Fund Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.86$36.60M$2.339.49
BlackRock MuniHoldings California Quality Fund$26.56M50.79N/AN/AN/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 insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Saratoga Investment currently has a consensus price target of $23.63, indicating a potential upside of 6.88%. Given Saratoga Investment's stronger consensus rating and higher probable upside, equities research 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 pays an annual dividend of $3.00 per share and has a dividend yield of 13.6%. 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.

Summary

Saratoga Investment beats BlackRock MuniHoldings California Quality Fund on 10 of the 14 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 superior stock? We will contrast the two companies based on the strength of their media sentiment, risk, analyst recommendations, dividends, earnings, profitability, valuation and institutional ownership.

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 13.6%. 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 a beta of 0.55, suggesting that its share price is 45% less volatile than the broader market. Comparatively, ASA Gold and Precious Metals has a beta of 0.7, suggesting that its share price is 30% less volatile than the broader market.

Saratoga Investment currently has a consensus target price of $23.63, indicating a potential upside of 6.88%. Given Saratoga Investment's higher possible upside, equities research 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
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

19.1% of Saratoga Investment shares are held by institutional investors. 10.0% of Saratoga Investment shares are held by company insiders. Comparatively, 1.7% of ASA Gold and Precious Metals 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.

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

In the previous week, ASA Gold and Precious Metals had 1 more articles in the media than Saratoga Investment. MarketBeat recorded 8 mentions for ASA Gold and Precious Metals and 7 mentions for Saratoga Investment. ASA Gold and Precious Metals' average media sentiment score of 0.97 beat Saratoga Investment's score of 0.66 indicating that ASA Gold and Precious Metals is being referred to more favorably in the news media.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.86$36.60M$2.339.49
ASA Gold and Precious MetalsN/AN/AN/AN/AN/A

Summary

Saratoga Investment beats ASA Gold and Precious Metals on 8 of the 14 factors compared between the two stocks.

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

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
Goldman Sachs BDC21.32% 10.94% 4.66%
Saratoga Investment 29.12%9.29%3.17%

Goldman Sachs BDC presently has a consensus target price of $9.50, suggesting a potential upside of 6.32%. Saratoga Investment has a consensus target price of $23.63, suggesting a potential upside of 6.88%. Given Saratoga Investment's stronger consensus rating and higher probable 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
Goldman Sachs BDC
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83
Saratoga Investment
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Goldman Sachs BDC has a beta of 0.62, meaning that its stock price is 38% less volatile than the broader market. Comparatively, Saratoga Investment has a beta of 0.55, meaning that its stock price is 45% less volatile than the broader market.

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$365.57M2.75$119.27M$0.6513.75
Saratoga Investment$125.71M2.86$36.60M$2.339.49

In the previous week, Goldman Sachs BDC had 3 more articles in the media than Saratoga Investment. MarketBeat recorded 10 mentions for Goldman Sachs BDC and 7 mentions for Saratoga Investment. Saratoga Investment's average media sentiment score of 0.66 beat Goldman Sachs BDC's score of -0.03 indicating that Saratoga Investment is being referred to more favorably in the news media.

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

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 insiders. Comparatively, 10.0% 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.

Goldman Sachs BDC pays an annual dividend of $1.28 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 13.6%. 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. 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

Goldman Sachs BDC beats Saratoga Investment on 9 of the 17 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 stock? We will compare the two companies based on the strength of their profitability, media sentiment, valuation, earnings, analyst recommendations, dividends, institutional ownership and risk.

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 currently has a consensus target price of $23.63, indicating a potential upside of 6.88%. 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
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 beta of 0.55, indicating that its stock price is 45% 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 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

In the previous week, Saratoga Investment had 3 more articles in the media than abrdn Healthcare Investors. MarketBeat recorded 7 mentions for Saratoga Investment and 4 mentions for abrdn Healthcare Investors. Saratoga Investment's average media sentiment score of 0.66 beat abrdn Healthcare Investors' score of -0.50 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
3 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
abrdn Healthcare Investors
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative

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

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 $2.25 per share and has a dividend yield of 11.1%. 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.

Summary

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

How does Saratoga Investment compare to MidCap Financial Investment?

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

19.1% of Saratoga Investment shares are held by institutional investors. Comparatively, 28.5% of MidCap Financial Investment shares are held by institutional investors. 10.0% of Saratoga Investment shares are held by company insiders. Comparatively, 0.8% of MidCap Financial Investment shares are held by company 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 a net margin of 29.12% compared to MidCap Financial Investment's net margin of 1.90%. MidCap Financial Investment's return on equity of 10.86% beat Saratoga Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment29.12% 9.29% 3.17%
MidCap Financial Investment 1.90%10.86%4.31%

Saratoga Investment has a beta of 0.55, indicating that its share price is 45% less volatile than the broader market. Comparatively, MidCap Financial Investment has a beta of 0.63, indicating that its share price is 37% less volatile than the broader market.

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 13.6%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 11.3%. 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. MidCap Financial Investment pays out 3,100.0% 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

Saratoga Investment currently has a consensus target price of $23.63, indicating a potential upside of 6.88%. MidCap Financial Investment has a consensus target price of $11.54, indicating a potential upside of 5.06%. Given Saratoga Investment's higher possible upside, equities analysts clearly believe Saratoga Investment is more favorable than MidCap Financial Investment.

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
MidCap Financial Investment
0 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.22

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.86$36.60M$2.339.49
MidCap Financial Investment$320.88M2.82$63.17M$0.04274.50

In the previous week, MidCap Financial Investment had 2 more articles in the media than Saratoga Investment. MarketBeat recorded 9 mentions for MidCap Financial Investment and 7 mentions for Saratoga Investment. MidCap Financial Investment's average media sentiment score of 0.73 beat Saratoga Investment's score of 0.66 indicating that MidCap Financial Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Saratoga Investment
3 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MidCap Financial Investment
3 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

MidCap Financial Investment beats Saratoga Investment on 11 of the 18 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$358.05M$1.31B$13.44B$22.91B
Dividend Yield13.63%12.86%5.84%4.09%
P/E Ratio9.4910.2624.1827.68
Price / Sales2.8615.63174.4324.98
Price / Cash7.507.2520.4525.31
Price / Book0.910.832.154.67
Net Income$36.60M$118.06M$1.11B$1.06B
7 Day Performance-1.14%-3.30%-0.67%-0.76%
1 Month Performance-2.84%-1.56%0.57%1.73%
1 Year Performance-8.05%-18.54%11.19%25.04%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SAR
Saratoga Investment
2.2145 of 5 stars
$22.11
+0.4%
$23.63
+6.9%
-8.5%$358.05M$125.71M9.493,211
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.75
-0.4%
N/A+2.4%$1.35BN/AN/A147,000
ASA
ASA Gold and Precious Metals
2.1641 of 5 stars
$62.73
-1.7%
N/A+140.9%$1.20B$672.05MN/A1,100
GSBD
Goldman Sachs BDC
2.5764 of 5 stars
$10.06
-0.3%
$9.50
-5.5%
-20.8%$1.14B$365.57M9.67N/A
HQH
abrdn Healthcare Investors
N/A$19.91
+0.9%
N/A+32.2%$1.13BN/AN/A147,000

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This page (NYSE:SAR) was last updated on 5/14/2026 by MarketBeat.com Staff.
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