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Saratoga Investment (SAR) Competitors

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$18.45 +0.02 (+0.10%)
Closing price 08/24/2026 03:59 PM Eastern
Extended Trading
$18.43 -0.01 (-0.08%)
As of 08:38 AM Eastern
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SAR vs. PSEC, OCSL, VRTS, GSBD, and RHLD

Should you buy Saratoga Investment stock or one of its competitors? Saratoga Investment's main competitors and comparable companies include Prospect Capital (PSEC), Oaktree Specialty Lending (OCSL), Virtus Investment Partners (VRTS), Goldman Sachs BDC (GSBD), and Resolute Holdings Management (RHLD). 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 Prospect Capital?

Prospect Capital (NASDAQ:PSEC) 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 earnings, dividends, profitability, analyst recommendations, institutional ownership, media sentiment, risk and valuation.

Prospect Capital pays an annual dividend of $0.42 per share and has a dividend yield of 18.1%. Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 16.3%. Prospect Capital pays out 840.0% 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 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, Prospect Capital had 20 more articles in the media than Saratoga Investment. MarketBeat recorded 24 mentions for Prospect Capital and 4 mentions for Saratoga Investment. Prospect Capital's average media sentiment score of 0.69 beat Saratoga Investment's score of 0.49 indicating that Prospect Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Prospect Capital
9 Very Positive mention(s)
3 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Saratoga Investment
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Prospect Capital$639.45M1.90$153.66M$0.0546.40
Saratoga Investment$125.71M2.36$36.60M$1.0018.45

Prospect Capital presently has a consensus target price of $2.00, indicating a potential downside of 13.79%. Saratoga Investment has a consensus target price of $21.50, indicating a potential upside of 16.54%. Given Saratoga Investment's stronger consensus rating and higher probable upside, analysts plainly believe Saratoga Investment is more favorable than Prospect Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Prospect Capital
2 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Saratoga Investment
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83

9.1% of Prospect Capital shares are owned by institutional investors. Comparatively, 19.1% of Saratoga Investment shares are owned by institutional investors. 0.0% of Prospect Capital shares are owned by insiders. Comparatively, 10.6% of Saratoga Investment shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Prospect Capital has a net margin of 19.33% compared to Saratoga Investment's net margin of 12.70%. Prospect Capital's return on equity of 12.15% beat Saratoga Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Prospect Capital19.33% 12.15% 5.54%
Saratoga Investment 12.70%8.76%2.95%

Prospect Capital has a beta of 0.79, indicating that its share price is 21% 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.

Summary

Prospect Capital beats Saratoga Investment on 10 of the 17 factors compared between the two stocks.

How does Saratoga Investment compare to Oaktree Specialty Lending?

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

Oaktree Specialty Lending currently has a consensus price target of $11.83, indicating a potential downside of 10.08%. Saratoga Investment has a consensus price target of $21.50, indicating a potential upside of 16.54%. Given Saratoga Investment's higher probable upside, analysts plainly believe Saratoga Investment is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oaktree Specialty Lending
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Saratoga Investment
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83

In the previous week, Oaktree Specialty Lending had 3 more articles in the media than Saratoga Investment. MarketBeat recorded 7 mentions for Oaktree Specialty Lending and 4 mentions for Saratoga Investment. Saratoga Investment's average media sentiment score of 0.49 beat Oaktree Specialty Lending's score of 0.39 indicating that Saratoga Investment is being referred to more favorably in the news media.

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

36.8% of Oaktree Specialty Lending shares are held by institutional investors. Comparatively, 19.1% of Saratoga Investment shares are held by institutional investors. 0.3% of Oaktree Specialty Lending 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, hedge funds and endowments believe a stock is poised for long-term growth.

Saratoga Investment has lower revenue, but higher earnings 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
Oaktree Specialty Lending$316.80M3.66$33.92M$0.4827.42
Saratoga Investment$125.71M2.36$36.60M$1.0018.45

Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.1%. Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 16.3%. 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. 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 has a beta of 0.49, suggesting that its share price is 51% less volatile than the broader market. Comparatively, Saratoga Investment has a beta of 0.55, suggesting that its share price is 45% less volatile than the broader market.

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
Oaktree Specialty Lending14.45% 9.70% 4.64%
Saratoga Investment 12.70%8.76%2.95%

Summary

Oaktree Specialty Lending beats Saratoga Investment on 10 of the 17 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 superior stock? We will compare the two businesses based on the strength of their risk, institutional ownership, media sentiment, earnings, dividends, analyst recommendations, valuation and profitability.

Virtus Investment Partners has a beta of 1.37, suggesting that its stock price is 37% more 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.

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%

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

In the previous week, Virtus Investment Partners had 2 more articles in the media than Saratoga Investment. MarketBeat recorded 6 mentions for Virtus Investment Partners and 4 mentions for Saratoga Investment. Virtus Investment Partners' average media sentiment score of 0.83 beat Saratoga Investment's score of 0.49 indicating that Virtus Investment Partners is being referred to more favorably in the media.

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

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$819.58M1.36$121.75M$17.559.60
Saratoga Investment$125.71M2.36$36.60M$1.0018.45

Virtus Investment Partners currently has a consensus price target of $145.50, suggesting a potential downside of 13.66%. Saratoga Investment has a consensus price target of $21.50, suggesting a potential upside of 16.54%. Given Saratoga Investment's stronger consensus rating and higher probable upside, analysts plainly 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
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83

Virtus Investment Partners pays an annual dividend of $9.80 per share and has a dividend yield of 5.8%. Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 16.3%. 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.

Summary

Virtus Investment Partners beats Saratoga Investment on 12 of the 18 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 superior stock? We will compare the two companies based on the strength of their dividends, valuation, analyst recommendations, media sentiment, profitability, institutional ownership, earnings and risk.

Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 12.8%. Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 16.3%. 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.

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 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$365.57M3.08$119.27M$0.5219.22
Saratoga Investment$125.71M2.36$36.60M$1.0018.45

Goldman Sachs BDC presently has a consensus target price of $8.75, indicating a potential downside of 12.46%. Saratoga Investment has a consensus target price of $21.50, indicating a potential upside of 16.54%. 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
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83

In the previous week, Saratoga Investment had 4 more articles in the media than Goldman Sachs BDC. MarketBeat recorded 4 mentions for Saratoga Investment and 0 mentions for Goldman Sachs BDC. Saratoga Investment's average media sentiment score of 0.49 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 Neutral

Goldman Sachs BDC has a beta of 0.57, suggesting that its stock price is 43% 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.

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, 10.6% of Saratoga Investment shares are owned 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 Resolute Holdings Management?

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

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%

In the previous week, Saratoga Investment and Saratoga Investment both had 4 articles in the media. Saratoga Investment's average media sentiment score of 0.49 beat Resolute Holdings Management'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)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Resolute Holdings Management
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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$125.71M2.36$36.60M$1.0018.45
Resolute Holdings Management$462.05M2.18-$5.92M$5.4323.77

Saratoga Investment has a beta of 0.55, indicating that its share price is 45% less volatile than the broader market. Comparatively, Resolute Holdings Management has a beta of -1.29, indicating that its share price is 229% less volatile than the broader market.

19.1% of Saratoga Investment shares are held by institutional investors. 10.6% of Saratoga Investment shares are held by insiders. Comparatively, 52.8% of Resolute Holdings Management 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 presently has a consensus target price of $21.50, indicating a potential upside of 16.54%. Given Saratoga Investment's stronger consensus rating and higher probable upside, equities research 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
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83
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 14 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$296.37M$5.67B$13.94B$24.29B
Dividend Yield16.28%7.39%5.89%3.70%
P/E Ratio18.4539.0129.6130.14
Price / Sales2.361,222.20512.4517.36
Price / Cash6.2848.3130.7119.80
Price / Book0.763.752.874.90
Net Income$36.60M$417.46M$1.31B$1.07B
7 Day Performance-1.22%0.38%1.10%0.50%
1 Month Performance-2.72%1.96%2.73%2.86%
1 Year Performance-26.93%7.35%11.46%14.91%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SAR
Saratoga Investment
3.0408 of 5 stars
$18.45
+0.1%
$21.50
+16.5%
-27.0%$296.37M$125.71M18.453,211
PSEC
Prospect Capital
1.6526 of 5 stars
$2.21
-3.9%
$2.00
-9.5%
-19.2%$1.15B$7.61MN/A2,019
OCSL
Oaktree Specialty Lending
2.2146 of 5 stars
$12.85
-1.0%
$11.83
-7.9%
-4.3%$1.13B$53.53M26.77N/A
VRTS
Virtus Investment Partners
3.2223 of 5 stars
$168.29
-0.4%
$145.50
-13.5%
-15.9%$1.11B$819.58M9.96770
GSBD
Goldman Sachs BDC
1.8695 of 5 stars
$9.77
-0.8%
$8.75
-10.4%
-12.6%$1.10B$86.61M18.79N/A

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This page (NYSE:SAR) was last updated on 8/25/2026 by MarketBeat.com Staff.
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