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S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
Can Netflix Stock Continue Into All-Time Highs After Earnings?
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
Can Netflix Stock Continue Into All-Time Highs After Earnings?
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
Can Netflix Stock Continue Into All-Time Highs After Earnings?

Saratoga Investment (SAR) Competitors

$22.72
+0.13 (+0.58%)
(As of 04/18/2024 ET)

SAR vs. VALU, SAMG, DHIL, MRCC, ERES, BANX, WHG, GECC, ALTI, and VINP

Should you be buying Saratoga Investment stock or one of its competitors? The main competitors of Saratoga Investment include Value Line (VALU), Silvercrest Asset Management Group (SAMG), Diamond Hill Investment Group (DHIL), Monroe Capital (MRCC), East Resources Acquisition (ERES), ArrowMark Financial (BANX), Westwood Holdings Group (WHG), Great Elm Capital (GECC), AlTi Global (ALTI), and Vinci Partners Investments (VINP). These companies are all part of the "investment advice" industry.

Saratoga Investment vs.

Value Line (NASDAQ:VALU) and Saratoga Investment (NYSE:SAR) 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, media sentiment, dividends, profitability, earnings, community ranking, analyst recommendations, valuation and institutional ownership.

Saratoga Investment has a consensus price target of $26.75, suggesting a potential upside of 17.74%. Given Value Line's higher possible upside, analysts clearly believe Saratoga Investment is more favorable than Value Line.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Value Line
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Saratoga Investment
0 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.20

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Value Line$39.69M8.79$18.07M$1.9419.08
Saratoga Investment$99.10M3.13$24.68M$1.9411.71

In the previous week, Saratoga Investment had 3 more articles in the media than Value Line. MarketBeat recorded 5 mentions for Saratoga Investment and 2 mentions for Value Line. Saratoga Investment's average media sentiment score of 1.11 beat Value Line's score of 0.40 indicating that Value Line is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Value Line
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Saratoga Investment
2 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Saratoga Investment received 88 more outperform votes than Value Line when rated by MarketBeat users. However, 59.66% of users gave Value Line an outperform vote while only 58.54% of users gave Saratoga Investment an outperform vote.

CompanyUnderperformOutperform
Value LineOutperform Votes
176
59.66%
Underperform Votes
119
40.34%
Saratoga InvestmentOutperform Votes
264
58.54%
Underperform Votes
187
41.46%

6.3% of Value Line shares are owned by institutional investors. Comparatively, 19.1% of Saratoga Investment shares are owned by institutional investors. 0.0% of Value Line shares are owned by insiders. Comparatively, 13.2% of Saratoga Investment shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Value Line pays an annual dividend of $1.12 per share and has a dividend yield of 3.0%. Saratoga Investment pays an annual dividend of $2.92 per share and has a dividend yield of 12.9%. Value Line pays out 57.7% of its earnings in the form of a dividend. Saratoga Investment pays out 150.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Value Line has increased its dividend for 1 consecutive years and Saratoga Investment has increased its dividend for 3 consecutive years. Saratoga Investment is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Value Line has a beta of 0.76, indicating that its stock price is 24% less volatile than the S&P 500. Comparatively, Saratoga Investment has a beta of 1.32, indicating that its stock price is 32% more volatile than the S&P 500.

Value Line has a net margin of 47.81% compared to Value Line's net margin of 16.45%. Saratoga Investment's return on equity of 21.23% beat Value Line's return on equity.

Company Net Margins Return on Equity Return on Assets
Value Line47.81% 21.23% 13.83%
Saratoga Investment 16.45%14.43%4.46%

Summary

Saratoga Investment beats Value Line on 11 of the 20 factors compared between the two stocks.

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 InvestmentInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$310.13M$8.87B$8.06B$17.13B
Dividend Yield12.91%24.66%10.71%3.62%
P/E Ratio11.7125.5661.3823.19
Price / Sales3.136.523,619.599.68
Price / Cash7.1414.4727.8216.97
Price / Book0.783.542.354.84
Net Income$24.68M$302.17M$1.00B$969.88M
7 Day Performance-1.56%-2.66%-1.01%-2.30%
1 Month Performance0.09%-2.50%-1.86%-3.08%
1 Year Performance-7.15%14.76%8.81%77.61%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VALU
Value Line
0.702 of 5 stars
$37.70
+0.2%
N/A-22.3%$355.51M$39.69M19.43138Analyst Report
Positive News
Gap Down
SAMG
Silvercrest Asset Management Group
0 of 5 stars
$14.90
+1.6%
N/A-23.8%$207.26M$117.41M15.52149Positive News
DHIL
Diamond Hill Investment Group
1.6407 of 5 stars
$152.45
+0.2%
N/A-12.6%$432.96M$136.72M10.63129News Coverage
Negative News
MRCC
Monroe Capital
1.043 of 5 stars
$7.23
-0.3%
$8.50
+17.6%
-10.9%$156.67M$5.47M361.68N/ANews Coverage
ERES
East Resources Acquisition
0 of 5 stars
$11.92
-0.7%
N/A+14.8%$136.85MN/A0.006High Trading Volume
BANX
ArrowMark Financial
0 of 5 stars
$18.52
-0.3%
N/A+0.7%$131.68M$17.36M0.00N/A
WHG
Westwood Holdings Group
3.676 of 5 stars
$13.34
+3.0%
N/A+19.6%$124.46M$89.78M11.31N/AUpcoming Earnings
GECC
Great Elm Capital
1.2264 of 5 stars
$10.71
-1.0%
N/A+24.9%$101.21M$35.83M3.23N/A
ALTI
AlTi Global
2.2367 of 5 stars
$4.85
-0.6%
$9.00
+85.6%
-49.1%$578.75M$250.88M-1.52480
VINP
Vinci Partners Investments
3.7367 of 5 stars
$11.08
-0.8%
$14.33
+29.4%
+20.1%$610.29M$91.03M14.58215News Coverage

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This page (NYSE:SAR) was last updated on 4/19/2024 by MarketBeat.com Staff

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