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DOW   31,496.30
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S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
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S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
pixel
pixel
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S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
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NYSE:SAR

Saratoga Investment Competitors

$22.77
-0.14 (-0.61 %)
(As of 03/5/2021 12:00 AM ET)
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Today's Range
$22.29
Now: $22.77
$23.55
50-Day Range
$20.79
MA: $22.96
$24.20
52-Week Range
$5.94
Now: $22.77
$24.50
Volume59,803 shs
Average Volume70,865 shs
Market Capitalization$254.34 million
P/E Ratio7.88
Dividend Yield7.27%
Beta1.68

Competitors

Saratoga Investment (NYSE:SAR) Vs. PZN, GCMG, DHIL, BBDC, FDUS, and PUYI

Should you be buying SAR stock or one of its competitors? Companies in the industry of "investment advice" are considered alternatives and competitors to Saratoga Investment, including Pzena Investment Management (PZN), GCM Grosvenor (GCMG), Diamond Hill Investment Group (DHIL), Barings BDC (BBDC), Fidus Investment (FDUS), and Puyi (PUYI).

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

Risk and Volatility

Saratoga Investment has a beta of 1.68, indicating that its share price is 68% more volatile than the S&P 500. Comparatively, Pzena Investment Management has a beta of 1.42, indicating that its share price is 42% more volatile than the S&P 500.

Profitability

This table compares Saratoga Investment and Pzena Investment Management's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Saratoga Investment54.72%7.97%4.27%
Pzena Investment Management2.46%10.22%5.43%

Earnings & Valuation

This table compares Saratoga Investment and Pzena Investment Management's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$58.45 million4.35$55.74 million$2.499.14
Pzena Investment Management$150.75 million4.94$8.46 millionN/AN/A

Saratoga Investment has higher earnings, but lower revenue than Pzena Investment Management.

Institutional and Insider Ownership

21.6% of Saratoga Investment shares are owned by institutional investors. Comparatively, 15.0% of Pzena Investment Management shares are owned by institutional investors. 15.7% of Saratoga Investment shares are owned by insiders. Comparatively, 53.3% of Pzena Investment Management shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Dividends

Saratoga Investment pays an annual dividend of $1.68 per share and has a dividend yield of 7.4%. Pzena Investment Management pays an annual dividend of $1.00 per share and has a dividend yield of 9.6%. Saratoga Investment pays out 67.5% of its earnings in the form of a dividend.

Analyst Recommendations

This is a breakdown of recent ratings for Saratoga Investment and Pzena Investment Management, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Saratoga Investment00703.00
Pzena Investment Management0000N/A

Saratoga Investment currently has a consensus price target of $23.2917, suggesting a potential upside of 2.29%. Given Saratoga Investment's higher probable upside, research analysts plainly believe Saratoga Investment is more favorable than Pzena Investment Management.

Summary

Pzena Investment Management beats Saratoga Investment on 8 of the 14 factors compared between the two stocks.

Saratoga Investment (NYSE:SAR) and GCM Grosvenor (NASDAQ:GCMG) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, analyst recommendations, risk, valuation, institutional ownership, earnings and profitability.

Risk and Volatility

Saratoga Investment has a beta of 1.68, indicating that its share price is 68% more volatile than the S&P 500. Comparatively, GCM Grosvenor has a beta of 0.01, indicating that its share price is 99% less volatile than the S&P 500.

Profitability

This table compares Saratoga Investment and GCM Grosvenor's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Saratoga Investment54.72%7.97%4.27%
GCM GrosvenorN/A4.98%0.09%

Earnings & Valuation

This table compares Saratoga Investment and GCM Grosvenor's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$58.45 million4.35$55.74 million$2.499.14
GCM GrosvenorN/AN/A$4.28 millionN/AN/A

Saratoga Investment has higher revenue and earnings than GCM Grosvenor.

Institutional and Insider Ownership

21.6% of Saratoga Investment shares are owned by institutional investors. Comparatively, 53.3% of GCM Grosvenor shares are owned by institutional investors. 15.7% of Saratoga Investment shares are owned by insiders. Comparatively, 21.7% of GCM Grosvenor shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Dividends

Saratoga Investment pays an annual dividend of $1.68 per share and has a dividend yield of 7.4%. GCM Grosvenor pays an annual dividend of $0.24 per share and has a dividend yield of 1.9%. Saratoga Investment pays out 67.5% of its earnings in the form of a dividend.

Analyst Recommendations

This is a breakdown of recent ratings for Saratoga Investment and GCM Grosvenor, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Saratoga Investment00703.00
GCM Grosvenor10102.00

Saratoga Investment currently has a consensus price target of $23.2917, suggesting a potential upside of 2.29%. GCM Grosvenor has a consensus price target of $13.00, suggesting a potential upside of 3.83%. Given GCM Grosvenor's higher probable upside, analysts plainly believe GCM Grosvenor is more favorable than Saratoga Investment.

Summary

Saratoga Investment beats GCM Grosvenor on 9 of the 13 factors compared between the two stocks.

Saratoga Investment (NYSE:SAR) and Diamond Hill Investment Group (NASDAQ:DHIL) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, analyst recommendations, risk, valuation, institutional ownership, earnings and profitability.

Profitability

This table compares Saratoga Investment and Diamond Hill Investment Group's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Saratoga Investment54.72%7.97%4.27%
Diamond Hill Investment Group29.63%19.59%14.90%

Volatility & Risk

Saratoga Investment has a beta of 1.68, suggesting that its stock price is 68% more volatile than the S&P 500. Comparatively, Diamond Hill Investment Group has a beta of 1, suggesting that its stock price has a similar volatility profile to the S&P 500.

Institutional & Insider Ownership

21.6% of Saratoga Investment shares are owned by institutional investors. Comparatively, 54.6% of Diamond Hill Investment Group shares are owned by institutional investors. 15.7% of Saratoga Investment shares are owned by insiders. Comparatively, 3.4% of Diamond Hill Investment Group shares are owned by 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.

Analyst Recommendations

This is a breakdown of recent ratings for Saratoga Investment and Diamond Hill Investment Group, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Saratoga Investment00703.00
Diamond Hill Investment Group0000N/A

Saratoga Investment currently has a consensus price target of $23.2917, suggesting a potential upside of 2.29%. Given Saratoga Investment's higher probable upside, research analysts plainly believe Saratoga Investment is more favorable than Diamond Hill Investment Group.

Earnings & Valuation

This table compares Saratoga Investment and Diamond Hill Investment Group's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$58.45 million4.35$55.74 million$2.499.14
Diamond Hill Investment Group$136.62 million3.62$54.96 millionN/AN/A

Saratoga Investment has higher earnings, but lower revenue than Diamond Hill Investment Group.

Summary

Saratoga Investment beats Diamond Hill Investment Group on 7 of the 12 factors compared between the two stocks.

Barings BDC (NYSE:BBDC) 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 valuation, earnings, risk, profitability, analyst recommendations, institutional ownership and dividends.

Profitability

This table compares Barings BDC and Saratoga Investment's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Barings BDC-5.76%5.71%2.50%
Saratoga Investment54.72%7.97%4.27%

Risk and Volatility

Barings BDC has a beta of 0.7, indicating that its stock price is 30% less volatile than the S&P 500. Comparatively, Saratoga Investment has a beta of 1.68, indicating that its stock price is 68% more volatile than the S&P 500.

Institutional and Insider Ownership

74.4% of Barings BDC shares are held by institutional investors. Comparatively, 21.6% of Saratoga Investment shares are held by institutional investors. 0.2% of Barings BDC shares are held by insiders. Comparatively, 15.7% of Saratoga Investment shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Analyst Ratings

This is a breakdown of recent ratings and target prices for Barings BDC and Saratoga Investment, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Barings BDC00603.00
Saratoga Investment00703.00

Barings BDC presently has a consensus price target of $9.25, suggesting a potential downside of 6.94%. Saratoga Investment has a consensus price target of $23.2917, suggesting a potential upside of 2.29%. Given Saratoga Investment's higher probable upside, analysts clearly believe Saratoga Investment is more favorable than Barings BDC.

Valuation & Earnings

This table compares Barings BDC and Saratoga Investment's revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Barings BDC$75.65 million6.30$58.19 million$0.6116.30
Saratoga Investment$58.45 million4.35$55.74 million$2.499.14

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

Dividends

Barings BDC pays an annual dividend of $0.68 per share and has a dividend yield of 6.8%. Saratoga Investment pays an annual dividend of $1.68 per share and has a dividend yield of 7.4%. Barings BDC pays out 111.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Saratoga Investment pays out 67.5% of its earnings in the form of a dividend. Barings BDC has increased its dividend for 1 consecutive years. Saratoga Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Saratoga Investment beats Barings BDC on 11 of the 16 factors compared between the two stocks.

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

Valuation and Earnings

This table compares Fidus Investment and Saratoga Investment's top-line revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidus Investment$77.11 million4.84$48.47 million$1.4410.60
Saratoga Investment$58.45 million4.35$55.74 million$2.499.14

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

Profitability

This table compares Fidus Investment and Saratoga Investment's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Fidus Investment26.80%9.15%4.66%
Saratoga Investment54.72%7.97%4.27%

Volatility and Risk

Fidus Investment has a beta of 1.89, meaning that its share price is 89% more volatile than the S&P 500. Comparatively, Saratoga Investment has a beta of 1.68, meaning that its share price is 68% more volatile than the S&P 500.

Dividends

Fidus Investment pays an annual dividend of $1.20 per share and has a dividend yield of 7.9%. Saratoga Investment pays an annual dividend of $1.68 per share and has a dividend yield of 7.4%. Fidus Investment pays out 83.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Saratoga Investment pays out 67.5% of its earnings in the form of a dividend. Fidus Investment has raised its dividend for 1 consecutive years. Fidus Investment is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Analyst Recommendations

This is a summary of recent ratings and price targets for Fidus Investment and Saratoga Investment, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Fidus Investment00703.00
Saratoga Investment00703.00

Fidus Investment presently has a consensus target price of $15.40, suggesting a potential upside of 0.92%. Saratoga Investment has a consensus target price of $23.2917, suggesting a potential upside of 2.29%. Given Saratoga Investment's higher probable upside, analysts plainly believe Saratoga Investment is more favorable than Fidus Investment.

Institutional and Insider Ownership

22.9% of Fidus Investment shares are owned by institutional investors. Comparatively, 21.6% of Saratoga Investment shares are owned by institutional investors. 1.4% of Fidus Investment shares are owned by insiders. Comparatively, 15.7% of Saratoga Investment shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Summary

Fidus Investment beats Saratoga Investment on 9 of the 15 factors compared between the two stocks.

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

Analyst Recommendations

This is a summary of recent ratings and price targets for Puyi and Saratoga Investment, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Puyi0000N/A
Saratoga Investment00703.00

Saratoga Investment has a consensus target price of $23.2917, suggesting a potential upside of 2.29%. Given Saratoga Investment's higher probable upside, analysts plainly believe Saratoga Investment is more favorable than Puyi.

Profitability

This table compares Puyi and Saratoga Investment's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
PuyiN/AN/AN/A
Saratoga Investment54.72%7.97%4.27%

Risk & Volatility

Puyi has a beta of 1.08, meaning that its share price is 8% more volatile than the S&P 500. Comparatively, Saratoga Investment has a beta of 1.68, meaning that its share price is 68% more volatile than the S&P 500.

Institutional and Insider Ownership

21.6% of Saratoga Investment shares are owned by institutional investors. 15.7% of Saratoga Investment shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Earnings & Valuation

This table compares Puyi and Saratoga Investment's revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Puyi$18.33 million19.55$-4,660,000.00N/AN/A
Saratoga Investment$58.45 million4.35$55.74 million$2.499.14

Saratoga Investment has higher revenue and earnings than Puyi.

Summary

Saratoga Investment beats Puyi on 10 of the 11 factors compared between the two stocks.


Saratoga Investment Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
Pzena Investment Management logo
PZN
Pzena Investment Management
0.9$10.46-2.5%$744.44 million$150.75 million49.81
GCMG
GCM Grosvenor
1.5$12.52-0.5%$529.10 millionN/A0.00Dividend Increase
Analyst Revision
Diamond Hill Investment Group logo
DHIL
Diamond Hill Investment Group
1.2$156.70-3.8%$495.17 million$136.62 million13.57Gap Up
Barings BDC logo
BBDC
Barings BDC
2.2$9.94-2.5%$476.74 million$75.65 million-248.50Gap Down
Fidus Investment logo
FDUS
Fidus Investment
1.6$15.26-1.8%$372.91 million$77.11 million16.96Analyst Downgrade
Analyst Revision
Gap Down
PUYI
Puyi
0.5$5.94-3.0%$358.27 million$18.33 million0.00
VALU
Value Line
1.1$30.20-1.1%$289.47 million$40.30 million16.24Upcoming Earnings
News Coverage
Silvercrest Asset Management Group logo
SAMG
Silvercrest Asset Management Group
2.3$15.00-1.2%$215.58 million$102.15 million13.39Earnings Announcement
Analyst Downgrade
News Coverage
Monroe Capital logo
MRCC
Monroe Capital
1.4$9.69-1.5%$206.44 million$68.19 million-48.45Earnings Announcement
Dividend Announcement
High Trading Volume
Decrease in Short Interest
Analyst Revision
News Coverage
WHG
Westwood Holdings Group
1.0$18.15-0.4%$151.97 million$84.08 million78.92Increase in Short Interest
News Coverage
StoneCastle Financial logo
BANX
StoneCastle Financial
1.2$20.40-0.6%$133.87 million$16.35 million65.81Earnings Announcement
Dividend Announcement
High Trading Volume
Gap Down
Manning & Napier logo
MN
Manning & Napier
0.5$7.50-1.2%$123.68 million$136 million41.67
U.S. Global Investors logo
GROW
U.S. Global Investors
0.4$6.38-0.0%$96.12 million$4.48 million0.00
Great Elm Capital logo
GECC
Great Elm Capital
1.0$3.49-0.3%$76.69 million$27.04 million-1.44
HNNA
Hennessy Advisors
1.4$8.46-0.2%$62.27 million$33.39 million7.98
PHCF
Puhui Wealth Investment Management
0.4$3.88-1.3%$44.65 million$2.18 million0.00Gap Down
Medley Management logo
MDLY
Medley Management
0.5$6.65-0.3%$4.46 million$48.84 million-0.83Gap Down
This page was last updated on 3/7/2021 by MarketBeat.com Staff

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