Saratoga Investment Corp Stock Performance
| SAJ Stock | USD 25.50 0.01 0.04% |
Saratoga Investment has a performance score of 11 on a scale of 0 to 100. The entity has a beta of -0.0469, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Saratoga Investment are expected to decrease at a much lower rate. During the bear market, Saratoga Investment is likely to outperform the market. Saratoga Investment Corp right now has a risk of 0.27%. Please validate Saratoga Investment expected short fall, and the relationship between the value at risk and daily balance of power , to decide if Saratoga Investment will be following its existing price patterns.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Saratoga Investment Corp are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Even with relatively steady basic indicators, Saratoga Investment is not utilizing all of its potentials. The recent stock price chaos, may contribute to medium-term losses for the stakeholders. ...more
Actual Historical Performance (%)
One Day Return 0.029 | Five Day Return 0.3 | Year To Date Return (0.28) | Ten Year Return 2.81 | All Time Return 2.81 |
Dividend Date 2026-03-02 |
1 | How analysts rate Saratoga Investment Corp. stock today - CPI Data Risk Controlled Stock Pick Alerts - Fundao Cultural do Par | 10/28/2025 |
2 | Why Saratoga Investment Corp. stock is favored by hedge funds - 2025 Support Resistance Long-Term Safe Return Strategies - newser.com | 11/13/2025 |
3 | How Saratoga Investment Corp. stock gains from tech spending - 2025 Valuation Update Advanced Technical Analysis Signals - newser.com | 11/19/2025 |
| Saratoga Investment dividend paid on 1st of December 2025 | 12/01/2025 |
4 | Volatility Zones as Tactical Triggers - news.stocktradersdaily.com | 12/02/2025 |
5 | Acquisition by Steenkamp Henri J of 3587 shares of Saratoga Investment subject to Rule 16b-3 | 12/03/2025 |
6 | Is Saratoga Investment Corp QJ8 a good long term investment - Stock Rotation Strategies Big Returns, Small Investment Learn How - earlytimes.in | 12/09/2025 |
7 | Disposition of 1000 shares by Oberbeck Christian L of Saratoga Investment subject to Rule 16b-3 | 12/19/2025 |
8 | Risk Channels and Responsive Allocation - Stock Traders Daily | 01/06/2026 |
9 | Saratoga Investment Corp 8.00 percent Q3 2026 Earnings Call Transcript | 01/09/2026 |
| Begin Period Cash Flow | 40.5 M | |
| Total Cashflows From Investing Activities | 144 M | |
| Free Cash Flow | 197.5 M |
Saratoga Investment Relative Risk vs. Return Landscape
If you would invest 2,492 in Saratoga Investment Corp on October 21, 2025 and sell it today you would earn a total of 58.00 from holding Saratoga Investment Corp or generate 2.33% return on investment over 90 days. Saratoga Investment Corp is generating 0.0375% of daily returns assuming volatility of 0.2703% on return distribution over 90 days investment horizon. In other words, 2% of stocks are less volatile than Saratoga, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Saratoga Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Saratoga Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Saratoga Investment Corp, and traders can use it to determine the average amount a Saratoga Investment's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1387
| High Returns | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SAJ |
Based on monthly moving average Saratoga Investment is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Saratoga Investment by adding it to a well-diversified portfolio.
Saratoga Investment Fundamentals Growth
Saratoga Stock prices reflect investors' perceptions of the future prospects and financial health of Saratoga Investment, and Saratoga Investment fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Saratoga Stock performance.
| Revenue | 94.16 M | |||
| EBITDA | 31.97 M | |||
| Net Income | 28.09 M | |||
| Total Debt | 781.82 M | |||
| Cash Flow From Operations | 197.54 M | |||
| Total Asset | 1.19 B | |||
| Retained Earnings | (20.26 M) | |||
About Saratoga Investment Performance
By evaluating Saratoga Investment's fundamental ratios, stakeholders can gain valuable insights into Saratoga Investment's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Saratoga Investment has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Saratoga Investment has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.08 | 0.13 |
Things to note about Saratoga Investment Corp performance evaluation
Checking the ongoing alerts about Saratoga Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Saratoga Investment Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Saratoga Investment is unlikely to experience financial distress in the next 2 years | |
| On 1st of December 2025 Saratoga Investment paid $ 0.5 per share dividend to its current shareholders | |
| Latest headline from insidermonkey.com: Saratoga Investment Corp 8.00 percent Q3 2026 Earnings Call Transcript |
- Analyzing Saratoga Investment's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Saratoga Investment's stock is overvalued or undervalued compared to its peers.
- Examining Saratoga Investment's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Saratoga Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Saratoga Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Saratoga Investment's stock. These opinions can provide insight into Saratoga Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Saratoga Investment Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Is Stock space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Saratoga Investment. If investors know Saratoga will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Saratoga Investment listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Saratoga Investment Corp is measured differently than its book value, which is the value of Saratoga that is recorded on the company's balance sheet. Investors also form their own opinion of Saratoga Investment's value that differs from its market value or its book value, called intrinsic value, which is Saratoga Investment's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Saratoga Investment's market value can be influenced by many factors that don't directly affect Saratoga Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Saratoga Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Saratoga Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Saratoga Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.