Saratoga Investment Corp Stock Performance
| SAZ Stock | 25.46 0.01 0.04% |
Saratoga Investment has a performance score of 12 on a scale of 0 to 100. The entity has a beta of 0.0684, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Saratoga Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Saratoga Investment is expected to be smaller as well. Saratoga Investment Corp right now has a risk of 0.24%. Please validate Saratoga Investment semi variance, as well as the relationship between the rate of daily change and relative strength index , to decide if Saratoga Investment will be following its existing price patterns.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Saratoga Investment Corp are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, Saratoga Investment is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.0365 | Five Day Return (0.12) | Year To Date Return (0.32) | Ten Year Return 1.84 | All Time Return 1.84 |
Forward Dividend Yield 0.0524 | Dividend Date 2024-12-02 |
1 | After-hours movers Astera Labs, Saratoga Investment, Kezar Life Sciences, and more By Investing.com - Investing.com | 10/08/2024 |
| Dividend Yield | 0.0524 |
Saratoga |
Saratoga Investment Relative Risk vs. Return Landscape
If you would invest 2,486 in Saratoga Investment Corp on September 2, 2024 and sell it today you would earn a total of 60.00 from holding Saratoga Investment Corp or generate 2.41% return on investment over 90 days. Saratoga Investment Corp is generating 0.0376% of daily returns assuming volatility of 0.2444% 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 = 0.1537
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SAZ |
Estimated Market Risk
| 0.24 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Saratoga Investment is performing at about 12% 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.
About Saratoga Investment Performance
Evaluating Saratoga Investment's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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 | ||
| Days Of Inventory On Hand | -7.9 K | -8.3 K | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.10 | 0.05 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.02 | 0.02 |
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 has a very weak financial position based on the latest SEC disclosures |
- 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.
Additional Tools for Saratoga Stock Analysis
When running Saratoga Investment's price analysis, check to measure Saratoga Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Saratoga Investment is operating at the current time. Most of Saratoga Investment's value examination focuses on studying past and present price action to predict the probability of Saratoga Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Saratoga Investment's price. Additionally, you may evaluate how the addition of Saratoga Investment to your portfolios can decrease your overall portfolio volatility.