Saratoga Investment Corp Stock Performance
| SAR Stock | USD 24.26 0.19 0.79% |
Saratoga Investment has a performance score of 8 on a scale of 0 to 100. The entity has a beta of 0.56, which indicates possible diversification benefits within a given portfolio. 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 1.23%. Please validate Saratoga Investment potential upside, as well as the relationship between the kurtosis and day typical price , to decide if Saratoga Investment will be following its existing price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Saratoga Investment Corp are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Even with relatively unsteady basic indicators, Saratoga Investment may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Actual Historical Performance (%)
One Day Return 0.79 | Five Day Return 1.08 | Year To Date Return (5.90) | Ten Year Return 62.82 | All Time Return (83.55) |
Forward Dividend Yield 0.1216 | Payout Ratio 1.475 | Last Split Factor 1:10 | Forward Dividend Rate 2.95 | Dividend Date 2024-12-19 |
| Saratoga Investment dividend paid on 26th of September 2024 | 09/26/2024 |
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| Begin Period Cash Flow | 96.1 M |
Saratoga |
Saratoga Investment Relative Risk vs. Return Landscape
If you would invest 2,244 in Saratoga Investment Corp on September 12, 2024 and sell it today you would earn a total of 182.00 from holding Saratoga Investment Corp or generate 8.11% return on investment over 90 days. Saratoga Investment Corp is generating 0.1312% of daily returns assuming volatility of 1.2291% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than Saratoga, and above 98% 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 = 0.1068
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Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Saratoga Investment is performing at about 8% 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.
| Return On Equity | 0.0577 | ||||
| Return On Asset | 0.0595 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.73 % | ||||
| Current Valuation | 1.07 B | ||||
| Shares Outstanding | 13.8 M | ||||
| Price To Earning | 19.39 X | ||||
| Price To Book | 0.89 X | ||||
| Price To Sales | 2.16 X | ||||
| Revenue | 143.87 M | ||||
| Gross Profit | 99.1 M | ||||
| EBITDA | 59.16 M | ||||
| Net Income | 8.93 M | ||||
| Cash And Equivalents | 96.08 M | ||||
| Cash Per Share | 0.26 X | ||||
| Total Debt | 803.67 M | ||||
| Debt To Equity | 1.84 % | ||||
| Current Ratio | 0.46 X | ||||
| Book Value Per Share | 27.07 X | ||||
| Cash Flow From Operations | (157.21 M) | ||||
| Earnings Per Share | 1.52 X | ||||
| Market Capitalization | 334.81 M | ||||
| Total Asset | 1.19 B | ||||
| Retained Earnings | (870.75 K) | ||||
About Saratoga Investment Performance
Assessing Saratoga Investment's fundamental ratios provides investors with valuable insights into Saratoga Investment's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Saratoga Investment is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 666.33 | 633.02 | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.09 | 0.12 | |
| 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 Corp has 803.67 M in debt with debt to equity (D/E) ratio of 1.84, which is OK given its current industry classification. Saratoga Investment Corp has a current ratio of 0.45, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Saratoga to invest in growth at high rates of return. | |
| Saratoga Investment Corp has about 96.08 M in cash with (157.21 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.26. | |
| Saratoga Investment has a frail financial position based on the latest SEC disclosures | |
| Roughly 16.0% of Saratoga Investment outstanding shares are owned by corporate insiders | |
| Latest headline from simplywall.st: Kang Zou Bought 6.1 percent More Shares In Desun Real Estate Investment Services Group |
- 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.