Saratoga Investment (SAR) vs. Its Competitors Critical Comparison

Saratoga Investment (NYSE: SAR) is one of 52 publicly-traded companies in the “Investment advice” industry, but how does it weigh in compared to its peers? We will compare Saratoga Investment to related companies based on the strength of its institutional ownership, valuation, earnings, analyst recommendations, dividends, risk and profitability.

Profitability

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This table compares Saratoga Investment and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Saratoga Investment 36.37% 8.76% 3.33%
Saratoga Investment Competitors 12.38% 28.02% 10.28%

Institutional and Insider Ownership

17.4% of Saratoga Investment shares are owned by institutional investors. Comparatively, 48.1% of shares of all “Investment advice” companies are owned by institutional investors. 32.0% of Saratoga Investment shares are owned by company insiders. Comparatively, 21.0% of shares of all “Investment advice” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Analyst Ratings

This is a summary of current ratings and recommmendations for Saratoga Investment and its peers, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment 0 2 4 0 2.67
Saratoga Investment Competitors 316 1688 2124 113 2.48

Saratoga Investment presently has a consensus price target of $23.83, suggesting a potential upside of 16.20%. As a group, “Investment advice” companies have a potential upside of 12.63%. Given Saratoga Investment’s stronger consensus rating and higher possible upside, equities research analysts clearly believe Saratoga Investment is more favorable than its peers.

Dividends

Saratoga Investment pays an annual dividend of $2.00 per share and has a dividend yield of 9.8%. Saratoga Investment pays out 119.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Investment advice” companies pay a dividend yield of 3.5% and pay out 47.5% of their earnings in the form of a dividend. Saratoga Investment has raised its dividend for 2 consecutive years.

Valuation and Earnings

This table compares Saratoga Investment and its peers top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Saratoga Investment $33.16 million $11.38 million 12.21
Saratoga Investment Competitors $2.41 billion $267.63 million 14.55

Saratoga Investment’s peers have higher revenue and earnings than Saratoga Investment. Saratoga Investment is trading at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Volatility & Risk

Saratoga Investment has a beta of 0.2, indicating that its stock price is 80% less volatile than the S&P 500. Comparatively, Saratoga Investment’s peers have a beta of 1.22, indicating that their average stock price is 22% more volatile than the S&P 500.

Summary

Saratoga Investment peers beat Saratoga Investment on 9 of the 15 factors compared.

Saratoga Investment Company Profile

Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. It seeks to invest in the United States. The firm primarily invests $5 million to $20 million in companies having EBITDA of $2 million or greater and revenues of $8 million to $150 million. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. is based in New York, New York with an additional office in Florham Park, New Jersey.

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