Saratoga Investment Corp.
SARFinancial ServicesNASDAQAsset Management · Last scanned Oct 26, 2026
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Daily timeframeHeadquartered within the financial services sector, Saratoga Investment Corp. focuses on Asset Management services and products. Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing. Valued at $211.1M, SAR is a micro-cap name in its sector. The fund 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.
Market Cap
$211.1M
Beta
0.62
P/E (TTM)
—
P/E (Fwd)
6.49
EPS (TTM)
$-0.28
EPS (Fwd)
$2.09
ROE
-1.1%
ROA
4.4%
Cash
$80.1M
Total Debt
$886.1M
Free CF
$104.7M
52W Change
-40.2%
Annual Financials
Cash vs Debt
Where SAR stands vs its 150-day and 200-day moving averages
As of the October 20, 2026 close, SAR finished 22.52% below its 150-day moving average ($19.23) and 24.29% below its 200-day moving average ($19.68). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is SAR overbought or oversold?
At the October 20, 2026 close, SAR's RSI(14) was 23.7, in oversold territory (below 30). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
The company holds $80.1M in cash, though total debt stands at $886.1M. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Annual free cash flow of $104.7M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. ROE of -1.1% points to negative capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 4.4% is on the lower side, which is common in asset-heavy industries. Revenue has grown from $36.4M (2023) to $49.9M (2026), reflecting a 37% increase over the period.
SAR's low beta indicates it tends to be less volatile than the broader market, which may suit investors seeking more stable price behavior. Debt significantly exceeds cash reserves, which means the company's financial flexibility could be constrained during economic downturns. No single metric tells the full story. Reviewing SAR's risk profile alongside its fundamentals and technical indicators provides a more complete picture.