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Saratoga Investment (SAR) Competitors

$24.49
+0.20 (+0.82%)
(As of 01:12 PM ET)

SAR vs. BBDC, BRDG, BSIG, PAX, RILY, NOAH, ABL, FDUS, VINP, and ALTI

Should you be buying Saratoga Investment stock or one of its competitors? The main competitors of Saratoga Investment include Barings BDC (BBDC), Bridge Investment Group (BRDG), BrightSphere Investment Group (BSIG), Patria Investments (PAX), B. Riley Financial (RILY), Noah (NOAH), Abacus Life (ABL), Fidus Investment (FDUS), Vinci Partners Investments (VINP), and AlTi Global (ALTI). These companies are all part of the "investment advice" industry.

Saratoga Investment vs.

Saratoga Investment (NYSE:SAR) and Barings BDC (NYSE:BBDC) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their media sentiment, valuation, earnings, analyst recommendations, institutional ownership, dividends, community ranking, profitability and risk.

Saratoga Investment received 161 more outperform votes than Barings BDC when rated by MarketBeat users. However, 58.19% of users gave Barings BDC an outperform vote while only 58.02% of users gave Saratoga Investment an outperform vote.

CompanyUnderperformOutperform
Saratoga InvestmentOutperform Votes
264
58.02%
Underperform Votes
191
41.98%
Barings BDCOutperform Votes
103
58.19%
Underperform Votes
74
41.81%

Barings BDC has a net margin of 45.35% compared to Saratoga Investment's net margin of 6.22%. Saratoga Investment's return on equity of 14.53% beat Barings BDC's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment6.22% 14.53% 4.45%
Barings BDC 45.35%10.77%4.78%

Saratoga Investment pays an annual dividend of $2.92 per share and has a dividend yield of 11.9%. Barings BDC pays an annual dividend of $1.04 per share and has a dividend yield of 10.5%. Saratoga Investment pays out 411.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Barings BDC pays out 84.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Saratoga Investment has a beta of 1.3, meaning that its share price is 30% more volatile than the S&P 500. Comparatively, Barings BDC has a beta of 0.66, meaning that its share price is 34% less volatile than the S&P 500.

In the previous week, Barings BDC had 2 more articles in the media than Saratoga Investment. MarketBeat recorded 5 mentions for Barings BDC and 3 mentions for Saratoga Investment. Saratoga Investment's average media sentiment score of 1.39 beat Barings BDC's score of 0.88 indicating that Saratoga Investment is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Saratoga Investment
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Barings BDC
1 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

19.1% of Saratoga Investment shares are owned by institutional investors. Comparatively, 44.1% of Barings BDC shares are owned by institutional investors. 13.2% of Saratoga Investment shares are owned by company insiders. Comparatively, 0.5% of Barings BDC shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Saratoga Investment currently has a consensus price target of $25.69, suggesting a potential upside of 5.10%. Barings BDC has a consensus price target of $9.58, suggesting a potential downside of 2.71%. Given Saratoga Investment's higher possible upside, analysts plainly believe Saratoga Investment is more favorable than Barings BDC.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Barings BDC
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

Barings BDC has higher revenue and earnings than Saratoga Investment. Barings BDC is trading at a lower price-to-earnings ratio than Saratoga Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$143.72M2.33$8.93M$0.7134.45
Barings BDC$289.20M3.62$128M$1.238.03

Summary

Barings BDC beats Saratoga Investment on 12 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SAR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SAR vs. The Competition

MetricSaratoga InvestmentInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$335.10M$9.19B$8.95B$17.67B
Dividend Yield12.02%24.17%10.76%3.57%
P/E Ratio34.4540.1455.2622.11
Price / Sales2.336.633,527.6714.12
Price / Cash5.8115.3527.6015.70
Price / Book0.903.582.434.86
Net Income$8.93M$302.98M$1.00B$974.86M
7 Day Performance2.09%-2.60%-0.75%-0.67%
1 Month Performance5.70%-1.92%-0.11%-0.63%
1 Year Performance-12.64%14.04%20.48%10.59%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BBDC
Barings BDC
1.4197 of 5 stars
$9.82
-0.3%
$9.58
-2.4%
+25.6%$1.04B$143.94M7.98N/A
BRDG
Bridge Investment Group
4.2379 of 5 stars
$7.30
-3.1%
$10.20
+39.7%
-31.6%$883.23M$390.65M-30.422,300
BSIG
BrightSphere Investment Group
3.4057 of 5 stars
$21.96
-2.6%
$23.00
+4.7%
-3.6%$829.30M$440.50M13.39387Positive News
PAX
Patria Investments
3.348 of 5 stars
$12.80
-0.9%
$17.00
+32.8%
-15.5%$753.45M$327.62M16.41430Positive News
RILY
B. Riley Financial
0 of 5 stars
$22.52
-2.8%
N/A-39.6%$682.36M$1.65B-4.502,383Positive News
Gap Down
NOAH
Noah
4.5825 of 5 stars
$10.10
-1.5%
$15.50
+53.5%
-38.5%$666.80M$291.18M5.642,583
ABL
Abacus Life
1.8292 of 5 stars
$10.38
-3.1%
$16.00
+54.1%
N/A$663.49M$79.59M519.26102Gap Up
FDUS
Fidus Investment
1.0557 of 5 stars
$20.18
+0.6%
$22.00
+9.0%
+2.4%$636.68M$130.11M6.93N/APositive News
VINP
Vinci Partners Investments
4.3751 of 5 stars
$10.67
-1.0%
$14.67
+37.5%
+19.2%$573.83M$91.03M13.17215Positive News
ALTI
AlTi Global
2.0018 of 5 stars
$4.66
+1.3%
$9.00
+93.1%
-15.3%$559.25M$250.88M-2.55480Positive News

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This page (NYSE:SAR) was last updated on 6/10/2024 by MarketBeat.com Staff

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