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Saratoga Investment (SAR) Competitors

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$23.46 +0.61 (+2.67%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$23.50 +0.04 (+0.19%)
As of 04/17/2025 06:23 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

SAR vs. GSBD, CET, MUC, MFIC, NMFC, BCSF, BBDC, AWF, PFLT, and HQH

Should you be buying Saratoga Investment stock or one of its competitors? The main competitors of Saratoga Investment include Goldman Sachs BDC (GSBD), Central Securities (CET), BlackRock MuniHoldings California Quality Fund (MUC), MidCap Financial Investment (MFIC), New Mountain Finance (NMFC), Bain Capital Specialty Finance (BCSF), Barings BDC (BBDC), AllianceBernstein Global High Income Fund (AWF), PennantPark Floating Rate Capital (PFLT), and Abrdn Healthcare Investors (HQH). These companies are all part of the "financial services" industry.

Saratoga Investment vs.

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

Saratoga Investment has a beta of 0.94, meaning that its stock price is 6% less volatile than the S&P 500. Comparatively, Goldman Sachs BDC has a beta of 0.87, meaning that its stock price is 13% less volatile than the S&P 500.

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 12.8%. Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 12.1%. Saratoga Investment pays out 121.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Goldman Sachs BDC pays out 224.6% 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

Saratoga Investment currently has a consensus target price of $25.08, indicating a potential upside of 6.92%. Goldman Sachs BDC has a consensus target price of $13.00, indicating a potential upside of 23.05%. Given Goldman Sachs BDC's higher probable upside, analysts plainly believe Goldman Sachs BDC is more favorable than Saratoga Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
0 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.25
Goldman Sachs BDC
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Saratoga Investment and Saratoga Investment both had 5 articles in the media. Goldman Sachs BDC's average media sentiment score of 1.20 beat Saratoga Investment's score of 0.45 indicating that Goldman Sachs BDC is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Saratoga Investment
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Goldman Sachs BDC
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$46.93M7.17$8.93M$2.489.46
Goldman Sachs BDC$78.71M15.74$195.87M$0.5718.54

Goldman Sachs BDC received 5 more outperform votes than Saratoga Investment when rated by MarketBeat users. However, 57.73% of users gave Saratoga Investment an outperform vote while only 55.35% of users gave Goldman Sachs BDC an outperform vote.

CompanyUnderperformOutperform
Saratoga InvestmentOutperform Votes
269
57.73%
Underperform Votes
197
42.27%
Goldman Sachs BDCOutperform Votes
274
55.35%
Underperform Votes
221
44.65%

Saratoga Investment has a net margin of 22.01% compared to Goldman Sachs BDC's net margin of 17.01%. Goldman Sachs BDC's return on equity of 15.72% beat Saratoga Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment22.01% 15.53% 4.80%
Goldman Sachs BDC 17.01%15.72%7.08%

19.1% of Saratoga Investment shares are owned by institutional investors. Comparatively, 28.7% of Goldman Sachs BDC shares are owned by institutional investors. 12.0% of Saratoga Investment shares are owned by insiders. Comparatively, 0.1% of Goldman Sachs BDC shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

Goldman Sachs BDC beats Saratoga Investment on 10 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} 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$327.81M$9.94B$10.82B$18.42B
Dividend Yield13.03%24.86%5.99%4.21%
P/E Ratio9.4634.6421.6731.10
Price / Sales7.177.2425.4326.58
Price / Cash6.1317.7117.6117.54
Price / Book0.873.422.564.30
Net Income$8.93M$411.75M$1.03B$1.02B
7 Day Performance4.10%4.09%1.87%1.42%
1 Month Performance-3.02%-7.13%-3.71%-7.33%
1 Year Performance3.26%0.87%535.22%2.26%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SAR
Saratoga Investment
1.5742 of 5 stars
$23.46
+2.7%
$25.08
+6.9%
+3.9%$327.81M$46.93M9.463,211Short Interest ↑
News Coverage
GSBD
Goldman Sachs BDC
2.4545 of 5 stars
$10.08
-4.9%
$13.00
+29.0%
-30.2%$1.18B$78.71M14.39N/AShort Interest ↑
Positive News
High Trading Volume
CET
Central Securities
N/A$40.83
-0.5%
N/A+5.2%$1.18B$296.20M0.006News Coverage
Positive News
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.63
-1.3%
N/A-3.5%$1.02B$38.10M0.00147,000Short Interest ↓
News Coverage
Positive News
High Trading Volume
MFIC
MidCap Financial Investment
3.305 of 5 stars
$10.88
-5.4%
$14.60
+34.2%
-21.0%$1.02B$110.35M6.97N/AHigh Trading Volume
NMFC
New Mountain Finance
3.4641 of 5 stars
$9.33
-6.7%
$11.00
+17.9%
-21.6%$1.01B$123.78M8.89N/APositive News
High Trading Volume
BCSF
Bain Capital Specialty Finance
2.8394 of 5 stars
$14.25
-5.7%
$18.50
+29.8%
-4.4%$920.89M$138.19M7.161,000Short Interest ↓
High Trading Volume
BBDC
Barings BDC
1.9202 of 5 stars
$8.16
-5.8%
$10.00
+22.6%
-6.0%$859.61M$123.59M7.8426High Trading Volume
AWF
AllianceBernstein Global High Income Fund
N/A$9.77
-2.5%
N/A+0.4%$842.04M$152.17M0.00N/AHigh Trading Volume
PFLT
PennantPark Floating Rate Capital
2.0381 of 5 stars
$9.37
-6.8%
$12.00
+28.1%
-12.3%$823.88M$114.06M6.69658Ex-Dividend
Analyst Forecast
High Trading Volume
HQH
Abrdn Healthcare Investors
N/A$14.20
-4.4%
N/A-6.3%$718.88M$186.46M0.00147,000Short Interest ↓
High Trading Volume

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This page (NYSE:SAR) was last updated on 4/18/2025 by MarketBeat.com Staff
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