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Saratoga Investment (SAR) Competitors

Saratoga Investment logo
$25.26 +0.21 (+0.84%)
(As of 11/15/2024 ET)

SAR vs. MFIC, NMFC, BCSF, BBDC, HQH, CGBD, BTO, PHK, ECC, and NXP

Should you be buying Saratoga Investment stock or one of its competitors? The main competitors of Saratoga Investment include MidCap Financial Investment (MFIC), New Mountain Finance (NMFC), Bain Capital Specialty Finance (BCSF), Barings BDC (BBDC), Abrdn Healthcare Investors (HQH), Carlyle Secured Lending (CGBD), John Hancock Financial Opportunities Fund (BTO), PIMCO High Income Fund (PHK), Eagle Point Credit (ECC), and Nuveen Select Tax-Free Income Portfolio (NXP). These companies are all part of the "financial services" industry.

Saratoga Investment vs.

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

MidCap Financial Investment has a net margin of 37.05% compared to Saratoga Investment's net margin of 13.64%. Saratoga Investment's return on equity of 15.88% beat MidCap Financial Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
MidCap Financial Investment37.05% 11.37% 4.70%
Saratoga Investment 13.64%15.88%4.90%

Saratoga Investment received 257 more outperform votes than MidCap Financial Investment when rated by MarketBeat users. Likewise, 57.70% of users gave Saratoga Investment an outperform vote while only 42.86% of users gave MidCap Financial Investment an outperform vote.

CompanyUnderperformOutperform
MidCap Financial InvestmentOutperform Votes
9
42.86%
Underperform Votes
12
57.14%
Saratoga InvestmentOutperform Votes
266
57.70%
Underperform Votes
195
42.30%

28.5% of MidCap Financial Investment shares are owned by institutional investors. Comparatively, 19.1% of Saratoga Investment shares are owned by institutional investors. 1.1% of MidCap Financial Investment shares are owned by insiders. Comparatively, 12.0% of Saratoga Investment shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

MidCap Financial Investment has a beta of 1.5, suggesting that its stock price is 50% more volatile than the S&P 500. Comparatively, Saratoga Investment has a beta of 1.31, suggesting that its stock price is 31% more volatile than the S&P 500.

MidCap Financial Investment currently has a consensus price target of $14.86, indicating a potential upside of 8.05%. Saratoga Investment has a consensus price target of $25.42, indicating a potential upside of 0.62%. Given MidCap Financial Investment's stronger consensus rating and higher probable upside, analysts plainly believe MidCap Financial Investment is more favorable than Saratoga Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MidCap Financial Investment
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57
Saratoga Investment
0 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.25

MidCap Financial Investment has higher revenue and earnings than Saratoga Investment. MidCap Financial Investment 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
MidCap Financial Investment$276.52M4.66$118.76M$1.568.81
Saratoga Investment$143.72M2.43$8.93M$1.5316.51

MidCap Financial Investment pays an annual dividend of $1.52 per share and has a dividend yield of 11.1%. Saratoga Investment pays an annual dividend of $2.96 per share and has a dividend yield of 11.7%. MidCap Financial Investment pays out 97.4% 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 pays out 193.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, MidCap Financial Investment had 4 more articles in the media than Saratoga Investment. MarketBeat recorded 6 mentions for MidCap Financial Investment and 2 mentions for Saratoga Investment. MidCap Financial Investment's average media sentiment score of 1.02 beat Saratoga Investment's score of 0.58 indicating that MidCap Financial Investment is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MidCap Financial Investment
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Saratoga Investment
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

MidCap Financial Investment beats Saratoga Investment on 13 of the 20 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$348.61M$12.09B$11.18B$19.85B
Dividend Yield11.72%23.92%5.95%3.51%
P/E Ratio16.5127.9125.8134.44
Price / Sales2.435.2844.5817.86
Price / Cash6.0419.4018.6121.34
Price / Book0.933.933.724.64
Net Income$8.93M$298.28M$998.34M$982.94M
7 Day Performance1.69%-1.35%-0.06%-2.12%
1 Month Performance4.12%-0.60%1.87%-0.39%
1 Year Performance-1.64%33.66%24.83%23.34%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SAR
Saratoga Investment
1.944 of 5 stars
$25.26
+0.8%
$25.42
+0.6%
-1.1%$348.61M$143.72M16.513,211Short Interest ↓
News Coverage
MFIC
MidCap Financial Investment
2.4076 of 5 stars
$13.61
-0.8%
N/A+4.0%$1.28B$276.52M8.72N/AShort Interest ↓
Positive News
NMFC
New Mountain Finance
3.0393 of 5 stars
$11.50
-0.9%
N/A-9.6%$1.24B$124.62M10.95N/APositive News
BCSF
Bain Capital Specialty Finance
1.384 of 5 stars
$16.88
-0.3%
N/A+12.4%$1.09B$146.71M8.481,000Short Interest ↑
BBDC
Barings BDC
2.4039 of 5 stars
$9.89
-0.7%
N/A+12.4%$1.04B$127.89M9.1626Short Interest ↓
Positive News
HQH
Abrdn Healthcare Investors
N/A$17.93
-2.0%
N/A+13.3%$907.45M$74.55M0.00147,000Dividend Increase
Short Interest ↑
CGBD
Carlyle Secured Lending
2.484 of 5 stars
$16.29
-1.5%
N/A+10.1%$829.26M$107.43M9.10N/AShort Interest ↓
BTO
John Hancock Financial Opportunities Fund
N/A$37.59
-1.4%
N/A+37.9%$741.28MN/A0.002,719Short Interest ↑
Positive News
PHK
PIMCO High Income Fund
N/A$4.95
-0.8%
N/A+6.3%$723.34MN/A0.00147,000Ex-Dividend
Short Interest ↓
ECC
Eagle Point Credit
2.4932 of 5 stars
$9.27
-1.5%
N/A-4.9%$713.31M$130.04M5.42N/ADividend Announcement
Ex-Dividend
Short Interest ↑
News Coverage
High Trading Volume
NXP
Nuveen Select Tax-Free Income Portfolio
N/A$14.70
+0.5%
N/A+4.1%$688.18M$31.69M0.0040,400Positive News

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This page (NYSE:SAR) was last updated on 11/17/2024 by MarketBeat.com Staff
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