Price
No data yet.
Social Signal Score
Analyst Ratings
12 analystsRevenue
$30.78M+253.55%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Chris Long Oberbeck
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- 0
- Beta
- 0.62
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 0.40
Financials
Revenue
$30.78M+253.6%Net Income
$-5.92M-212.2%EBITDA
$22.58M+328.3%Free Cash Flow
$-25.97MEPS (diluted)
$-0.42-145.7%Shares Outstanding (diluted)
16.25M+183.1%Operating Expenses
$1.34MCash & Debt
$60.81MReturn of Capital
$10.80MDividend per Share
$0.25Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $99.22M | $36.60M | $2.31 |
| 2025 | $94.16M | $28.09M | $2.02 |
| 2024 | $69.55M | $8.93M | $0.71 |
| 2023 | $69.85M | $24.68M | $2.06 |
| 2022 | $77.46M | $45.74M | $3.99 |
| 2021 | $39.91M | $14.78M | $1.32 |
| 2020 | $78.29M | $55.74M | $5.98 |
| 2019 | $37.91M | $18.51M | $2.63 |
| 2018 | $33.38M | $17.68M | $2.93 |
| 2017 | $27.04M | $11.39M | $1.98 |
| 2016 | $24.26M | $11.65M | $2.09 |
| 2015 | $22.00M | $11.01M | $2.04 |
| 2014 | $18.25M | $8.50M | $1.73 |
| 2013 | $19.87M | $14.04M | $3.42 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SAR's reported EPS growth of -3.0% a year over 13 years.
- EPS in 5 years
- $1.98
- Implied price
- $19.83
- Return from $16.61
- 3.6% a year
To earn 15.0% a year on these assumptions you'd need to buy at $9.86 — -40.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 6 | 8 | 10 | 12 | 14 |
|---|---|---|---|---|---|
| -13.0% | -16.1% | -11.1% | -7.1% | -3.6% | -0.6% |
| -8.0% | -11.3% | -6.0% | -1.7% | 1.9% | 5.1% |
| -3.0% | -6.5% | -0.9% | 3.6% | 7.5% | 10.8% |
| 2.0% | -1.6% | 4.2% | 8.9% | 13.0% | 16.5% |
| 7.0% | 3.2% | 9.3% | 14.3% | 18.5% | 22.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
80+0.00%Social Signal Score
Mentions (7)
- Newsglobenewswire.com·12d ago·Negative
…s Public Offering of Additional $20.08 Million 8.00% Notes Due 2031 NEW YORK, NY, Sept. 23, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (the “Company”) (NYSE: SAR) today announced that it has priced an underwritten public offering of an additional $20.08 million in aggregate principal amount of 8.00% unsecured notes due 2031 (NYSE: SAX) (the “Notes”). The Company has granted the underwriters an option to purchase up to an additional $3.0 million in aggregate principal amount of Notes.
View source ↗ - Newsglobenewswire.com·13d ago·Negative
Saratoga Investment Corp. Announces Offering of Additional 8.00% Notes due 2031 NEW YORK, NY, Sept. 22, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (the “Company”) (NYSE: SAR) announced the commencement of a registered public offering of additional 8.00% Notes due 2031 (the “Notes”). The Notes are listed on the New York Stock Exchange under the trading symbol “SAX”.
View source ↗ - Newsglobenewswire.com·17d ago·Neutral
Saratoga Investment Corp. Announces CFO Transition and New Leadership Appointments NEW YORK, Sept. 18, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR) (“Saratoga Investment” or “the Company”), a business development company, today announced that Henri Steenkamp will step down from his position as Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary, effective October 31, 2026, for health-related reasons.
View source ↗ - Newsglobenewswire.com·26d ago·Negative
…Share for the Third Quarter of Fiscal 2027; Paid in Monthly Dividends of $0.25 Per Share NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR) (“Saratoga Investment” or the “Company”), a business development company, today announced that its Board of Directors has declared a base quarterly dividend of $0.75 per share in aggregate for the third quarter of fiscal 2027, paid in three monthly dividends as follows: Month Amount per Share Record Date Payment Date September …
View source ↗ - Newsseekingalpha.com·34d ago·Neutral
…nt Saratoga Investment Corp. faces portfolio risk shifts, NAV depletion, and lending spread compression, making its common stock unattractive despite a 21% discount. SAR's new 8.00% Notes due 2031 (SAX) offer an 8.45% YTM, ranking among the highest in unrated BDC baby bonds and providing sector diversification. Despite increased exposure to higher-risk assets and sector concentration in SaaS, SAR's asset coverage ratio remains above regulatory minimums, and debt risk premiums are stable.
View source ↗ - Newsbenzinga.com·40d ago·Positive
Saratoga Investment Pushes Debt Maturity To 2031, But Dividend Coverage Remains Under Pressure Saratoga Investment Corp. (NYSE:SAR) has pushed one large 2027 maturity out to 2031, but the refinancing does not remove the pressure visible in its latest dividend math.
View source ↗ - Newsglobenewswire.com·48d ago·Negative
Saratoga Investment Corp. Prices Public Offering of $85.0 Million 8.00% Notes Due 2031 NEW YORK, NY, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (the “Company”) (NYSE: SAR) today announced that it has priced an underwritten public offering of $85,000,000 in aggregate principal amount of 8.00% unsecured notes due 2031 (the “Notes”). The offering is expected to close on August 26, 2026, subject to customary closing conditions.
View source ↗
Earnings
Tue, Oct 6(today)
Consensus estimate $0.49 per share
Typical surprise -4.3% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Jul 7$0.47 vs $0.54miss
- Tue, May 5$0.53 vs $0.53beat
- Wed, Jan 7$0.61 vs $0.59beat
- Tue, Oct 7$0.58 vs $0.67miss
- Tue, Jul 8$0.66 vs $0.69miss
- Wed, May 7$0.56 vs $0.77miss
Estimates and results for SAR via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by SAR officers and directors.
- Bought
- $996k
- Sold
- —
27 trades
0 trades
- Oberbeck Christian Lboughtdirector, 10 percent owner, officer: CEO, Director and President·2,000 @ $23.81·$48k·May 4, 2023·filing
- Looney Steven Mbought
- Looney Steven Mbought
- Oberbeck Christian Lbought
- Oberbeck Christian Lbought
- Oberbeck Christian Lbought
- Oberbeck Christian Lbought
- Oberbeck Christian Lbought
73 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in SAR.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.