Saratoga Investment Corp. SAR | NYSE
$15.37
$0.45 | 3.02%
TREND SIGNAL:
|2026-07-06
|2026-07-06
Company Overview:
Market Cap:
$247.01M
Trailing PE:
—
FWD PE:
—
Payout Ratio (TTM):
277.4%
52-Week Range:
$13.78 - $24.07
10 Year SAR Performance Metrics:
Total Return (with DRIP):
132.9% (8.82% CAGR)
Total Return (no DRIP):
115.2% (7.97% CAGR)
Share Price:
-15.8% (-1.70% CAGR)
Yield on Cost (with DRIP):
45.46%
Total Invested:
$10,000
Total Value (with DRIP):
$23,291
Total Return $ (with DRIP):
$13,291
Dividend Increase:
66.7% (5.27% CAGR)
Dividend Yield (FWD):
19.52% ($3.00)
SAR 10-yr Total Return ($10K invested)
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
SAR Share Price
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
All
SAR Price CAGR:1Y: -30.67%2Y: -20.16%5Y: -12.14%10Y: -1.70%
SAR Dividend Charts
SAR Dividend CAGR:1Y: 0.00%2Y: 0.60%5Y: 6.88%10Y: 5.09%
SAR Dividend Payout Ratio CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR Dividend to FCF Ratio CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
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SAR Financials: Earnings, Revenue, Cash Flow, Ebitda, Cash/Debt, Shares Float, etc:
SAR Revenue CAGR:1Y: 5.06%2Y: 16.06%5Y: 5.84%10Y: 21.66%
SAR EPS CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR Net Income CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR EBITDA CAGR:1Y: 60.79%2Y: 79.45%5Y: -2.52%10Y: 14.85%
SAR Free Cash Flow CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR Free Cash Flow / Share CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR Operating Income CAGR:1Y: 60.79%2Y: 79.45%5Y: -2.52%10Y: 14.85%
SAR Gross Profit CAGR:1Y: 41.99%2Y: 55.54%5Y: 10.58%10Y: 18.63%
SAR Shares Outstanding CAGR:1Y: 5.92%2Y: 8.98%5Y: 7.79%10Y: 10.97%
SAR Share Buybacks CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR Stock-Based Comp CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR Expenses CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:
SAR Actual Revenue CAGR:1Y: 5.06%2Y: 16.06%5Y: 5.84%10Y: 21.66%
SAR Actual EPS CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR Actual Net Income CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR Actual EBITDA CAGR:1Y: 60.79%2Y: 79.45%5Y: -2.52%10Y: 14.85%
Ratios, Profit Margins & Return on Capital:
SAR Net Profit Margin CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR Gross Profit Margin CAGR:1Y: 35.15%2Y: 34.00%5Y: -4.92%10Y: -2.49%
SAR Price to Earnings CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR Price To Sales Ratio CAGR:1Y: -7.65%2Y: -8.18%5Y: -1.11%10Y: -5.76%
SAR Return on Capital Employed CAGR:1Y: 61.35%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR Return on Invested Capital CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SAR Dividends Info:
Annual Dividend:
$3
Forward Yield:
19.52%
Ex-Dividend Date:
2026-12-03
Lifetime Dividends / Share:
$64.78
SAR Dividend History: Dates, Payments & Yield list
Below is a schedule of all SAR dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield
| Ex-Date | Payment Date | Amount | Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 12/03/2026 | 12/22/2026 | $0.250 | 19.91% | 0% | $0.00 |
| 11/05/2026 | 11/24/2026 | $0.250 | 19.91% | 0% | $0.00 |
| 10/06/2026 | 10/08/2026 | $0.250 | 18.98% | 20.04% | $14.97 |
| 09/03/2026 | 09/07/2026 | $0.250 | 16.88% | 17.18% | $17.46 |
| 08/05/2026 | 08/07/2026 | $0.250 | 15.72% | 14.99% | $20.01 |
| 07/06/2026 | 07/08/2026 | $0.250 | 14.01% | 16.69% | $17.98 |
| 06/04/2026 | 06/08/2026 | $0.250 | 13.39% | 13.46% | $22.29 |
| 05/05/2026 | 05/07/2026 | $0.250 | 12.92% | 13.43% | $22.34 |
| 04/07/2026 | 04/09/2026 | $0.250 | 13.69% | 13.62% | $22.02 |
| 03/03/2026 | 03/05/2026 | $0.250 | 12.79% | 12.7% | $23.63 |
| 02/04/2026 | 02/06/2026 | $0.250 | 12.82% | 12.78% | $23.47 |
| 01/06/2026 | 01/08/2026 | $0.250 | 12.94% | 13.08% | $22.94 |
| 12/02/2025 | 12/04/2025 | $0.500 | 26.57% | 26.36% | $22.76 |
| 11/04/2025 | 11/06/2025 | $0.250 | 13.54% | 13.73% | $21.85 |
| 10/07/2025 | 10/09/2025 | $0.250 | 12.85% | 13.61% | $22.05 |
| 09/04/2025 | 09/08/2025 | $0.250 | 12.1% | 12.1% | $24.79 |
| 08/06/2025 | 08/08/2025 | $0.250 | 12.18% | 11.97% | $25.07 |
| 07/08/2025 | 07/10/2025 | $0.250 | 11.98% | 12.14% | $24.71 |
| 06/05/2025 | 06/09/2025 | $0.250 | 12.33% | 12.43% | $24.13 |
| 05/06/2025 | 05/08/2025 | $0.250 | 4.02% | 4.4% | $22.72 |
| 04/08/2025 | 04/24/2025 | $0.250 | 4.66% | 4.16% | $24.03 |
| 03/06/2025 | 03/25/2025 | $0.740 | 12.56% | 11.84% | $25.01 |
| 12/04/2024 | 12/19/2024 | $1.090 | 18.08% | 18.39% | $23.71 |
| 09/11/2024 | 09/26/2024 | $0.740 | 12.83% | 12.77% | $23.18 |
| 06/13/2024 | 06/27/2024 | $0.740 | 12.61% | 12.98% | $22.80 |
| 03/12/2024 | 03/28/2024 | $0.730 | 12.62% | 12.59% | $23.20 |
| 12/08/2023 | 12/28/2023 | $0.720 | 10.91% | 11.12% | $25.90 |
| 09/13/2023 | 09/28/2023 | $0.710 | 11.02% | 11.06% | $25.67 |
| 06/12/2023 | 06/29/2023 | $0.700 | 10.23% | 10.34% | $27.08 |
| 03/15/2023 | 03/30/2023 | $0.690 | 11.33% | 11.04% | $25.00 |
| 12/14/2022 | 01/04/2023 | $0.680 | 10.6% | 10.3% | $26.40 |
| 09/13/2022 | 09/29/2022 | $0.540 | 8.64% | 10.16% | $21.27 |
| 06/13/2022 | 06/29/2022 | $0.530 | 8.6% | 8.9% | $23.82 |
| 03/11/2022 | 03/28/2022 | $0.530 | 7.76% | 7.71% | $27.51 |
| 01/03/2022 | 01/19/2022 | $0.530 | 7.31% | 7.66% | $27.69 |
| 09/13/2021 | 09/28/2021 | $0.520 | 7.49% | 7.26% | $28.64 |
| 06/14/2021 | 06/29/2021 | $0.440 | 6.76% | 6.53% | $26.95 |
| 04/07/2021 | 04/22/2021 | $0.430 | 6.67% | 6.88% | $24.99 |
| 01/25/2021 | 02/10/2021 | $0.420 | 7.45% | 7.09% | $23.71 |
| 10/23/2020 | 11/10/2020 | $0.410 | 8.51% | 8.29% | $19.78 |
| 07/24/2020 | 08/12/2020 | $0.400 | 9.47% | 8.98% | $17.82 |
| 01/23/2020 | 02/06/2020 | $0.560 | 8.2% | 8.22% | $27.24 |
| 09/12/2019 | 09/26/2019 | $0.560 | 8.97% | 9.14% | $24.51 |
| 06/12/2019 | 06/27/2019 | $0.550 | 9.09% | 9.02% | $24.39 |
| 03/13/2019 | 03/28/2019 | $0.540 | 9.47% | 9.7% | $22.27 |
| 12/14/2018 | 01/02/2019 | $0.530 | 9.62% | 10.32% | $20.55 |
| 09/14/2018 | 09/27/2018 | $0.520 | 8.68% | 8.99% | $23.14 |
| 06/14/2018 | 06/27/2018 | $0.510 | 8.51% | 7.46% | $27.33 |
| 03/13/2018 | 03/26/2018 | $0.500 | 9.43% | 9.71% | $20.59 |
| 12/14/2017 | 12/27/2017 | $0.490 | 8.83% | 8.84% | $22.17 |
| 09/14/2017 | 09/26/2017 | $0.480 | 9.13% | 8.96% | $21.43 |
| 06/13/2017 | 06/27/2017 | $0.470 | 8.6% | 9.09% | $20.68 |
| 03/13/2017 | 03/28/2017 | $0.460 | 7.84% | 8.16% | $22.55 |
| 01/27/2017 | 02/09/2017 | $0.450 | 8.67% | 8.14% | $22.10 |
| 10/27/2016 | 11/09/2016 | $0.440 | 9.5% | 9.57% | $18.40 |
| 08/22/2016 | 09/05/2016 | $0.200 | 4.45% | 4.41% | $18.15 |
| 07/27/2016 | 08/09/2016 | $0.430 | 10.03% | 9.84% | $17.48 |
| 04/13/2016 | 04/27/2016 | $0.410 | 10.11% | 10.01% | $16.39 |
| 01/28/2016 | 02/29/2016 | $0.400 | 11.68% | 11.25% | $14.22 |
| 10/29/2015 | 11/30/2015 | $0.360 | 9% | 9.21% | $15.63 |
| 07/30/2015 | 08/31/2015 | $0.330 | 7.84% | 8.09% | $16.32 |
| 05/21/2015 | 06/05/2015 | $1.000 | 5.81% | 5.84% | $17.11 |
| 04/30/2015 | 05/29/2015 | $0.270 | 1.61% | 1.55% | $17.42 |
| 01/29/2015 | 02/27/2015 | $0.220 | 1.41% | 1.4% | $15.76 |
| 10/30/2014 | 11/28/2014 | $0.180 | 1.19% | 1.19% | $15.18 |
| 11/08/2013 | 12/27/2013 | $2.650 | 15.23% | 16.55% | $16.01 |
| 11/16/2012 | 12/31/2012 | $4.250 | 27.33% | 27.6% | $15.40 |
| 11/22/2011 | 12/30/2011 | $0.600 | 4.64% | 4.86% | $12.35 |
| 11/17/2010 | 12/29/2010 | $0.373 | 8.12% | 8.46% | $17.64 |
| 11/23/2009 | 12/31/2009 | $2.460 | 40.16% | 55.91% | $17.60 |
| 12/16/2008 | 12/29/2008 | $2.500 | 50.76% | 43.1% | $23.20 |
| 08/27/2008 | 09/15/2008 | $3.900 | 14.35% | 15.71% | $99.30 |
| 05/28/2008 | 06/13/2008 | $3.900 | 14.97% | 15.37% | $101.50 |
| 02/27/2008 | 03/10/2008 | $3.900 | 14.27% | 15.18% | $102.80 |
| 01/16/2008 | 01/28/2008 | $1.800 | 6.74% | 6.78% | $106.20 |
| 11/28/2007 | 12/03/2007 | $3.800 | 13.63% | 13.76% | $110.50 |
| 08/22/2007 | 08/31/2007 | $3.600 | 11.71% | 11.61% | $124.00 |
| 05/24/2007 | 06/06/2007 | $2.400 | 7.18% | 7.01% | $137.00 |
Projected Future Returns & Dividends for SAR
Based on past 10-year performance, here are SAR growth metrics:
Share price CAGR of -1.7%
Dividend CAGR of +5.09%
Using SAR CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| SAR (DRIP) | SAR - No DRIP | |
|---|---|---|
| Current Price | $15.37 | $15.37 |
| Start Shares | 650.62 | 650.62 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 9,251.63 | 650.62 |
| Dividends Payment | $0.41 | $0.41 |
| Annual Dividends | $45,595 | $3,206 |
| Yield on cost | 455.95% | 32.06% |
| Share Price | $12.94 | $12.94 |
| Total Dividends | $117,468 | $24,653 |
| Final Value | $119,758 | $33,075 |
Estimated Future Value + Dividends - SAR
NOTE: Above numbers are our estimate based on SAR's Dividend and Price CAGR over past 10 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
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Company Info
Saratoga Investment Corp. (SAR) had its IPO on 2007-03-27, and is traded on NYSE stock exchange.
Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. 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. The fund prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. The fund seeks to invest in the United States. The fund primarily invests between $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.
SAR website: https://www.saratogainvestmentcorp.com
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DCF Model — SAR
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Pay up to today
—
vs current price $15.37
—
Cash flow & implied price by year
FCF is negative or missing for this company (common for banks) — the model discounts EPS instead.
EPS is negative or missing for this company — Simple mode uses free cash flow per share instead.
Free cash flow today
—
grows for the next years
Then mature
—
every future dollar counted back to today
Pile of today-dollars
—
÷ shares
Implied price path
| Year | FCF | Implied price |
|---|
Sensitivity — fair value: growth ↓ × target return →
