Saratoga Investment Corp Stock Today
| SAR Stock | USD 23.31 0.14 0.60% |
Performance4 of 100
| Odds Of DistressLess than 9
|
Saratoga Investment is selling at 23.31 as of the 24th of April 2024; that is 0.60% increase since the beginning of the trading day. The stock's lowest day price was 23.02. Saratoga Investment has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for Saratoga Investment Corp are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2023 and ending today, the 24th of April 2024. Click here to learn more.
Business Domain Financial Services | IPO Date 23rd of March 2007 | Classification Financials |
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 company has 13.65 M outstanding shares of which 88.97 K shares are at this time shorted by investors with about 1.12 days to cover. More on Saratoga Investment Corp
Follow Valuation Options Odds of Bankruptcy
Report 7th of May 2024
Saratoga Stock Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Saratoga Investment's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Saratoga Investment or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Chairman | Christian Oberbeck | ||||
| Thematic Idea | Management (View all Themes) | ||||
| Old Names | [NaN, Saracen Mineral Holdings Limited] | ||||
| Business Concentration | Asset Management & Custody Banks, Financial Services, Management, Financials, Capital Markets, Asset Management, Financial Services (View all Sectors) | ||||
| Average Analyst Recommendation Analysts covering Saratoga Investment report their recommendations after researching Saratoga Investment's financial statements, talking to executives and customers, or listening in on Saratoga Investment's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Saratoga Investment Corp. The Saratoga consensus assessment is calculated by taking the average forecast from all of the analysts covering Saratoga Investment. | |||||
Saratoga Investment's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Saratoga Investment's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit. | |||||
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Saratoga Investment's financial leverage. It provides some insight into what part of Saratoga Investment's total assets is financed by creditors.
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Saratoga Investment Corp (SAR) is traded on New York Stock Exchange in USA. It is located in 535 Madison Avenue, New York, NY, United States, 10022 and employs 15 people. Saratoga Investment is listed under Asset Management & Custody Banks category by Fama And French industry classification. The company currently falls under 'Small-Cap' category with a total capitalization of 316.35 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Saratoga Investment's market, we take the total number of its shares issued and multiply it by Saratoga Investment's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Saratoga Investment Corp runs under Capital Markets sector within Financials industry. The entity has 13.65 M outstanding shares of which 88.97 K shares are at this time shorted by investors with about 1.12 days to cover.
Saratoga Investment Corp has about 96.08 M in cash with (130.37 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.26.
Check Saratoga Investment Probability Of Bankruptcy
Ownership AllocationThe market capitalization of Saratoga Investment is $316.35 Million. Saratoga Investment Corp has 15.6 % of its outstanding shares held by insiders and 19.59 % owned by institutional holders. Note, that even with substantial debt, if the true value of the company is larger than the current market value, you may still be able to generate positive returns on investment in this company at some point.
Check Saratoga Ownership Details
Saratoga Stock Price Odds Analysis
In regard to a normal probability distribution, the odds of Saratoga Investment jumping above the current price in 90 days from now is about 55.74%. The Saratoga Investment Corp probability density function shows the probability of Saratoga Investment stock to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Saratoga Investment has a beta of 0.6719. This usually implies as returns on the market go up, Saratoga Investment average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Saratoga Investment Corp will be expected to be much smaller as well. Additionally, saratoga Investment Corp has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Saratoga Investment to move above the current price in 90 days from now is about 55.74 (This Saratoga Investment Corp probability density function shows the probability of Saratoga Stock to fall within a particular range of prices over 90 days) .
Saratoga Stock Institutional Holders
Institutional Holdings refers to the ownership stake in Saratoga Investment that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Saratoga Investment's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Saratoga Investment's value.| Instituion | Recorded On | Shares | |
| Lido Advisors, Llc | 2023-12-31 | 70.6 K | |
| Tmd Wealth Management, Llc | 2023-12-31 | 58.8 K | |
| Simplify Asset Management Inc. | 2023-12-31 | 51.7 K | |
| Palogic Value Management Lp | 2023-12-31 | 47.7 K | |
| Ameriprise Financial Inc | 2023-12-31 | 47.5 K | |
| Claybrook Capital, Llc | 2023-09-30 | 41.8 K | |
| Significant Wealth Partners Llc | 2023-12-31 | 39.6 K | |
| Citadel Advisors Llc | 2023-09-30 | 39.2 K | |
| Qube Research & Technologies | 2023-12-31 | 33.9 K | |
| Two Sigma Investments Llc | 2023-12-31 | 235.1 K | |
| Millennium Management Llc | 2023-12-31 | 223.3 K |
Saratoga Investment Historical Income Statement
Saratoga Investment Corp Income Statement is one of the three primary financial statements used for reporting Saratoga's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Saratoga Investment Corp revenue and expense. Saratoga Investment Income Statement primarily focuses on the company's revenues and expenses during a particular period.
At this time, Saratoga Investment's Income Tax Expense is relatively stable compared to the past year. As of 04/24/2024, Net Income Applicable To Common Shares is likely to grow to about 58.5 M, while Selling General Administrative is likely to drop slightly above 5.1 M. View More FundamentalsSaratoga Stock Against Markets
Picking the right benchmark for Saratoga Investment stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Saratoga Investment stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Saratoga Investment is critical whether you are bullish or bearish towards Saratoga Investment Corp at a given time. Please also check how Saratoga Investment's historical prices are related to one of the top price index indicators.
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Saratoga Investment Corporate Directors
Saratoga Investment corporate directors refer to members of a Saratoga Investment board of directors. The board of directors generally takes responsibility for the Saratoga Investment's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Saratoga Investment's board members must vote for the resolution. The Saratoga Investment board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.| Steven Looney | Independent Director | Profile | |
| Cabell Williams | Independent Director | Profile | |
| Charles Whitman | Independent Director | Profile | |
| Paul West | Managing Director | Profile |
How to buy Saratoga Stock?
Before investing in Saratoga Investment, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Saratoga Investment. To buy Saratoga Investment stock, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Saratoga Investment. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Saratoga Investment stock. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Saratoga Investment Corp stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Saratoga Investment Corp stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock
It's important to note that investing in stocks, such as Saratoga Investment Corp, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Saratoga Stock please use our How to Invest in Saratoga Investment guide.
Already Invested in Saratoga Investment Corp?
The danger of trading Saratoga Investment Corp is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Saratoga Investment is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Saratoga Investment. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Saratoga Investment Corp is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Saratoga Investment Corp offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Saratoga Investment's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Saratoga Investment Corp Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Saratoga Investment Corp Stock: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Saratoga Investment Corp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Saratoga Investment Corp information on this page should be used as a complementary analysis to other Saratoga Investment's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Complementary Tools for Saratoga Stock analysis
When running Saratoga Investment's price analysis, check to measure Saratoga Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Saratoga Investment is operating at the current time. Most of Saratoga Investment's value examination focuses on studying past and present price action to predict the probability of Saratoga Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Saratoga Investment's price. Additionally, you may evaluate how the addition of Saratoga Investment to your portfolios can decrease your overall portfolio volatility.
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Is Saratoga Investment's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Saratoga Investment. If investors know Saratoga will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Saratoga Investment listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 7.192 | Dividend Share 2.82 | Earnings Share 1.89 | Revenue Per Share 11.342 | Quarterly Revenue Growth 0.384 |
The market value of Saratoga Investment Corp is measured differently than its book value, which is the value of Saratoga that is recorded on the company's balance sheet. Investors also form their own opinion of Saratoga Investment's value that differs from its market value or its book value, called intrinsic value, which is Saratoga Investment's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Saratoga Investment's market value can be influenced by many factors that don't directly affect Saratoga Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Saratoga Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Saratoga Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Saratoga Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.