Saratoga Investment Corp Stock Fundamentals
SAR Stock  USD 22.17 0.11 0.50% 
Saratoga Investment Corp fundamentals help investors to digest information that contributes to Saratoga Investment's financial success or failures. It also enables traders to predict the movement of Saratoga Stock. The fundamental analysis module provides a way to measure Saratoga Investment's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Saratoga Investment stock.
At this time, Saratoga Investment's Depreciation And Amortization is relatively stable compared to the past year. As of 08/09/2024, Total Revenue is likely to grow to about 151.1 M, while Other Operating Expenses is likely to drop slightly above 50.9 M. Saratoga  Select Account or Indicator 
Saratoga Investment Corp Company Return On Equity Analysis
Saratoga Investment's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Saratoga Investment Return On Equity  0.0447 
Most of Saratoga Investment's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Saratoga Investment Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Saratoga Return On Equity Historical Pattern
Today, most investors in Saratoga Investment Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Saratoga Investment's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's return on equity growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Saratoga Investment return on equity as a starting point in their analysis.
Saratoga Investment Return On Equity 
Timeline 
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Competition 
Saratoga Total Stockholder Equity
Total Stockholder Equity 

Based on the latest financial disclosure, Saratoga Investment Corp has a Return On Equity of 0.0447. This is 96.92% lower than that of the Capital Markets sector and 99.34% lower than that of the Financials industry. The return on equity for all United States stocks is 114.42% lower than that of the firm.
Saratoga Investment Corp Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Saratoga Investment's current stock value. Our valuation model uses many indicators to compare Saratoga Investment value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Saratoga Investment competition to find correlations between indicators driving Saratoga Investment's intrinsic value. More Info.Saratoga Investment Corp is rated below average in return on equity category among its peers. It is rated below average in return on asset category among its peers reporting about 1.28 of Return On Asset per Return On Equity. At this time, Saratoga Investment's Return On Equity is relatively stable compared to the past year. Comparative valuation analysis is a catchall technique that is used if you cannot value Saratoga Investment by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Saratoga Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Saratoga Investment's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Saratoga Investment could also be used in its relative valuation, which is a method of valuing Saratoga Investment by comparing valuation metrics of similar companies.Saratoga Investment is currently under evaluation in return on equity category among its peers.
Saratoga Investment ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower socialengagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Saratoga Investment's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Saratoga Investment's managers, analysts, and investors.Environmental  Governance  Social 
Saratoga Fundamentals
Return On Equity  0.0447  
Return On Asset  0.0572  
Profit Margin  0.11 %  
Operating Margin  0.70 %  
Current Valuation  1.09 B  
Shares Outstanding  13.75 M  
Shares Owned By Insiders  15.83 %  
Shares Owned By Institutions  16.17 %  
Number Of Shares Shorted  87.66 K  
Price To Earning  19.39 X  
Price To Book  0.83 X  
Price To Sales  2.06 X  
Revenue  143.87 M  
Gross Profit  99.1 M  
EBITDA  59.16 M  
Net Income  8.93 M  
Cash And Equivalents  96.08 M  
Cash Per Share  0.26 X  
Total Debt  803.67 M  
Debt To Equity  1.84 %  
Current Ratio  0.46 X  
Book Value Per Share  26.85 X  
Cash Flow From Operations  58.62 M  
Short Ratio  1.29 X  
Earnings Per Share  1.21 X  
Target Price  25.04  
Beta  1.35  
Market Capitalization  304.74 M  
Total Asset  1.19 B  
Retained Earnings  (870.75 K)  
Annual Yield  0.13 %  
Five Year Return  8.41 %  
Net Asset  1.19 B  
Last Dividend Paid  2.9 
About Saratoga Investment Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Saratoga Investment Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Saratoga Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Saratoga Investment Corp based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Last Reported  Projected for Next Year  
Current Deferred Revenue  343.8 B  361 B  
Cost Of Revenue  31.1 M  19.6 M  
Total Revenue  143.9 M  151.1 M  
Sales General And Administrative To Revenue  0.06  0.06  
Revenue Per Share  11.35  8.21  
Ebit Per Revenue  0.41  0.65 
Pair Trading with Saratoga Investment
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Saratoga Investment position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Saratoga Investment will appreciate offsetting losses from the drop in the long position's value.Moving against Saratoga Stock
The ability to find closely correlated positions to Saratoga Investment could be a great tool in your taxloss harvesting strategies, allowing investors a quick way to find a similarenough asset to replace Saratoga Investment when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Saratoga Investment  that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Saratoga Investment Corp to buy it.
The correlation of Saratoga Investment is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between 1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Saratoga Investment moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Saratoga Investment Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Saratoga Investment can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better riskadjusted return on your portfolios.Additional 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.