Saratoga Investment Corp (SAR)
Saratoga Investment Corp. is a closed-end fund and business development company listed on the NYSE under the ticker SAR. The fund focuses on financing lower middle market companies through leveraged and management buyouts, acquisition financings, growth capital, recapitalizations, debt refinancing, and transitional financing transactions. It structures investments across debt and equity, including first and second lien loans, mezzanine debt, co-investments, selected high yield and senior secured bonds, unsecured bonds, and preferred and common equity. Saratoga Investment Corp. primarily targets U.S. companies in a range of industries such as aerospace, consumer products and services, healthcare, logistics, manufacturing, software, and telecommunications. Its stated investment profile includes businesses with EBITDA of at least $2 million, revenues generally between $10 million and $150 million, and transaction sizes commonly in the $60 million to $75 million range.
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| Ticker | Fair Value | Fair Value Upside/Downside | Fair Value Rating | Analyst Price Target | Analyst Target Upside/Downside | Analyst Target Rating | Overall Financial Health | Upcoming Dividend Ex-Date | Dividend Payment Date | Upcoming Dividend | Dividend Yield | Next Earnings Date | P/E Ratio | Price-to-Book Ratio | Price-to-Sales Ratio | Market Cap | Enterprise Value | Total Debt / Total Capital | Free Float / Shares Outstanding | Altman Z-Score | Payout Ratio | Free Cash Flow / Net Income |
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NYSE-SAR
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$21.20
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8.2% Upside
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Fair
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Fair
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September 3, 2026
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September 23, 2026
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3
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16.7%
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October 13, 2026
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316.6 M
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294.8%
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