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Saratoga Investment (SAR) Competitors

$23.74
+0.20 (+0.85%)
(As of 05/31/2024 ET)

SAR vs. BBDC, BRDG, BSIG, ABL, RILY, PAX, NOAH, FDUS, ALTI, and VINP

Should you be buying Saratoga Investment stock or one of its competitors? The main competitors of Saratoga Investment include Barings BDC (BBDC), Bridge Investment Group (BRDG), BrightSphere Investment Group (BSIG), Abacus Life (ABL), B. Riley Financial (RILY), Patria Investments (PAX), Noah (NOAH), Fidus Investment (FDUS), AlTi Global (ALTI), and Vinci Partners Investments (VINP). These companies are all part of the "investment advice" industry.

Saratoga Investment vs.

Saratoga Investment (NYSE:SAR) and Barings BDC (NYSE:BBDC) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their risk, dividends, earnings, profitability, community ranking, valuation, analyst recommendations, media sentiment and institutional ownership.

Saratoga Investment presently has a consensus target price of $25.69, suggesting a potential upside of 8.20%. Barings BDC has a consensus target price of $9.58, suggesting a potential downside of 4.64%. Given Saratoga Investment's higher possible upside, analysts clearly believe Saratoga Investment is more favorable than Barings BDC.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Barings BDC
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

Saratoga Investment pays an annual dividend of $2.92 per share and has a dividend yield of 12.3%. Barings BDC pays an annual dividend of $1.04 per share and has a dividend yield of 10.3%. Saratoga Investment pays out 411.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Barings BDC pays out 84.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

19.1% of Saratoga Investment shares are owned by institutional investors. Comparatively, 44.1% of Barings BDC shares are owned by institutional investors. 13.2% of Saratoga Investment shares are owned by company insiders. Comparatively, 0.5% of Barings BDC shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Barings BDC has a net margin of 45.35% compared to Saratoga Investment's net margin of 6.22%. Saratoga Investment's return on equity of 14.53% beat Barings BDC's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment6.22% 14.53% 4.45%
Barings BDC 45.35%10.77%4.78%

Saratoga Investment received 161 more outperform votes than Barings BDC when rated by MarketBeat users. However, 58.19% of users gave Barings BDC an outperform vote while only 58.02% of users gave Saratoga Investment an outperform vote.

CompanyUnderperformOutperform
Saratoga InvestmentOutperform Votes
264
58.02%
Underperform Votes
191
41.98%
Barings BDCOutperform Votes
103
58.19%
Underperform Votes
74
41.81%

In the previous week, Barings BDC had 3 more articles in the media than Saratoga Investment. MarketBeat recorded 5 mentions for Barings BDC and 2 mentions for Saratoga Investment. Barings BDC's average media sentiment score of -0.16 beat Saratoga Investment's score of -0.18 indicating that Barings BDC is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Saratoga Investment
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Barings BDC
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Barings BDC has higher revenue and earnings than Saratoga Investment. Barings BDC is trading at a lower price-to-earnings ratio than Saratoga Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$143.72M2.26$8.93M$0.7133.44
Barings BDC$289.20M3.68$128M$1.238.17

Saratoga Investment has a beta of 1.28, suggesting that its stock price is 28% more volatile than the S&P 500. Comparatively, Barings BDC has a beta of 0.63, suggesting that its stock price is 37% less volatile than the S&P 500.

Summary

Barings BDC beats Saratoga Investment on 13 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SAR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SAR vs. The Competition

MetricSaratoga InvestmentInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$325.24M$9.28B$9.56B$17.81B
Dividend Yield12.40%24.06%6.17%3.55%
P/E Ratio33.4442.1445.0322.67
Price / Sales2.265.25181.5811.15
Price / Cash5.6315.8416.3018.95
Price / Book0.883.433.295.90
Net Income$8.93M$308.03M$1.01B$976.46M
7 Day Performance0.25%-2.00%0.38%0.62%
1 Month Performance0.17%1.06%3.01%4.79%
1 Year Performance-17.02%21.79%17.18%24.00%

Saratoga Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BBDC
Barings BDC
1.4619 of 5 stars
$10.06
+0.6%
$9.58
-4.7%
+26.6%$1.06B$289.20M8.17N/AShort Interest ↑
BRDG
Bridge Investment Group
4.1721 of 5 stars
$7.75
-1.1%
$10.20
+31.6%
-20.7%$937.63M$401.99M-32.292,300Short Interest ↓
BSIG
BrightSphere Investment Group
3.1893 of 5 stars
$22.09
-1.9%
$23.00
+4.1%
+2.9%$850.44M$426.60M13.47387Short Interest ↑
High Trading Volume
ABL
Abacus Life
0.9542 of 5 stars
$11.41
+13.5%
$16.00
+40.2%
N/A$729.33M$79.59M570.79102Analyst Forecast
Short Interest ↑
News Coverage
RILY
B. Riley Financial
0.649 of 5 stars
$23.96
-3.4%
N/A-33.8%$725.99M$1.65B-4.782,383Positive News
PAX
Patria Investments
4.2536 of 5 stars
$13.00
+1.3%
$17.00
+30.8%
-11.9%$709.61M$327.60M16.67430Positive News
NOAH
Noah
4.6727 of 5 stars
$10.32
-0.7%
$15.50
+50.2%
-33.5%$685.90M$291.18M5.772,583Analyst Downgrade
News Coverage
FDUS
Fidus Investment
0.9253 of 5 stars
$20.00
-0.6%
$22.00
+10.0%
+6.3%$631M$130.11M6.87N/AShort Interest ↑
Positive News
ALTI
AlTi Global
2.2496 of 5 stars
$4.77
-3.6%
$9.00
+88.7%
+9.7%$594.04M$250.88M-2.61480Positive News
High Trading Volume
VINP
Vinci Partners Investments
4.4251 of 5 stars
$10.54
-1.5%
$14.67
+39.2%
+31.3%$575.43M$91.03M13.01215Short Interest ↓
Positive News

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This page (NYSE:SAR) was last updated on 6/1/2024 by MarketBeat.com Staff

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