Ratings Saratoga Investment Corp.

Equities

SAR

US80349A2087

Market Closed - Nyse Other stock markets 04:00:02 2024-04-17 pm EDT			5-day change	1st Jan Change
22.59 ^USD	-0.13%		-2.17%	-12.65%

Feb. 15	Saratoga Investment Raises Quarterly Dividend by 1.4% to $0.73 a Share, Payable March 28 to Stockholders of Record March 13	MT
Feb. 15	Saratoga Investment Corp. Increases Quarterly Dividend, Payable on March 28, 2024	CI

Strengths

The group's activity appears highly profitable thanks to its outperforming net margins.
The company is one of the best yield companies with high dividend expectations.
Over the past year, analysts have regularly revised upwards their sales forecast for the company.
There is high visibility into the group's activities for the coming years. Outlooks on future revenues from analysts covering the equity remain similar. Such hardly dispersed estimates support highly predictable sales for the current and upcoming fiscal years.
The divergence of price targets given by the various analysts who make up the consensus is relatively low, suggesting a consensus method of evaluating the company and its prospects.
Historically, the company has been releasing figures that are above expectations.

Weaknesses

For the last 12 months, analysts have been regularly downgrading their EPS expectations. Analysts predict worse results for the company against their predictions a year ago.
For the last four months, EPS estimates made by Standard & Poor's analysts have been revised downwards.
The average consensus view of analysts covering the stock has deteriorated over the past four months.
Over the past twelve months, analysts' opinions have been revised negatively.

Ratings chart - Surperformance

Sector: Investment Management & Fund Operators

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
SARATOGA INVESTMENT CORP.	-12.65%	308M		-
BLACKROCK, INC.	-7.15%	112B		A-
UBS GROUP AG	-2.11%	90.24B		C+
APOLLO GLOBAL MANAGEMENT, INC.	+15.44%	61.07B		C
BROOKFIELD CORPORATION	+1.07%	58.93B	-	B+
AMERIPRISE FINANCIAL, INC.	+8.41%	41.26B		A-
BANK OF NEW YORK MELLON CORPORATION (THE)	+4.63%	40.73B		C+
3I GROUP PLC	+17.31%	34.1B		A-
T. ROWE PRICE GROUP INC.	+3.44%	24.91B		B
STATE STREET CORPORATION	-6.00%	21.95B		A-

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes