Saratoga Investment Corp. (SAR) Stock Analysis

What Saratoga Investment Corp. does

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 fund structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The fund prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. The fund seeks to invest in the United States. The fund primarily invests between $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.

Key metrics

ETFs linked to SAR

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PortView Portfolio Insights

PortView analyzes how SAR fits your actual portfolio — position weight, portfolio concentration, unrealized gain/loss, contribution to return, sector exposure, indirect exposure through the ETFs you hold, and correlation with your other holdings. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Frequently asked questions

What is the ticker symbol for Saratoga Investment Corp.?

Saratoga Investment Corp. trades under the ticker SAR on NYSE.

Which exchange is SAR listed on?

SAR is listed on NYSE.

What sector does Saratoga Investment Corp. operate in?

Saratoga Investment Corp. is classified in the Financial Services sector (Asset Management industry).

How can PortView help analyze SAR in a portfolio?

PortView shows SAR's weight in your portfolio, its contribution to return and risk, sector exposure, indirect exposure through ETFs you own, and correlation with your other holdings.