Saratoga Investment Corp (SAR) Fair Value & Analysis
Financial Services · US · Market cap $360M
Saratoga Investment Corp
SAR · US
Fair value as of: Jun 26, 2026
From 15 valuation models · updated 3 days ago
Price vs Fair Value (12 months)
12‑month range $19.62 – $23.20 · fair‑value band $25.57 – $42.62 · the $22.10 price screens below the $34.09 fair value. As of Jun 26, 2026.
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Saratoga Investment Corp (SAR) currently trades at $22.10, while our model-based Fair Value estimate is $34.09 — implying the stock looks roughly 54.3% undervalued today. We read business quality at 96/100 (high quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.
Over the trailing twelve months, Saratoga Investment Corp generated revenue of $126M at a net margin of 29.1%. Revenue declined 0.6% year over year. It earns a return on equity of 9.3%. Net debt stands at $708M. Fundamentals as of Jun 26, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.
About the company
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 …
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Saratoga Investment Corp reported revenue of $99.2M in FY2026 versus $70.7M in FY2022, a compound +8.8%/yr. Reported net income was $36.6M in FY2026, compounding −5.4%/yr from FY2022.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.