ALTI vs SAR

Comparison between AlTi Global Inc - Class A (ALTI, Company) and Saratoga Investment Corp (SAR, Company).

Both ALTI and SAR are from the Financial Services sector.

ALTI vs SAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ALTI(COMPANY)	SAR(COMPANY)
Market Cap	$362M	$362M
Max Drawdown	83.64%	94.01%
Sharpe Ratio	-0.31	0.22
5Y Beta	0.80	0.54
Industry	Asset Management	Asset Management
P/E Ratio	-3.54	9.68
Forward P/E	N/A	11.17
PEG Ratio	N/A	0.32
Dividend Yield	N/A	13.50%
5Y Dividends CAGR	N/A	16.09%
Debt to Equity	2.43%	186.64%
Free Cash Flow Yield	-14.61%	-24.29%
P/S Ratio	1.85	2.89
P/B Ratio	1.39	0.92

Market Cap

ALTI

$362M

Winner

SAR

$362M

Max Drawdown

Winner

ALTI

83.64%

SAR

94.01%

Sharpe Ratio

ALTI

-0.31

Winner

SAR

0.22

5Y Beta

ALTI

0.80

Winner

SAR

0.54

Industry

ALTI

Asset Management

SAR

Asset Management

P/E Ratio

Winner

ALTI

-3.54

SAR

9.68

Forward P/E

ALTI

N/A

SAR

11.17

PEG Ratio

ALTI

N/A

SAR

0.32

Dividend Yield

ALTI

N/A

SAR

13.50%

5Y Dividends CAGR

ALTI

N/A

SAR

16.09%

Debt to Equity

Winner

ALTI

2.43%

SAR

186.64%

Free Cash Flow Yield

Winner

ALTI

-14.61%

SAR

-24.29%

P/S Ratio

Winner

ALTI

1.85

SAR

2.89

P/B Ratio

ALTI

1.39

Winner

SAR

0.92

ALTI vs SAR - Historical Returns

Returns include dividend reinvestment.

Period	ALTI	SAR
1 month	-11.30%	+2.53%
3 months	-17.96%	+3.37%
6 months	-40.47%	+3.45%
1 year	-22.14%	+6.15%
5 years(CAGR)	N/A	+8.92%
10 years(CAGR)	N/A	+14.14%
Max(CAGR)	-29.80%	+5.67%

ALTI

-11.30%

Winner

SAR

+2.53%

ALTI

-17.96%

Winner

SAR

+3.37%

ALTI

-40.47%

Winner

SAR

+3.45%

ALTI

-22.14%

Winner

SAR

+6.15%

5Y(CAGR)

ALTI

N/A

SAR

+8.92%

10Y(CAGR)

ALTI

N/A

SAR

+14.14%

Max(CAGR)

ALTI

-29.80%

Winner

SAR

+5.67%

ALTI vs SAR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	ALTI	SAR
2026	-35.03%	+3.36%
2025	+5.69%	+9.10%
2024	-45.82%	+6.50%
2023	-15.20%	+10.72%
2022	N/A	-4.08%
2021	N/A	+54.28%
2020	N/A	-10.77%
2019	N/A	+29.96%
2018	N/A	-2.27%
2017	N/A	+22.47%
2016	N/A	+48.92%
2015	N/A	+14.78%
2014	N/A	-3.24%
2013	N/A	+16.35%
2012	N/A	+56.12%
2011	N/A	-15.58%
2010	N/A	+26.49%
2009	N/A	+5.90%
2008	N/A	-67.73%
2007	N/A	-21.56%

ALTI vs SAR Drawdown Comparison

The maximum drawdown for ALTI was -83.64%, occurring on Mar 17, 2025. This drawdown has not yet recovered.

The maximum drawdown for SAR was -90.54%, occurring on Nov 24, 2008. Recovery took 2410 trading sessions.

The current ALTI drawdown is -80.13%. The current SAR drawdown is -4.00%.

Rank	ALTI	SAR
#1	-83.64% Jan 25, 2023 - Mar 17, 2025	-90.54% Jun 4, 2007 - Dec 27, 2016
#2	-22.56% Jan 3, 2023 - Jan 25, 2023	-69.89% Feb 14, 2020 - Apr 5, 2021
#3	N/A	-28.49% Jun 26, 2018 - Jul 26, 2019
#4	N/A	-25.99% Oct 6, 2021 - Jan 10, 2023
#5	N/A	-15.50% Feb 17, 2023 - May 24, 2023
#6	N/A	-15.19% Jun 1, 2023 - Oct 9, 2024
#7	N/A	-14.36% Apr 1, 2025 - May 6, 2025
#8	N/A	-13.85% Sep 2, 2025 - Feb 2, 2026
#9	N/A	-13.25% Jan 10, 2018 - May 15, 2018
#10	N/A	-12.48% Mar 13, 2017 - Oct 23, 2017
#11	N/A	-11.73% Mar 4, 2026 - May 1, 2026
#12	N/A	-8.61% May 6, 2025 - May 27, 2025
#13	N/A	-7.64% May 4, 2026 - May 11, 2026
#14	N/A	-7.37% Feb 28, 2025 - Mar 27, 2025
#15	N/A	-7.20% Mar 27, 2007 - May 29, 2007

Correlation

Correlation between ALTI and SAR is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63

-101