DDT vs SAT

Comparison between Dillards Capital Trust I (DDT, Company) and Saratoga Investment Corp (SAT, Company).

DDT vs SAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DDT(COMPANY)	SAT(COMPANY)
Market Cap	$407M	$407M
Max Drawdown	84.58%	9.08%
Sharpe Ratio	0.78	0.87
5Y Beta	0.07	0.02
P/E Ratio	0.66	10.86
PEG Ratio	0.03	0.36
Dividend Yield	11.20%	N/A
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	40.22%	N/A
Debt to Equity	0.00%	186.64%
Free Cash Flow Yield	N/A	-21.65%

Market Cap

Winner

DDT

$407M

SAT

$407M

Max Drawdown

DDT

84.58%

Winner

SAT

9.08%

Sharpe Ratio

DDT

0.78

Winner

SAT

0.87

5Y Beta

DDT

0.07

Winner

SAT

0.02

P/E Ratio

Winner

DDT

0.66

SAT

10.86

PEG Ratio

Winner

DDT

0.03

SAT

0.36

Dividend Yield

DDT

11.20%

SAT

N/A

5Y Dividends CAGR

DDT

4.56%

SAT

N/A

5Y EPS CAGR

DDT

40.22%

SAT

N/A

Debt to Equity

Winner

DDT

0.00%

SAT

186.64%

Free Cash Flow Yield

DDT

N/A

SAT

-21.65%

DDT vs SAT - Historical Returns

Returns include dividend reinvestment.

Period	DDT	SAT
1 month	+0.23%	+1.10%
3 months	+2.43%	+2.86%
6 months	+3.96%	+3.79%
1 year	+7.38%	+8.27%
5 years(CAGR)	+7.76%	+5.79%
10 years(CAGR)	+7.57%	N/A
Max(CAGR)	+9.78%	+5.79%

DDT

+0.23%

Winner

SAT

+1.10%

DDT

+2.43%

Winner

SAT

+2.86%

Winner

DDT

+3.96%

SAT

+3.79%

DDT

+7.38%

Winner

SAT

+8.27%

5Y(CAGR)

Winner

DDT

+7.76%

SAT

+5.79%

10Y(CAGR)

DDT

+7.57%

SAT

N/A

Max(CAGR)

Winner

DDT

+9.78%

SAT

+5.79%

DDT vs SAT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DDT	SAT
2026	+3.09%	+3.79%
2025	+9.07%	+6.14%
2024	+6.39%	+10.47%
2023	+8.78%	+10.76%
2022	-2.14%	-6.86%
2021	+20.73%	N/A
2020	+2.12%	N/A
2019	+9.75%	N/A
2018	+6.57%	N/A
2017	+6.38%	N/A
2016	+3.69%	N/A
2015	+10.66%	N/A
2014	+10.56%	N/A
2013	+6.03%	N/A
2012	+10.41%	N/A
2011	+11.65%	N/A
2010	+34.13%	N/A
2009	+231.21%	N/A
2008	-62.94%	N/A
2007	-19.90%	N/A
2006	+11.80%	N/A
2005	+4.51%	N/A
2004	+15.96%	N/A
2003	+46.77%	N/A
2002	+0.60%	N/A
2001	+39.72%	N/A
2000	-19.62%	N/A
1999	-10.73%	N/A

DDT vs SAT Drawdown Comparison

The maximum drawdown for DDT was -80.27%, occurring on Mar 9, 2009. Recovery took 596 trading sessions.

The maximum drawdown for SAT was -8.80%, occurring on Nov 3, 2022. Recovery took 323 trading sessions.

The current DDT drawdown is -0.50%. The current SAT drawdown is -0.12%.

Rank	DDT	SAT
#1	-80.27% Jul 13, 2007 - Nov 20, 2009	-8.80% Aug 4, 2022 - Nov 15, 2023
#2	-45.71% Feb 21, 2020 - Oct 16, 2020	-3.37% May 6, 2022 - Aug 4, 2022
#3	-39.68% Nov 9, 1999 - Feb 6, 2001	-3.02% Dec 31, 2024 - May 15, 2025
#4	-19.76% Nov 26, 2001 - Mar 6, 2002	-2.74% Jun 4, 2024 - Aug 2, 2024
#5	-17.43% Jun 11, 2002 - Apr 17, 2003	-1.74% Sep 27, 2024 - Nov 14, 2024
#6	-15.95% Jul 13, 2001 - Nov 19, 2001	-1.61% Dec 28, 2023 - Jan 25, 2024
#7	-13.26% Jul 11, 2003 - Nov 28, 2003	-1.54% Jun 13, 2025 - Jul 1, 2025
#8	-12.22% Apr 13, 2010 - Aug 19, 2010	-1.52% Jan 29, 2024 - Feb 6, 2024
#9	-10.96% Apr 11, 2001 - Jul 10, 2001	-1.40% Apr 4, 2024 - May 14, 2024
#10	-9.87% Jul 25, 2018 - May 8, 2019	-1.32% Feb 16, 2024 - Mar 20, 2024
#11	-8.78% Mar 6, 2002 - May 16, 2002	-1.22% Nov 15, 2024 - Dec 31, 2024
#12	-8.37% Jul 22, 2011 - Oct 13, 2011	-1.18% Aug 2, 2024 - Aug 15, 2024
#13	-8.01% Oct 16, 2020 - Nov 17, 2020	-1.16% Sep 9, 2025 - Oct 27, 2025
#14	-7.81% Jan 8, 2010 - Mar 1, 2010	-0.84% May 27, 2026 - Jun 1, 2026
#15	-6.97% Feb 23, 2001 - Mar 23, 2001	-0.70% Aug 21, 2024 - Sep 10, 2024

Correlation

Correlation between DDT and SAT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

DDT vs SAT dividend yield comparison.

Year	DDT	SAT
2026	3.59%	3.00%
2025	7.16%	6.06%
2024	7.29%	6.01%
2023	7.29%	6.29%
2022	7.44%	0.00%
2021	6.69%	0.00%
2020	7.58%	0.00%
2019	7.10%	0.00%
2018	7.34%	0.00%
2017	7.25%	0.00%
2016	7.21%	0.00%
2015	6.98%	0.00%
2014	7.20%	0.00%
2013	7.40%	0.00%
2012	7.35%	0.00%
2011	7.54%	0.00%
2010	7.83%	0.00%
2009	9.87%	0.00%
2008	29.54%	0.00%
2007	10.14%	0.00%
2006	7.52%	0.00%
2005	7.82%	0.00%
2004	7.56%	0.00%
2003	7.96%	0.00%
2002	10.88%	0.00%
2001	10.20%	0.00%
2000	3.54%	0.00%