DDT vs SAZ

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

DDT vs SAZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DDT(COMPANY)	SAZ(COMPANY)
Market Cap	$409M	$409M
Max Drawdown	84.58%	2.98%
Sharpe Ratio	0.74	2.02
5Y Beta	0.07	0.04
P/E Ratio	0.66	10.93
PEG Ratio	0.03	0.37
Dividend Yield	11.20%	5.24%
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	-21.51%

Market Cap

DDT

$409M

Winner

SAZ

$409M

Max Drawdown

DDT

84.58%

Winner

SAZ

2.98%

Sharpe Ratio

DDT

0.74

Winner

SAZ

2.02

5Y Beta

DDT

0.07

Winner

SAZ

0.04

P/E Ratio

Winner

DDT

0.66

SAZ

10.93

PEG Ratio

Winner

DDT

0.03

SAZ

0.37

Dividend Yield

Winner

DDT

11.20%

SAZ

5.24%

5Y Dividends CAGR

DDT

4.56%

SAZ

N/A

5Y EPS CAGR

DDT

40.22%

SAZ

N/A

Debt to Equity

Winner

DDT

0.00%

SAZ

186.64%

Free Cash Flow Yield

DDT

N/A

SAZ

-21.51%

DDT vs SAZ - Historical Returns

Returns include dividend reinvestment.

Period	DDT	SAZ
1 month	+0.00%	+2.00%
3 months	+2.95%	+4.10%
6 months	+3.32%	+5.43%
1 year	+8.09%	+10.35%
5 years(CAGR)	+7.42%	N/A
10 years(CAGR)	+7.41%	N/A
Max(CAGR)	+9.77%	+9.63%

DDT

+0.00%

Winner

SAZ

+2.00%

DDT

+2.95%

Winner

SAZ

+4.10%

DDT

+3.32%

Winner

SAZ

+5.43%

DDT

+8.09%

Winner

SAZ

+10.35%

5Y(CAGR)

DDT

+7.42%

SAZ

N/A

10Y(CAGR)

DDT

+7.41%

SAZ

N/A

Max(CAGR)

Winner

DDT

+9.77%

SAZ

+9.63%

DDT vs SAZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DDT	SAZ
2026	+3.16%	+5.89%
2025	+9.07%	+8.46%
2024	+6.39%	+8.65%
2023	+8.78%	+7.57%
2022	-2.14%	N/A
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 SAZ Drawdown Comparison

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

The maximum drawdown for SAZ was -1.70%, occurring on Oct 27, 2023. Recovery took 37 trading sessions.

The current DDT drawdown is -0.42%.

Rank	DDT	SAZ
#1	-80.27% Jul 13, 2007 - Nov 20, 2009	-1.70% Sep 19, 2023 - Nov 9, 2023
#2	-45.71% Feb 21, 2020 - Oct 16, 2020	-1.57% Mar 21, 2025 - Apr 24, 2025
#3	-39.68% Nov 9, 1999 - Feb 6, 2001	-1.28% May 15, 2023 - Jun 9, 2023
#4	-19.76% Nov 26, 2001 - Mar 6, 2002	-1.21% Sep 11, 2025 - Nov 3, 2025
#5	-17.43% Jun 11, 2002 - Apr 17, 2003	-1.20% Oct 1, 2024 - Nov 15, 2024
#6	-15.95% Jul 13, 2001 - Nov 19, 2001	-1.11% Jun 26, 2023 - Jul 31, 2023
#7	-13.26% Jul 11, 2003 - Nov 28, 2003	-0.89% Aug 1, 2024 - Aug 15, 2024
#8	-12.22% Apr 13, 2010 - Aug 19, 2010	-0.86% May 7, 2024 - May 14, 2024
#9	-10.96% Apr 11, 2001 - Jul 10, 2001	-0.84% Dec 3, 2024 - Jan 29, 2025
#10	-9.87% Jul 25, 2018 - May 8, 2019	-0.83% Feb 18, 2026 - Mar 24, 2026
#11	-8.78% Mar 6, 2002 - May 16, 2002	-0.79% Mar 3, 2025 - Mar 20, 2025
#12	-8.37% Jul 22, 2011 - Oct 13, 2011	-0.71% Aug 4, 2023 - Aug 14, 2023
#13	-8.01% Oct 16, 2020 - Nov 17, 2020	-0.66% May 16, 2025 - Jun 5, 2025
#14	-7.81% Jan 8, 2010 - Mar 1, 2010	-0.66% May 5, 2026 - May 19, 2026
#15	-6.97% Feb 23, 2001 - Mar 23, 2001	-0.65% Apr 8, 2024 - May 3, 2024

Correlation

Correlation between DDT and SAZ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2000 - 2026)

DDT vs SAZ dividend yield comparison.

Year	DDT	SAZ
2026	3.59%	4.13%
2025	7.16%	8.38%
2024	7.29%	8.32%
2023	7.29%	5.25%
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%