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GNE vs SAR

Comparison between Genie Energy Ltd - Class B (GNE, Company) and Saratoga Investment Corp (SAR, Company).

GNE is from the Utilities sector, while SAR is from the Financial Services sector.

5-Year PerformanceGNE has outperformed SAR, delivering a return of +20.7% compared to +8.8%

GNE vs SAR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
GNE
$365M
Winner
SAR
$365M
Max Drawdown
Winner
GNE
77.92%
SAR
94.01%
Sharpe Ratio
GNE
-1.04
Winner
SAR
0.18
5Y Beta
Winner
GNE
0.53
SAR
0.54
Industry
GNE
Utilities - Regulated Electric
SAR
Asset Management
P/E Ratio
GNE
16.13
Winner
SAR
9.76
Forward P/E
GNE
N/A
SAR
11.21
PEG Ratio
Winner
GNE
0.00
SAR
0.33
Dividend Yield
GNE
2.17%
Winner
SAR
13.40%
5Y Dividends CAGR
GNE
12.03%
Winner
SAR
16.09%
Debt to Equity
Winner
GNE
2.71%
SAR
186.64%
Free Cash Flow Yield
Winner
GNE
6.22%
SAR
-24.09%
P/S Ratio
Winner
GNE
0.73
SAR
2.91
P/B Ratio
GNE
1.46
Winner
SAR
0.93

GNE vs SAR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GNE
-2.20%
SAR
-2.63%
3M
GNE
-2.33%
Winner
SAR
-2.19%
6M
GNE
-0.43%
Winner
SAR
+4.90%
1Y
GNE
-37.26%
Winner
SAR
+5.56%
5Y(CAGR)
Winner
GNE
+20.73%
SAR
+8.81%
10Y(CAGR)
GNE
+10.09%
Winner
SAR
+14.05%
Max(CAGR)
Winner
GNE
+6.18%
SAR
+5.66%

GNE vs SAR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearGNESAR
2026+3.06%+2.99%
2025-9.18%+9.10%
2024-44.12%+6.50%
2023+188.38%+10.72%
2022+93.21%-4.08%
2021-22.71%+54.28%
2020-0.82%-10.77%
2019+25.03%+29.96%
2018+37.68%-2.27%
2017-22.02%+22.47%
2016-42.38%+48.92%
2015+83.13%+14.78%
2014-39.05%-3.24%
2013+42.40%+16.35%
2012-10.16%+56.12%
2011-7.21%-15.58%
2010N/A+26.49%
2009N/A+5.90%
2008N/A-67.73%
2007N/A-21.56%

GNE vs SAR Drawdown Comparison

The maximum drawdown for GNE was -75.11%, occurring on Apr 13, 2018. Recovery took 2342 trading sessions.

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

The current GNE drawdown is -52.20%. The current SAR drawdown is -4.34%.

RankGNESAR
#1-75.11%
Dec 5, 2013 - Mar 28, 2023
-90.54%
Jun 4, 2007 - Dec 27, 2016
#2-55.52%
Dec 26, 2023 - May 14, 2026
-69.89%
Feb 14, 2020 - Apr 5, 2021
#3-46.87%
Feb 6, 2012 - Apr 3, 2013
-28.49%
Jun 26, 2018 - Jul 26, 2019
#4-30.22%
Apr 3, 2013 - Nov 18, 2013
-25.99%
Oct 6, 2021 - Jan 10, 2023
#5-25.49%
Oct 28, 2011 - Jan 10, 2012
-15.50%
Feb 17, 2023 - May 24, 2023
#6-18.58%
Apr 12, 2023 - Oct 9, 2023
-15.19%
Jun 1, 2023 - Oct 9, 2024
#7-7.73%
Nov 27, 2023 - Dec 7, 2023
-14.36%
Apr 1, 2025 - May 6, 2025
#8-7.32%
Nov 27, 2013 - Dec 5, 2013
-13.85%
Sep 2, 2025 - Feb 2, 2026
#9-7.12%
Nov 6, 2023 - Nov 9, 2023
-13.25%
Jan 10, 2018 - May 15, 2018
#10-5.89%
Oct 17, 2023 - Oct 30, 2023
-12.48%
Mar 13, 2017 - Oct 23, 2017
#11-5.84%
Jan 25, 2012 - Jan 31, 2012
-11.73%
Mar 4, 2026 - May 1, 2026
#12-3.64%
Nov 14, 2023 - Nov 22, 2023
-8.61%
May 6, 2025 - May 27, 2025
#13-3.63%
Dec 19, 2023 - Dec 22, 2023
-7.64%
May 4, 2026 - May 11, 2026
#14-3.18%
Nov 18, 2013 - Nov 22, 2013
-7.37%
Feb 28, 2025 - Mar 27, 2025
#15-2.08%
Apr 4, 2023 - Apr 6, 2023
-7.20%
Mar 27, 2007 - May 29, 2007

Correlation

Correlation between GNE and SAR is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2007 - 2026)

GNE vs SAR dividend yield comparison.

YearGNESAR
20261.08%6.71%
20252.18%14.04%
20241.92%13.80%
20231.07%10.90%
20223.72%11.02%
20211.44%6.16%
20204.58%6.57%
20193.88%6.61%
20184.98%10.35%
20176.88%10.51%
20164.17%9.12%
20151.08%14.14%
20140.97%1.21%
20130.00%16.93%
20121.87%27.60%
20110.63%24.29%
20100.00%25.36%
20090.00%103.69%
20080.00%62.99%
20070.00%9.66%

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