MLP vs SAR

Comparison between Maui Land & Pineapple Co. Inc (MLP, Company) and Saratoga Investment Corp (SAR, Company).

MLP is from the Real Estate sector, while SAR is from the Financial Services sector.

5-Year PerformanceMLP has outperformed SAR, delivering a return of +7.1% compared to +6.1%

MLP vs SAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MLP(COMPANY)	SAR(COMPANY)
Market Cap	$316M	$316M
Max Drawdown	95.97%	94.01%
Sharpe Ratio	-0.10	-0.39
5Y Beta	0.98	0.52
Industry	Real Estate Services	Asset Management
P/E Ratio	-78.88	19.63
Forward P/E	21.41	13.19
PEG Ratio	0.00	N/A
Dividend Yield	N/A	15.00%
5Y Dividends CAGR	N/A	19.16%
5Y EPS CAGR	9.66%	N/A
Debt to Equity	0.00%	215.98%
Free Cash Flow Yield	-0.03%	-46.34%
P/S Ratio	18.57	N/A
P/B Ratio	9.98	N/A

Market Cap

Winner

MLP

$316M

SAR

$316M

Max Drawdown

MLP

95.97%

Winner

SAR

94.01%

Sharpe Ratio

Winner

MLP

-0.10

SAR

-0.39

5Y Beta

MLP

0.98

Winner

SAR

0.52

Industry

MLP

Real Estate Services

SAR

Asset Management

P/E Ratio

Winner

MLP

-78.88

SAR

19.63

Forward P/E

MLP

21.41

Winner

SAR

13.19

PEG Ratio

MLP

0.00

SAR

N/A

Dividend Yield

MLP

N/A

SAR

15.00%

5Y Dividends CAGR

MLP

N/A

SAR

19.16%

5Y EPS CAGR

MLP

9.66%

SAR

N/A

Debt to Equity

Winner

MLP

0.00%

SAR

215.98%

Free Cash Flow Yield

Winner

MLP

-0.03%

SAR

-46.34%

P/S Ratio

MLP

18.57

SAR

N/A

P/B Ratio

MLP

9.98

SAR

N/A

MLP vs SAR - Historical Returns

Returns include dividend reinvestment.

Period	MLP	SAR
1 month	-3.93%	+3.97%
3 months	+3.23%	-5.50%
6 months	-6.73%	-6.69%
1 year	-9.49%	-8.90%
5 years(CAGR)	+7.13%	+6.13%
10 years(CAGR)	+8.66%	+12.09%
Max(CAGR)	-0.90%	+5.15%

MLP

-3.93%

Winner

SAR

+3.97%

Winner

MLP

+3.23%

SAR

-5.50%

MLP

-6.73%

Winner

SAR

-6.69%

MLP

-9.49%

Winner

SAR

-8.90%

5Y(CAGR)

Winner

MLP

+7.13%

SAR

+6.13%

10Y(CAGR)

MLP

+8.66%

Winner

SAR

+12.09%

Max(CAGR)

MLP

-0.90%

Winner

SAR

+5.15%

MLP vs SAR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MLP	SAR
2026	-6.40%	-5.25%
2025	-21.25%	+9.10%
2024	+33.78%	+6.50%
2023	+67.26%	+10.72%
2022	-7.28%	-4.08%
2021	-11.07%	+54.28%
2020	+5.59%	-10.77%
2019	+14.10%	+29.96%
2018	-43.31%	-2.27%
2017	+147.14%	+22.47%
2016	+35.59%	+48.92%
2015	-10.34%	+14.78%
2014	-3.51%	-3.24%
2013	+46.75%	+16.35%
2012	+2.22%	+56.12%
2011	-16.77%	-15.58%
2010	-8.62%	+26.49%
2009	-57.67%	+5.90%
2008	-53.37%	-67.73%
2007	-11.87%	-21.56%
2006	+0.15%	N/A
2005	-14.21%	N/A
2004	+14.26%	N/A
2003	+122.38%	N/A
2002	-34.52%	N/A
2001	+1.68%	N/A
2000	+37.01%	N/A
1999	-13.92%	N/A

MLP vs SAR Drawdown Comparison

The maximum drawdown for MLP was -95.97%, occurring on Oct 17, 2012. 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 MLP drawdown is -66.79%. The current SAR drawdown is -12.00%.

Rank	MLP	SAR
#1	-95.97% Feb 25, 2005 - Oct 17, 2012	-90.54% Jun 4, 2007 - Dec 27, 2016
#2	-47.84% Jun 28, 2001 - Oct 1, 2003	-69.89% Feb 14, 2020 - Apr 5, 2021
#3	-35.70% Oct 2, 2000 - Jun 25, 2001	-28.49% Jun 26, 2018 - Jul 26, 2019
#4	-28.84% Nov 1, 1999 - Apr 14, 2000	-25.99% Oct 6, 2021 - Jan 10, 2023
#5	-25.85% Feb 19, 2004 - Dec 20, 2004	-22.46% May 4, 2026 - Jul 9, 2026
#6	-12.53% Dec 21, 2004 - Feb 4, 2005	-15.50% Feb 17, 2023 - May 24, 2023
#7	-12.33% Apr 20, 2000 - Jun 23, 2000	-15.19% Jun 1, 2023 - Oct 9, 2024
#8	-10.28% Jan 27, 2004 - Feb 18, 2004	-14.36% Apr 1, 2025 - May 6, 2025
#9	-7.24% Dec 16, 2003 - Jan 8, 2004	-13.85% Sep 2, 2025 - Feb 2, 2026
#10	-4.30% Oct 1, 2003 - Oct 9, 2003	-13.25% Jan 10, 2018 - May 15, 2018
#11	-3.91% Oct 13, 2003 - Nov 12, 2003	-12.48% Mar 13, 2017 - Oct 23, 2017
#12	-3.39% Nov 14, 2003 - Nov 18, 2003	-11.73% Mar 4, 2026 - May 1, 2026
#13	-3.24% Jun 26, 2000 - Aug 29, 2000	-8.61% May 6, 2025 - May 27, 2025
#14	-3.10% Jan 13, 2004 - Jan 21, 2004	-7.37% Feb 28, 2025 - Mar 27, 2025
#15	-2.84% Feb 7, 2005 - Feb 17, 2005	-7.20% Mar 27, 2007 - May 29, 2007

Correlation

Correlation between MLP and SAR is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2000 - 2026)

MLP vs SAR dividend yield comparison.

Year	MLP	SAR
2026	0.00%	13.21%
2025	0.00%	14.04%
2024	0.00%	13.80%
2023	0.00%	10.90%
2022	0.00%	11.02%
2021	0.00%	6.16%
2020	0.00%	6.57%
2019	0.00%	6.61%
2018	0.00%	10.35%
2017	0.00%	10.51%
2016	0.00%	9.12%
2015	0.00%	14.14%
2014	0.00%	1.21%
2013	0.00%	16.93%
2012	0.00%	27.60%
2011	0.00%	24.29%
2010	0.00%	25.36%
2009	0.00%	103.69%
2008	0.00%	62.99%
2007	0.00%	9.66%
2001	0.52%	0.00%
2000	0.53%	0.00%