MTRX vs SAR

Comparison between Matrix Service Company (MTRX, Company) and Saratoga Investment Corp (SAR, Company).

MTRX is from the Industrials sector, while SAR is from the Financial Services sector.

5-Year PerformanceSAR has outperformed MTRX, delivering a return of +8.8% compared to +4.0%

MTRX vs SAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MTRX(COMPANY)	SAR(COMPANY)
Market Cap	$366M	$365M
Max Drawdown	90.70%	94.01%
Sharpe Ratio	0.40	0.18
5Y Beta	1.46	0.54
Industry	Engineering & Construction	Asset Management
P/E Ratio	-23.80	9.76
Forward P/E	23.36	11.21
PEG Ratio	1.23	0.33
Dividend Yield	N/A	13.40%
5Y Dividends CAGR	N/A	16.09%
5Y EPS CAGR	-11.42%	N/A
Debt to Equity	0.00%	186.64%
Free Cash Flow Yield	13.70%	-24.09%
P/S Ratio	0.43	2.91
P/B Ratio	2.60	0.93

Market Cap

Winner

MTRX

$366M

SAR

$365M

Max Drawdown

Winner

MTRX

90.70%

SAR

94.01%

Sharpe Ratio

Winner

MTRX

0.40

SAR

0.18

5Y Beta

MTRX

1.46

Winner

SAR

0.54

Industry

MTRX

Engineering & Construction

SAR

Asset Management

P/E Ratio

Winner

MTRX

-23.80

SAR

9.76

Forward P/E

MTRX

23.36

Winner

SAR

11.21

PEG Ratio

MTRX

1.23

Winner

SAR

0.33

Dividend Yield

MTRX

N/A

SAR

13.40%

5Y Dividends CAGR

MTRX

N/A

SAR

16.09%

5Y EPS CAGR

MTRX

-11.42%

SAR

N/A

Debt to Equity

Winner

MTRX

0.00%

SAR

186.64%

Free Cash Flow Yield

Winner

MTRX

13.70%

SAR

-24.09%

P/S Ratio

Winner

MTRX

0.43

SAR

2.91

P/B Ratio

MTRX

2.60

Winner

SAR

0.93

MTRX vs SAR - Historical Returns

Returns include dividend reinvestment.

Period	MTRX	SAR
1 month	-2.66%	-2.63%
3 months	+20.64%	-2.19%
6 months	+16.10%	+4.90%
1 year	+10.24%	+5.56%
5 years(CAGR)	+4.03%	+8.81%
10 years(CAGR)	-2.20%	+14.05%
Max(CAGR)	+7.53%	+5.66%

MTRX

-2.66%

Winner

SAR

-2.63%

Winner

MTRX

+20.64%

SAR

-2.19%

Winner

MTRX

+16.10%

SAR

+4.90%

Winner

MTRX

+10.24%

SAR

+5.56%

5Y(CAGR)

MTRX

+4.03%

Winner

SAR

+8.81%

10Y(CAGR)

MTRX

-2.20%

Winner

SAR

+14.05%

Max(CAGR)

Winner

MTRX

+7.53%

SAR

+5.66%

MTRX vs SAR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MTRX	SAR
2026	+12.53%	+2.99%
2025	-2.82%	+9.10%
2024	+24.69%	+6.50%
2023	+54.50%	+10.72%
2022	-19.43%	-4.08%
2021	-29.72%	+54.28%
2020	-51.07%	-10.77%
2019	+26.48%	+29.96%
2018	-1.97%	-2.27%
2017	-22.61%	+22.47%
2016	+11.77%	+48.92%
2015	-7.64%	+14.78%
2014	-7.42%	-3.24%
2013	+107.91%	+16.35%
2012	+16.04%	+56.12%
2011	-23.44%	-15.58%
2010	+11.33%	+26.49%
2009	+27.54%	+5.90%
2008	-64.86%	-67.73%
2007	+44.50%	-21.56%
2006	+72.93%	N/A
2005	+25.03%	N/A
2004	-54.51%	N/A
2003	+286.97%	N/A
2002	+36.52%	N/A
2001	+19.11%	N/A
2000	+35.57%	N/A
1999	+15.87%	N/A

MTRX vs SAR Drawdown Comparison

The maximum drawdown for MTRX was -90.70%, occurring on Sep 27, 2022. 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 MTRX drawdown is -63.56%. The current SAR drawdown is -4.34%.

Rank	MTRX	SAR
#1	-90.70% Jun 16, 2014 - Sep 27, 2022	-90.54% Jun 4, 2007 - Dec 27, 2016
#2	-83.18% Nov 6, 2007 - Feb 6, 2014	-69.89% Feb 14, 2020 - Apr 5, 2021
#3	-80.66% Jan 6, 2004 - Mar 23, 2007	-28.49% Jun 26, 2018 - Jul 26, 2019
#4	-41.66% Jan 14, 2000 - May 21, 2001	-25.99% Oct 6, 2021 - Jan 10, 2023
#5	-41.64% Jun 19, 2007 - Oct 12, 2007	-15.50% Feb 17, 2023 - May 24, 2023
#6	-37.15% Apr 8, 2002 - Jan 3, 2003	-15.19% Jun 1, 2023 - Oct 9, 2024
#7	-31.52% Jun 19, 2001 - Jan 11, 2002	-14.36% Apr 1, 2025 - May 6, 2025
#8	-22.33% Jan 3, 2003 - Mar 13, 2003	-13.85% Sep 2, 2025 - Feb 2, 2026
#9	-18.28% Apr 3, 2014 - Jun 10, 2014	-13.25% Jan 10, 2018 - May 15, 2018
#10	-17.33% Sep 5, 2003 - Oct 13, 2003	-12.48% Mar 13, 2017 - Oct 23, 2017
#11	-16.12% Dec 2, 2003 - Dec 29, 2003	-11.73% Mar 4, 2026 - May 1, 2026
#12	-15.58% Nov 19, 1999 - Jan 6, 2000	-8.61% May 6, 2025 - May 27, 2025
#13	-13.87% Nov 10, 2003 - Nov 25, 2003	-7.64% May 4, 2026 - May 11, 2026
#14	-9.37% Jan 11, 2002 - Mar 6, 2002	-7.37% Feb 28, 2025 - Mar 27, 2025
#15	-8.88% Apr 16, 2007 - May 11, 2007	-7.20% Mar 27, 2007 - May 29, 2007