MYFW vs SAR

Comparison between First Western Financial Inc (MYFW, Company) and Saratoga Investment Corp (SAR, Company).

Both MYFW and SAR are from the Financial Services sector.

5-Year PerformanceSAR has outperformed MYFW, delivering a return of +5.5% compared to +3.6%

MYFW vs SAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MYFW(COMPANY)	SAR(COMPANY)
Market Cap	$315M	$316M
Max Drawdown	60.78%	94.01%
Sharpe Ratio	1.07	-0.42
5Y Beta	0.70	0.52
Industry	Banks - Regional	Asset Management
P/E Ratio	20.71	19.62
Forward P/E	N/A	12.67
PEG Ratio	0.42	0.00
Dividend Yield	N/A	15.80%
5Y Dividends CAGR	N/A	14.22%
5Y EPS CAGR	-15.69%	N/A
Debt to Equity	0.00%	215.98%
Free Cash Flow Yield	0.60%	-46.36%
P/S Ratio	3.14	2.54
P/B Ratio	1.16	0.84

Market Cap

MYFW

$315M

Winner

SAR

$316M

Max Drawdown

Winner

MYFW

60.78%

SAR

94.01%

Sharpe Ratio

Winner

MYFW

1.07

SAR

-0.42

5Y Beta

MYFW

0.70

Winner

SAR

0.52

Industry

MYFW

Banks - Regional

SAR

Asset Management

P/E Ratio

MYFW

20.71

Winner

SAR

19.62

Forward P/E

MYFW

N/A

SAR

12.67

PEG Ratio

MYFW

0.42

Winner

SAR

0.00

Dividend Yield

MYFW

N/A

SAR

15.80%

5Y Dividends CAGR

MYFW

N/A

SAR

14.22%

5Y EPS CAGR

MYFW

-15.69%

SAR

N/A

Debt to Equity

Winner

MYFW

0.00%

SAR

215.98%

Free Cash Flow Yield

Winner

MYFW

0.60%

SAR

-46.36%

P/S Ratio

MYFW

3.14

Winner

SAR

2.54

P/B Ratio

MYFW

1.16

Winner

SAR

0.84

MYFW vs SAR - Historical Returns

Returns include dividend reinvestment.

Period	MYFW	SAR
1 month	-2.02%	-12.42%
3 months	+10.98%	-10.40%
6 months	+28.17%	-9.41%
1 year	+37.15%	-8.91%
5 years(CAGR)	+3.63%	+5.52%
10 years(CAGR)	+6.04%	+12.06%
Max(CAGR)	+6.04%	+5.01%

Winner

MYFW

-2.02%

SAR

-12.42%

Winner

MYFW

+10.98%

SAR

-10.40%

Winner

MYFW

+28.17%

SAR

-9.41%

Winner

MYFW

+37.15%

SAR

-8.91%

5Y(CAGR)

MYFW

+3.63%

Winner

SAR

+5.52%

10Y(CAGR)

MYFW

+6.04%

Winner

SAR

+12.06%

Max(CAGR)

Winner

MYFW

+6.04%

SAR

+5.01%

MYFW vs SAR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	MYFW	SAR
2026	+18.31%	-7.76%
2025	+41.11%	+9.10%
2024	-0.36%	+6.50%
2023	-27.15%	+10.72%
2022	-8.90%	-4.08%
2021	+54.74%	+54.28%
2020	+16.35%	-10.77%
2019	+37.94%	+29.96%
2018	-40.56%	-2.27%
2017	N/A	+22.47%
2016	N/A	+48.92%
2015	N/A	+14.78%
2014	N/A	-3.24%
2013	N/A	+16.35%
2012	N/A	+56.12%
2011	N/A	-15.58%
2010	N/A	+26.49%
2009	N/A	+5.90%
2008	N/A	-67.73%
2007	N/A	-21.56%

MYFW vs SAR Drawdown Comparison

The maximum drawdown for MYFW was -60.78%, occurring on Feb 26, 2024. Recovery took 1100 trading sessions.

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

The current MYFW drawdown is -7.78%. The current SAR drawdown is -14.33%.

Rank	MYFW	SAR
#1	-60.78% Feb 24, 2022 - Jul 16, 2026	-90.54% Jun 4, 2007 - Dec 27, 2016
#2	-44.37% Jul 19, 2018 - Dec 18, 2020	-69.89% Feb 14, 2020 - Apr 5, 2021
#3	-18.00% Jan 7, 2021 - Mar 9, 2021	-28.49% Jun 26, 2018 - Jul 26, 2019
#4	-16.69% Mar 29, 2021 - Oct 5, 2021	-25.99% Oct 6, 2021 - Jan 10, 2023
#5	-10.00% Jul 16, 2026 - Jul 27, 2026	-22.46% May 4, 2026 - Jul 9, 2026
#6	-8.93% Dec 18, 2020 - Jan 6, 2021	-15.50% Feb 17, 2023 - May 24, 2023
#7	-7.89% Nov 16, 2021 - Jan 7, 2022	-15.19% Jun 1, 2023 - Oct 9, 2024
#8	-4.90% Oct 5, 2021 - Nov 2, 2021	-14.36% Apr 1, 2025 - May 6, 2025
#9	-3.81% Jan 20, 2022 - Feb 24, 2022	-13.85% Sep 2, 2025 - Feb 2, 2026
#10	-1.90% Nov 5, 2021 - Nov 12, 2021	-13.25% Jan 10, 2018 - May 15, 2018
#11	-1.57% Nov 12, 2021 - Nov 16, 2021	-12.48% Mar 13, 2017 - Oct 23, 2017
#12	-1.45% Mar 15, 2021 - Mar 18, 2021	-11.73% Mar 4, 2026 - May 1, 2026
#13	-1.07% Mar 19, 2021 - Mar 23, 2021	-8.61% May 6, 2025 - May 27, 2025
#14	-0.81% Jan 14, 2022 - Jan 19, 2022	-7.37% Feb 28, 2025 - Mar 27, 2025
#15	-0.45% Jan 12, 2022 - Jan 14, 2022	-7.20% Mar 27, 2007 - May 29, 2007