NEWT vs SAT

Comparison between NewtekOne Inc (NEWT, Company) and Saratoga Investment Corp (SAT, Company).

NEWT vs SAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEWT(COMPANY)	SAT(COMPANY)
Market Cap	$407M	$407M
Max Drawdown	97.33%	9.08%
Sharpe Ratio	1.10	0.98
5Y Beta	1.24	0.02
Industry	Banks - Regional	N/A
P/E Ratio	6.17	10.86
Forward P/E	6.01	N/A
PEG Ratio	0.40	0.36
Dividend Yield	5.37%	N/A
5Y Dividends CAGR	-19.50%	N/A
Debt to Equity	136.02%	186.64%
Free Cash Flow Yield	N/A	-21.65%

Market Cap

Winner

NEWT

$407M

SAT

$407M

Max Drawdown

NEWT

97.33%

Winner

SAT

9.08%

Sharpe Ratio

Winner

NEWT

1.10

SAT

0.98

5Y Beta

NEWT

1.24

Winner

SAT

0.02

Industry

NEWT

Banks - Regional

SAT

N/A

P/E Ratio

Winner

NEWT

6.17

SAT

10.86

Forward P/E

NEWT

6.01

SAT

N/A

PEG Ratio

NEWT

0.40

Winner

SAT

0.36

Dividend Yield

NEWT

5.37%

SAT

N/A

5Y Dividends CAGR

NEWT

-19.50%

SAT

N/A

Debt to Equity

Winner

NEWT

136.02%

SAT

186.64%

Free Cash Flow Yield

NEWT

N/A

SAT

-21.65%

NEWT vs SAT - Historical Returns

Returns include dividend reinvestment.

Period	NEWT	SAT
1 month	+6.95%	+0.76%
3 months	+28.46%	+2.74%
6 months	+26.23%	+3.96%
1 year	+40.80%	+7.96%
5 years(CAGR)	-9.25%	+5.76%
10 years(CAGR)	+11.22%	N/A
Max(CAGR)	+1.79%	+5.76%

Winner

NEWT

+6.95%

SAT

+0.76%

Winner

NEWT

+28.46%

SAT

+2.74%

Winner

NEWT

+26.23%

SAT

+3.96%

Winner

NEWT

+40.80%

SAT

+7.96%

5Y(CAGR)

NEWT

-9.25%

Winner

SAT

+5.76%

10Y(CAGR)

NEWT

+11.22%

SAT

N/A

Max(CAGR)

NEWT

+1.79%

Winner

SAT

+5.76%

NEWT vs SAT - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	NEWT	SAT
2026	+27.33%	+3.88%
2025	-4.50%	+6.14%
2024	-1.24%	+10.47%
2023	-12.52%	+10.76%
2022	-31.57%	-6.86%
2021	+61.55%	N/A
2020	-2.12%	N/A
2019	+39.61%	N/A
2018	+4.51%	N/A
2017	+24.87%	N/A
2016	+29.70%	N/A
2015	+24.71%	N/A
2014	-6.29%	N/A
2013	+61.03%	N/A
2012	+57.63%	N/A
2011	-33.53%	N/A
2010	+79.17%	N/A
2009	+355.14%	N/A
2008	-82.40%	N/A
2007	-38.00%	N/A
2006	+7.57%	N/A
2005	-52.46%	N/A
2004	-37.77%	N/A
2003	+59.54%	N/A
2002	+37.19%	N/A
2001	+7.64%	N/A
2000	-50.94%	N/A

NEWT vs SAT Drawdown Comparison

The maximum drawdown for NEWT was -97.33%, occurring on Dec 29, 2008. Recovery took 3670 trading sessions.

The maximum drawdown for SAT was -8.80%, occurring on Nov 3, 2022. Recovery took 323 trading sessions.

The current NEWT drawdown is -43.31%. The current SAT drawdown is -0.04%.

Rank	NEWT	SAT
#1	-97.33% Jan 14, 2004 - Aug 13, 2018	-8.80% Aug 4, 2022 - Nov 15, 2023
#2	-68.65% Sep 27, 2000 - Dec 29, 2003	-3.37% May 6, 2022 - Aug 4, 2022
#3	-65.22% Jun 4, 2021 - Mar 18, 2024	-3.02% Dec 31, 2024 - May 15, 2025
#4	-56.78% Dec 17, 2019 - Jan 21, 2021	-2.74% Jun 4, 2024 - Aug 2, 2024
#5	-30.82% Aug 14, 2018 - May 3, 2019	-1.74% Sep 27, 2024 - Nov 14, 2024
#6	-11.60% Jul 5, 2019 - Sep 13, 2019	-1.61% Dec 28, 2023 - Jan 25, 2024
#7	-9.52% Sep 19, 2019 - Nov 25, 2019	-1.54% Jun 13, 2025 - Jul 1, 2025
#8	-9.49% May 6, 2019 - Jun 13, 2019	-1.52% Jan 29, 2024 - Feb 6, 2024
#9	-7.62% Mar 17, 2021 - Apr 29, 2021	-1.40% Apr 4, 2024 - May 14, 2024
#10	-4.33% Jan 26, 2021 - Feb 2, 2021	-1.32% Feb 16, 2024 - Mar 20, 2024
#11	-4.26% Jan 5, 2004 - Jan 14, 2004	-1.22% Nov 15, 2024 - Dec 31, 2024
#12	-3.73% May 5, 2021 - May 12, 2021	-1.18% Aug 2, 2024 - Aug 15, 2024
#13	-3.00% Jun 24, 2019 - Jul 5, 2019	-1.16% Sep 9, 2025 - Oct 27, 2025
#14	-2.40% May 18, 2021 - May 21, 2021	-0.92% May 27, 2026 - Jun 16, 2026
#15	-2.06% Mar 3, 2021 - Mar 8, 2021	-0.70% Aug 21, 2024 - Sep 10, 2024

Correlation

Correlation between NEWT and SAT is -0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.30

-101

Dividend Comparison (2009 - 2026)

NEWT vs SAT dividend yield comparison.

Year	NEWT	SAT
2026	2.69%	2.99%
2025	6.70%	6.06%
2024	5.95%	6.01%
2023	5.22%	6.29%
2022	17.54%	0.00%
2021	11.40%	0.00%
2020	10.41%	0.00%
2019	9.49%	0.00%
2018	10.32%	0.00%
2017	8.87%	0.00%
2016	12.14%	0.00%
2015	28.28%	0.00%
2009	2.04%	0.00%