SAJ vs ISTR
Comparison between Saratoga Investment Corp (SAJ, Company) and Investar Holding Corp (ISTR, Company).
SAJ vs ISTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
SAJ
$412M
ISTR
$412M
Max Drawdown
Winner
SAJ
5.63%
ISTR
68.64%
Sharpe Ratio
SAJ
0.61
Winner
ISTR
1.87
5Y Beta
Winner
SAJ
0.01
ISTR
0.77
Industry
SAJ
N/A
ISTR
Banks - Regional
P/E Ratio
Winner
SAJ
11.01
ISTR
11.68
Forward P/E
SAJ
N/A
ISTR
9.84
PEG Ratio
Winner
SAJ
0.37
ISTR
0.75
Dividend Yield
SAJ
N/A
ISTR
1.47%
5Y Dividends CAGR
SAJ
N/A
ISTR
1.74%
5Y EPS CAGR
SAJ
N/A
ISTR
7.89%
Debt to Equity
SAJ
186.64%
Winner
ISTR
0.00%
Free Cash Flow Yield
SAJ
-21.36%
Winner
ISTR
5.75%
SAJ vs ISTR - Historical Returns
Returns include dividend reinvestment.
1M
SAJ
+0.26%
Winner
ISTR
+4.94%
3M
SAJ
+2.83%
Winner
ISTR
+10.91%
6M
SAJ
+4.41%
Winner
ISTR
+10.68%
1Y
SAJ
+8.62%
Winner
ISTR
+58.85%
5Y(CAGR)
SAJ
N/A
ISTR
+8.43%
10Y(CAGR)
SAJ
N/A
ISTR
+7.97%
Max(CAGR)
Winner
SAJ
+8.87%
ISTR
+7.90%
SAJ vs ISTR - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | SAJ | ISTR |
|---|---|---|
| 2026 | +3.47% | +14.81% |
| 2025 | +8.84% | +28.40% |
| 2024 | +8.33% | +50.78% |
| 2023 | +9.32% | -28.77% |
| 2022 | +0.83% | +20.41% |
| 2021 | N/A | +14.24% |
| 2020 | N/A | -30.20% |
| 2019 | N/A | -0.31% |
| 2018 | N/A | +5.99% |
| 2017 | N/A | +27.57% |
| 2016 | N/A | +7.22% |
| 2015 | N/A | +25.96% |
| 2014 | N/A | -2.37% |
SAJ vs ISTR Drawdown Comparison
The maximum drawdown for SAJ was -4.81%, occurring on Mar 17, 2023. Recovery took 59 trading sessions.
The maximum drawdown for ISTR was -68.22%, occurring on Mar 23, 2020. Recovery took 1864 trading sessions.
The current SAJ drawdown is -1.70%. The current ISTR drawdown is -0.60%.
| Rank | SAJ | ISTR |
|---|---|---|
| #1 | -4.81% Mar 2, 2023 - May 25, 2023 | -68.22% Jul 6, 2018 - Dec 4, 2025 |
| #2 | -3.14% Aug 9, 2023 - Nov 9, 2023 | -22.12% Dec 14, 2015 - Nov 18, 2016 |
| #3 | -2.62% Nov 11, 2022 - Feb 14, 2023 | -13.33% Mar 30, 2015 - Nov 25, 2015 |
| #4 | -2.33% Aug 5, 2025 - Dec 1, 2025 | -11.92% Feb 6, 2026 - Jun 12, 2026 |
| #5 | -2.13% Jun 3, 2025 - Jul 18, 2025 | -10.31% Feb 17, 2015 - Mar 9, 2015 |
| #6 | -2.00% Feb 9, 2026 - Apr 6, 2026 | -9.92% Jul 16, 2014 - Dec 16, 2014 |
| #7 | -1.97% Apr 13, 2026 - May 12, 2026 | -9.22% Dec 18, 2014 - Feb 17, 2015 |
| #8 | -1.76% Jun 2, 2026 - Jun 12, 2026 | -8.56% Feb 1, 2018 - Mar 16, 2018 |
| #9 | -1.70% Jun 12, 2026 - Jun 24, 2026 | -7.91% Jul 5, 2017 - Sep 26, 2017 |
| #10 | -1.68% May 25, 2023 - Jun 14, 2023 | -6.45% Apr 24, 2018 - May 21, 2018 |
| #11 | -1.67% Nov 13, 2023 - Nov 16, 2023 | -6.35% Oct 20, 2017 - Dec 18, 2017 |
| #12 | -1.61% Mar 3, 2025 - Mar 21, 2025 | -6.15% Dec 16, 2016 - Dec 29, 2016 |
| #13 | -1.60% Feb 16, 2024 - May 2, 2024 | -5.54% Jan 26, 2017 - Feb 9, 2017 |
| #14 | -1.57% Mar 21, 2025 - May 1, 2025 | -5.29% Jan 17, 2018 - Feb 1, 2018 |
| #15 | -1.39% May 6, 2025 - May 15, 2025 | -4.95% Mar 19, 2018 - Apr 18, 2018 |
Correlation
Correlation between SAJ and ISTR is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2014 - 2026)
SAJ vs ISTR dividend yield comparison.
| Year | SAJ | ISTR |
|---|---|---|
| 2026 | 3.93% | 0.37% |
| 2025 | 7.86% | 1.63% |
| 2024 | 7.88% | 1.87% |
| 2023 | 8.72% | 2.65% |
| 2022 | 0.00% | 1.70% |
| 2021 | 0.00% | 2.66% |
| 2020 | 0.00% | 1.51% |
| 2019 | 0.00% | 0.95% |
| 2018 | 0.00% | 0.81% |
| 2017 | 0.00% | 0.30% |
| 2016 | 0.00% | 0.23% |
| 2015 | 0.00% | 0.18% |
| 2014 | 0.00% | 0.10% |
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