SAR vs ALTI

Comparison between Saratoga Investment Corp (SAR, Company) and AlTi Global Inc - Class A (ALTI, Company).

Both SAR and ALTI are from the Financial Services sector.

SAR vs ALTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAR(COMPANY)	ALTI(COMPANY)
Market Cap	$362M	$362M
Max Drawdown	94.01%	83.64%
Sharpe Ratio	0.22	-0.31
5Y Beta	0.54	0.80
Industry	Asset Management	Asset Management
P/E Ratio	9.68	-3.54
Forward P/E	11.17	N/A
PEG Ratio	0.32	N/A
Dividend Yield	13.50%	N/A
5Y Dividends CAGR	16.09%	N/A
Debt to Equity	186.64%	2.43%
Free Cash Flow Yield	-24.29%	-14.61%
P/S Ratio	2.89	1.85
P/B Ratio	0.92	1.39

Market Cap

Winner

SAR

$362M

ALTI

$362M

Max Drawdown

SAR

94.01%

Winner

ALTI

83.64%

Sharpe Ratio

Winner

SAR

0.22

ALTI

-0.31

5Y Beta

Winner

SAR

0.54

ALTI

0.80

Industry

SAR

Asset Management

ALTI

Asset Management

P/E Ratio

SAR

9.68

Winner

ALTI

-3.54

Forward P/E

SAR

11.17

ALTI

N/A

PEG Ratio

SAR

0.32

ALTI

N/A

Dividend Yield

SAR

13.50%

ALTI

N/A

5Y Dividends CAGR

SAR

16.09%

ALTI

N/A

Debt to Equity

SAR

186.64%

Winner

ALTI

2.43%

Free Cash Flow Yield

SAR

-24.29%

Winner

ALTI

-14.61%

P/S Ratio

SAR

2.89

Winner

ALTI

1.85

P/B Ratio

Winner

SAR

0.92

ALTI

1.39

SAR vs ALTI - Historical Returns

Returns include dividend reinvestment.

Period	SAR	ALTI
1 month	+2.53%	-11.30%
3 months	+3.37%	-17.96%
6 months	+3.45%	-40.47%
1 year	+6.15%	-22.14%
5 years(CAGR)	+8.92%	N/A
10 years(CAGR)	+14.14%	N/A
Max(CAGR)	+5.67%	-29.80%

Winner

SAR

+2.53%

ALTI

-11.30%

Winner

SAR

+3.37%

ALTI

-17.96%

Winner

SAR

+3.45%

ALTI

-40.47%

Winner

SAR

+6.15%

ALTI

-22.14%

5Y(CAGR)

SAR

+8.92%

ALTI

N/A

10Y(CAGR)

SAR

+14.14%

ALTI

N/A

Max(CAGR)

Winner

SAR

+5.67%

ALTI

-29.80%

SAR vs ALTI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SAR	ALTI
2026	+3.36%	-35.03%
2025	+9.10%	+5.69%
2024	+6.50%	-45.82%
2023	+10.72%	-15.20%
2022	-4.08%	N/A
2021	+54.28%	N/A
2020	-10.77%	N/A
2019	+29.96%	N/A
2018	-2.27%	N/A
2017	+22.47%	N/A
2016	+48.92%	N/A
2015	+14.78%	N/A
2014	-3.24%	N/A
2013	+16.35%	N/A
2012	+56.12%	N/A
2011	-15.58%	N/A
2010	+26.49%	N/A
2009	+5.90%	N/A
2008	-67.73%	N/A
2007	-21.56%	N/A

SAR vs ALTI Drawdown Comparison

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

The maximum drawdown for ALTI was -83.64%, occurring on Mar 17, 2025. This drawdown has not yet recovered.

The current SAR drawdown is -4.00%. The current ALTI drawdown is -80.13%.

Rank	SAR	ALTI
#1	-90.54% Jun 4, 2007 - Dec 27, 2016	-83.64% Jan 25, 2023 - Mar 17, 2025
#2	-69.89% Feb 14, 2020 - Apr 5, 2021	-22.56% Jan 3, 2023 - Jan 25, 2023
#3	-28.49% Jun 26, 2018 - Jul 26, 2019	N/A
#4	-25.99% Oct 6, 2021 - Jan 10, 2023	N/A
#5	-15.50% Feb 17, 2023 - May 24, 2023	N/A
#6	-15.19% Jun 1, 2023 - Oct 9, 2024	N/A
#7	-14.36% Apr 1, 2025 - May 6, 2025	N/A
#8	-13.85% Sep 2, 2025 - Feb 2, 2026	N/A
#9	-13.25% Jan 10, 2018 - May 15, 2018	N/A
#10	-12.48% Mar 13, 2017 - Oct 23, 2017	N/A
#11	-11.73% Mar 4, 2026 - May 1, 2026	N/A
#12	-8.61% May 6, 2025 - May 27, 2025	N/A
#13	-7.64% May 4, 2026 - May 11, 2026	N/A
#14	-7.37% Feb 28, 2025 - Mar 27, 2025	N/A
#15	-7.20% Mar 27, 2007 - May 29, 2007	N/A

Correlation

Correlation between SAR and ALTI is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63

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