SAR vs AVIR

Comparison between Saratoga Investment Corp (SAR, Company) and Atea Pharmaceuticals Inc (AVIR, Company).

SAR is from the Financial Services sector, while AVIR is from the Healthcare sector.

5-Year PerformanceSAR has outperformed AVIR, delivering a return of +8.8% compared to -27.7%

SAR vs AVIR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAR(COMPANY)	AVIR(COMPANY)
Market Cap	$365M	$364M
Max Drawdown	94.01%	97.12%
Sharpe Ratio	0.18	0.73
5Y Beta	0.54	0.77
Industry	Asset Management	Biotechnology
P/E Ratio	9.76	-2.13
Forward P/E	11.21	N/A
PEG Ratio	0.33	-0.07
Dividend Yield	13.40%	N/A
5Y Dividends CAGR	16.09%	N/A
Debt to Equity	186.64%	0.00%
Free Cash Flow Yield	-24.09%	-40.61%
P/S Ratio	2.91	1.55
P/B Ratio	0.93	1.62

Market Cap

Winner

SAR

$365M

AVIR

$364M

Max Drawdown

Winner

SAR

94.01%

AVIR

97.12%

Sharpe Ratio

SAR

0.18

Winner

AVIR

0.73

5Y Beta

Winner

SAR

0.54

AVIR

0.77

Industry

SAR

Asset Management

AVIR

Biotechnology

P/E Ratio

SAR

9.76

Winner

AVIR

-2.13

Forward P/E

SAR

11.21

AVIR

N/A

PEG Ratio

SAR

0.33

Winner

AVIR

-0.07

Dividend Yield

SAR

13.40%

AVIR

N/A

5Y Dividends CAGR

SAR

16.09%

AVIR

N/A

Debt to Equity

SAR

186.64%

Winner

AVIR

0.00%

Free Cash Flow Yield

Winner

SAR

-24.09%

AVIR

-40.61%

P/S Ratio

SAR

2.91

Winner

AVIR

1.55

P/B Ratio

Winner

SAR

0.93

AVIR

1.62

SAR vs AVIR - Historical Returns

Returns include dividend reinvestment.

Period	SAR	AVIR
1 month	-2.63%	-24.11%
3 months	-2.19%	-19.81%
6 months	+4.90%	+34.07%
1 year	+5.56%	+33.23%
5 years(CAGR)	+8.81%	-27.70%
10 years(CAGR)	+14.05%	N/A
Max(CAGR)	+5.66%	-29.62%

Winner

SAR

-2.63%

AVIR

-24.11%

Winner

SAR

-2.19%

AVIR

-19.81%

SAR

+4.90%

Winner

AVIR

+34.07%

SAR

+5.56%

Winner

AVIR

+33.23%

5Y(CAGR)

Winner

SAR

+8.81%

AVIR

-27.70%

10Y(CAGR)

SAR

+14.05%

AVIR

N/A

Max(CAGR)

Winner

SAR

+5.66%

AVIR

-29.62%

SAR vs AVIR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SAR	AVIR
2026	+2.99%	+22.13%
2025	+9.10%	+4.39%
2024	+6.50%	+4.36%
2023	+10.72%	-36.59%
2022	-4.08%	-47.66%
2021	+54.28%	-78.42%
2020	-10.77%	+37.71%
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 AVIR Drawdown Comparison

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

The maximum drawdown for AVIR was -97.12%, occurring on May 14, 2025. This drawdown has not yet recovered.

The current SAR drawdown is -4.34%. The current AVIR drawdown is -95.19%.

Rank	SAR	AVIR
#1	-90.54% Jun 4, 2007 - Dec 27, 2016	-97.12% Feb 8, 2021 - May 14, 2025
#2	-69.89% Feb 14, 2020 - Apr 5, 2021	-22.86% Nov 6, 2020 - Nov 27, 2020
#3	-28.49% Jun 26, 2018 - Jul 26, 2019	-19.37% Nov 27, 2020 - Dec 21, 2020
#4	-25.99% Oct 6, 2021 - Jan 10, 2023	-7.22% Oct 30, 2020 - Nov 4, 2020
#5	-15.50% Feb 17, 2023 - May 24, 2023	-7.15% Feb 3, 2021 - Feb 8, 2021
#6	-15.19% Jun 1, 2023 - Oct 9, 2024	-6.40% Jan 20, 2021 - Jan 27, 2021
#7	-14.36% Apr 1, 2025 - May 6, 2025	-5.89% Jan 8, 2021 - Jan 13, 2021
#8	-13.85% Sep 2, 2025 - Feb 2, 2026	-4.78% Dec 22, 2020 - Dec 28, 2020
#9	-13.25% Jan 10, 2018 - May 15, 2018	-0.86% Dec 31, 2020 - Jan 5, 2021
#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 AVIR is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

-101