SAR vs ECX

Comparison between Saratoga Investment Corp (SAR, Company) and ECARX Holdings Inc - Class A (ECX, Company).

SAR is from the Financial Services sector, while ECX is from the Consumer Cyclical sector.

SAR vs ECX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAR(COMPANY)	ECX(COMPANY)
Market Cap	$358M	$357M
Max Drawdown	94.01%	92.34%
Sharpe Ratio	0.26	-0.20
5Y Beta	0.52	0.95
Industry	Asset Management	Auto Parts
P/E Ratio	9.57	-2.79
Forward P/E	11.05	N/A
PEG Ratio	0.32	N/A
Dividend Yield	13.60%	N/A
5Y Dividends CAGR	19.72%	N/A
Debt to Equity	186.64%	-77.29%
Free Cash Flow Yield	-24.56%	-20.91%
P/S Ratio	2.86	0.50
P/B Ratio	0.91	N/A

Market Cap

Winner

SAR

$358M

ECX

$357M

Max Drawdown

SAR

94.01%

Winner

ECX

92.34%

Sharpe Ratio

Winner

SAR

0.26

ECX

-0.20

5Y Beta

Winner

SAR

0.52

ECX

0.95

Industry

SAR

Asset Management

ECX

Auto Parts

P/E Ratio

SAR

9.57

Winner

ECX

-2.79

Forward P/E

SAR

11.05

ECX

N/A

PEG Ratio

SAR

0.32

ECX

N/A

Dividend Yield

SAR

13.60%

ECX

N/A

5Y Dividends CAGR

SAR

19.72%

ECX

N/A

Debt to Equity

SAR

186.64%

Winner

ECX

-77.29%

Free Cash Flow Yield

SAR

-24.56%

Winner

ECX

-20.91%

P/S Ratio

SAR

2.86

Winner

ECX

0.50

P/B Ratio

SAR

0.91

ECX

N/A

SAR vs ECX - Historical Returns

Returns include dividend reinvestment.

Period	SAR	ECX
1 month	+0.52%	+3.02%
3 months	+5.69%	+9.09%
6 months	+4.51%	-38.18%
1 year	+5.97%	-39.29%
5 years(CAGR)	+8.73%	N/A
10 years(CAGR)	+13.95%	N/A
Max(CAGR)	+5.72%	-48.66%

SAR

+0.52%

Winner

ECX

+3.02%

SAR

+5.69%

Winner

ECX

+9.09%

Winner

SAR

+4.51%

ECX

-38.18%

Winner

SAR

+5.97%

ECX

-39.29%

5Y(CAGR)

SAR

+8.73%

ECX

N/A

10Y(CAGR)

SAR

+13.95%

ECX

N/A

Max(CAGR)

Winner

SAR

+5.72%

ECX

-48.66%

SAR vs ECX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SAR	ECX
2026	+4.51%	-37.80%
2025	+9.10%	-14.85%
2024	+6.50%	-24.10%
2023	+10.72%	-60.60%
2022	-4.08%	-24.27%
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 ECX Drawdown Comparison

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

The maximum drawdown for ECX was -92.34%, occurring on Apr 10, 2025. This drawdown has not yet recovered.

The current SAR drawdown is -2.94%. The current ECX drawdown is -90.51%.

Rank	SAR	ECX
#1	-90.54% Jun 4, 2007 - Dec 27, 2016	-92.34% Dec 21, 2022 - Apr 10, 2025
#2	-69.89% Feb 14, 2020 - Apr 5, 2021	N/A
#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 ECX is -0.57 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.57

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