SAR vs GNE

Comparison between Saratoga Investment Corp (SAR, Company) and Genie Energy Ltd - Class B (GNE, Company).

SAR is from the Financial Services sector, while GNE is from the Utilities sector.

5-Year PerformanceGNE has outperformed SAR, delivering a return of +20.7% compared to +8.8%

SAR vs GNE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAR(COMPANY)	GNE(COMPANY)
Market Cap	$365M	$365M
Max Drawdown	94.01%	77.92%
Sharpe Ratio	0.18	-1.04
5Y Beta	0.54	0.53
Industry	Asset Management	Utilities - Regulated Electric
P/E Ratio	9.76	16.13
Forward P/E	11.21	N/A
PEG Ratio	0.33	0.00
Dividend Yield	13.40%	2.17%
5Y Dividends CAGR	16.09%	12.03%
Debt to Equity	186.64%	2.71%
Free Cash Flow Yield	-24.09%	6.22%
P/S Ratio	2.91	0.73
P/B Ratio	0.93	1.46

Market Cap

Winner

SAR

$365M

GNE

$365M

Max Drawdown

SAR

94.01%

Winner

GNE

77.92%

Sharpe Ratio

Winner

SAR

0.18

GNE

-1.04

5Y Beta

SAR

0.54

Winner

GNE

0.53

Industry

SAR

Asset Management

GNE

Utilities - Regulated Electric

P/E Ratio

Winner

SAR

9.76

GNE

16.13

Forward P/E

SAR

11.21

GNE

N/A

PEG Ratio

SAR

0.33

Winner

GNE

0.00

Dividend Yield

Winner

SAR

13.40%

GNE

2.17%

5Y Dividends CAGR

Winner

SAR

16.09%

GNE

12.03%

Debt to Equity

SAR

186.64%

Winner

GNE

2.71%

Free Cash Flow Yield

SAR

-24.09%

Winner

GNE

6.22%

P/S Ratio

SAR

2.91

Winner

GNE

0.73

P/B Ratio

Winner

SAR

0.93

GNE

1.46

SAR vs GNE - Historical Returns

Returns include dividend reinvestment.

Period	SAR	GNE
1 month	-2.63%	-2.20%
3 months	-2.19%	-2.33%
6 months	+4.90%	-0.43%
1 year	+5.56%	-37.26%
5 years(CAGR)	+8.81%	+20.73%
10 years(CAGR)	+14.05%	+10.09%
Max(CAGR)	+5.66%	+6.18%

SAR

-2.63%

Winner

GNE

-2.20%

Winner

SAR

-2.19%

GNE

-2.33%

Winner

SAR

+4.90%

GNE

-0.43%

Winner

SAR

+5.56%

GNE

-37.26%

5Y(CAGR)

SAR

+8.81%

Winner

GNE

+20.73%

10Y(CAGR)

Winner

SAR

+14.05%

GNE

+10.09%

Max(CAGR)

SAR

+5.66%

Winner

GNE

+6.18%

SAR vs GNE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SAR	GNE
2026	+2.99%	+3.06%
2025	+9.10%	-9.18%
2024	+6.50%	-44.12%
2023	+10.72%	+188.38%
2022	-4.08%	+93.21%
2021	+54.28%	-22.71%
2020	-10.77%	-0.82%
2019	+29.96%	+25.03%
2018	-2.27%	+37.68%
2017	+22.47%	-22.02%
2016	+48.92%	-42.38%
2015	+14.78%	+83.13%
2014	-3.24%	-39.05%
2013	+16.35%	+42.40%
2012	+56.12%	-10.16%
2011	-15.58%	-7.21%
2010	+26.49%	N/A
2009	+5.90%	N/A
2008	-67.73%	N/A
2007	-21.56%	N/A

SAR vs GNE Drawdown Comparison

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

The maximum drawdown for GNE was -75.11%, occurring on Apr 13, 2018. Recovery took 2342 trading sessions.

The current SAR drawdown is -4.34%. The current GNE drawdown is -52.20%.

Rank	SAR	GNE
#1	-90.54% Jun 4, 2007 - Dec 27, 2016	-75.11% Dec 5, 2013 - Mar 28, 2023
#2	-69.89% Feb 14, 2020 - Apr 5, 2021	-55.52% Dec 26, 2023 - May 14, 2026
#3	-28.49% Jun 26, 2018 - Jul 26, 2019	-46.87% Feb 6, 2012 - Apr 3, 2013
#4	-25.99% Oct 6, 2021 - Jan 10, 2023	-30.22% Apr 3, 2013 - Nov 18, 2013
#5	-15.50% Feb 17, 2023 - May 24, 2023	-25.49% Oct 28, 2011 - Jan 10, 2012
#6	-15.19% Jun 1, 2023 - Oct 9, 2024	-18.58% Apr 12, 2023 - Oct 9, 2023
#7	-14.36% Apr 1, 2025 - May 6, 2025	-7.73% Nov 27, 2023 - Dec 7, 2023
#8	-13.85% Sep 2, 2025 - Feb 2, 2026	-7.32% Nov 27, 2013 - Dec 5, 2013
#9	-13.25% Jan 10, 2018 - May 15, 2018	-7.12% Nov 6, 2023 - Nov 9, 2023
#10	-12.48% Mar 13, 2017 - Oct 23, 2017	-5.89% Oct 17, 2023 - Oct 30, 2023
#11	-11.73% Mar 4, 2026 - May 1, 2026	-5.84% Jan 25, 2012 - Jan 31, 2012
#12	-8.61% May 6, 2025 - May 27, 2025	-3.64% Nov 14, 2023 - Nov 22, 2023
#13	-7.64% May 4, 2026 - May 11, 2026	-3.63% Dec 19, 2023 - Dec 22, 2023
#14	-7.37% Feb 28, 2025 - Mar 27, 2025	-3.18% Nov 18, 2013 - Nov 22, 2013
#15	-7.20% Mar 27, 2007 - May 29, 2007	-2.08% Apr 4, 2023 - Apr 6, 2023

Correlation

Correlation between SAR and GNE is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2007 - 2026)

SAR vs GNE dividend yield comparison.

Year	SAR	GNE
2026	6.71%	1.08%
2025	14.04%	2.18%
2024	13.80%	1.92%
2023	10.90%	1.07%
2022	11.02%	3.72%
2021	6.16%	1.44%
2020	6.57%	4.58%
2019	6.61%	3.88%
2018	10.35%	4.98%
2017	10.51%	6.88%
2016	9.12%	4.17%
2015	14.14%	1.08%
2014	1.21%	0.97%
2013	16.93%	0.00%
2012	27.60%	1.87%
2011	24.29%	0.63%
2010	25.36%	0.00%
2009	103.69%	0.00%
2008	62.99%	0.00%
2007	9.66%	0.00%