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SAR vs ITI

Comparison between Saratoga Investment Corp (SAR, Company) and Iteris Inc (ITI, Company).

5-Year PerformanceITI has outperformed SAR, delivering a return of +5.5% compared to +5.5%

SAR vs ITI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SAR
$316M
Winner
ITI
$316M
Max Drawdown
Winner
SAR
94.01%
ITI
98.26%
Sharpe Ratio
SAR
-0.42
Winner
ITI
0.90
5Y Beta
SAR
0.52
ITI
N/A
Industry
SAR
Asset Management
ITI
N/A
P/E Ratio
Winner
SAR
19.62
ITI
225.35
Forward P/E
SAR
12.67
ITI
N/A
PEG Ratio
SAR
0.00
ITI
N/A
Dividend Yield
SAR
15.80%
ITI
N/A
5Y Dividends CAGR
SAR
14.22%
ITI
N/A
Debt to Equity
SAR
215.98%
Winner
ITI
0.00%
Free Cash Flow Yield
SAR
-46.36%
Winner
ITI
1.04%
P/S Ratio
SAR
2.54
Winner
ITI
1.81
P/B Ratio
Winner
SAR
0.84
ITI
4.50

SAR vs ITI - Historical Returns

Returns include dividend reinvestment.

1M
SAR
-12.42%
Winner
ITI
+0.56%
3M
SAR
-10.40%
Winner
ITI
+58.02%
6M
SAR
-9.41%
Winner
ITI
+58.37%
1Y
SAR
-8.91%
Winner
ITI
+63.78%
5Y(CAGR)
SAR
+5.52%
Winner
ITI
+5.54%
10Y(CAGR)
SAR
+12.06%
Winner
ITI
+15.24%
Max(CAGR)
Winner
SAR
+5.01%
ITI
-1.95%

SAR vs ITI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSARITI
2026-7.76%N/A
2025+9.10%N/A
2024+6.50%+40.98%
2023+10.72%+69.93%
2022-4.08%-23.96%
2021+54.28%-28.57%
2020-10.77%+15.31%
2019+29.96%+36.71%
2018-2.27%-47.98%
2017+22.47%+92.54%
2016+48.92%+77.56%
2015+14.78%+25.73%
2014-3.24%-14.26%
2013+16.35%+25.00%
2012+56.12%+29.77%
2011-15.58%-25.14%
2010+26.49%+23.78%
2009+5.90%+0.00%
2008-67.73%-59.74%
2007-21.56%+62.70%
2006N/A-3.23%
2005N/A-28.99%
2004N/A+69.12%
2003N/A+212.70%
2002N/A-58.90%
2001N/A-80.83%
2000N/A-37.04%
1999N/A+14.89%

SAR vs ITI Drawdown Comparison

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

The maximum drawdown for ITI was -98.26%, occurring on Oct 18, 2002. This drawdown has not yet recovered.

The current SAR drawdown is -14.33%. The current ITI drawdown is -74.99%.

RankSARITI
#1-90.54%
Jun 4, 2007 - Dec 27, 2016
-98.26%
Mar 3, 2000 - Oct 18, 2002
#2-69.89%
Feb 14, 2020 - Apr 5, 2021
-12.28%
Dec 22, 1999 - Jan 19, 2000
#3-28.49%
Jun 26, 2018 - Jul 26, 2019
-8.50%
Feb 2, 2000 - Feb 22, 2000
#4-25.99%
Oct 6, 2021 - Jan 10, 2023
-6.38%
Nov 1, 1999 - Nov 30, 1999
#5-22.46%
May 4, 2026 - Jul 9, 2026
-3.22%
Dec 6, 1999 - Dec 17, 1999
#6-15.50%
Feb 17, 2023 - May 24, 2023
-2.86%
Jan 28, 2000 - Feb 1, 2000
#7-15.19%
Jun 1, 2023 - Oct 9, 2024
-1.70%
Dec 17, 1999 - Dec 22, 1999
#8-14.36%
Apr 1, 2025 - May 6, 2025
-1.64%
Jan 26, 2000 - Jan 28, 2000
#9-13.85%
Sep 2, 2025 - Feb 2, 2026
-0.91%
Dec 2, 1999 - Dec 6, 1999
#10-13.25%
Jan 10, 2018 - May 15, 2018
N/A
#11-12.48%
Mar 13, 2017 - Oct 23, 2017
N/A
#12-11.73%
Mar 4, 2026 - May 1, 2026
N/A
#13-8.61%
May 6, 2025 - May 27, 2025
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 ITI is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

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