SAR vs MLP

Comparison between Saratoga Investment Corp (SAR, Company) and Maui Land & Pineapple Co. Inc (MLP, Company).

SAR is from the Financial Services sector, while MLP is from the Real Estate sector.

5-Year PerformanceMLP has outperformed SAR, delivering a return of +7.1% compared to +6.1%

SAR vs MLP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAR(COMPANY)	MLP(COMPANY)
Market Cap	$316M	$316M
Max Drawdown	94.01%	95.97%
Sharpe Ratio	-0.39	-0.10
5Y Beta	0.52	0.98
Industry	Asset Management	Real Estate Services
P/E Ratio	19.63	-78.88
Forward P/E	13.19	21.41
PEG Ratio	N/A	0.00
Dividend Yield	15.00%	N/A
5Y Dividends CAGR	19.16%	N/A
5Y EPS CAGR	N/A	9.66%
Debt to Equity	215.98%	0.00%
Free Cash Flow Yield	-46.34%	-0.03%
P/S Ratio	N/A	18.57
P/B Ratio	N/A	9.98

Market Cap

SAR

$316M

Winner

MLP

$316M

Max Drawdown

Winner

SAR

94.01%

MLP

95.97%

Sharpe Ratio

SAR

-0.39

Winner

MLP

-0.10

5Y Beta

Winner

SAR

0.52

MLP

0.98

Industry

SAR

Asset Management

MLP

Real Estate Services

P/E Ratio

SAR

19.63

Winner

MLP

-78.88

Forward P/E

Winner

SAR

13.19

MLP

21.41

PEG Ratio

SAR

N/A

MLP

0.00

Dividend Yield

SAR

15.00%

MLP

N/A

5Y Dividends CAGR

SAR

19.16%

MLP

N/A

5Y EPS CAGR

SAR

N/A

MLP

9.66%

Debt to Equity

SAR

215.98%

Winner

MLP

0.00%

Free Cash Flow Yield

SAR

-46.34%

Winner

MLP

-0.03%

P/S Ratio

SAR

N/A

MLP

18.57

P/B Ratio

SAR

N/A

MLP

9.98

SAR vs MLP - Historical Returns

Returns include dividend reinvestment.

Period	SAR	MLP
1 month	+3.97%	-3.93%
3 months	-5.50%	+3.23%
6 months	-6.69%	-6.73%
1 year	-8.90%	-9.49%
5 years(CAGR)	+6.13%	+7.13%
10 years(CAGR)	+12.09%	+8.66%
Max(CAGR)	+5.15%	-0.90%

Winner

SAR

+3.97%

MLP

-3.93%

SAR

-5.50%

Winner

MLP

+3.23%

Winner

SAR

-6.69%

MLP

-6.73%

Winner

SAR

-8.90%

MLP

-9.49%

5Y(CAGR)

SAR

+6.13%

Winner

MLP

+7.13%

10Y(CAGR)

Winner

SAR

+12.09%

MLP

+8.66%

Max(CAGR)

Winner

SAR

+5.15%

MLP

-0.90%

SAR vs MLP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SAR	MLP
2026	-5.25%	-6.40%
2025	+9.10%	-21.25%
2024	+6.50%	+33.78%
2023	+10.72%	+67.26%
2022	-4.08%	-7.28%
2021	+54.28%	-11.07%
2020	-10.77%	+5.59%
2019	+29.96%	+14.10%
2018	-2.27%	-43.31%
2017	+22.47%	+147.14%
2016	+48.92%	+35.59%
2015	+14.78%	-10.34%
2014	-3.24%	-3.51%
2013	+16.35%	+46.75%
2012	+56.12%	+2.22%
2011	-15.58%	-16.77%
2010	+26.49%	-8.62%
2009	+5.90%	-57.67%
2008	-67.73%	-53.37%
2007	-21.56%	-11.87%
2006	N/A	+0.15%
2005	N/A	-14.21%
2004	N/A	+14.26%
2003	N/A	+122.38%
2002	N/A	-34.52%
2001	N/A	+1.68%
2000	N/A	+37.01%
1999	N/A	-13.92%

SAR vs MLP Drawdown Comparison

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

The maximum drawdown for MLP was -95.97%, occurring on Oct 17, 2012. This drawdown has not yet recovered.

The current SAR drawdown is -12.00%. The current MLP drawdown is -66.79%.

Rank	SAR	MLP
#1	-90.54% Jun 4, 2007 - Dec 27, 2016	-95.97% Feb 25, 2005 - Oct 17, 2012
#2	-69.89% Feb 14, 2020 - Apr 5, 2021	-47.84% Jun 28, 2001 - Oct 1, 2003
#3	-28.49% Jun 26, 2018 - Jul 26, 2019	-35.70% Oct 2, 2000 - Jun 25, 2001
#4	-25.99% Oct 6, 2021 - Jan 10, 2023	-28.84% Nov 1, 1999 - Apr 14, 2000
#5	-22.46% May 4, 2026 - Jul 9, 2026	-25.85% Feb 19, 2004 - Dec 20, 2004
#6	-15.50% Feb 17, 2023 - May 24, 2023	-12.53% Dec 21, 2004 - Feb 4, 2005
#7	-15.19% Jun 1, 2023 - Oct 9, 2024	-12.33% Apr 20, 2000 - Jun 23, 2000
#8	-14.36% Apr 1, 2025 - May 6, 2025	-10.28% Jan 27, 2004 - Feb 18, 2004
#9	-13.85% Sep 2, 2025 - Feb 2, 2026	-7.24% Dec 16, 2003 - Jan 8, 2004
#10	-13.25% Jan 10, 2018 - May 15, 2018	-4.30% Oct 1, 2003 - Oct 9, 2003
#11	-12.48% Mar 13, 2017 - Oct 23, 2017	-3.91% Oct 13, 2003 - Nov 12, 2003
#12	-11.73% Mar 4, 2026 - May 1, 2026	-3.39% Nov 14, 2003 - Nov 18, 2003
#13	-8.61% May 6, 2025 - May 27, 2025	-3.24% Jun 26, 2000 - Aug 29, 2000
#14	-7.37% Feb 28, 2025 - Mar 27, 2025	-3.10% Jan 13, 2004 - Jan 21, 2004
#15	-7.20% Mar 27, 2007 - May 29, 2007	-2.84% Feb 7, 2005 - Feb 17, 2005

Correlation

Correlation between SAR and MLP is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2000 - 2026)

SAR vs MLP dividend yield comparison.

Year	SAR	MLP
2026	13.21%	0.00%
2025	14.04%	0.00%
2024	13.80%	0.00%
2023	10.90%	0.00%
2022	11.02%	0.00%
2021	6.16%	0.00%
2020	6.57%	0.00%
2019	6.61%	0.00%
2018	10.35%	0.00%
2017	10.51%	0.00%
2016	9.12%	0.00%
2015	14.14%	0.00%
2014	1.21%	0.00%
2013	16.93%	0.00%
2012	27.60%	0.00%
2011	24.29%	0.00%
2010	25.36%	0.00%
2009	103.69%	0.00%
2008	62.99%	0.00%
2007	9.66%	0.00%
2001	0.00%	0.52%
2000	0.00%	0.53%