SAR vs MTAL

Comparison between Saratoga Investment Corp (SAR, Company) and MAC Copper Ltd (MTAL, Company).

Both SAR and MTAL are from the Financial Services sector.

5-Year PerformanceSAR has outperformed MTAL, delivering a return of +6.1% compared to +0.9%

SAR vs MTAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAR(COMPANY)	MTAL(COMPANY)
Market Cap	$316M	$313M
Max Drawdown	94.01%	47.49%
Sharpe Ratio	-0.39	0.86
5Y Beta	0.52	0.73
Industry	Asset Management	Shell Companies
P/E Ratio	19.63	-15.31
Forward P/E	13.19	40.16
Dividend Yield	15.00%	N/A
5Y Dividends CAGR	19.16%	N/A
Debt to Equity	215.98%	0.00%
Free Cash Flow Yield	-46.34%	16.52%

Market Cap

Winner

SAR

$316M

MTAL

$313M

Max Drawdown

SAR

94.01%

Winner

MTAL

47.49%

Sharpe Ratio

SAR

-0.39

Winner

MTAL

0.86

5Y Beta

Winner

SAR

0.52

MTAL

0.73

Industry

SAR

Asset Management

MTAL

Shell Companies

P/E Ratio

SAR

19.63

Winner

MTAL

-15.31

Forward P/E

Winner

SAR

13.19

MTAL

40.16

Dividend Yield

SAR

15.00%

MTAL

N/A

5Y Dividends CAGR

SAR

19.16%

MTAL

N/A

Debt to Equity

SAR

215.98%

Winner

MTAL

0.00%

Free Cash Flow Yield

SAR

-46.34%

Winner

MTAL

16.52%

SAR vs MTAL - Historical Returns

Returns include dividend reinvestment.

Period	SAR	MTAL
1 month	+3.97%	-0.10%
3 months	-5.50%	+1.29%
6 months	-6.69%	-16.46%
1 year	-8.90%	-15.84%
5 years(CAGR)	+6.13%	+0.93%
10 years(CAGR)	+12.09%	N/A
Max(CAGR)	+5.15%	+0.93%

Winner

SAR

+3.97%

MTAL

-0.10%

SAR

-5.50%

Winner

MTAL

+1.29%

Winner

SAR

-6.69%

MTAL

-16.46%

Winner

SAR

-8.90%

MTAL

-15.84%

5Y(CAGR)

Winner

SAR

+6.13%

MTAL

+0.93%

10Y(CAGR)

SAR

+12.09%

MTAL

N/A

Max(CAGR)

Winner

SAR

+5.15%

MTAL

+0.93%

SAR vs MTAL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SAR	MTAL
2026	-5.25%	-16.46%
2025	+9.10%	+15.73%
2024	+6.50%	-9.62%
2023	+10.72%	+23.60%
2022	-4.08%	+3.25%
2021	+54.28%	-0.62%
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 MTAL Drawdown Comparison

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

The maximum drawdown for MTAL was -47.49%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current SAR drawdown is -12.00%. The current MTAL drawdown is -31.77%.

Rank	SAR	MTAL
#1	-90.54% Jun 4, 2007 - Dec 27, 2016	-47.49% May 28, 2024 - Apr 8, 2025
#2	-69.89% Feb 14, 2020 - Apr 5, 2021	-22.77% Aug 2, 2023 - Jan 24, 2024
#3	-28.49% Jun 26, 2018 - Jul 26, 2019	-17.56% Jun 2, 2023 - Aug 1, 2023
#4	-25.99% Oct 6, 2021 - Jan 10, 2023	-10.44% Apr 26, 2024 - May 15, 2024
#5	-22.46% May 4, 2026 - Jul 9, 2026	-9.77% Jan 31, 2024 - Mar 15, 2024
#6	-15.50% Feb 17, 2023 - May 24, 2023	-8.40% May 15, 2024 - May 28, 2024
#7	-15.19% Jun 1, 2023 - Oct 9, 2024	-5.24% Apr 15, 2024 - Apr 26, 2024
#8	-14.36% Apr 1, 2025 - May 6, 2025	-4.34% Mar 23, 2022 - Feb 14, 2023
#9	-13.85% Sep 2, 2025 - Feb 2, 2026	-3.90% Sep 30, 2021 - Mar 23, 2022
#10	-13.25% Jan 10, 2018 - May 15, 2018	-3.13% Mar 27, 2023 - Apr 12, 2023
#11	-12.48% Mar 13, 2017 - Oct 23, 2017	-3.02% Mar 20, 2024 - Apr 4, 2024
#12	-11.73% Mar 4, 2026 - May 1, 2026	-2.22% Sep 23, 2021 - Sep 30, 2021
#13	-8.61% May 6, 2025 - May 27, 2025	-1.65% May 18, 2023 - Jun 2, 2023
#14	-7.37% Feb 28, 2025 - Mar 27, 2025	-1.18% Feb 14, 2023 - Mar 23, 2023
#15	-7.20% Mar 27, 2007 - May 29, 2007	-0.44% Apr 17, 2023 - May 12, 2023