SAR vs MTRX

Comparison between Saratoga Investment Corp (SAR, Company) and Matrix Service Company (MTRX, Company).

SAR is from the Financial Services sector, while MTRX is from the Industrials sector.

5-Year PerformanceSAR has outperformed MTRX, delivering a return of +8.8% compared to +4.0%

SAR vs MTRX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAR(COMPANY)	MTRX(COMPANY)
Market Cap	$365M	$366M
Max Drawdown	94.01%	90.70%
Sharpe Ratio	0.18	0.40
5Y Beta	0.54	1.46
Industry	Asset Management	Engineering & Construction
P/E Ratio	9.76	-23.80
Forward P/E	11.21	23.36
PEG Ratio	0.33	1.23
Dividend Yield	13.40%	N/A
5Y Dividends CAGR	16.09%	N/A
5Y EPS CAGR	N/A	-11.42%
Debt to Equity	186.64%	0.00%
Free Cash Flow Yield	-24.09%	13.70%
P/S Ratio	2.91	0.43
P/B Ratio	0.93	2.60

Market Cap

SAR

$365M

Winner

MTRX

$366M

Max Drawdown

SAR

94.01%

Winner

MTRX

90.70%

Sharpe Ratio

SAR

0.18

Winner

MTRX

0.40

5Y Beta

Winner

SAR

0.54

MTRX

1.46

Industry

SAR

Asset Management

MTRX

Engineering & Construction

P/E Ratio

SAR

9.76

Winner

MTRX

-23.80

Forward P/E

Winner

SAR

11.21

MTRX

23.36

PEG Ratio

Winner

SAR

0.33

MTRX

1.23

Dividend Yield

SAR

13.40%

MTRX

N/A

5Y Dividends CAGR

SAR

16.09%

MTRX

N/A

5Y EPS CAGR

SAR

N/A

MTRX

-11.42%

Debt to Equity

SAR

186.64%

Winner

MTRX

0.00%

Free Cash Flow Yield

SAR

-24.09%

Winner

MTRX

13.70%

P/S Ratio

SAR

2.91

Winner

MTRX

0.43

P/B Ratio

Winner

SAR

0.93

MTRX

2.60

SAR vs MTRX - Historical Returns

Returns include dividend reinvestment.

Period	SAR	MTRX
1 month	-2.63%	-2.66%
3 months	-2.19%	+20.64%
6 months	+4.90%	+16.10%
1 year	+5.56%	+10.24%
5 years(CAGR)	+8.81%	+4.03%
10 years(CAGR)	+14.05%	-2.20%
Max(CAGR)	+5.66%	+7.53%

Winner

SAR

-2.63%

MTRX

-2.66%

SAR

-2.19%

Winner

MTRX

+20.64%

SAR

+4.90%

Winner

MTRX

+16.10%

SAR

+5.56%

Winner

MTRX

+10.24%

5Y(CAGR)

Winner

SAR

+8.81%

MTRX

+4.03%

10Y(CAGR)

Winner

SAR

+14.05%

MTRX

-2.20%

Max(CAGR)

SAR

+5.66%

Winner

MTRX

+7.53%

SAR vs MTRX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SAR	MTRX
2026	+2.99%	+12.53%
2025	+9.10%	-2.82%
2024	+6.50%	+24.69%
2023	+10.72%	+54.50%
2022	-4.08%	-19.43%
2021	+54.28%	-29.72%
2020	-10.77%	-51.07%
2019	+29.96%	+26.48%
2018	-2.27%	-1.97%
2017	+22.47%	-22.61%
2016	+48.92%	+11.77%
2015	+14.78%	-7.64%
2014	-3.24%	-7.42%
2013	+16.35%	+107.91%
2012	+56.12%	+16.04%
2011	-15.58%	-23.44%
2010	+26.49%	+11.33%
2009	+5.90%	+27.54%
2008	-67.73%	-64.86%
2007	-21.56%	+44.50%
2006	N/A	+72.93%
2005	N/A	+25.03%
2004	N/A	-54.51%
2003	N/A	+286.97%
2002	N/A	+36.52%
2001	N/A	+19.11%
2000	N/A	+35.57%
1999	N/A	+15.87%

SAR vs MTRX Drawdown Comparison

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

The maximum drawdown for MTRX was -90.70%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current SAR drawdown is -4.34%. The current MTRX drawdown is -63.56%.

Rank	SAR	MTRX
#1	-90.54% Jun 4, 2007 - Dec 27, 2016	-90.70% Jun 16, 2014 - Sep 27, 2022
#2	-69.89% Feb 14, 2020 - Apr 5, 2021	-83.18% Nov 6, 2007 - Feb 6, 2014
#3	-28.49% Jun 26, 2018 - Jul 26, 2019	-80.66% Jan 6, 2004 - Mar 23, 2007
#4	-25.99% Oct 6, 2021 - Jan 10, 2023	-41.66% Jan 14, 2000 - May 21, 2001
#5	-15.50% Feb 17, 2023 - May 24, 2023	-41.64% Jun 19, 2007 - Oct 12, 2007
#6	-15.19% Jun 1, 2023 - Oct 9, 2024	-37.15% Apr 8, 2002 - Jan 3, 2003
#7	-14.36% Apr 1, 2025 - May 6, 2025	-31.52% Jun 19, 2001 - Jan 11, 2002
#8	-13.85% Sep 2, 2025 - Feb 2, 2026	-22.33% Jan 3, 2003 - Mar 13, 2003
#9	-13.25% Jan 10, 2018 - May 15, 2018	-18.28% Apr 3, 2014 - Jun 10, 2014
#10	-12.48% Mar 13, 2017 - Oct 23, 2017	-17.33% Sep 5, 2003 - Oct 13, 2003
#11	-11.73% Mar 4, 2026 - May 1, 2026	-16.12% Dec 2, 2003 - Dec 29, 2003
#12	-8.61% May 6, 2025 - May 27, 2025	-15.58% Nov 19, 1999 - Jan 6, 2000
#13	-7.64% May 4, 2026 - May 11, 2026	-13.87% Nov 10, 2003 - Nov 25, 2003
#14	-7.37% Feb 28, 2025 - Mar 27, 2025	-9.37% Jan 11, 2002 - Mar 6, 2002
#15	-7.20% Mar 27, 2007 - May 29, 2007	-8.88% Apr 16, 2007 - May 11, 2007