SAR vs MYFW

Comparison between Saratoga Investment Corp (SAR, Company) and First Western Financial Inc (MYFW, Company).

Both SAR and MYFW are from the Financial Services sector.

5-Year PerformanceSAR has outperformed MYFW, delivering a return of +5.0% compared to +3.5%

SAR vs MYFW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAR(COMPANY)	MYFW(COMPANY)
Market Cap	$309M	$305M
Max Drawdown	94.01%	60.78%
Sharpe Ratio	-0.45	1.12
5Y Beta	0.52	0.70
Industry	Asset Management	Banks - Regional
P/E Ratio	19.21	20.05
Forward P/E	12.95	N/A
PEG Ratio	N/A	0.41
Dividend Yield	15.50%	N/A
5Y Dividends CAGR	14.22%	N/A
5Y EPS CAGR	N/A	-15.69%
Debt to Equity	215.98%	0.00%
Free Cash Flow Yield	-47.34%	0.62%

Market Cap

Winner

SAR

$309M

MYFW

$305M

Max Drawdown

SAR

94.01%

Winner

MYFW

60.78%

Sharpe Ratio

SAR

-0.45

Winner

MYFW

1.12

5Y Beta

Winner

SAR

0.52

MYFW

0.70

Industry

SAR

Asset Management

MYFW

Banks - Regional

P/E Ratio

Winner

SAR

19.21

MYFW

20.05

Forward P/E

SAR

12.95

MYFW

N/A

PEG Ratio

SAR

N/A

MYFW

0.41

Dividend Yield

SAR

15.50%

MYFW

N/A

5Y Dividends CAGR

SAR

14.22%

MYFW

N/A

5Y EPS CAGR

SAR

N/A

MYFW

-15.69%

Debt to Equity

SAR

215.98%

Winner

MYFW

0.00%

Free Cash Flow Yield

SAR

-47.34%

Winner

MYFW

0.62%

SAR vs MYFW - Historical Returns

Returns include dividend reinvestment.

Period	SAR	MYFW
1 month	-13.82%	-2.52%
3 months	-11.18%	+13.09%
6 months	-12.22%	+24.58%
1 year	-10.02%	+40.86%
5 years(CAGR)	+5.04%	+3.53%
10 years(CAGR)	+11.91%	+5.97%
Max(CAGR)	+4.92%	+5.97%

SAR

-13.82%

Winner

MYFW

-2.52%

SAR

-11.18%

Winner

MYFW

+13.09%

SAR

-12.22%

Winner

MYFW

+24.58%

SAR

-10.02%

Winner

MYFW

+40.86%

5Y(CAGR)

Winner

SAR

+5.04%

MYFW

+3.53%

10Y(CAGR)

Winner

SAR

+11.91%

MYFW

+5.97%

Max(CAGR)

SAR

+4.92%

Winner

MYFW

+5.97%

SAR vs MYFW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SAR	MYFW
2026	-9.25%	+17.71%
2025	+9.10%	+41.11%
2024	+6.50%	-0.36%
2023	+10.72%	-27.15%
2022	-4.08%	-8.90%
2021	+54.28%	+54.74%
2020	-10.77%	+16.35%
2019	+29.96%	+37.94%
2018	-2.27%	-40.56%
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 MYFW Drawdown Comparison

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

The maximum drawdown for MYFW was -60.78%, occurring on Feb 26, 2024. Recovery took 1100 trading sessions.

The current SAR drawdown is -15.71%. The current MYFW drawdown is -8.25%.

Rank	SAR	MYFW
#1	-90.54% Jun 4, 2007 - Dec 27, 2016	-60.78% Feb 24, 2022 - Jul 16, 2026
#2	-69.89% Feb 14, 2020 - Apr 5, 2021	-44.37% Jul 19, 2018 - Dec 18, 2020
#3	-28.49% Jun 26, 2018 - Jul 26, 2019	-18.00% Jan 7, 2021 - Mar 9, 2021
#4	-25.99% Oct 6, 2021 - Jan 10, 2023	-16.69% Mar 29, 2021 - Oct 5, 2021
#5	-22.46% May 4, 2026 - Jul 9, 2026	-10.00% Jul 16, 2026 - Jul 27, 2026
#6	-15.50% Feb 17, 2023 - May 24, 2023	-8.93% Dec 18, 2020 - Jan 6, 2021
#7	-15.19% Jun 1, 2023 - Oct 9, 2024	-7.89% Nov 16, 2021 - Jan 7, 2022
#8	-14.36% Apr 1, 2025 - May 6, 2025	-4.90% Oct 5, 2021 - Nov 2, 2021
#9	-13.85% Sep 2, 2025 - Feb 2, 2026	-3.81% Jan 20, 2022 - Feb 24, 2022
#10	-13.25% Jan 10, 2018 - May 15, 2018	-1.90% Nov 5, 2021 - Nov 12, 2021
#11	-12.48% Mar 13, 2017 - Oct 23, 2017	-1.57% Nov 12, 2021 - Nov 16, 2021
#12	-11.73% Mar 4, 2026 - May 1, 2026	-1.45% Mar 15, 2021 - Mar 18, 2021
#13	-8.61% May 6, 2025 - May 27, 2025	-1.07% Mar 19, 2021 - Mar 23, 2021
#14	-7.37% Feb 28, 2025 - Mar 27, 2025	-0.81% Jan 14, 2022 - Jan 19, 2022
#15	-7.20% Mar 27, 2007 - May 29, 2007	-0.45% Jan 12, 2022 - Jan 14, 2022