SAR vs WSBF
Comparison between Saratoga Investment Corp (SAR, Company) and Waterstone Financial Inc (WSBF, Company).
Both SAR and WSBF are from the Financial Services sector.
5-Year PerformanceSAR has outperformed WSBF, delivering a return of +8.8% compared to +5.8%
SAR vs WSBF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SAR vs WSBF - Historical Returns
Returns include dividend reinvestment.
SAR vs WSBF - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SAR | WSBF |
|---|---|---|
| 2026 | +5.41% | +25.95% |
| 2025 | +9.10% | +32.10% |
| 2024 | +6.50% | +0.08% |
| 2023 | +10.72% | -14.51% |
| 2022 | -4.08% | -16.42% |
| 2021 | +54.28% | +24.78% |
| 2020 | -10.77% | +7.67% |
| 2019 | +29.96% | +20.35% |
| 2018 | -2.27% | +3.40% |
| 2017 | +22.47% | -3.47% |
| 2016 | +48.92% | +34.85% |
| 2015 | +14.78% | +9.96% |
| 2014 | -3.24% | +32.45% |
| 2013 | +16.35% | +36.87% |
| 2012 | +56.12% | +306.26% |
| 2011 | -15.58% | -42.02% |
| 2010 | +26.49% | +37.71% |
| 2009 | +5.90% | -40.41% |
| 2008 | -67.73% | -73.41% |
| 2007 | -21.56% | -27.94% |
| 2006 | N/A | +54.15% |
| 2005 | N/A | +1.69% |
SAR vs WSBF Drawdown Comparison
The maximum drawdown for SAR was -90.54%, occurring on Nov 24, 2008. Recovery took 2410 trading sessions.
The maximum drawdown for WSBF was -90.63%, occurring on Dec 17, 2009. Recovery took 2492 trading sessions.
The current SAR drawdown is -2.10%.
| Rank | SAR | WSBF |
|---|---|---|
| #1 | -90.54% Jun 4, 2007 - Dec 27, 2016 | -90.63% Sep 18, 2006 - Aug 11, 2016 |
| #2 | -69.89% Feb 14, 2020 - Apr 5, 2021 | -51.09% Jan 6, 2022 - Jan 22, 2026 |
| #3 | -28.49% Jun 26, 2018 - Jul 26, 2019 | -33.12% Dec 17, 2019 - Nov 16, 2020 |
| #4 | -25.99% Oct 6, 2021 - Jan 10, 2023 | -16.14% Oct 27, 2017 - Oct 24, 2019 |
| #5 | -15.50% Feb 17, 2023 - May 24, 2023 | -11.30% Jun 9, 2017 - Sep 27, 2017 |
| #6 | -15.19% Jun 1, 2023 - Oct 9, 2024 | -10.58% Oct 6, 2005 - Nov 30, 2005 |
| #7 | -14.36% Apr 1, 2025 - May 6, 2025 | -8.79% Dec 9, 2016 - Feb 16, 2017 |
| #8 | -13.85% Sep 2, 2025 - Feb 2, 2026 | -8.59% Feb 16, 2017 - Apr 24, 2017 |
| #9 | -13.25% Jan 10, 2018 - May 15, 2018 | -7.97% Jun 30, 2006 - Aug 29, 2006 |
| #10 | -12.48% Mar 13, 2017 - Oct 23, 2017 | -7.19% Jan 22, 2026 - Jan 29, 2026 |
| #11 | -11.73% Mar 4, 2026 - May 1, 2026 | -7.18% Apr 12, 2021 - Aug 6, 2021 |
| #12 | -8.61% May 6, 2025 - May 27, 2025 | -6.98% Feb 2, 2026 - Apr 9, 2026 |
| #13 | -7.64% May 4, 2026 - May 11, 2026 | -6.33% May 3, 2017 - Jun 9, 2017 |
| #14 | -7.37% Feb 28, 2025 - Mar 27, 2025 | -6.07% Nov 12, 2021 - Jan 4, 2022 |
| #15 | -7.20% Mar 27, 2007 - May 29, 2007 | -5.91% Jan 14, 2021 - Feb 10, 2021 |
Correlation
Correlation between SAR and WSBF is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
SAR vs WSBF dividend yield comparison.
| Year | SAR | WSBF |
|---|---|---|
| 2026 | 9.35% | 1.57% |
| 2025 | 14.04% | 3.63% |
| 2024 | 13.80% | 4.46% |
| 2023 | 10.90% | 5.28% |
| 2022 | 11.02% | 7.54% |
| 2021 | 6.16% | 5.95% |
| 2020 | 6.57% | 6.80% |
| 2019 | 6.61% | 5.15% |
| 2018 | 10.35% | 5.85% |
| 2017 | 10.51% | 5.75% |
| 2016 | 9.12% | 1.41% |
| 2015 | 14.14% | 1.42% |
| 2014 | 1.21% | 1.14% |
| 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% |
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