SAT vs QUAD

Comparison between Saratoga Investment Corp (SAT, Company) and Quad/Graphics Inc - Class A (QUAD, Company).

SAT vs QUAD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAT(COMPANY)	QUAD(COMPANY)
Market Cap	$407M	$408M
Max Drawdown	9.08%	95.72%
Sharpe Ratio	0.85	1.10
5Y Beta	0.01	0.86
Industry	N/A	Specialty Business Services
P/E Ratio	10.86	18.45
Forward P/E	N/A	7.17
PEG Ratio	0.36	0.84
Dividend Yield	N/A	3.77%
Debt to Equity	186.64%	342.18%
Free Cash Flow Yield	-21.65%	10.79%
P/S Ratio	N/A	0.19
P/B Ratio	N/A	3.51

Market Cap

SAT

$407M

Winner

QUAD

$408M

Max Drawdown

Winner

SAT

9.08%

QUAD

95.72%

Sharpe Ratio

SAT

0.85

Winner

QUAD

1.10

5Y Beta

Winner

SAT

0.01

QUAD

0.86

Industry

SAT

N/A

QUAD

Specialty Business Services

P/E Ratio

Winner

SAT

10.86

QUAD

18.45

Forward P/E

SAT

N/A

QUAD

7.17

PEG Ratio

Winner

SAT

0.36

QUAD

0.84

Dividend Yield

SAT

N/A

QUAD

3.77%

Debt to Equity

Winner

SAT

186.64%

QUAD

342.18%

Free Cash Flow Yield

SAT

-21.65%

Winner

QUAD

10.79%

P/S Ratio

SAT

N/A

QUAD

0.19

P/B Ratio

SAT

N/A

QUAD

3.51

SAT vs QUAD - Historical Returns

Returns include dividend reinvestment.

Period	SAT	QUAD
1 month	+0.12%	+5.30%
3 months	+1.83%	+7.17%
6 months	+3.59%	+41.32%
1 year	+7.17%	+52.36%
5 years(CAGR)	+5.68%	+19.81%
10 years(CAGR)	N/A	-7.05%
Max(CAGR)	+5.68%	-5.65%

SAT

+0.12%

Winner

QUAD

+5.30%

SAT

+1.83%

Winner

QUAD

+7.17%

SAT

+3.59%

Winner

QUAD

+41.32%

SAT

+7.17%

Winner

QUAD

+52.36%

5Y(CAGR)

SAT

+5.68%

Winner

QUAD

+19.81%

10Y(CAGR)

SAT

N/A

QUAD

-7.05%

Max(CAGR)

Winner

SAT

+5.68%

QUAD

-5.65%

SAT vs QUAD - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SAT	QUAD
2026	+4.00%	+47.65%
2025	+6.14%	-0.66%
2024	+10.47%	+35.77%
2023	+10.76%	+24.03%
2022	-6.86%	+0.74%
2021	N/A	+8.11%
2020	N/A	-20.86%
2019	N/A	-58.62%
2018	N/A	-43.78%
2017	N/A	-7.33%
2016	N/A	+217.82%
2015	N/A	-55.65%
2014	N/A	-5.75%
2013	N/A	+34.44%
2012	N/A	+49.04%
2011	N/A	-65.59%
2010	N/A	-14.04%

SAT vs QUAD Drawdown Comparison

The maximum drawdown for SAT was -8.80%, occurring on Nov 3, 2022. Recovery took 323 trading sessions.

The maximum drawdown for QUAD was -91.71%, occurring on Apr 2, 2020. This drawdown has not yet recovered.

The current SAT drawdown is -0.08%. The current QUAD drawdown is -62.76%.

Rank	SAT	QUAD
#1	-8.80% Aug 4, 2022 - Nov 15, 2023	-91.71% Feb 23, 2018 - Apr 2, 2020
#2	-3.37% May 6, 2022 - Aug 4, 2022	-76.43% Sep 24, 2010 - Feb 23, 2018
#3	-3.02% Dec 31, 2024 - May 15, 2025	-16.97% Jul 7, 2010 - Sep 24, 2010
#4	-2.74% Jun 4, 2024 - Aug 2, 2024	N/A
#5	-1.74% Sep 27, 2024 - Nov 14, 2024	N/A
#6	-1.61% Dec 28, 2023 - Jan 25, 2024	N/A
#7	-1.54% Jun 13, 2025 - Jul 1, 2025	N/A
#8	-1.52% Jan 29, 2024 - Feb 6, 2024	N/A
#9	-1.40% Apr 4, 2024 - May 14, 2024	N/A
#10	-1.32% Feb 16, 2024 - Mar 20, 2024	N/A
#11	-1.22% Nov 15, 2024 - Dec 31, 2024	N/A
#12	-1.18% Aug 2, 2024 - Aug 15, 2024	N/A
#13	-1.16% Sep 9, 2025 - Oct 27, 2025	N/A
#14	-0.92% May 27, 2026 - Jun 26, 2026	N/A
#15	-0.72% Jun 26, 2026 - Jun 30, 2026	N/A

Correlation

Correlation between SAT and QUAD is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2011 - 2026)

SAT vs QUAD dividend yield comparison.

Year	SAT	QUAD
2026	2.99%	2.40%
2025	6.06%	4.78%
2024	6.01%	2.87%
2023	6.29%	0.00%
2020	0.00%	3.93%
2019	0.00%	22.48%
2018	0.00%	9.74%
2017	0.00%	5.31%
2016	0.00%	4.46%
2015	0.00%	12.90%
2014	0.00%	5.23%
2013	0.00%	4.41%
2012	0.00%	14.71%
2011	0.00%	4.18%