SAY vs AIV
Comparison between Saratoga Investment Corp (SAY, Company) and Apartment Investment & Management Co. - Class A (AIV, Company).
SAY vs AIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
SAY
$410M
AIV
$409M
Max Drawdown
Winner
SAY
5.56%
AIV
92.32%
Sharpe Ratio
Winner
SAY
1.02
AIV
-0.50
5Y Beta
Winner
SAY
0.01
AIV
0.48
Industry
SAY
N/A
AIV
Reit - Residential
P/E Ratio
SAY
10.94
Winner
AIV
0.74
Forward P/E
SAY
N/A
AIV
714.29
PEG Ratio
Winner
SAY
0.37
AIV
839.32
5Y Dividends CAGR
SAY
N/A
AIV
97.92%
Debt to Equity
SAY
186.64%
Winner
AIV
126.38%
Free Cash Flow Yield
SAY
-21.49%
Winner
AIV
-8.57%
P/S Ratio
SAY
N/A
AIV
3.01
P/B Ratio
SAY
N/A
AIV
1.72
SAY vs AIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SAY
+0.69%
AIV
-1.87%
3M
Winner
SAY
+2.29%
AIV
+1.72%
6M
Winner
SAY
+4.36%
AIV
-4.52%
1Y
Winner
SAY
+8.14%
AIV
-10.30%
5Y(CAGR)
SAY
N/A
AIV
+2.30%
10Y(CAGR)
SAY
N/A
AIV
+5.82%
Max(CAGR)
Winner
SAY
+8.99%
AIV
+7.41%
SAY vs AIV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SAY | AIV |
|---|---|---|
| 2026 | +4.19% | -6.30% |
| 2025 | +8.28% | -1.78% |
| 2024 | +9.25% | +16.09% |
| 2023 | +9.76% | +10.28% |
| 2022 | +0.77% | -8.05% |
| 2021 | N/A | +52.57% |
| 2020 | N/A | -16.78% |
| 2019 | N/A | +25.70% |
| 2018 | N/A | +4.75% |
| 2017 | N/A | +0.46% |
| 2016 | N/A | +18.41% |
| 2015 | N/A | +8.97% |
| 2014 | N/A | +49.31% |
| 2013 | N/A | -2.17% |
| 2012 | N/A | +20.11% |
| 2011 | N/A | -11.13% |
| 2010 | N/A | +64.18% |
| 2009 | N/A | +41.72% |
| 2008 | N/A | -49.43% |
| 2007 | N/A | -30.49% |
| 2006 | N/A | +51.77% |
| 2005 | N/A | +6.62% |
| 2004 | N/A | +20.45% |
| 2003 | N/A | -0.09% |
| 2002 | N/A | -10.79% |
| 2001 | N/A | -1.05% |
| 2000 | N/A | +40.36% |
| 1999 | N/A | +6.10% |
SAY vs AIV Drawdown Comparison
The maximum drawdown for SAY was -2.96%, occurring on May 16, 2023. Recovery took 69 trading sessions.
The maximum drawdown for AIV was -87.24%, occurring on Mar 6, 2009. Recovery took 1868 trading sessions.
The current SAY drawdown is -0.33%. The current AIV drawdown is -15.02%.
| Rank | SAY | AIV |
|---|---|---|
| #1 | -2.96% Mar 9, 2023 - Jun 16, 2023 | -87.24% Feb 8, 2007 - Jul 11, 2014 |
| #2 | -1.30% Mar 19, 2026 - Apr 27, 2026 | -54.42% Feb 21, 2020 - May 24, 2021 |
| #3 | -1.25% Jan 18, 2024 - Feb 14, 2024 | -40.70% Aug 12, 2022 - Jan 15, 2025 |
| #4 | -1.19% Oct 10, 2023 - Nov 7, 2023 | -35.63% Apr 12, 2002 - Jun 14, 2005 |
| #5 | -1.17% Aug 29, 2025 - Nov 3, 2025 | -33.29% Nov 15, 2021 - Jul 29, 2022 |
| #6 | -1.16% Mar 21, 2025 - Apr 23, 2025 | -20.61% Jan 15, 2025 - Apr 8, 2025 |
| #7 | -0.94% Sep 12, 2024 - Nov 12, 2024 | -18.28% Aug 2, 2005 - Jan 27, 2006 |
| #8 | -0.84% Jan 28, 2026 - Mar 19, 2026 | -17.08% Sep 8, 2017 - Nov 7, 2018 |
| #9 | -0.82% Apr 9, 2024 - May 2, 2024 | -16.51% Dec 29, 2000 - Jun 26, 2001 |
| #10 | -0.79% Feb 27, 2024 - Apr 3, 2024 | -16.25% Jun 14, 2021 - Oct 28, 2021 |
| #11 | -0.76% Aug 23, 2023 - Sep 11, 2023 | -15.69% Aug 23, 2001 - Mar 14, 2002 |
| #12 | -0.75% Dec 27, 2023 - Jan 3, 2024 | -15.52% Sep 26, 2016 - Sep 8, 2017 |
| #13 | -0.72% Jul 3, 2023 - Jul 24, 2023 | -14.07% Mar 20, 2015 - Dec 29, 2015 |
| #14 | -0.71% May 16, 2025 - Jun 4, 2025 | -12.81% Jan 5, 2016 - Mar 17, 2016 |
| #15 | -0.71% Nov 29, 2024 - Dec 20, 2024 | -11.78% Mar 29, 2006 - Jul 25, 2006 |
Correlation
Correlation between SAY and AIV is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (1999 - 2026)
SAY vs AIV dividend yield comparison.
| Year | SAY | AIV |
|---|---|---|
| 2026 | 4.01% | 94.18% |
| 2025 | 8.03% | 47.64% |
| 2024 | 8.03% | 0.00% |
| 2023 | 7.77% | 0.00% |
| 2022 | 0.00% | 0.28% |
| 2020 | 0.00% | 5.18% |
| 2019 | 0.00% | 6.00% |
| 2018 | 0.00% | 3.46% |
| 2017 | 0.00% | 3.30% |
| 2016 | 0.00% | 2.91% |
| 2015 | 0.00% | 2.95% |
| 2014 | 0.00% | 3.55% |
| 2013 | 0.00% | 3.71% |
| 2012 | 0.00% | 2.81% |
| 2011 | 0.00% | 2.10% |
| 2010 | 0.00% | 1.16% |
| 2009 | 0.00% | 2.50% |
| 2008 | 0.00% | 64.76% |
| 2007 | 0.00% | 12.41% |
| 2006 | 0.00% | 4.29% |
| 2005 | 0.00% | 7.92% |
| 2004 | 0.00% | 6.23% |
| 2003 | 0.00% | 8.87% |
| 2002 | 0.00% | 8.75% |
| 2001 | 0.00% | 6.82% |
| 2000 | 0.00% | 5.60% |
| 1999 | 0.00% | 1.57% |
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