SAY vs SAZ
Comparison between Saratoga Investment Corp (SAY, Company) and Saratoga Investment Corp (SAZ, Company).
SAY vs SAZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
SAY
$410M
SAZ
$409M
Max Drawdown
SAY
5.56%
Winner
SAZ
2.98%
Sharpe Ratio
SAY
0.94
Winner
SAZ
1.76
5Y Beta
Winner
SAY
0.01
SAZ
0.04
P/E Ratio
SAY
10.94
Winner
SAZ
10.93
PEG Ratio
SAY
0.37
Winner
SAZ
0.37
Dividend Yield
SAY
N/A
SAZ
5.24%
Debt to Equity
SAY
186.64%
SAZ
186.64%
Free Cash Flow Yield
Winner
SAY
-21.49%
SAZ
-21.51%
SAY vs SAZ - Historical Returns
Returns include dividend reinvestment.
1M
SAY
+0.71%
Winner
SAZ
+1.52%
3M
SAY
+2.30%
Winner
SAZ
+3.14%
6M
SAY
+4.02%
Winner
SAZ
+4.67%
1Y
SAY
+7.84%
Winner
SAZ
+9.86%
Max(CAGR)
SAY
+8.86%
Winner
SAZ
+9.34%
SAY vs SAZ - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SAY | SAZ |
|---|---|---|
| 2026 | +3.51% | +4.72% |
| 2025 | +8.28% | +8.46% |
| 2024 | +9.25% | +8.65% |
| 2023 | +9.76% | +7.57% |
| 2022 | +0.77% | N/A |
SAY vs SAZ Drawdown Comparison
The maximum drawdown for SAY was -2.96%, occurring on May 16, 2023. Recovery took 69 trading sessions.
The maximum drawdown for SAZ was -1.70%, occurring on Oct 27, 2023. Recovery took 37 trading sessions.
The current SAY drawdown is -0.71%. The current SAZ drawdown is -0.20%.
| Rank | SAY | SAZ |
|---|---|---|
| #1 | -2.96% Mar 9, 2023 - Jun 16, 2023 | -1.70% Sep 19, 2023 - Nov 9, 2023 |
| #2 | -1.30% Mar 19, 2026 - Apr 27, 2026 | -1.57% Mar 21, 2025 - Apr 24, 2025 |
| #3 | -1.25% Jan 18, 2024 - Feb 14, 2024 | -1.28% May 15, 2023 - Jun 9, 2023 |
| #4 | -1.19% Oct 10, 2023 - Nov 7, 2023 | -1.21% Sep 11, 2025 - Nov 3, 2025 |
| #5 | -1.17% Aug 29, 2025 - Nov 3, 2025 | -1.20% Oct 1, 2024 - Nov 15, 2024 |
| #6 | -1.16% Mar 21, 2025 - Apr 23, 2025 | -1.11% Jun 26, 2023 - Jul 31, 2023 |
| #7 | -0.94% Sep 12, 2024 - Nov 12, 2024 | -0.89% Aug 1, 2024 - Aug 15, 2024 |
| #8 | -0.84% Jan 28, 2026 - Mar 19, 2026 | -0.86% May 7, 2024 - May 14, 2024 |
| #9 | -0.82% Apr 9, 2024 - May 2, 2024 | -0.84% Dec 3, 2024 - Jan 29, 2025 |
| #10 | -0.79% Feb 27, 2024 - Apr 3, 2024 | -0.83% Feb 18, 2026 - Mar 24, 2026 |
| #11 | -0.76% Aug 23, 2023 - Sep 11, 2023 | -0.79% Mar 3, 2025 - Mar 20, 2025 |
| #12 | -0.75% Dec 27, 2023 - Jan 3, 2024 | -0.71% Aug 4, 2023 - Aug 14, 2023 |
| #13 | -0.72% Jul 3, 2023 - Jul 24, 2023 | -0.66% May 16, 2025 - Jun 5, 2025 |
| #14 | -0.71% May 16, 2025 - Jun 4, 2025 | -0.66% May 5, 2026 - May 19, 2026 |
| #15 | -0.71% Nov 29, 2024 - Dec 20, 2024 | -0.65% Apr 8, 2024 - May 3, 2024 |
Correlation
Correlation between SAY and SAZ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2023 - 2026)
SAY vs SAZ dividend yield comparison.
| Year | SAY | SAZ |
|---|---|---|
| 2026 | 4.03% | 4.17% |
| 2025 | 8.03% | 8.38% |
| 2024 | 8.03% | 8.32% |
| 2023 | 7.77% | 5.25% |
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