SAY vs SGU
Comparison between Saratoga Investment Corp (SAY, Company) and Star Group L.P. (SGU, Company).
SAY vs SGU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
SAY
$410M
Winner
SGU
$410M
Max Drawdown
Winner
SAY
5.56%
SGU
95.90%
Sharpe Ratio
Winner
SAY
1.02
SGU
0.65
5Y Beta
Winner
SAY
0.01
SGU
0.23
Industry
SAY
N/A
SGU
Oil & Gas Refining & Marketing
P/E Ratio
SAY
10.94
Winner
SGU
1.95
Forward P/E
SAY
N/A
SGU
9.80
PEG Ratio
SAY
0.37
Winner
SGU
0.02
Dividend Yield
SAY
N/A
SGU
6.04%
5Y Dividends CAGR
SAY
N/A
SGU
12.08%
Debt to Equity
SAY
186.64%
SGU
N/A
Free Cash Flow Yield
SAY
-21.49%
Winner
SGU
2.37%
P/S Ratio
SAY
N/A
SGU
0.22
P/B Ratio
SAY
N/A
SGU
0.97
SAY vs SGU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SAY
+0.69%
SGU
+0.40%
3M
SAY
+2.29%
Winner
SGU
+2.61%
6M
SAY
+4.36%
Winner
SGU
+9.90%
1Y
SAY
+8.14%
Winner
SGU
+12.70%
5Y(CAGR)
SAY
N/A
SGU
+8.36%
10Y(CAGR)
SAY
N/A
SGU
+9.56%
Max(CAGR)
Winner
SAY
+8.99%
SGU
+5.35%
SAY vs SGU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SAY | SGU |
|---|---|---|
| 2026 | +4.19% | +9.81% |
| 2025 | +8.28% | +10.50% |
| 2024 | +9.25% | +2.92% |
| 2023 | +9.76% | +2.39% |
| 2022 | +0.77% | +19.13% |
| 2021 | N/A | +21.14% |
| 2020 | N/A | +3.97% |
| 2019 | N/A | +7.23% |
| 2018 | N/A | -8.57% |
| 2017 | N/A | +5.01% |
| 2016 | N/A | +54.43% |
| 2015 | N/A | +27.27% |
| 2014 | N/A | +21.65% |
| 2013 | N/A | +35.76% |
| 2012 | N/A | -9.87% |
| 2011 | N/A | -4.41% |
| 2010 | N/A | +36.73% |
| 2009 | N/A | +93.33% |
| 2008 | N/A | -38.40% |
| 2007 | N/A | +19.94% |
| 2006 | N/A | +91.30% |
| 2005 | N/A | -74.24% |
| 2004 | N/A | -67.38% |
| 2003 | N/A | +45.19% |
| 2002 | N/A | +3.18% |
| 2001 | N/A | +35.40% |
| 2000 | N/A | +52.08% |
| 1999 | N/A | -16.48% |
SAY vs SGU Drawdown Comparison
The maximum drawdown for SAY was -2.96%, occurring on May 16, 2023. Recovery took 69 trading sessions.
The maximum drawdown for SGU was -95.67%, occurring on Nov 17, 2005. Recovery took 4367 trading sessions.
The current SAY drawdown is -0.33%. The current SGU drawdown is -6.02%.
| Rank | SAY | SGU |
|---|---|---|
| #1 | -2.96% Mar 9, 2023 - Jun 16, 2023 | -95.67% Mar 18, 2004 - Jul 23, 2021 |
| #2 | -1.30% Mar 19, 2026 - Apr 27, 2026 | -30.84% Jun 9, 2023 - Feb 3, 2026 |
| #3 | -1.25% Jan 18, 2024 - Feb 14, 2024 | -28.41% Nov 26, 2001 - Jan 15, 2003 |
| #4 | -1.19% Oct 10, 2023 - Nov 7, 2023 | -27.67% Jul 28, 2021 - Dec 13, 2022 |
| #5 | -1.17% Aug 29, 2025 - Nov 3, 2025 | -21.37% Nov 3, 1999 - Jun 12, 2000 |
| #6 | -1.16% Mar 21, 2025 - Apr 23, 2025 | -16.10% Jul 27, 2001 - Oct 12, 2001 |
| #7 | -0.94% Sep 12, 2024 - Nov 12, 2024 | -14.32% Jan 20, 2023 - Mar 29, 2023 |
| #8 | -0.84% Jan 28, 2026 - Mar 19, 2026 | -10.42% Sep 18, 2000 - Dec 26, 2000 |
| #9 | -0.82% Apr 9, 2024 - May 2, 2024 | -8.71% Jan 9, 2004 - Feb 10, 2004 |
| #10 | -0.79% Feb 27, 2024 - Apr 3, 2024 | -8.29% Jun 17, 2003 - Jul 8, 2003 |
| #11 | -0.76% Aug 23, 2023 - Sep 11, 2023 | -8.23% Feb 5, 2026 - May 7, 2026 |
| #12 | -0.75% Dec 27, 2023 - Jan 3, 2024 | -8.18% May 7, 2026 - Jun 17, 2026 |
| #13 | -0.72% Jul 3, 2023 - Jul 24, 2023 | -7.49% Jul 11, 2003 - Oct 13, 2003 |
| #14 | -0.71% May 16, 2025 - Jun 4, 2025 | -7.30% May 5, 2023 - Jun 6, 2023 |
| #15 | -0.71% Nov 29, 2024 - Dec 20, 2024 | -6.25% Feb 4, 2003 - Apr 22, 2003 |
Correlation
Correlation between SAY and SGU is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (1999 - 2026)
SAY vs SGU dividend yield comparison.
| Year | SAY | SGU |
|---|---|---|
| 2026 | 4.01% | 3.03% |
| 2025 | 8.03% | 6.14% |
| 2024 | 8.03% | 5.89% |
| 2023 | 7.77% | 5.55% |
| 2022 | 0.00% | 4.98% |
| 2021 | 0.00% | 5.20% |
| 2020 | 0.00% | 5.55% |
| 2019 | 0.00% | 5.21% |
| 2018 | 0.00% | 4.95% |
| 2017 | 0.00% | 4.02% |
| 2016 | 0.00% | 3.74% |
| 2015 | 0.00% | 5.01% |
| 2014 | 0.00% | 5.66% |
| 2013 | 0.00% | 6.19% |
| 2012 | 0.00% | 7.58% |
| 2011 | 0.00% | 6.37% |
| 2010 | 0.00% | 5.40% |
| 2009 | 0.00% | 6.52% |
| 2004 | 0.00% | 23.15% |
| 2003 | 0.00% | 9.41% |
| 2002 | 0.00% | 12.43% |
| 2001 | 0.00% | 14.06% |
| 2000 | 0.00% | 13.03% |
| 1999 | 0.00% | 8.73% |
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