SAY vs USNA

Comparison between Saratoga Investment Corp (SAY, Company) and Usana Health Sciences Inc (USNA, Company).

SAY vs USNA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAY(COMPANY)	USNA(COMPANY)
Market Cap	$410M	$409M
Max Drawdown	5.56%	87.60%
Sharpe Ratio	0.77	-0.69
5Y Beta	0.01	0.85
Industry	N/A	Packaged Foods
P/E Ratio	10.94	45.99
Forward P/E	N/A	11.34
PEG Ratio	0.37	0.94
5Y EPS CAGR	N/A	-39.94%
Debt to Equity	186.64%	0.00%
Free Cash Flow Yield	-21.49%	0.72%
P/S Ratio	N/A	0.44
P/B Ratio	N/A	0.75

Market Cap

Winner

SAY

$410M

USNA

$409M

Max Drawdown

Winner

SAY

5.56%

USNA

87.60%

Sharpe Ratio

Winner

SAY

0.77

USNA

-0.69

5Y Beta

Winner

SAY

0.01

USNA

0.85

Industry

SAY

N/A

USNA

Packaged Foods

P/E Ratio

Winner

SAY

10.94

USNA

45.99

Forward P/E

SAY

N/A

USNA

11.34

PEG Ratio

Winner

SAY

0.37

USNA

0.94

5Y EPS CAGR

SAY

N/A

USNA

-39.94%

Debt to Equity

SAY

186.64%

Winner

USNA

0.00%

Free Cash Flow Yield

SAY

-21.49%

Winner

USNA

0.72%

P/S Ratio

SAY

N/A

USNA

0.44

P/B Ratio

SAY

N/A

USNA

0.75

SAY vs USNA - Historical Returns

Returns include dividend reinvestment.

Period	SAY	USNA
1 month	-0.49%	+8.96%
3 months	+1.55%	+8.73%
6 months	+3.22%	-7.15%
1 year	+7.42%	-40.95%
5 years(CAGR)	N/A	-27.04%
10 years(CAGR)	N/A	-10.48%
Max(CAGR)	+8.63%	+9.06%

SAY

-0.49%

Winner

USNA

+8.96%

SAY

+1.55%

Winner

USNA

+8.73%

Winner

SAY

+3.22%

USNA

-7.15%

Winner

SAY

+7.42%

USNA

-40.95%

5Y(CAGR)

SAY

N/A

USNA

-27.04%

10Y(CAGR)

SAY

N/A

USNA

-10.48%

Max(CAGR)

SAY

+8.63%

Winner

USNA

+9.06%

SAY vs USNA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SAY	USNA
2026	+3.68%	+7.61%
2025	+8.28%	-46.06%
2024	+9.25%	-34.09%
2023	+9.76%	-1.58%
2022	+0.77%	-48.32%
2021	N/A	+29.83%
2020	N/A	-1.03%
2019	N/A	-32.60%
2018	N/A	+57.08%
2017	N/A	+19.05%
2016	N/A	-3.78%
2015	N/A	+24.90%
2014	N/A	+33.34%
2013	N/A	+129.87%
2012	N/A	+4.44%
2011	N/A	-30.44%
2010	N/A	+33.90%
2009	N/A	-4.38%
2008	N/A	-5.15%
2007	N/A	-29.32%
2006	N/A	+36.56%
2005	N/A	+13.12%
2004	N/A	+14.80%
2003	N/A	+415.15%
2002	N/A	+731.03%
2001	N/A	-7.63%
2000	N/A	-68.42%
1999	N/A	-39.39%

SAY vs USNA Drawdown Comparison

The maximum drawdown for SAY was -2.96%, occurring on May 16, 2023. Recovery took 69 trading sessions.

The maximum drawdown for USNA was -87.60%, occurring on Apr 2, 2026. This drawdown has not yet recovered.

The current SAY drawdown is -0.82%. The current USNA drawdown is -84.65%.

Rank	SAY	USNA
#1	-2.96% Mar 9, 2023 - Jun 16, 2023	-87.60% Jul 25, 2018 - Apr 2, 2026
#2	-1.30% Mar 19, 2026 - Apr 27, 2026	-85.94% Nov 1, 1999 - Oct 16, 2002
#3	-1.25% Jan 18, 2024 - Feb 14, 2024	-69.82% Feb 8, 2007 - May 15, 2013
#4	-1.19% Oct 10, 2023 - Nov 7, 2023	-46.16% Aug 5, 2015 - Apr 3, 2018
#5	-1.17% Aug 29, 2025 - Nov 3, 2025	-39.24% Nov 10, 2003 - Feb 9, 2005
#6	-1.16% Mar 21, 2025 - Apr 23, 2025	-36.97% Oct 22, 2013 - Oct 30, 2014
#7	-0.98% Jun 18, 2026 - Jul 9, 2026	-32.35% Sep 16, 2005 - Feb 1, 2007
#8	-0.94% Sep 12, 2024 - Nov 12, 2024	-30.69% Jun 16, 2003 - Sep 23, 2003
#9	-0.84% Jan 28, 2026 - Mar 19, 2026	-20.02% Jan 30, 2003 - Mar 6, 2003
#10	-0.82% Apr 9, 2024 - May 2, 2024	-19.24% Mar 29, 2005 - Aug 2, 2005
#11	-0.79% Feb 27, 2024 - Apr 3, 2024	-17.13% Nov 4, 2014 - Apr 10, 2015
#12	-0.76% Aug 23, 2023 - Sep 11, 2023	-15.61% Nov 6, 2002 - Nov 19, 2002
#13	-0.75% Dec 27, 2023 - Jan 3, 2024	-14.97% May 6, 2015 - Jul 1, 2015
#14	-0.72% Jul 3, 2023 - Jul 24, 2023	-13.68% Jul 1, 2015 - Aug 5, 2015
#15	-0.71% May 16, 2025 - Jun 4, 2025	-13.30% Jul 22, 2013 - Sep 17, 2013

Correlation

Correlation between SAY and USNA is -0.96 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.96

-101