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SAZ vs DDT

Comparison between Saratoga Investment Corp (SAZ, Company) and Dillards Capital Trust I (DDT, Company).

SAZ vs DDT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SAZ
$409M
DDT
$409M
Max Drawdown
Winner
SAZ
2.98%
DDT
84.58%
Sharpe Ratio
Winner
SAZ
2.02
DDT
0.74
5Y Beta
Winner
SAZ
0.04
DDT
0.07
P/E Ratio
SAZ
10.93
Winner
DDT
0.66
PEG Ratio
SAZ
0.37
Winner
DDT
0.03
Dividend Yield
SAZ
5.24%
Winner
DDT
11.20%
5Y Dividends CAGR
SAZ
N/A
DDT
4.56%
5Y EPS CAGR
SAZ
N/A
DDT
40.22%
Debt to Equity
SAZ
186.64%
Winner
DDT
0.00%
Free Cash Flow Yield
SAZ
-21.51%
DDT
N/A

SAZ vs DDT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SAZ
+2.00%
DDT
+0.00%
3M
Winner
SAZ
+4.10%
DDT
+2.95%
6M
Winner
SAZ
+5.43%
DDT
+3.32%
1Y
Winner
SAZ
+10.35%
DDT
+8.09%
5Y(CAGR)
SAZ
N/A
DDT
+7.42%
10Y(CAGR)
SAZ
N/A
DDT
+7.41%
Max(CAGR)
SAZ
+9.63%
Winner
DDT
+9.77%

SAZ vs DDT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSAZDDT
2026+5.89%+3.16%
2025+8.46%+9.07%
2024+8.65%+6.39%
2023+7.57%+8.78%
2022N/A-2.14%
2021N/A+20.73%
2020N/A+2.12%
2019N/A+9.75%
2018N/A+6.57%
2017N/A+6.38%
2016N/A+3.69%
2015N/A+10.66%
2014N/A+10.56%
2013N/A+6.03%
2012N/A+10.41%
2011N/A+11.65%
2010N/A+34.13%
2009N/A+231.21%
2008N/A-62.94%
2007N/A-19.90%
2006N/A+11.80%
2005N/A+4.51%
2004N/A+15.96%
2003N/A+46.77%
2002N/A+0.60%
2001N/A+39.72%
2000N/A-19.62%
1999N/A-10.73%

SAZ vs DDT Drawdown Comparison

The maximum drawdown for SAZ was -1.70%, occurring on Oct 27, 2023. Recovery took 37 trading sessions.

The maximum drawdown for DDT was -80.27%, occurring on Mar 9, 2009. Recovery took 596 trading sessions.

The current DDT drawdown is -0.42%.

RankSAZDDT
#1-1.70%
Sep 19, 2023 - Nov 9, 2023
-80.27%
Jul 13, 2007 - Nov 20, 2009
#2-1.57%
Mar 21, 2025 - Apr 24, 2025
-45.71%
Feb 21, 2020 - Oct 16, 2020
#3-1.28%
May 15, 2023 - Jun 9, 2023
-39.68%
Nov 9, 1999 - Feb 6, 2001
#4-1.21%
Sep 11, 2025 - Nov 3, 2025
-19.76%
Nov 26, 2001 - Mar 6, 2002
#5-1.20%
Oct 1, 2024 - Nov 15, 2024
-17.43%
Jun 11, 2002 - Apr 17, 2003
#6-1.11%
Jun 26, 2023 - Jul 31, 2023
-15.95%
Jul 13, 2001 - Nov 19, 2001
#7-0.89%
Aug 1, 2024 - Aug 15, 2024
-13.26%
Jul 11, 2003 - Nov 28, 2003
#8-0.86%
May 7, 2024 - May 14, 2024
-12.22%
Apr 13, 2010 - Aug 19, 2010
#9-0.84%
Dec 3, 2024 - Jan 29, 2025
-10.96%
Apr 11, 2001 - Jul 10, 2001
#10-0.83%
Feb 18, 2026 - Mar 24, 2026
-9.87%
Jul 25, 2018 - May 8, 2019
#11-0.79%
Mar 3, 2025 - Mar 20, 2025
-8.78%
Mar 6, 2002 - May 16, 2002
#12-0.71%
Aug 4, 2023 - Aug 14, 2023
-8.37%
Jul 22, 2011 - Oct 13, 2011
#13-0.66%
May 16, 2025 - Jun 5, 2025
-8.01%
Oct 16, 2020 - Nov 17, 2020
#14-0.66%
May 5, 2026 - May 19, 2026
-7.81%
Jan 8, 2010 - Mar 1, 2010
#15-0.65%
Apr 8, 2024 - May 3, 2024
-6.97%
Feb 23, 2001 - Mar 23, 2001

Correlation

Correlation between SAZ and DDT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2000 - 2026)

SAZ vs DDT dividend yield comparison.

YearSAZDDT
20264.13%3.59%
20258.38%7.16%
20248.32%7.29%
20235.25%7.29%
20220.00%7.44%
20210.00%6.69%
20200.00%7.58%
20190.00%7.10%
20180.00%7.34%
20170.00%7.25%
20160.00%7.21%
20150.00%6.98%
20140.00%7.20%
20130.00%7.40%
20120.00%7.35%
20110.00%7.54%
20100.00%7.83%
20090.00%9.87%
20080.00%29.54%
20070.00%10.14%
20060.00%7.52%
20050.00%7.82%
20040.00%7.56%
20030.00%7.96%
20020.00%10.88%
20010.00%10.20%
20000.00%3.54%

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