SAZ vs SAY
Comparison between Saratoga Investment Corp (SAZ, Company) and Saratoga Investment Corp (SAY, Company).
SAZ vs SAY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
SAZ
$409M
Winner
SAY
$410M
Max Drawdown
Winner
SAZ
2.98%
SAY
5.56%
Sharpe Ratio
SAZ
-0.78
Winner
SAY
0.83
5Y Beta
SAZ
0.04
Winner
SAY
0.01
P/E Ratio
Winner
SAZ
10.93
SAY
10.94
PEG Ratio
Winner
SAZ
0.37
SAY
0.37
Dividend Yield
SAZ
5.24%
SAY
N/A
Debt to Equity
SAZ
186.64%
SAY
186.64%
Free Cash Flow Yield
SAZ
-21.51%
Winner
SAY
-21.49%
SAZ vs SAY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SAZ
+1.50%
SAY
+1.22%
3M
SAZ
-0.02%
Winner
SAY
+2.27%
6M
SAZ
+1.59%
Winner
SAY
+3.77%
1Y
SAZ
-0.39%
Winner
SAY
+7.97%
Max(CAGR)
SAZ
+0.76%
Winner
SAY
+8.86%
SAZ vs SAY - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SAZ | SAY |
|---|---|---|
| 2026 | +1.10% | +4.99% |
| 2025 | -0.21% | +8.28% |
| 2024 | -0.04% | +9.25% |
| 2023 | +2.00% | +9.76% |
| 2022 | N/A | +0.77% |
SAZ vs SAY Drawdown Comparison
The maximum drawdown for SAZ was -2.98%, occurring on Apr 10, 2025. This drawdown has not yet recovered.
The maximum drawdown for SAY was -2.96%, occurring on May 16, 2023. Recovery took 69 trading sessions.
The current SAZ drawdown is -0.74%.
| Rank | SAZ | SAY |
|---|---|---|
| #1 | -2.98% Oct 1, 2024 - Apr 10, 2025 | -2.96% Mar 9, 2023 - Jun 16, 2023 |
| #2 | -2.36% Aug 4, 2023 - Dec 21, 2023 | -1.30% Mar 19, 2026 - Apr 27, 2026 |
| #3 | -2.03% Apr 28, 2023 - Jun 16, 2023 | -1.25% Jan 18, 2024 - Feb 14, 2024 |
| #4 | -2.03% Feb 12, 2024 - Sep 30, 2024 | -1.19% Oct 10, 2023 - Nov 7, 2023 |
| #5 | -1.11% Jun 26, 2023 - Jul 31, 2023 | -1.17% Aug 29, 2025 - Nov 3, 2025 |
| #6 | -0.37% Jan 12, 2024 - Jan 18, 2024 | -1.16% Mar 21, 2025 - Apr 23, 2025 |
| #7 | -0.35% Jan 18, 2024 - Feb 8, 2024 | -0.98% Jun 18, 2026 - Aug 7, 2026 |
| #8 | -0.32% Jun 21, 2023 - Jun 26, 2023 | -0.94% Sep 12, 2024 - Nov 12, 2024 |
| #9 | -0.23% Jan 2, 2024 - Jan 12, 2024 | -0.84% Jan 28, 2026 - Mar 19, 2026 |
| #10 | -0.07% Dec 22, 2023 - Dec 27, 2023 | -0.82% Apr 9, 2024 - May 2, 2024 |
| #11 | -0.04% Jun 16, 2023 - Jun 21, 2023 | -0.79% Feb 27, 2024 - Apr 3, 2024 |
| #12 | -0.04% Dec 27, 2023 - Jan 2, 2024 | -0.76% Aug 23, 2023 - Sep 11, 2023 |
| #13 | -0.00% Apr 25, 2023 - Apr 28, 2023 | -0.75% Dec 27, 2023 - Jan 3, 2024 |
| #14 | N/A | -0.72% Jul 3, 2023 - Jul 24, 2023 |
| #15 | N/A | -0.71% May 16, 2025 - Jun 4, 2025 |
Correlation
Correlation between SAZ and SAY is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
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