SAZ vs SI
Comparison between Saratoga Investment Corp (SAZ, Company) and Shoulder Innovations Inc (SI, Company).
SAZ vs SI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
SAZ
$409M
SI
$409M
Max Drawdown
Winner
SAZ
2.98%
SI
31.27%
Sharpe Ratio
Winner
SAZ
1.81
SI
0.71
5Y Beta
Winner
SAZ
0.04
SI
0.57
P/E Ratio
SAZ
10.93
Winner
SI
-10.10
PEG Ratio
SAZ
0.37
SI
N/A
Dividend Yield
SAZ
5.24%
SI
N/A
Debt to Equity
SAZ
186.64%
Winner
SI
11.25%
Free Cash Flow Yield
SAZ
-21.51%
Winner
SI
-11.20%
SAZ vs SI - Historical Returns
Returns include dividend reinvestment.
1M
SAZ
+1.66%
Winner
SI
+35.41%
3M
SAZ
+3.30%
Winner
SI
+35.41%
6M
SAZ
+5.17%
Winner
SI
+29.30%
1Y
SAZ
+10.16%
Winner
SI
+31.36%
Max(CAGR)
SAZ
+9.51%
Winner
SI
+35.50%
SAZ vs SI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SAZ | SI |
|---|---|---|
| 2026 | +5.54% | +37.58% |
| 2025 | +8.46% | -4.98% |
| 2024 | +8.65% | N/A |
| 2023 | +7.57% | N/A |
SAZ vs SI Drawdown Comparison
The maximum drawdown for SAZ was -1.70%, occurring on Oct 27, 2023. Recovery took 37 trading sessions.
The maximum drawdown for SI was -31.27%, occurring on Nov 10, 2025. Recovery took 61 trading sessions.
The current SAZ drawdown is -0.33%.
| Rank | SAZ | SI |
|---|---|---|
| #1 | -1.70% Sep 19, 2023 - Nov 9, 2023 | -31.27% Sep 2, 2025 - Nov 26, 2025 |
| #2 | -1.57% Mar 21, 2025 - Apr 24, 2025 | -25.30% Dec 16, 2025 - Jun 10, 2026 |
| #3 | -1.28% May 15, 2023 - Jun 9, 2023 | -19.60% Jul 31, 2025 - Aug 27, 2025 |
| #4 | -1.21% Sep 11, 2025 - Nov 3, 2025 | -10.63% Nov 26, 2025 - Dec 16, 2025 |
| #5 | -1.20% Oct 1, 2024 - Nov 15, 2024 | -6.09% Aug 27, 2025 - Sep 2, 2025 |
| #6 | -1.11% Jun 26, 2023 - Jul 31, 2023 | -5.28% Jun 11, 2026 - Jun 23, 2026 |
| #7 | -0.89% Aug 1, 2024 - Aug 15, 2024 | N/A |
| #8 | -0.86% May 7, 2024 - May 14, 2024 | N/A |
| #9 | -0.84% Dec 3, 2024 - Jan 29, 2025 | N/A |
| #10 | -0.83% Feb 18, 2026 - Mar 24, 2026 | N/A |
| #11 | -0.79% Mar 3, 2025 - Mar 20, 2025 | N/A |
| #12 | -0.71% Aug 4, 2023 - Aug 14, 2023 | N/A |
| #13 | -0.66% May 16, 2025 - Jun 5, 2025 | N/A |
| #14 | -0.66% May 5, 2026 - May 19, 2026 | N/A |
| #15 | -0.65% Apr 8, 2024 - May 3, 2024 | N/A |
Correlation
Correlation between SAZ and SI is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
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