SAZ vs USNA

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

SAZ vs USNA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAZ(COMPANY)	USNA(COMPANY)
Market Cap	$409M	$409M
Max Drawdown	2.98%	87.60%
Sharpe Ratio	-0.95	-0.69
5Y Beta	0.05	0.85
Industry	N/A	Packaged Foods
P/E Ratio	10.93	45.99
Forward P/E	N/A	11.34
PEG Ratio	0.37	0.94
Dividend Yield	5.24%	N/A
5Y EPS CAGR	N/A	-39.94%
Debt to Equity	186.64%	0.00%
Free Cash Flow Yield	-21.51%	0.72%
P/S Ratio	N/A	0.44
P/B Ratio	N/A	0.75

Market Cap

Winner

SAZ

$409M

USNA

$409M

Max Drawdown

Winner

SAZ

2.98%

USNA

87.60%

Sharpe Ratio

SAZ

-0.95

Winner

USNA

-0.69

5Y Beta

Winner

SAZ

0.05

USNA

0.85

Industry

SAZ

N/A

USNA

Packaged Foods

P/E Ratio

Winner

SAZ

10.93

USNA

45.99

Forward P/E

SAZ

N/A

USNA

11.34

PEG Ratio

Winner

SAZ

0.37

USNA

0.94

Dividend Yield

SAZ

5.24%

USNA

N/A

5Y EPS CAGR

SAZ

N/A

USNA

-39.94%

Debt to Equity

SAZ

186.64%

Winner

USNA

0.00%

Free Cash Flow Yield

SAZ

-21.51%

Winner

USNA

0.72%

P/S Ratio

SAZ

N/A

USNA

0.44

P/B Ratio

SAZ

N/A

USNA

0.75

SAZ vs USNA - Historical Returns

Returns include dividend reinvestment.

Period	SAZ	USNA
1 month	-1.73%	+8.96%
3 months	-0.78%	+8.73%
6 months	-0.78%	-7.15%
1 year	-0.94%	-40.95%
5 years(CAGR)	N/A	-27.04%
10 years(CAGR)	N/A	-10.48%
Max(CAGR)	+0.37%	+9.06%

SAZ

-1.73%

Winner

USNA

+8.96%

SAZ

-0.78%

Winner

USNA

+8.73%

Winner

SAZ

-0.78%

USNA

-7.15%

Winner

SAZ

-0.94%

USNA

-40.95%

5Y(CAGR)

SAZ

N/A

USNA

-27.04%

10Y(CAGR)

SAZ

N/A

USNA

-10.48%

Max(CAGR)

SAZ

+0.37%

Winner

USNA

+9.06%

SAZ vs USNA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SAZ	USNA
2026	-0.20%	+7.61%
2025	-0.21%	-46.06%
2024	-0.04%	-34.09%
2023	+2.00%	-1.58%
2022	N/A	-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%

SAZ vs USNA 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 USNA was -87.60%, occurring on Apr 2, 2026. This drawdown has not yet recovered.

The current SAZ drawdown is -2.01%. The current USNA drawdown is -84.65%.

Rank	SAZ	USNA
#1	-2.98% Oct 1, 2024 - Apr 10, 2025	-87.60% Jul 25, 2018 - Apr 2, 2026
#2	-2.36% Aug 4, 2023 - Dec 21, 2023	-85.94% Nov 1, 1999 - Oct 16, 2002
#3	-2.03% Apr 28, 2023 - Jun 16, 2023	-69.82% Feb 8, 2007 - May 15, 2013
#4	-2.03% Feb 12, 2024 - Sep 30, 2024	-46.16% Aug 5, 2015 - Apr 3, 2018
#5	-1.11% Jun 26, 2023 - Jul 31, 2023	-39.24% Nov 10, 2003 - Feb 9, 2005
#6	-0.37% Jan 12, 2024 - Jan 18, 2024	-36.97% Oct 22, 2013 - Oct 30, 2014
#7	-0.35% Jan 18, 2024 - Feb 8, 2024	-32.35% Sep 16, 2005 - Feb 1, 2007
#8	-0.32% Jun 21, 2023 - Jun 26, 2023	-30.69% Jun 16, 2003 - Sep 23, 2003
#9	-0.23% Jan 2, 2024 - Jan 12, 2024	-20.02% Jan 30, 2003 - Mar 6, 2003
#10	-0.07% Dec 22, 2023 - Dec 27, 2023	-19.24% Mar 29, 2005 - Aug 2, 2005
#11	-0.04% Jun 16, 2023 - Jun 21, 2023	-17.13% Nov 4, 2014 - Apr 10, 2015
#12	-0.04% Dec 27, 2023 - Jan 2, 2024	-15.61% Nov 6, 2002 - Nov 19, 2002
#13	-0.00% Apr 25, 2023 - Apr 28, 2023	-14.97% May 6, 2015 - Jul 1, 2015
#14	N/A	-13.68% Jul 1, 2015 - Aug 5, 2015
#15	N/A	-13.30% Jul 22, 2013 - Sep 17, 2013

Correlation

Correlation between SAZ and USNA is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51

-101