SGU vs SAY

Comparison between Star Group L.P. (SGU, Company) and Saratoga Investment Corp (SAY, Company).

SGU vs SAY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGU(COMPANY)	SAY(COMPANY)
Market Cap	$410M	$410M
Max Drawdown	95.90%	5.56%
Sharpe Ratio	0.65	1.02
5Y Beta	0.23	0.01
Industry	Oil & Gas Refining & Marketing	N/A
P/E Ratio	1.95	10.94
Forward P/E	9.80	N/A
PEG Ratio	0.02	0.37
Dividend Yield	6.04%	N/A
5Y Dividends CAGR	12.08%	N/A
Debt to Equity	N/A	186.64%
Free Cash Flow Yield	2.37%	-21.49%
P/S Ratio	0.22	N/A
P/B Ratio	0.97	N/A

Market Cap

Winner

SGU

$410M

SAY

$410M

Max Drawdown

SGU

95.90%

Winner

SAY

5.56%

Sharpe Ratio

SGU

0.65

Winner

SAY

1.02

5Y Beta

SGU

0.23

Winner

SAY

0.01

Industry

SGU

Oil & Gas Refining & Marketing

SAY

N/A

P/E Ratio

Winner

SGU

1.95

SAY

10.94

Forward P/E

SGU

9.80

SAY

N/A

PEG Ratio

Winner

SGU

0.02

SAY

0.37

Dividend Yield

SGU

6.04%

SAY

N/A

5Y Dividends CAGR

SGU

12.08%

SAY

N/A

Debt to Equity

SGU

N/A

SAY

186.64%

Free Cash Flow Yield

Winner

SGU

2.37%

SAY

-21.49%

P/S Ratio

SGU

0.22

SAY

N/A

P/B Ratio

SGU

0.97

SAY

N/A

SGU vs SAY - Historical Returns

Returns include dividend reinvestment.

Period	SGU	SAY
1 month	+0.40%	+0.69%
3 months	+2.61%	+2.29%
6 months	+9.90%	+4.36%
1 year	+12.70%	+8.14%
5 years(CAGR)	+8.36%	N/A
10 years(CAGR)	+9.56%	N/A
Max(CAGR)	+5.35%	+8.99%

SGU

+0.40%

Winner

SAY

+0.69%

Winner

SGU

+2.61%

SAY

+2.29%

Winner

SGU

+9.90%

SAY

+4.36%

Winner

SGU

+12.70%

SAY

+8.14%

5Y(CAGR)

SGU

+8.36%

SAY

N/A

10Y(CAGR)

SGU

+9.56%

SAY

N/A

Max(CAGR)

SGU

+5.35%

Winner

SAY

+8.99%

SGU vs SAY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SGU	SAY
2026	+9.81%	+4.19%
2025	+10.50%	+8.28%
2024	+2.92%	+9.25%
2023	+2.39%	+9.76%
2022	+19.13%	+0.77%
2021	+21.14%	N/A
2020	+3.97%	N/A
2019	+7.23%	N/A
2018	-8.57%	N/A
2017	+5.01%	N/A
2016	+54.43%	N/A
2015	+27.27%	N/A
2014	+21.65%	N/A
2013	+35.76%	N/A
2012	-9.87%	N/A
2011	-4.41%	N/A
2010	+36.73%	N/A
2009	+93.33%	N/A
2008	-38.40%	N/A
2007	+19.94%	N/A
2006	+91.30%	N/A
2005	-74.24%	N/A
2004	-67.38%	N/A
2003	+45.19%	N/A
2002	+3.18%	N/A
2001	+35.40%	N/A
2000	+52.08%	N/A
1999	-16.48%	N/A

SGU vs SAY Drawdown Comparison

The maximum drawdown for SGU was -95.67%, occurring on Nov 17, 2005. Recovery took 4367 trading sessions.

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

The current SGU drawdown is -6.02%. The current SAY drawdown is -0.33%.

Rank	SGU	SAY
#1	-95.67% Mar 18, 2004 - Jul 23, 2021	-2.96% Mar 9, 2023 - Jun 16, 2023
#2	-30.84% Jun 9, 2023 - Feb 3, 2026	-1.30% Mar 19, 2026 - Apr 27, 2026
#3	-28.41% Nov 26, 2001 - Jan 15, 2003	-1.25% Jan 18, 2024 - Feb 14, 2024
#4	-27.67% Jul 28, 2021 - Dec 13, 2022	-1.19% Oct 10, 2023 - Nov 7, 2023
#5	-21.37% Nov 3, 1999 - Jun 12, 2000	-1.17% Aug 29, 2025 - Nov 3, 2025
#6	-16.10% Jul 27, 2001 - Oct 12, 2001	-1.16% Mar 21, 2025 - Apr 23, 2025
#7	-14.32% Jan 20, 2023 - Mar 29, 2023	-0.94% Sep 12, 2024 - Nov 12, 2024
#8	-10.42% Sep 18, 2000 - Dec 26, 2000	-0.84% Jan 28, 2026 - Mar 19, 2026
#9	-8.71% Jan 9, 2004 - Feb 10, 2004	-0.82% Apr 9, 2024 - May 2, 2024
#10	-8.29% Jun 17, 2003 - Jul 8, 2003	-0.79% Feb 27, 2024 - Apr 3, 2024
#11	-8.23% Feb 5, 2026 - May 7, 2026	-0.76% Aug 23, 2023 - Sep 11, 2023
#12	-8.18% May 7, 2026 - Jun 17, 2026	-0.75% Dec 27, 2023 - Jan 3, 2024
#13	-7.49% Jul 11, 2003 - Oct 13, 2003	-0.72% Jul 3, 2023 - Jul 24, 2023
#14	-7.30% May 5, 2023 - Jun 6, 2023	-0.71% May 16, 2025 - Jun 4, 2025
#15	-6.25% Feb 4, 2003 - Apr 22, 2003	-0.71% Nov 29, 2024 - Dec 20, 2024

Correlation

Correlation between SGU and SAY is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (1999 - 2026)

SGU vs SAY dividend yield comparison.

Year	SGU	SAY
2026	3.03%	4.01%
2025	6.14%	8.03%
2024	5.89%	8.03%
2023	5.55%	7.77%
2022	4.98%	0.00%
2021	5.20%	0.00%
2020	5.55%	0.00%
2019	5.21%	0.00%
2018	4.95%	0.00%
2017	4.02%	0.00%
2016	3.74%	0.00%
2015	5.01%	0.00%
2014	5.66%	0.00%
2013	6.19%	0.00%
2012	7.58%	0.00%
2011	6.37%	0.00%
2010	5.40%	0.00%
2009	6.52%	0.00%
2004	23.15%	0.00%
2003	9.41%	0.00%
2002	12.43%	0.00%
2001	14.06%	0.00%
2000	13.03%	0.00%
1999	8.73%	0.00%