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