SNDL vs SAR

Comparison between SNDL Inc (SNDL, Company) and Saratoga Investment Corp (SAR, Company).

SNDL is from the Consumer Defensive sector, while SAR is from the Financial Services sector.

5-Year PerformanceSAR has outperformed SNDL, delivering a return of +5.0% compared to -32.0%

SNDL vs SAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SNDL(COMPANY)	SAR(COMPANY)
Market Cap	$308M	$309M
Max Drawdown	99.08%	94.01%
Sharpe Ratio	-0.07	-0.45
5Y Beta	0.85	0.52
Industry	Beverages - Wineries & Distilleries	Asset Management
P/E Ratio	-19.97	19.21
Forward P/E	212.77	12.95
Dividend Yield	N/A	15.50%
5Y Dividends CAGR	N/A	14.22%
5Y EPS CAGR	-60.04%	N/A
Debt to Equity	15.64%	215.98%
Free Cash Flow Yield	11.87%	-47.34%

Market Cap

SNDL

$308M

Winner

SAR

$309M

Max Drawdown

SNDL

99.08%

Winner

SAR

94.01%

Sharpe Ratio

Winner

SNDL

-0.07

SAR

-0.45

5Y Beta

SNDL

0.85

Winner

SAR

0.52

Industry

SNDL

Beverages - Wineries & Distilleries

SAR

Asset Management

P/E Ratio

Winner

SNDL

-19.97

SAR

19.21

Forward P/E

SNDL

212.77

Winner

SAR

12.95

Dividend Yield

SNDL

N/A

SAR

15.50%

5Y Dividends CAGR

SNDL

N/A

SAR

14.22%

5Y EPS CAGR

SNDL

-60.04%

SAR

N/A

Debt to Equity

Winner

SNDL

15.64%

SAR

215.98%

Free Cash Flow Yield

Winner

SNDL

11.87%

SAR

-47.34%

SNDL vs SAR - Historical Returns

Returns include dividend reinvestment.

Period	SNDL	SAR
1 month	-13.04%	-13.82%
3 months	-8.75%	-11.18%
6 months	-23.08%	-12.22%
1 year	-17.81%	-10.02%
5 years(CAGR)	-31.96%	+5.04%
10 years(CAGR)	N/A	+11.91%
Max(CAGR)	-45.61%	+4.92%

Winner

SNDL

-13.04%

SAR

-13.82%

Winner

SNDL

-8.75%

SAR

-11.18%

SNDL

-23.08%

Winner

SAR

-12.22%

SNDL

-17.81%

Winner

SAR

-10.02%

5Y(CAGR)

SNDL

-31.96%

Winner

SAR

+5.04%

10Y(CAGR)

SNDL

N/A

SAR

+11.91%

Max(CAGR)

SNDL

-45.61%

Winner

SAR

+4.92%

SNDL vs SAR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SNDL	SAR
2026	-31.03%	-9.25%
2025	-12.63%	+9.10%
2024	+13.29%	+6.50%
2023	-20.77%	+10.72%
2022	-66.21%	-4.08%
2021	+5.15%	+54.28%
2020	-84.37%	-10.77%
2019	-64.50%	+29.96%
2018	N/A	-2.27%
2017	N/A	+22.47%
2016	N/A	+48.92%
2015	N/A	+14.78%
2014	N/A	-3.24%
2013	N/A	+16.35%
2012	N/A	+56.12%
2011	N/A	-15.58%
2010	N/A	+26.49%
2009	N/A	+5.90%
2008	N/A	-67.73%
2007	N/A	-21.56%

SNDL vs SAR Drawdown Comparison

The maximum drawdown for SNDL was -99.08%, occurring on Jul 29, 2026. This drawdown has not yet recovered.

The maximum drawdown for SAR was -90.54%, occurring on Nov 24, 2008. Recovery took 2410 trading sessions.

The current SNDL drawdown is -99.08%. The current SAR drawdown is -15.71%.

Rank	SNDL	SAR
#1	-99.08% Aug 6, 2019 - Jul 29, 2026	-90.54% Jun 4, 2007 - Dec 27, 2016
#2	N/A	-69.89% Feb 14, 2020 - Apr 5, 2021
#3	N/A	-28.49% Jun 26, 2018 - Jul 26, 2019
#4	N/A	-25.99% Oct 6, 2021 - Jan 10, 2023
#5	N/A	-22.46% May 4, 2026 - Jul 9, 2026
#6	N/A	-15.50% Feb 17, 2023 - May 24, 2023
#7	N/A	-15.19% Jun 1, 2023 - Oct 9, 2024
#8	N/A	-14.36% Apr 1, 2025 - May 6, 2025
#9	N/A	-13.85% Sep 2, 2025 - Feb 2, 2026
#10	N/A	-13.25% Jan 10, 2018 - May 15, 2018
#11	N/A	-12.48% Mar 13, 2017 - Oct 23, 2017
#12	N/A	-11.73% Mar 4, 2026 - May 1, 2026
#13	N/A	-8.61% May 6, 2025 - May 27, 2025
#14	N/A	-7.37% Feb 28, 2025 - Mar 27, 2025
#15	N/A	-7.20% Mar 27, 2007 - May 29, 2007

Correlation

Correlation between SNDL and SAR is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

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