Saratoga Investment Corp Stock Buy Hold or Sell Recommendation
| SAR Stock | USD 25.69 0.16 0.63% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Saratoga Investment Corp is 'Strong Buy'. A buy or sell recommendation provided by Macroaxis is an automated analysis based on historical performance and your stated risk tolerance. It serves as guidance on whether to purchase or sell Saratoga Investment Corp within the specified time frame.
Check out Saratoga Investment Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Saratoga and provide practical buy, sell, or hold advice based on investors' constraints. Saratoga Investment Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.
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Execute Saratoga Investment Buy or Sell Advice
The Saratoga recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Saratoga Investment Corp. Macroaxis does not own or have any residual interests in Saratoga Investment Corp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Saratoga Investment's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Saratoga Investment Trading Alerts and Improvement Suggestions
| Saratoga Investment Corp has 803.67 M in debt with debt to equity (D/E) ratio of 1.84, which is OK given its current industry classification. Saratoga Investment Corp has a current ratio of 0.45, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Saratoga to invest in growth at high rates of return. | |
| Saratoga Investment Corp has about 96.08 M in cash with (157.21 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.26. | |
| Saratoga Investment has a frail financial position based on the latest SEC disclosures | |
| Roughly 16.0% of Saratoga Investment outstanding shares are owned by corporate insiders | |
| Latest headline from simplywall.st: Is Wellhope Foods A Risky Investment |
Saratoga Investment Returns Distribution Density
The distribution of Saratoga Investment's historical returns is an attempt to chart the uncertainty of Saratoga Investment's future price movements. The chart of the probability distribution of Saratoga Investment daily returns describes the distribution of returns around its average expected value. We use Saratoga Investment Corp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Saratoga Investment returns is essential to provide solid investment advice for Saratoga Investment.
| Mean Return | 0.20 | Value At Risk | -1.23 | Potential Upside | 1.89 | Standard Deviation | 1.17 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Saratoga Investment historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Saratoga Stock Institutional Investors
The Saratoga Investment's institutional investors refer to entities that pool money to purchase Saratoga Investment's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Lido Advisors, Llc | 2024-09-30 | 71.9 K | Tmd Wealth Management, Llc | 2024-06-30 | 67.7 K | Ameriprise Financial Inc | 2024-09-30 | 64.7 K | Kovitz Investment Group Partners, Llc | 2024-09-30 | 62.5 K | Bi Asset Management Fondsmaeglerselskab A/s | 2024-09-30 | 56.4 K | Palogic Value Management Lp | 2024-09-30 | 46.7 K | Qube Research & Technologies | 2024-09-30 | 46.4 K | Next Level Private Llc | 2024-09-30 | 39.2 K | Virtus Etf Advisers Llc | 2024-09-30 | 34.5 K | Two Sigma Advisers, Llc | 2024-09-30 | 147 K | Hennion & Walsh Asset Management Inc | 2024-09-30 | 138.2 K |
Saratoga Investment Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Saratoga Investment or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Saratoga Investment's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Saratoga stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.49 | |
σ | Overall volatility | 1.18 | |
Ir | Information ratio | 0.06 |
Saratoga Investment Volatility Alert
Saratoga Investment Corp has relatively low volatility with skewness of 0.83 and kurtosis of 6.04. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Saratoga Investment's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Saratoga Investment's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Saratoga Investment Fundamentals Vs Peers
Comparing Saratoga Investment's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Saratoga Investment's direct or indirect competition across all of the common fundamentals between Saratoga Investment and the related equities. This way, we can detect undervalued stocks with similar characteristics as Saratoga Investment or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Saratoga Investment's fundamental indicators could also be used in its relative valuation, which is a method of valuing Saratoga Investment by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Saratoga Investment to competition |
| Fundamentals | Saratoga Investment | Peer Average |
| Return On Equity | 0.0577 | -0.31 |
| Return On Asset | 0.0595 | -0.14 |
| Profit Margin | 0.14 % | (1.27) % |
| Operating Margin | 0.73 % | (5.51) % |
| Current Valuation | 1.09 B | 16.62 B |
| Shares Outstanding | 13.8 M | 571.82 M |
| Shares Owned By Insiders | 15.60 % | 10.09 % |
| Shares Owned By Institutions | 15.80 % | 39.21 % |
| Number Of Shares Shorted | 152.31 K | 4.71 M |
| Price To Earning | 19.39 X | 28.72 X |
| Price To Book | 0.95 X | 9.51 X |
| Price To Sales | 2.28 X | 11.42 X |
| Revenue | 143.87 M | 9.43 B |
| Gross Profit | 99.1 M | 27.38 B |
| EBITDA | 59.16 M | 3.9 B |
| Net Income | 8.93 M | 570.98 M |
| Cash And Equivalents | 96.08 M | 2.7 B |
| Cash Per Share | 0.26 X | 5.01 X |
| Total Debt | 803.67 M | 5.32 B |
| Debt To Equity | 1.84 % | 48.70 % |
| Current Ratio | 0.46 X | 2.16 X |
| Book Value Per Share | 27.07 X | 1.93 K |
| Cash Flow From Operations | (157.21 M) | 971.22 M |
| Short Ratio | 2.63 X | 4.00 X |
| Earnings Per Share | 1.52 X | 3.12 X |
| Target Price | 26.05 | |
| Beta | 1.35 | -0.15 |
| Market Capitalization | 354.54 M | 19.03 B |
| Total Asset | 1.19 B | 29.47 B |
| Retained Earnings | (870.75 K) | 9.33 B |
| Annual Yield | 0.11 % | |
| Five Year Return | 8.41 % | |
| Net Asset | 1.19 B |
Note: Acquisition by Henri Steenkamp of 1003 shares of Saratoga Investment subject to Rule 16b-3 [view details]
Saratoga Investment Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Saratoga . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Saratoga Investment Buy or Sell Advice
When is the right time to buy or sell Saratoga Investment Corp? Buying financial instruments such as Saratoga Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Saratoga Investment in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Cash Cows Thematic Idea Now
Cash Cows
Entities with stable and reliable earnings or profits, which allows them to pay consistent dividends to their shareholders. The Cash Cows theme has 25 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Cash Cows Theme or any other thematic opportunities.
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Additional Tools for Saratoga Stock Analysis
When running Saratoga Investment's price analysis, check to measure Saratoga Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Saratoga Investment is operating at the current time. Most of Saratoga Investment's value examination focuses on studying past and present price action to predict the probability of Saratoga Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Saratoga Investment's price. Additionally, you may evaluate how the addition of Saratoga Investment to your portfolios can decrease your overall portfolio volatility.