(SAR) Return on Equity ROE from the first quarter 2026 to first quarter 2025 and annually, average high and low, overall ranking from May 31 2026 to May 31 2025 - CSIMarket
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• ROE Quarterly
Saratoga Investment Corp  (NYSE: SAR)
    Sector •    Industry •
   Industry •
   Sector •

's ROE per quarter

Return on Equity, Quarterly Results, Trends, Rankings, Statistics


What is ROE for in the first quarter 2026?
Saratoga Investment Corp achieved a return on average equity (ROE) of 4 % in its first quarter 2026, which is below 's average return on equity, which stands at 7.05%.

ROE decreased relative to the period ending , due to the decline in net income.

Within the industry Saratoga Investment Corp achieved the highest return on equity. While the total ranking for ROE unchanged, relative to the fourth quarter 2026 at no. .

What is ROE?



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Return On Equity (May 31 2026)
I. Quarter		 (Feb 28 2026)
IV. Quarter		 (Nov 30 2025)
III. Quarter		 (Aug 31 2025)
II. Quarter		 (May 31 2025)
I. Quarter
Y / Y Equity Change -4.52 % 0.89 % 6.06 % 10.33 % -
Y / Y Net Income Change - - 35.82 % -0.24 % 110.76 %
Net Income (TTM) in Millions 16 37 39 35 35
Return On Equity (TTM) 4 % 9.18 % 9.68 % 9.01 % 9.25 %
SAR's Total Ranking # # # # #
Equity (TTM) in Millions 378 396 393 410 396
Seq. Equity Change -4.47 % 0.89 % -4.34 % 3.56 % 0.94 %
Seq. Net Income Change - - -9.67 % -4.65 % -

Back to SAR Management Effectiveness >> SAR's 5 Years Annual ROE >> Compare SAR ROE to its Competitors
Return On Equity Company Ranking
Within: No.
Industry #
Sector #
Overall #

Return On Equity Statistics
High Average Low
9.68 %
7.05 %
2.52 %
(Nov 30 2025)   (Feb 29 2024)





SAR Annual Return On Equity (Feb 28 2026)
2026		 (Feb 28 2025)
2025		 (Feb 29 2024)
2024		 (Feb 28 2023)
2023
Total Equity in Millions 396 393 370 347 0
Y / Y Equity Change 0.89 % 6.06 % 6.71 % - -
Net Income in Millions 37 28 9 0 0
Y / Y Net Income Change 30.33 % 214.38 % - - -
Return On Equity 9.24 % 7.15 % 2.41 % 0 % -

Back to SAR Management Effectiveness >> SAR's 5 Years Annual ROE >> Compare SAR ROE to its Competitors




Annual Roe Comment
In 2026 ROE improved to 9.24 % compared to the previous year, due to net income growth.


More Return On Equity Ratios
Industry Roe Trends and Statistics
Sector Return On Equity Statistics
SAR's' Return on Equity at Yahoo Finance
SAR's Roe Ratio versus Industry, Sector and overall Market
Highest Ranking Return On Equity
Lowest Ranking Return On Equity
Subscribers only: Roe for SAR's Competitors
Subscribers only: Roe for 's Suppliers
Subscribers only: Return On Equity for SAR's Customers




Companies with similar Return On Equity at May 31 2026, within Sector ROE
Fidus Investment Corporation  10.54 %
Chicago Atlantic Bdc Inc   10.45 %
Gladstone Capital Corp  10.25 %
Stellus Capital Investment Corp  8.05 %
Green Thumb Industries Inc.  7.24 %
Whitehorse Finance inc  6.83 %
Ares Capital Corporation  6.78 %
Bain Capital Specialty Finance Inc   5.79 %
Sixth Street Specialty Lending Inc   5.64 %
Nuveen Churchill Direct Lending Corp   5.40 %
Prospect Capital Corp  4.84 %
Blue Owl Technology Finance Corp   4.80 %
Pennantpark Floating Rate Capital Ltd   4.78 %
Blackstone Secured Lending Fund  4.78 %
Goldman Sachs Bdc Inc   4.17 %
Saratoga Investment Corp  4.00 %
Blue Owl Capital Corp  3.98 %
Morgan Stanley Direct Lending Fund  3.48 %
Carlyle Secured Lending Inc   3.25 %
Oaktree Specialty Lending Corporation  2.97 %
Phenixfin Corporation  2.95 %
Pennantpark Investment Corporation  2.26 %
Runway Growth Finance Corp   1.62 %
Horizon Technology Finance Corp  1.57 %

Date modified: 2026-09-12T06:26:46+00:00



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