(SAR) Return on Investment ROI from the first quarter of 2026 to first quarter of 2025 and for the year 2026, average high and low, overall ranking from May 31 2026 to May 31 2025 - CSIMarket
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Saratoga Investment Corp  (NYSE: SAR)
    Sector •    Industry •
   Industry •
   Sector •


's ROI from its first quarter of 2026 to the first quarter of 2025 and 5 Year Period

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

What is 's ROI in the first quarter of 2026?
Saratoga Investment Corp achieved a return on average invested assets (ROI) of 1.13 % in its first quarter of 2026, which is below 's average return on investment, which stands at 2.37%.

ROI decreased relative to the period ending Feb 28 2026, due to the decline in net income.

Within the sector 26 other companies had a higher return on investment. While the total ranking for ROI remained the same, compared to the fourth quarter of 2026 at no. .

Definition and Formula of Return on Investment


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Return On Investment (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 Investment Change TTM 27.61 % 8.93 % 30.23 % 10.34 % 3.84 %
Y / Y Net Income Change TTM -55.47 % 30.33 % 33.99 % 77.52 % 435.64 %
Investment (TTM) in Millions 1,997 821 1,190 1,552 1,193
Return On Investment (TTM) 1.13 % 3.08 % 3.01 % 3.01 % 3.25 %
SAR's Overall Ranking # # # # #
Seq. Investment Change TTM 16.91 % -7.2 % 9.18 % 7.74 % -0.21 %
Seq. Net Income Change TTM -56.92 % -5.02 % 8.95 % -0.09 % 26.07 %
Net Income (TTM) in Millions 16 37 39 35 35

SAR Company Profile >> Back to SAR Roi Comparisons >> See Annual SAR Return On Investment



Return On Investment SAR's Ranking
Within: No.
Industry # 27
Sector # 27
Overall #

Return On Investment Statistics
High Average Low
3.43 %
2.37 %
0.86 %
(Nov 30 2024)   (Feb 29 2024)







Financial Statements
's I. Quarter Investments $ 1,997 Millions SAR's Balance sheet
's I. Quarter Income $ -7 Millions Quarterly SAR's Income Statement
SAR's Income by Division See SAR's Income by Division


SAR Annual Return On Investment (Feb 28 2026)
2026		 (Feb 28 2025)
2025		 (Feb 29 2024)
2024		 (Feb 28 2023)
2023
Total Investments in Millions 1,490 800 759 1,078 0
Y / Y Investment Growth 86.27 % 5.4 % -29.59 % - -
Net Income in Millions 37 28 9 0 0
Y / Y Net Income Growth 30.33 % 214.38 % - - -
Annual Return On Investment 2.46 % 3.51 % 1.18 % 0 % -


Annual Roi Comment
In the fiscal year 2026 ROI deteriorated to 2.46 %, despite net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Industry Roi Trends and Statistics
Sector Return On Investment Statistics
Roi Trends for overall market
SAR's Roi Ratio versus Industry, Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for SAR's Competitors
Subscribers only: Roi for 's Suppliers
Subscribers only: Return On Investment for SAR's Customers

Other Ratios
SAR's Roa SAR's Inventory Turnover Ratio SAR's Growth Rates SAR's Dividend Statistics
SAR's Profitability Ratios SAR's Asset Turnover Ratio SAR's Dividend Growth
SAR's Roe SAR's Valuation Ratios SAR's Financial Strength Ratios SAR's Dividend Payout Ratio



Companies with similar Return On Investment at May 31 2026, within Sector ROI
Whitehorse Finance inc  2.83 %
Blue Owl Technology Finance Corp   2.58 %
Sixth Street Specialty Lending Inc   2.57 %
Bain Capital Specialty Finance Inc   2.42 %
Phenixfin Corporation  2.32 %
Stellus Capital Investment Corp  2.28 %
Blackstone Secured Lending Fund  2.09 %
Prospect Capital Corp  2.06 %
Pennantpark Floating Rate Capital Ltd   1.78 %
Blue Owl Capital Corp  1.75 %
Goldman Sachs Bdc Inc   1.75 %
Morgan Stanley Direct Lending Fund  1.58 %
Nuveen Churchill Direct Lending Corp   1.49 %
Oaktree Specialty Lending Corporation  1.44 %
Carlyle Secured Lending Inc   1.42 %
Saratoga Investment Corp  1.13 %
Runway Growth Finance Corp   0.76 %
Pennantpark Investment Corporation  0.70 %
Horizon Technology Finance Corp  0.67 %

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



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