What is SAR's Value Score?

Saratoga Investment Corp New (SAR) has a StockPik Value Score of 82 out of 100 — a high score, indicating strong value characteristics across multiple metrics. The Value Score is a composite ranking built from P/E ratio, P/B ratio, Graham Number, ROE, gross margin, debt-to-equity, current ratio, and Piotroski F-Score, calculated from SEC EDGAR annual filing data.

What is SAR's Piotroski F-Score?

Saratoga Investment Corp New (SAR) has a Piotroski F-Score of 3 out of 9 — a weak score indicating financial deterioration across multiple criteria. The F-Score assesses nine binary financial criteria across profitability, leverage, and operating efficiency. A score of 7–9 indicates a financially improving company; a score of 0–3 is a warning sign.

Is SAR trading below its Graham Number?

SAR is currently trading below its Graham Number. The stock price of $22.23 is 44.7% below the Graham Number of $40.23, representing a margin of safety by Benjamin Graham's definition. The Graham Number is calculated as √(22.5 × EPS × Book Value Per Share) and represents Benjamin Graham's ceiling price for a defensive investor.

What is SAR's Graham Number?

SAR's Graham Number is $40.23, calculated using the Benjamin Graham formula √(22.5 × EPS × Book Value per Share). The Graham Number is an estimate of intrinsic value — the maximum price a defensive investor should pay. At the current price of $22.23, SAR is trading 45% below its Graham Number.

What is SAR's Piotroski F-Score?

SAR's Piotroski F-Score is 3 out of 9, indicating weak financial health and possible deterioration. The Piotroski F-Score evaluates nine criteria across profitability, leverage, and operating efficiency. Scores of 7 or above are considered strong; 3 or below indicate financial weakness.

Is SAR (Saratoga Investment Corp New) undervalued?

SAR scores 82/100 on StockPik's Value Score, placing it in undervalued territory. The stock trades 45% below its Graham Number of $40.23.

What is SAR's P/E ratio?

SAR's trailing P/E ratio is 7.5x — a low earnings multiple, suggesting the stock may be undervalued relative to its earnings.

Does Saratoga Investment Corp New (SAR) pay a dividend?

Yes, SAR currently pays a dividend yield of 99.1%. View the full dividend and value analysis on StockPik.

Back to Screener

Saratoga Investment Corp New (SAR)

NYSE Small Cap

$22.23

Market Cap: $362M

Data as of Nov 30, 2025 (TTM)

Price History

Feb 9, 2026 — May 24, 2026

Investment Snapshot

Trading 45% below Graham Number ($40.23) — significant margin of safety
Piotroski F-Score 3/9 — signs of financial weakness
ROE of 12.1% — below-average profitability
High dividend yield of 99.1%

Saratoga Investment Corp New (SAR) is a publicly traded company, listed on the NYSE , with a market capitalisation of $362 million . Key value metrics: P/E ratio 7.5, P/B ratio 0.91, Piotroski F-Score 3 out of 9 .

Value Score

out of 100

Try PRO Free — See Full Breakdown

Key Metrics

P/E Ratio

7.53

P/B Ratio

0.91

EPS

$2.95

Div. Yield

99.1%

PEG Ratio

—

P/S Ratio

—

EV/EBITDA

—

ROE

—

ROA

—

Gross Margin

—

Op. Margin

—

Net Margin

—

Debt/Equity

—

Current Ratio

—

Unlock 19 More Metrics — 7 Days Free

Current vs 5-Year Average

Based on 5 years of SEC filings

Net Margin

—

↑ +2.1pp avg —

Gross Margin

—

↑ +2.1pp avg —

Operating Margin

—

↑ +2.1pp avg —

Return on Equity

—

↑ +2.1pp avg —

Debt / Equity

—

↑ +2.1pp avg —

See How Margins & ROE Have Trended — Try PRO

Revenue & Net Income

Profit Margins

Track Gross, Operating & Net Margins — Try PRO

EPS & Free Cash Flow Per Share

See EPS & Free Cash Flow Trends — Try PRO

Financial Statements

Metric	FY22	FY23	FY24
Revenue	$X.XB	$X.XB	$X.XB
Gross Profit	$X.XB	$X.XB	$X.XB
Operating Income	$X.XB	$X.XB	$X.XB
Net Income	$X.XB	$X.XB	$X.XB
EBITDA	$X.XB	$X.XB	$X.XB
Total Assets	$X.XB	$X.XB	$X.XB
Total Liabilities	$X.XB	$X.XB	$X.XB

Unlock 5 Years of Financials — Start Free Trial

Data sourced from SEC EDGAR and Polygon.io. Methodology.

Saratoga Investment Corp New — Fundamental Analysis Summary

Saratoga Investment Corp New (SAR) is trading 45% below its Graham Number of $40.23 — a significant margin of safety by Benjamin Graham's standard. The stock carries a low trailing P/E ratio of 7.5x.

On financial health, SAR shows a weak Piotroski F-Score of 3/9, a signal of deteriorating financial health, and modest return on equity of 12.1%, and elevated leverage with a debt-to-equity ratio of 1.87.

StockPik's composite Value Score for SAR is 82/100 — placing it in undervalued territory. The score is built from ten fundamental signals: P/E, P/B, PEG ratio, P/S ratio, return on equity, gross margin, debt-to-equity, current ratio, dividend yield, and Piotroski F-Score.

SAR shows earnings growing at 30%.

SAR pays a high dividend yield of 99.1%.

Stocks below Graham Number

Browse other stocks trading below intrinsic value, ranked by margin of safety

Stocks below book value

Other stocks trading at a discount to net assets (P/B < 1)

High-yield dividend stocks

Other stocks paying a dividend yield of 3% or more

How is the Value Score calculated?

Read our full methodology →

What is the margin of safety?

How to calculate the margin of safety using the Graham Number, and what counts as a good margin of safety →

SANM — Sanmina Corporation - Common Stock

StandardAero, Inc. Common Stock — SARO