Saratoga Investment (SAJ) Common Equity (2021 - 2026)
Saratoga Investment's (SAJ) quarterly Common Equity came in at $378.5 million in Q2 2026, down 4.52% year-over-year from $396.4 million in Q2 2025, and down 4.47% quarter-over-quarter from $396.2 million in Q1 2026.
Analysis
Saratoga Investment (SAJ) Common Equity (2021 - 2026) Analysis & Trends
Saratoga Investment has disclosed Common Equity across 6 years of filings, most recently posting $378.5 million for Q2 2026.
- In Q2 2026, Common Equity fell 4.52% year-over-year to $378.5 million; the TTM figure through May 2026 stood at $378.5 million (down 4.52% YoY), while the FY2026 annual figure was $396.2 million, up 0.89% from the prior year.
- Common Equity came in at $378.5 million for Q2 2026 at Saratoga Investment, down from $396.2 million in the prior quarter.
- In the past five years, Common Equity ranged from a high of $413.2 million in Q4 2025 to a low of $335.8 million in Q4 2022.
- Average Common Equity over 5 years is $369.3 million, with a median of $367.9 million recorded in 2024.
- Year-over-year, Common Equity increased 16.96% in 2022 and fell 4.52% in 2026.
- Over 5 years, Common Equity stood at $335.8 million in 2022, then climbed by 7.09% to $359.6 million in 2023, then grew by 3.48% to $372.1 million in 2024, then climbed by 11.06% to $413.2 million in 2025, then fell by 8.41% to $378.5 million in 2026.
- Per Business Quant data, the three most recent Common Equity figures were $378.5 million in Q2 2026, $396.2 million in Q1 2026, and $413.2 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Ares Capital | 14.14 Bn | 13.76 Bn | - | 13.89 Bn |
| 2 | Blackstone Secured Lending Fund | 5.70 Bn | 5.44 Bn | - | 5.94 Bn |
| 3 | Blue Owl Capital | 5.54 Bn | 5.30 Bn | - | 7.03 Bn |
| 4 | Main Street Capital | 5.29 Bn | 5.23 Bn | - | 3.17 Bn |
| 5 | Blue Owl Technology Finance | 5.08 Bn | 4.87 Bn | - | 7.54 Bn |
| 6 | Hercules Capital | 4.65 Bn | 4.60 Bn | - | 2.27 Bn |
| 7 | FS KKR Capital | 3.42 Bn | 3.31 Bn | - | 5.12 Bn |
| 8 | Golub Capital Bdc | 3.32 Bn | 3.27 Bn | - | 3.70 Bn |
| 9 | PennantPark Floating Rate Capital | 2.48 Bn | -127.01 Mn | - | 1.02 Bn |
| 10 | Saratoga Investment | 409.08 Mn | 33.71 Mn | - | 378.45 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 378.45 Mn |
| Feb 28, 2026 | 396.16 Mn |
| Nov 30, 2025 | 413.21 Mn |
| Aug 31, 2025 | 410.50 Mn |
| May 31, 2025 | 396.37 Mn |
| Feb 28, 2025 | 392.67 Mn |
| Aug 31, 2024 | 372.05 Mn |
| May 31, 2024 | 367.86 Mn |
| Feb 29, 2024 | 370.22 Mn |
| Nov 30, 2023 | 359.56 Mn |
| Aug 31, 2023 | 362.08 Mn |
| May 31, 2023 | 337.45 Mn |
| Feb 28, 2023 | 346.96 Mn |
| Nov 30, 2022 | 335.76 Mn |
| Aug 31, 2022 | 337.21 Mn |
| May 31, 2022 | 345.24 Mn |
| Feb 28, 2022 | 355.78 Mn |
| Nov 30, 2021 | 342.60 Mn |
| Aug 31, 2021 | 324.11 Mn |
| Feb 28, 2021 | 304.19 Mn |