Saratoga Investment (SAR) Assets (2009 - 2026)
Saratoga Investment (SAR) posted Assets of $1.26 billion for fiscal Q2 2027 (quarter ended Aug 31, 2026), up 4.1% from $1.21 billion a year earlier and up 4.9% from the prior quarter.
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Analysis
Saratoga Investment (SAR) Assets (2009 - 2026) Analysis & Trends
At the end of FY2026 (ended Feb 28, 2026), Saratoga Investment's Assets came in at $1.14 billion, down 4.4% from FY2025.
- Annual Assets shows a four-year compound annual growth rate of 6.8% (FY2022 to FY2026).
- In prior fiscal years, Saratoga Investment's Assets was $1.19 billion in FY2025 (unchanged), $1.19 billion in FY2024 (+10.5%), $1.08 billion in FY2023 (+23.0%) and $876.24 million in FY2022.
- The fiscal Q2 2027 figure stands as the highest quarterly Assets in data going back to fiscal Q4 2022.
- On a year-over-year basis, Assets increased in 1 of the last six quarters, with an average decline of 0.2%.
- The strongest year-over-year quarter for Assets in the past five years was fiscal Q4 2023, with growth of 23.0%; the weakest was fiscal Q4 2026, with a decline of 4.4%.
- According to Business Quant data, Assets for the three prior fiscal quarters was $1.2 billion (Q1 2027), $1.14 billion (Q4 2026) and $1.2 billion (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 41.00 Bn | 29.82 Bn | - | 60.15 Bn |
| 2 | Royalty Pharma | 39.88 Bn | 40.21 Bn | - | 19.46 Bn |
| 3 | Orix | 36.75 Bn | 7.39 Bn | 13.83 Bn | 99.15 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.40 Bn | -16,108.71 Bn | - | 4,317.89 Bn |
| 5 | Royal Gold | 23.20 Bn | 22.41 Bn | 402.46 Mn | 9.36 Bn |
| 6 | Affirm Holdings | 22.35 Bn | 15.40 Bn | - | 16.48 Bn |
| 7 | Synchrony Financial | 22.29 Bn | -45.34 Bn | - | 122.47 Bn |
| 8 | Annaly Capital Management | 14.69 Bn | 5.72 Bn | - | 146.15 Bn |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - | 30.60 Bn |
| 10 | Saratoga Investment | 201.34 Mn | 21.13 Mn | - | 1.26 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 1.26 Bn |
| May 31, 2026 | 1.20 Bn |
| Feb 28, 2026 | 1.14 Bn |
| Nov 30, 2025 | 1.20 Bn |
| Aug 31, 2025 | 1.21 Bn |
| May 31, 2025 | 1.20 Bn |
| Feb 28, 2025 | 1.19 Bn |
| Nov 30, 2024 | 1.22 Bn |
| Aug 31, 2024 | 1.21 Bn |
| May 31, 2024 | 1.20 Bn |
| Feb 29, 2024 | 1.19 Bn |
| Nov 30, 2023 | 1.17 Bn |
| Aug 31, 2023 | 1.16 Bn |
| May 31, 2023 | 1.15 Bn |
| Feb 28, 2023 | 1.08 Bn |
| Nov 30, 2022 | 1.04 Bn |
| Aug 31, 2022 | 973.03 Mn |
| May 31, 2022 | 1.00 Bn |
| Feb 28, 2022 | 876.24 Mn |
| Nov 30, 2021 | 811.71 Mn |
API Access
Saratoga Investment Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=SAR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "SAR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=SAR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();