Saratoga Investment (SAR) Common Equity (2021 - 2026)
Saratoga Investment (SAR) reported Common Equity of $378.45 million for fiscal Q1 2027 (quarter ended May 31, 2026), down 4.5% from $396.37 million a year earlier and down 4.5% from the prior quarter.
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Analysis
Saratoga Investment (SAR) Common Equity (2021 - 2026) Analysis & Trends
At the end of FY2026 (ended Feb 28, 2026), Saratoga Investment posted Common Equity of $396.16 million, up 0.9% from FY2025.
- Common Equity has increased for three consecutive fiscal years, with a five-year compound annual growth rate of 5.4% (FY2021 to FY2026).
- By fiscal year, Common Equity came in at $392.67 million in FY2025 (+6.1%), $370.22 million in FY2024 (+6.7%), $346.96 million in FY2023 (-2.5%) and $355.78 million in FY2022 (+17.0%).
- The fiscal Q1 2027 figure ranks as the lowest quarterly Common Equity since fiscal Q2 2025.
- Year over year, Common Equity gained in five of the last six quarters, with growth averaging 3.9%.
- The high point for year-over-year Common Equity in five years was fiscal Q2 2026 (growth of 10.3%); the low point was fiscal Q3 2023 (a decline of 51.0%).
- Per Business Quant data, the three fiscal quarters before Q1 2027 came in at $396.16 million (Q4 2026), $413.21 million (Q3 2026) and $410.5 million (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 23.55 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 30.05 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 9.79 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 116.50 Bn |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 5.48 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 16.90 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 7.63 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 16.98 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 13.89 Bn |
| 10 | Saratoga Investment | 272.03 Mn | 66.25 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 | 685.20 Mn |
| Aug 31, 2021 | 324.11 Mn |
API Access
Saratoga Investment Common Equity 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=common-equity&ticker=SAR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "common-equity", "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=common-equity&ticker=SAR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();