Saratoga Investment (SAR) Enterprise Value (2009 - 2026)
Saratoga Investment (SAR) reported Enterprise Value of $214.36 million for fiscal Q2 2027 (quarter ended Aug 31, 2026), down 29.4% from $303.68 million a year earlier and down 33.1% from the prior quarter.
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Analysis
Saratoga Investment (SAR) Enterprise Value (2009 - 2026) Analysis & Trends
Over the twelve months ended Aug 31, 2026, Saratoga Investment's Enterprise Value came in at $114.24 million; for FY2026 (ended Feb 28, 2026), it came in at $374.07 million, up 51.7% from FY2025.
- Enterprise Value has a five-year compound annual growth rate of 7.7% (FY2021 to FY2026).
- By fiscal year, Enterprise Value came in at $246.54 million in FY2025 (-21.4%), $313.67 million in FY2024 (+19.8%), $261.84 million in FY2023 (-8.4%) and $285.99 million in FY2022 (+11.0%).
- The fiscal Q2 2027 figure ranks as the lowest quarterly Enterprise Value in data going back to fiscal Q2 2022.
- Year over year, Enterprise Value gained in four of the last eight quarters, with growth averaging 5.2%.
- The high point for year-over-year Enterprise Value in five years was fiscal Q4 2026 (growth of 51.7%); the low point was fiscal Q2 2027 (a decline of 29.4%).
- Per Business Quant data, the three fiscal quarters before Q2 2027 came in at $320.53 million (Q1 2027), $374.07 million (Q4 2026) and $322.76 million (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Rocket Companies | 41.00 Bn | 29.82 Bn | - |
| 2 | Royalty Pharma | 39.88 Bn | 40.21 Bn | - |
| 3 | Orix | 36.75 Bn | 7.39 Bn | 13.83 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.40 Bn | -16,108.71 Bn | - |
| 5 | Royal Gold | 23.20 Bn | 22.41 Bn | 402.46 Mn |
| 6 | Affirm Holdings | 22.35 Bn | 15.40 Bn | - |
| 7 | Synchrony Financial | 22.29 Bn | -45.34 Bn | - |
| 8 | Annaly Capital Management | 14.69 Bn | 5.72 Bn | - |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - |
| 10 | Saratoga Investment | 201.34 Mn | 21.13 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 214.36 Mn |
| May 31, 2026 | 320.53 Mn |
| Feb 28, 2026 | 374.07 Mn |
| Nov 30, 2025 | 322.76 Mn |
| Aug 31, 2025 | 303.68 Mn |
| May 31, 2025 | 253.26 Mn |
| Feb 28, 2025 | 246.54 Mn |
| Nov 30, 2024 | 209.71 Mn |
| Aug 31, 2024 | 239.42 Mn |
| May 31, 2024 | 292.99 Mn |
| Feb 29, 2024 | 313.67 Mn |
| Nov 30, 2023 | 322.36 Mn |
| Aug 31, 2023 | 309.76 Mn |
| May 31, 2023 | 310.93 Mn |
| Feb 28, 2023 | 261.84 Mn |
| Nov 30, 2022 | 307.75 Mn |
| Aug 31, 2022 | 286.53 Mn |
| May 31, 2022 | 224.75 Mn |
| Feb 28, 2022 | 285.99 Mn |
| Nov 30, 2021 | 218.61 Mn |
API Access
Saratoga Investment Enterprise Value 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=enterprise-value&ticker=SAR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "enterprise-value", "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=enterprise-value&ticker=SAR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();