Saratoga Investment (SAR) Financial Services Fees (2021 - 2026)
Saratoga Investment (SAR) recorded Financial Services Fees of $656,363 in fiscal Q1 2027 (quarter ended May 31, 2026), up 148.3% from $264,375 a year earlier but down 40.3% from the prior quarter.
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Analysis
Saratoga Investment (SAR) Financial Services Fees (2021 - 2026) Analysis & Trends
On a TTM basis, Saratoga Investment's Financial Services Fees came in at $2.64 million as of May 31, 2026, up 138.7% year-over-year; for FY2026 (ended Feb 28, 2026), it was $2.25 million, up 42.1% from FY2025.
- Annual Financial Services Fees has a five-year compound annual growth rate of 0.8% (FY2021 to FY2026).
- Across earlier fiscal years, Financial Services Fees came in at $1.58 million in FY2025 (-26.4%), $2.15 million in FY2024 (-40.0%), $3.59 million in FY2023 (-16.8%) and $4.31 million in FY2022 (+99.7%).
- Quarterly Financial Services Fees has ranged from $35,000 in fiscal Q2 2025 to $1.43 million in fiscal Q1 2024 over the past five years.
- On a year-over-year basis, Financial Services Fees rose in four of the last six quarters, with growth averaging 135.0%.
- Peak year-over-year performance for Financial Services Fees in the last five years was growth of 533.1% in fiscal Q2 2026, against a decline of 96.8% in fiscal Q2 2024 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $1.1 million (Q4 2026), $662,461 (Q3 2026) and $221,600 (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - |
| 10 | Saratoga Investment | 272.03 Mn | 66.25 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 656,363.00 |
| Feb 28, 2026 | 1.10 Mn |
| Nov 30, 2025 | 662,461.00 |
| Aug 31, 2025 | 221,600.00 |
| May 31, 2025 | 264,375.00 |
| Feb 28, 2025 | 396,274.00 |
| Aug 31, 2024 | 35,000.00 |
| May 31, 2024 | 410,843.00 |
| Feb 29, 2024 | 363,394.00 |
| Nov 30, 2023 | 312,135.00 |
| Aug 31, 2023 | 45,000.00 |
| May 31, 2023 | 1.43 Mn |
| Feb 28, 2023 | 771,750.00 |
| Nov 30, 2022 | 553,497.00 |
| Aug 31, 2022 | 1.41 Mn |
| May 31, 2022 | 851,728.00 |
| Feb 28, 2022 | 1.39 Mn |
| Nov 30, 2021 | 582,500.00 |
| Aug 31, 2021 | 1.04 Mn |
API Access
Saratoga Investment Financial Services Fees 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=financial-services-fees&ticker=SAR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "financial-services-fees", "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=financial-services-fees&ticker=SAR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();