Saratoga Investment (SAR) Interest & Investment Income (2021 - 2026)
Saratoga Investment's Interest & Investment Income was $30.78 million in fiscal Q1 2027 (quarter ended May 31, 2026), down 4.8% from $32.32 million a year earlier.
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Analysis
Saratoga Investment (SAR) Interest & Investment Income (2021 - 2026) Analysis & Trends
On a trailing twelve-month basis, Saratoga Investment's Interest & Investment Income was -$1.54 million through May 31, 2026; for FY2025 (ended Feb 28, 2025), it came in at $148.86 million, up 3.6% from FY2024.
- Interest & Investment Income has now increased for four consecutive fiscal years, with a four-year compound annual growth rate of 26.8% (FY2021 to FY2025).
- In earlier fiscal years, Interest & Investment Income was $143.72 million in FY2024 (+45.0%), $99.1 million in FY2023 (+40.1%), $70.74 million in FY2022 (+22.7%) and $57.65 million in FY2021.
- Quarterly Interest & Investment Income has moved between -$94.59 million (fiscal Q4 2026) and $43 million (fiscal Q2 2025) over five years.
- Compared with a year earlier, Interest & Investment Income was higher in two of the last seven quarters, with growth averaging 35.4%.
- The best year-over-year quarter for Interest & Investment Income over five years was fiscal Q2 2025 (growth of 207.9%); the worst was fiscal Q4 2024 (a decline of 60.4%).
- Per Business Quant data, SAR's Interest & Investment Income in the three fiscal quarters before Q1 2027 was -$94.59 million (Q4 2026), $31.65 million (Q3 2026) and $30.63 million (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.94 Bn | 29.62 Bn | - | - |
| 2 | Orix | 41.70 Bn | 42.20 Bn | - | 1.78 Bn |
| 3 | Royalty Pharma | 32.87 Bn | 32.78 Bn | - | 5.13 Mn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | - |
| 5 | Affirm Holdings | 23.86 Bn | 17.55 Bn | - | - |
| 6 | Synchrony Financial | 23.33 Bn | -44.64 Bn | - | - |
| 7 | Royal Gold | 19.87 Bn | 19.09 Bn | 390.45 Mn | 3.55 Mn |
| 8 | Annaly Capital Management | 13.89 Bn | 4.98 Bn | - | - |
| 9 | Ares Capital | 13.54 Bn | 10.98 Bn | - | 367.00 Mn |
| 10 | Saratoga Investment | 268.61 Mn | 62.83 Mn | - | 30.78 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 30.78 Mn |
| Feb 28, 2026 | -94.59 Mn |
| Nov 30, 2025 | 31.65 Mn |
| Aug 31, 2025 | 30.63 Mn |
| May 31, 2025 | 32.32 Mn |
| Feb 28, 2025 | 8.03 Mn |
| Nov 29, 2024 | 13.76 Mn |
| Aug 31, 2024 | 43.00 Mn |
| May 31, 2024 | 38.68 Mn |
| Feb 29, 2024 | 12.78 Mn |
| Nov 30, 2023 | 14.17 Mn |
| Aug 31, 2023 | 13.96 Mn |
| May 31, 2023 | 15.96 Mn |
| Feb 28, 2023 | 32.32 Mn |
| Nov 30, 2022 | 26.26 Mn |
| Aug 31, 2022 | 21.85 Mn |
| May 31, 2022 | 18.68 Mn |
| Feb 28, 2022 | 18.98 Mn |
| Nov 30, 2021 | 16.50 Mn |
| Aug 31, 2021 | 18.44 Mn |
API Access
Saratoga Investment Interest & Investment Income 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=interest-and-investment-income&ticker=SAR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "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=interest-and-investment-income&ticker=SAR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();