Saratoga Investment (SAR) Invested Capital (2021 - 2026)
Saratoga Investment's Invested Capital was $448.45 million in fiscal Q1 2027 (quarter ended May 31, 2026), down 3.8% from $466.37 million a year earlier and down 3.8% from the prior quarter.
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Analysis
Saratoga Investment (SAR) Invested Capital (2021 - 2026) Analysis & Trends
For FY2026 (ended Feb 28, 2026), Invested Capital at Saratoga Investment came in at $466.16 million, up 4.7% from FY2025.
- Invested Capital has now increased for four consecutive fiscal years, with a four-year compound annual growth rate of 6.1% (FY2022 to FY2026).
- In earlier fiscal years, Invested Capital was $445.17 million in FY2025 (+9.9%), $405.22 million in FY2024 (+6.8%), $379.46 million in FY2023 (+3.0%) and $368.28 million in FY2022.
- The fiscal Q1 2027 figure marks the lowest quarterly Invested Capital since fiscal Q4 2025.
- Compared with a year earlier, Invested Capital was higher in five of the last six quarters, with growth averaging 7.3%.
- The best year-over-year quarter for Invested Capital over five years was fiscal Q2 2026 (growth of 13.2%); the worst was fiscal Q1 2027 (a decline of 3.8%).
- Per Business Quant data, SAR's Invested Capital in the three fiscal quarters before Q1 2027 was $466.16 million (Q4 2026), $483.21 million (Q3 2026) and $480.5 million (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 40.19 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 69.63 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 18.75 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 24.41 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 51.34 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Saratoga Investment | 272.03 Mn | 66.25 Mn | - | 448.45 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 448.45 Mn |
| Feb 28, 2026 | 466.16 Mn |
| Nov 30, 2025 | 483.21 Mn |
| Aug 31, 2025 | 480.50 Mn |
| May 31, 2025 | 466.37 Mn |
| Feb 28, 2025 | 445.17 Mn |
| Aug 31, 2024 | 424.55 Mn |
| May 31, 2024 | 413.36 Mn |
| Feb 29, 2024 | 405.22 Mn |
| Nov 30, 2023 | 394.56 Mn |
| Aug 31, 2023 | 397.08 Mn |
| May 31, 2023 | 372.45 Mn |
| Feb 28, 2023 | 379.46 Mn |
| Nov 30, 2022 | 360.76 Mn |
| Aug 31, 2022 | 362.21 Mn |
| Feb 28, 2022 | 368.28 Mn |
| Aug 31, 2021 | 333.51 Mn |
API Access
Saratoga Investment Invested Capital 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=invested-capital&ticker=SAR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "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=invested-capital&ticker=SAR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();