Saratoga Investment (SAR) Investment Gain (Loss) (2009 - 2026)
Saratoga Investment (SAR) posted Investment Gain (Loss) of $2.06 million for fiscal Q2 2027 (quarter ended Aug 31, 2026), compared with -$400,000 a year earlier and up 311.4% from the prior quarter.
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Analysis
Saratoga Investment (SAR) Investment Gain (Loss) (2009 - 2026) Analysis & Trends
For the trailing twelve months through Aug 31, 2026, Investment Gain (Loss) at Saratoga Investment was $5.35 million, down 36.3% year-over-year; for FY2026 (ended Feb 28, 2026), it came in at $5.75 million.
- Annual Investment Gain (Loss) shows a three-year compound annual growth rate of -8.3% (FY2023 to FY2026).
- In prior fiscal years, Saratoga Investment's Investment Gain (Loss) was -$42.03 million in FY2025, $153,583 in FY2024 (-97.9%) and $7.45 million in FY2023.
- Quarterly Investment Gain (Loss) has run from a low of -$33.45 million in fiscal Q2 2025 to a high of $7.17 million in fiscal Q4 2025 over five years.
- According to Business Quant data, Investment Gain (Loss) for the three prior fiscal quarters was $500,000 (Q1 2027), -$278,087 (Q4 2026) and $3.07 million (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (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 | -15.66 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 | - | -27.34 Mn |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - | -66.50 Mn |
| 10 | Saratoga Investment | 201.34 Mn | 21.13 Mn | - | 2.06 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 2.06 Mn |
| May 31, 2026 | 500,000.00 |
| Feb 28, 2026 | -278,087.00 |
| Nov 30, 2025 | 3.07 Mn |
| Aug 31, 2025 | -400,000.00 |
| May 31, 2025 | 2.90 Mn |
| Feb 28, 2025 | 7.17 Mn |
| Nov 30, 2024 | 5.44 Mn |
| Aug 31, 2024 | -33.45 Mn |
| May 31, 2024 | -21.19 Mn |
| Feb 29, 2024 | 2,327.00 |
| Nov 30, 2023 | 60,565.00 |
| Aug 31, 2023 | 200,000.00 |
| May 31, 2023 | 90,691.00 |
| Feb 28, 2023 | -42.15 Mn |
| Nov 30, 2022 | 19.55 Mn |
| Aug 31, 2022 | 16.20 Mn |
| May 31, 2022 | 13.85 Mn |
| Feb 28, 2022 | 12.68 Mn |
| Nov 30, 2021 | 11.15 Mn |
API Access
Saratoga Investment Investment Gain (Loss) 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=investment-gain-loss&ticker=SAR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "investment-gain-loss", "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=investment-gain-loss&ticker=SAR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();