Saratoga Investment (SAR) Liabilities and Shareholders Equity (2009 - 2026)
Saratoga Investment (SAR) posted Liabilities and Shareholders Equity of $1.26 billion for fiscal Q2 2027 (quarter ended Aug 31, 2026), up 4.1% from $1.21 billion a year earlier and up 4.9% from the prior quarter.
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Analysis
Saratoga Investment (SAR) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
At the end of FY2026 (ended Feb 28, 2026), Saratoga Investment's Liabilities and Shareholders Equity came in at $1.14 billion, down 4.4% from FY2025.
- Annual Liabilities and Shareholders Equity shows a four-year compound annual growth rate of 6.8% (FY2022 to FY2026).
- In prior fiscal years, Saratoga Investment's Liabilities and Shareholders Equity was $1.19 billion in FY2025 (unchanged), $1.19 billion in FY2024 (+10.5%), $1.08 billion in FY2023 (+23.0%) and $876.24 million in FY2022.
- The fiscal Q2 2027 figure stands as the highest quarterly Liabilities and Shareholders Equity in data going back to fiscal Q4 2022.
- On a year-over-year basis, Liabilities and Shareholders Equity increased in 1 of the last six quarters, with an average decline of 0.2%.
- The strongest year-over-year quarter for Liabilities and Shareholders Equity in the past five years was fiscal Q4 2023, with growth of 23.0%; the weakest was fiscal Q4 2026, with a decline of 4.4%.
- According to Business Quant data, Liabilities and Shareholders Equity for the three prior fiscal quarters was $1.2 billion (Q1 2027), $1.14 billion (Q4 2026) and $1.2 billion (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 41.00 Bn | 29.82 Bn | - | 60.15 Bn |
| 2 | Royalty Pharma | 39.88 Bn | 40.21 Bn | - | 19.46 Bn |
| 3 | Orix | 36.75 Bn | 7.39 Bn | 13.83 Bn | 99.15 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.40 Bn | -16,108.71 Bn | - | 4,317.89 Bn |
| 5 | Royal Gold | 23.20 Bn | 22.41 Bn | 402.46 Mn | 9.36 Bn |
| 6 | Affirm Holdings | 22.35 Bn | 15.40 Bn | - | 16.48 Bn |
| 7 | Synchrony Financial | 22.29 Bn | -45.34 Bn | - | 122.47 Bn |
| 8 | Annaly Capital Management | 14.69 Bn | 5.72 Bn | - | 146.15 Bn |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - | 30.60 Bn |
| 10 | Saratoga Investment | 201.34 Mn | 21.13 Mn | - | 1.26 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 1.26 Bn |
| May 31, 2026 | 1.20 Bn |
| Feb 28, 2026 | 1.14 Bn |
| Nov 30, 2025 | 1.20 Bn |
| Aug 31, 2025 | 1.21 Bn |
| May 31, 2025 | 1.20 Bn |
| Feb 28, 2025 | 1.19 Bn |
| Nov 30, 2024 | 1.22 Bn |
| Aug 31, 2024 | 1.21 Bn |
| May 31, 2024 | 1.20 Bn |
| Feb 29, 2024 | 1.19 Bn |
| Nov 30, 2023 | 1.17 Bn |
| Aug 31, 2023 | 1.16 Bn |
| May 31, 2023 | 1.15 Bn |
| Feb 28, 2023 | 1.08 Bn |
| Nov 30, 2022 | 1.04 Bn |
| Aug 31, 2022 | 973.03 Mn |
| May 31, 2022 | 1.00 Bn |
| Feb 28, 2022 | 876.24 Mn |
| Nov 30, 2021 | 811.71 Mn |
API Access
Saratoga Investment Liabilities and Shareholders Equity 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=liabilities-and-shareholders-equity&ticker=SAR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "liabilities-and-shareholders-equity", "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=liabilities-and-shareholders-equity&ticker=SAR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();