Saratoga Investment (SAR) Market Capitalization (2009 - 2026)
Saratoga Investment (SAR) recorded Market Capitalization of $294.44 million in fiscal Q2 2027 (quarter ended Aug 31, 2026), down 28.1% from $409.34 million a year earlier and down 19.7% from the prior quarter.
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Analysis
Saratoga Investment (SAR) Market Capitalization (2009 - 2026) Analysis & Trends
For FY2026 (ended Feb 28, 2026), Saratoga Investment reported Market Capitalization of $375.75 million, down 4.8% from FY2025.
- Annual Market Capitalization has a five-year compound annual growth rate of 7.8% (FY2021 to FY2026).
- Across earlier fiscal years, Market Capitalization came in at $394.76 million in FY2025 (+22.5%), $322.36 million in FY2024 (-1.6%), $327.58 million in FY2023 (-1.7%) and $333.25 million in FY2022 (+29.4%).
- The fiscal Q2 2027 figure is the lowest quarterly Market Capitalization since fiscal Q2 2023.
- On a year-over-year basis, Market Capitalization has declined for three consecutive quarters, with growth averaging 4.8% over the last eight quarters.
- Peak year-over-year performance for Market Capitalization in the last five years was growth of 26.3% in fiscal Q2 2026, against a decline of 28.1% in fiscal Q2 2027 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $366.67 million (Q1 2027), $375.75 million (Q4 2026) and $375.06 million (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (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 |
| 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 | - |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - |
| 10 | Saratoga Investment | 201.34 Mn | 21.13 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 294.44 Mn |
| May 31, 2026 | 366.67 Mn |
| Feb 28, 2026 | 375.75 Mn |
| Nov 30, 2025 | 375.06 Mn |
| Aug 31, 2025 | 409.34 Mn |
| May 31, 2025 | 384.82 Mn |
| Feb 28, 2025 | 394.76 Mn |
| Nov 30, 2024 | 357.33 Mn |
| Aug 31, 2024 | 323.99 Mn |
| May 31, 2024 | 325.21 Mn |
| Feb 29, 2024 | 322.36 Mn |
| Nov 30, 2023 | 343.74 Mn |
| Aug 31, 2023 | 329.06 Mn |
| May 31, 2023 | 332.92 Mn |
| Feb 28, 2023 | 327.58 Mn |
| Nov 30, 2022 | 313.42 Mn |
| Aug 31, 2022 | 289.59 Mn |
| May 31, 2022 | 319.69 Mn |
| Feb 28, 2022 | 333.25 Mn |
| Nov 30, 2021 | 339.49 Mn |
API Access
Saratoga Investment Market Capitalization 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=market-capitalization&ticker=SAR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "market-capitalization", "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=market-capitalization&ticker=SAR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();