KPIs & Operating Metrics(New)
Growth Metrics

Saratoga Investment (SAR) Return on Equity (2023 - 2025)

Saratoga Investment's Return on Equity history spans 3 years, with the latest figure at 0.26% for Q4 2025.

  • For Q4 2025, Return on Equity fell 75.0% year-over-year to 0.26%; the TTM value through Nov 2025 reached 0.26%, down 75.0%, while the annual FY2025 figure was 0.1%, 92.0% down from the prior year.
  • Return on Equity for Q4 2025 was 0.26% at Saratoga Investment, down from 0.23% in the prior quarter.
  • Across five years, Return on Equity topped out at 0.49% in Q4 2024 and bottomed at 38.56% in Q3 2024.
  • The 3-year median for Return on Equity is 0.06% (2023), against an average of 3.19%.
  • The largest annual shift saw Return on Equity plummeted -3855bps in 2024 before it skyrocketed 3833bps in 2025.
  • A 3-year view of Return on Equity shows it stood at 0.11% in 2023, then soared by 549bps to 0.49% in 2024, then plummeted by -152bps to 0.26% in 2025.
  • Per Business Quant, the three most recent readings for SAR's Return on Equity are 0.26% (Q4 2025), 0.23% (Q3 2025), and 0.22% (Q2 2025).