KPIs & Operating Metrics(New)

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

Historic Return on Equity for Saratoga Investment (SAR) over the last 3 years, with Q4 2025 value amounting to 0.48%.

  • Saratoga Investment's Return on Equity changed N/A to 0.48% in Q4 2025 from the same period last year, while for Nov 2025 it was 0.48%, marking a year-over-year change of. This contributed to the annual value of 0.39% for FY2025, which is 300.0% down from last year.
  • Latest data reveals that Saratoga Investment reported Return on Equity of 0.48% as of Q4 2025.
  • Saratoga Investment's 5-year Return on Equity high stood at 0.48% for Q4 2025, and its period low was 0.23% during Q1 2023.
  • Its 3-year average for Return on Equity is 0.4%, with a median of 0.41% in 2024.
  • As far as peak fluctuations go, Saratoga Investment's Return on Equity surged by 1800bps in 2024, and later tumbled by -700bps in 2025.
  • Over the past 3 years, Saratoga Investment's Return on Equity (Quarter) stood at 0.4% in 2023, then increased by 17bps to 0.47% in 2024, then increased by 2bps to 0.48% in 2025.
  • Its Return on Equity stands at 0.48% for Q4 2025, versus 0.41% for Q3 2025 and 0.47% for Q2 2025.