Saratoga Investment Corp.
Financial ServicesNYSE:SAR · New York Stock Exchange
+$0.15 today
Vol 0.06M · Avg 0.11M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
9.2%
avg 9.3%
ROIC
3.2%
avg 4.0%
ROA
3.2%
avg 3.9%
Analysis
ROE is currently the strongest return metric at 9.2% versus its period average of 9.3%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
John F. MacMurray | Managing Director & Portfolio Manager | — | — | — | $36,184.00 | 0.22% |
Thomas V. Inglesby | Managing Director & Portfolio Manager | — | — | — | $85,472.00 | 0.53% |
Henri J. Steenkamp | Chief Compliance Officer, Secretary, Treasurer, Chief Financial Officer & Director | — | — | 50 | $43,527.00 | 0.27% |
Paul West | Managing Director | — | — | — | — | — |
Timothy Wong | Managing Director | — | — | — | — | — |
Christine Monterosso | Chief Administrative Officer to Chief Executive Officer | — | — | — | — | — |
Charles G. Phillips | Managing Director & Portfolio Manager | — | — | 78 | $1,000.00 | <0.01% |
Christian L. Oberbeck | Chairman, President & Chief Executive Officer | — | — | 66 | $664,983.00 | 4.09% |
David DeSantis | COO, Portfolio Manager & Senior MD | — | — | 49 | $2,250.00 | 0.01% |
Michael Joseph Grisius | Co-Managing Partner & CIO | — | — | 62 | $132,239.00 | 0.81% |
Richard A. Petrocelli | Managing Director | — | — | 58 | $328,947.00 | 2.02% |
Marissa Mann Andrews | Managing Director | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
No insider transactions in the last 12 months.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | -15.1% | +0.6% (12yr)4 analysts |
| Revenue | N/A | N/A | +6.9% | +14.9% (12yr)4 analysts |
| Net Income | N/A | N/A | -6.1% | +10.0% (12yr)4 analysts |
| EBIT | N/A | N/A | -5.7% | +12.6% (12yr)4 analysts |
Analysis
Recent growth has been strongest in Revenue at +6.9% over three years. Forward estimates point to Revenue at +14.9% (12yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages SAR?
Saratoga Investment Corp. (SAR) lists 12 active executives. The top listed executive is John F. MacMurray, Managing Director & Portfolio Manager.
Are SAR insiders buying or selling?
Recent insider activity shows net buying of $22.27M.
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