SAZSMALL

Saratoga Investment Corp 8.50%

Financial ServicesInvestment - Banking & Investment Services
$25.48
$0.00(-0.16%)
52W$7.95
$25.95
Updated Jun 29, 02:00 AM
RSI54
RS Rating48/99
Beta0.53
Volatility69%
F-Score5/9
Mkt Cap$412M
CONSOLIDATING

Price Action

5Y Daily
50 DMA150 DMA200 DMA

Technical Summary

CONSOLIDATING

Saratoga Investment Corp 8.50% is in a consolidation phase, trading with mixed signals as moving averages converge. Relative strength is weak (RS Rating: 48), showing significant lag compared to the market leaders. Earnings contraction of 246% provides fundamental context to the price action. Investors should exercise caution due to high volatility (69% annualized), which requires wider risk management.

Relative Strength
48
out of 99
Lagging
Trend Score
2/4
Minervini Criteria
CONSOLIDATING
Risk (Beta)
0.53
vs S&P 500
DEFENSIVE
52W Position
97%
from 52W low
Near High
Trend & Momentum Analysis

Trend Template (Minervini)

CONSOLIDATING2/4 Criteria Met
CriterionValueStatus
Price > 50 SMA$25.47
50 SMA > 100 SMA$21.86
100 SMA > 150 SMA$23.04
150 SMA > 200 SMA$23.64

Price vs Moving Averages

PeriodValueSpreadSignal
20 SMA$25.46+0.09%ABOVE
50 SMA$25.47+0.02%ABOVE
100 SMA$21.86+16.57%ABOVE
150 SMA$23.04+10.60%ABOVE
200 SMA$23.64+7.80%ABOVE

Price Performance

1D-0.2%
1W-0.9%
1M+1.1%
3M+0.8%
6M+0.3%
YTD+0.5%
1Y+0.5%
3Y+0.3%
52-Week Trading Range97% from low
$25.48
52W Low$7.95
52W High$25.95

Technical Indicators

RSI (14)NEUTRAL
54.4
305070
Setup ScoreCOOL
3/10
Base depth: 3.3%

Risk Profile

Beta
0.53
52W Vol
69%
ATR
$0.21
Max DD (1Y)
-69%

Volume Analysis

Today
3.3K
50D Avg
6.9K
Vol Ratio
0.48x
Liquidity
ILLIQUID

Earnings Momentum

Q1'26+90%
$0.91
Q2'26-13%
$0.84
Q3'26+16%
$0.74
Q4'26-246%
$-0.16
Fundamentals & Growth

Growth Trends

Compounded Sales Growth

10 Years:+18.41%
5 Years:
3 Years:
TTM:

Compounded Profit Growth

10 Years:+1.01%
5 Years:+11.84%
3 Years:+3.89%
TTM:+14.01%

Stock Price CAGR

10 Years:+0.19%
5 Years:+0.38%
3 Years:+0.29%
1 Year:+0.51%

Return on Equity

10Y Avg:10.1%
5Y Avg:8.0%
3Y Avg:6.4%
Last Year:9.1%

Key Metrics

Market Cap$412M
Gross Margin75.5%
Net Margin27.8%
Piotroski F-Score5/9

Frequently Asked Questions

Is SAZ in an uptrend right now?

SAZ has a trend score of 2/4 based on Minervini's Stage Analysis. Currently showing partial alignment - 2 of 4 trend criteria are met.

Is SAZ overbought or oversold?

SAZ's RSI (14) is 54. The stock is in neutral territory, neither overbought nor oversold.

Is SAZ outperforming the market?

SAZ has a Relative Strength (RS) Rating of 48 out of 99. SAZ is currently lagging the broader market.

Where is SAZ in its 52-week range?

SAZ is trading at $25.48, which is 98% of its 52-week high ($25.95) and 97% above its 52-week low ($7.95).

How volatile is SAZ?

SAZ has a Beta of 0.53 and 52-week volatility of 69%. It's less volatile than the S&P 500 - generally more stable.

Disclaimer: Data is for informational purposes only. May be delayed or contain errors. Past performance does not guarantee future results. This is not financial advice. Always conduct your own research and consult professionals before making investment decisions.