BCSF vs. SAR
Compare and contrast key facts about Bain Capital Specialty Finance, Inc. (BCSF) and Saratoga Investment Corp. (SAR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCSF or SAR.
Key characteristics
| BCSF | SAR | |
|---|---|---|
| YTD Return | 6.85% | -9.92% |
| 1Y Return | 49.30% | 5.29% |
| 3Y Return (Ann) | 10.86% | 6.45% |
| 5Y Return (Ann) | 5.88% | 7.18% |
| Sharpe Ratio | 2.45 | 0.18 |
| Daily Std Dev | 18.22% | 19.57% |
| Max Drawdown | -62.45% | -90.83% |
| Current Drawdown | -0.70% | -11.91% |
Fundamentals
| BCSF | SAR | |
|---|---|---|
| Market Cap | $1.01B | $316.76M |
| EPS | $1.91 | $1.89 |
| PE Ratio | 8.21 | 12.28 |
| PEG Ratio | 1.07 | 0.00 |
| Revenue (TTM) | $297.79M | $138.80M |
| Gross Profit (TTM) | $219.55M | $99.10M |
Correlation
The correlation between BCSF and SAR is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BCSF vs. SAR - Performance Comparison
In the year-to-date period, BCSF achieves a 6.85% return, which is significantly higher than SAR's -9.92% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BCSF vs. SAR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bain Capital Specialty Finance, Inc. (BCSF) and Saratoga Investment Corp. (SAR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BCSF vs. SAR - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 10.66%, less than SAR's 12.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 10.66% | 10.60% | 11.58% | 8.93% | 11.72% | 8.17% | 2.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SAR Saratoga Investment Corp. | 12.66% | 10.90% | 11.02% | 6.16% | 6.57% | 6.61% | 10.35% | 10.51% | 9.05% | 14.09% | 1.21% | 16.93% |
Drawdowns
BCSF vs. SAR - Drawdown Comparison
The maximum BCSF drawdown since its inception was -62.45%, smaller than the maximum SAR drawdown of -90.83%. Use the drawdown chart below to compare losses from any high point for BCSF and SAR. For additional features, visit the drawdowns tool.
Volatility
BCSF vs. SAR - Volatility Comparison
The current volatility for Bain Capital Specialty Finance, Inc. (BCSF) is 2.79%, while Saratoga Investment Corp. (SAR) has a volatility of 3.33%. This indicates that BCSF experiences smaller price fluctuations and is considered to be less risky than SAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.