Correlation
The correlation between SAR and BCSF is 0.40, 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.
SAR vs. BCSF
Compare and contrast key facts about Saratoga Investment Corp. (SAR) and Bain Capital Specialty Finance, Inc. (BCSF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAR or BCSF.
Performance
SAR vs. BCSF - Performance Comparison
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Key characteristics
SAR:
0.98
BCSF:
0.25
SAR:
1.32
BCSF:
0.67
SAR:
1.21
BCSF:
1.10
SAR:
1.45
BCSF:
0.34
SAR:
5.50
BCSF:
1.08
SAR:
3.78%
BCSF:
8.15%
SAR:
21.97%
BCSF:
22.35%
SAR:
-90.83%
BCSF:
-62.42%
SAR:
-1.04%
BCSF:
-15.28%
Fundamentals
SAR:
$380.74M
BCSF:
$1.02B
SAR:
$2.02
BCSF:
$1.74
SAR:
12.27
BCSF:
9.03
SAR:
0.00
BCSF:
1.07
SAR:
2.56
BCSF:
3.58
SAR:
0.97
BCSF:
0.89
SAR:
$71.32M
BCSF:
$172.00M
SAR:
$32.22M
BCSF:
$151.49M
SAR:
$24.95M
BCSF:
$99.85M
Returns By Period
In the year-to-date period, SAR achieves a 9.05% return, which is significantly higher than BCSF's -7.78% return.
SAR
9.05%
0.48%
4.59%
20.45%
9.68%
21.83%
14.01%
BCSF
-7.78%
1.95%
-3.19%
4.18%
14.40%
20.01%
N/A
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Risk-Adjusted Performance
SAR vs. BCSF — Risk-Adjusted Performance Rank
SAR
BCSF
SAR vs. BCSF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Saratoga Investment Corp. (SAR) and Bain Capital Specialty Finance, Inc. (BCSF). 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.
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Dividends
SAR vs. BCSF - Dividend Comparison
SAR's dividend yield for the trailing twelve months is around 13.96%, more than BCSF's 11.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAR Saratoga Investment Corp. | 13.96% | 12.33% | 10.90% | 11.02% | 6.16% | 6.57% | 6.61% | 10.35% | 10.51% | 9.12% | 14.14% | 1.21% |
BCSF Bain Capital Specialty Finance, Inc. | 11.45% | 10.27% | 10.62% | 11.60% | 8.94% | 11.79% | 8.46% | 2.49% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SAR vs. BCSF - Drawdown Comparison
The maximum SAR drawdown since its inception was -90.83%, which is greater than BCSF's maximum drawdown of -62.42%. Use the drawdown chart below to compare losses from any high point for SAR and BCSF.
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Volatility
SAR vs. BCSF - Volatility Comparison
Saratoga Investment Corp. (SAR) has a higher volatility of 10.00% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 7.99%. This indicates that SAR's price experiences larger fluctuations and is considered to be riskier than BCSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SAR vs. BCSF - Financials Comparison
This section allows you to compare key financial metrics between Saratoga Investment Corp. and Bain Capital Specialty Finance, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SAR vs. BCSF - Profitability Comparison
SAR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Saratoga Investment Corp. reported a gross profit of 4.54M and revenue of 17.47M. Therefore, the gross margin over that period was 26.0%.
BCSF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Bain Capital Specialty Finance, Inc. reported a gross profit of 52.84M and revenue of 52.84M. Therefore, the gross margin over that period was 100.0%.
SAR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Saratoga Investment Corp. reported an operating income of 2.36M and revenue of 17.47M, resulting in an operating margin of 13.5%.
BCSF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Bain Capital Specialty Finance, Inc. reported an operating income of 49.55M and revenue of 52.84M, resulting in an operating margin of 93.8%.
SAR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Saratoga Investment Corp. reported a net income of -677.00K and revenue of 17.47M, resulting in a net margin of -3.9%.
BCSF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Bain Capital Specialty Finance, Inc. reported a net income of 32.11M and revenue of 52.84M, resulting in a net margin of 60.8%.