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.
Correlation
The correlation between SAR and BCSF is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SAR vs. BCSF - Performance Comparison
Key characteristics
SAR:
0.70
BCSF:
0.19
SAR:
1.06
BCSF:
0.39
SAR:
1.15
BCSF:
1.06
SAR:
0.97
BCSF:
0.15
SAR:
3.90
BCSF:
0.73
SAR:
3.59%
BCSF:
5.42%
SAR:
19.99%
BCSF:
20.82%
SAR:
-90.83%
BCSF:
-62.45%
SAR:
-8.12%
BCSF:
-20.88%
Fundamentals
SAR:
$330.40M
BCSF:
$948.54M
SAR:
$2.51
BCSF:
$1.85
SAR:
9.18
BCSF:
7.94
SAR:
0.00
BCSF:
1.07
SAR:
2.13
BCSF:
3.24
SAR:
0.88
BCSF:
0.83
SAR:
$35.94B
BCSF:
$119.16M
SAR:
$35.89B
BCSF:
$98.65M
SAR:
$18.22B
BCSF:
$99.85M
Returns By Period
In the year-to-date period, SAR achieves a 0.34% return, which is significantly higher than BCSF's -13.89% return.
SAR
0.34%
-1.93%
2.54%
15.80%
22.65%
14.37%
BCSF
-13.89%
-9.49%
-6.71%
4.84%
20.08%
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.
Dividends
SAR vs. BCSF - Dividend Comparison
SAR's dividend yield for the trailing twelve months is around 13.94%, more than BCSF's 12.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAR Saratoga Investment Corp. | 13.94% | 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. | 12.26% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.14% | 2.40% | 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 -62.45%. Use the drawdown chart below to compare losses from any high point for SAR and BCSF. For additional features, visit the drawdowns tool.
Volatility
SAR vs. BCSF - Volatility Comparison
The current volatility for Saratoga Investment Corp. (SAR) is 12.44%, while Bain Capital Specialty Finance, Inc. (BCSF) has a volatility of 14.10%. This indicates that SAR experiences smaller price fluctuations and is considered to be less risky than BCSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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