Correlation
The correlation between SAR and BRK-B is 0.25, 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. BRK-B
Compare and contrast key facts about Saratoga Investment Corp. (SAR) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAR or BRK-B.
Performance
SAR vs. BRK-B - Performance Comparison
Loading data...
Key characteristics
SAR:
0.98
BRK-B:
1.19
SAR:
1.32
BRK-B:
1.77
SAR:
1.21
BRK-B:
1.25
SAR:
1.45
BRK-B:
2.81
SAR:
5.50
BRK-B:
6.66
SAR:
3.78%
BRK-B:
3.72%
SAR:
21.97%
BRK-B:
19.76%
SAR:
-90.83%
BRK-B:
-53.86%
SAR:
-1.04%
BRK-B:
-6.64%
Fundamentals
SAR:
$380.74M
BRK-B:
$1.09T
SAR:
$2.02
BRK-B:
$37.49
SAR:
12.27
BRK-B:
13.44
SAR:
0.00
BRK-B:
10.06
SAR:
2.56
BRK-B:
2.93
SAR:
0.97
BRK-B:
1.66
SAR:
$71.32M
BRK-B:
$395.26B
SAR:
$32.22M
BRK-B:
$317.24B
SAR:
$24.95M
BRK-B:
$115.24B
Returns By Period
In the year-to-date period, SAR achieves a 9.05% return, which is significantly lower than BRK-B's 11.18% return. Both investments have delivered pretty close results over the past 10 years, with SAR having a 14.01% annualized return and BRK-B not far behind at 13.42%.
SAR
9.05%
0.48%
4.59%
20.45%
9.68%
21.83%
14.01%
BRK-B
11.18%
-6.64%
4.34%
21.61%
16.84%
22.12%
13.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
SAR vs. BRK-B — Risk-Adjusted Performance Rank
SAR
BRK-B
SAR vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Saratoga Investment Corp. (SAR) and Berkshire Hathaway Inc. (BRK-B). 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.
Loading data...
Dividends
SAR vs. BRK-B - Dividend Comparison
SAR's dividend yield for the trailing twelve months is around 13.96%, while BRK-B has not paid dividends to shareholders.
| 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% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SAR vs. BRK-B - Drawdown Comparison
The maximum SAR drawdown since its inception was -90.83%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for SAR and BRK-B.
Loading data...
Volatility
SAR vs. BRK-B - Volatility Comparison
Saratoga Investment Corp. (SAR) has a higher volatility of 10.00% compared to Berkshire Hathaway Inc. (BRK-B) at 6.63%. This indicates that SAR's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
Financials
SAR vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Saratoga Investment Corp. and Berkshire Hathaway 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