Correlation
The correlation between SAR and BXMT 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. BXMT
Compare and contrast key facts about Saratoga Investment Corp. (SAR) and Blackstone Mortgage Trust, Inc. (BXMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAR or BXMT.
Performance
SAR vs. BXMT - Performance Comparison
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Key characteristics
SAR:
0.98
BXMT:
0.84
SAR:
1.32
BXMT:
1.20
SAR:
1.21
BXMT:
1.17
SAR:
1.45
BXMT:
0.29
SAR:
5.50
BXMT:
3.40
SAR:
3.78%
BXMT:
6.70%
SAR:
21.97%
BXMT:
28.08%
SAR:
-90.83%
BXMT:
-97.98%
SAR:
-1.04%
BXMT:
-73.21%
Fundamentals
SAR:
$383.97M
BXMT:
$3.24B
SAR:
$2.00
BXMT:
-$0.46
SAR:
0.00
BXMT:
254.80
SAR:
2.58
BXMT:
26.32
SAR:
0.98
BXMT:
0.88
SAR:
$71.32M
BXMT:
$814.69M
SAR:
$32.22M
BXMT:
$665.99M
SAR:
$24.95M
BXMT:
$437.23M
Returns By Period
In the year-to-date period, SAR achieves a 9.05% return, which is significantly lower than BXMT's 11.13% return. Over the past 10 years, SAR has outperformed BXMT with an annualized return of 14.01%, while BXMT has yielded a comparatively lower 4.67% annualized return.
SAR
9.05%
1.83%
4.59%
20.45%
9.68%
21.83%
14.01%
BXMT
11.13%
-0.42%
3.41%
20.96%
-5.20%
5.95%
4.67%
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Risk-Adjusted Performance
SAR vs. BXMT — Risk-Adjusted Performance Rank
SAR
BXMT
SAR vs. BXMT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Saratoga Investment Corp. (SAR) and Blackstone Mortgage Trust, Inc. (BXMT). 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. BXMT - Dividend Comparison
SAR's dividend yield for the trailing twelve months is around 13.96%, more than BXMT's 10.75% 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% |
BXMT Blackstone Mortgage Trust, Inc. | 10.75% | 12.52% | 11.66% | 11.71% | 8.10% | 9.01% | 6.66% | 7.78% | 7.71% | 8.25% | 8.52% | 6.79% |
Drawdowns
SAR vs. BXMT - Drawdown Comparison
The maximum SAR drawdown since its inception was -90.83%, smaller than the maximum BXMT drawdown of -97.98%. Use the drawdown chart below to compare losses from any high point for SAR and BXMT.
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Volatility
SAR vs. BXMT - Volatility Comparison
Saratoga Investment Corp. (SAR) has a higher volatility of 10.00% compared to Blackstone Mortgage Trust, Inc. (BXMT) at 6.91%. This indicates that SAR's price experiences larger fluctuations and is considered to be riskier than BXMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SAR vs. BXMT - Financials Comparison
This section allows you to compare key financial metrics between Saratoga Investment Corp. and Blackstone Mortgage Trust, 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. BXMT - 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%.
BXMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Blackstone Mortgage Trust, Inc. reported a gross profit of 126.95M and revenue of 126.95M. 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%.
BXMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Blackstone Mortgage Trust, Inc. reported an operating income of 114.28M and revenue of 126.95M, resulting in an operating margin of 90.0%.
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%.
BXMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Blackstone Mortgage Trust, Inc. reported a net income of -357.00K and revenue of 126.95M, resulting in a net margin of -0.3%.