SAR vs. GTY
SAR (Saratoga Investment Corp.) and GTY (Getty Realty Corp.) are both stocks. SAR operates in Asset Management (Financial Services), while GTY operates in REIT - Retail (Real Estate). Over the past 10 years, SAR returned 13.90%/yr vs 10.25%/yr for GTY. At a 0.19 correlation, their price movements are largely independent.
Performance
SAR vs. GTY - Performance Comparison
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Returns By Period
In the year-to-date period, SAR achieves a 4.97% return, which is significantly lower than GTY's 21.78% return. Over the past 10 years, SAR has outperformed GTY with an annualized return of 13.90%, while GTY has yielded a comparatively lower 10.25% annualized return.
SAR
- 1D
- 0.05%
- 1M
- 0.54%
- YTD
- 4.97%
- 6M
- 4.52%
- 1Y
- 6.39%
- 3Y*
- 9.08%
- 5Y*
- 8.62%
- 10Y*
- 13.90%
GTY
- 1D
- 0.46%
- 1M
- -1.20%
- YTD
- 21.78%
- 6M
- 20.31%
- 1Y
- 22.47%
- 3Y*
- 5.88%
- 5Y*
- 6.60%
- 10Y*
- 10.25%
SAR vs. GTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAR Saratoga Investment Corp. | 4.97% | 10.36% | 6.07% | 12.91% | -3.82% | 51.00% | -10.92% | 34.20% | -2.78% | 20.77% |
GTY Getty Realty Corp. | 21.78% | -2.86% | 9.91% | -8.76% | 11.68% | 22.75% | -11.32% | 16.81% | 13.56% | 11.31% |
Correlation
The correlation between SAR and GTY is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2007 | 0.19 |
The correlation between SAR and GTY shifts across timeframes, from 0.11 (1 year) to 0.27 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SAR:
$350.29M
GTY:
$1.97B
SAR:
$2.46
GTY:
$1.59
SAR:
8.97
GTY:
20.67
SAR:
0.42
GTY:
5.63
SAR:
0.01
GTY:
8.28
SAR:
$62.82B
GTY:
$227.24M
SAR:
$47.57M
GTY:
$62.05M
SAR:
$1.29B
GTY:
$269.87M
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Return for Risk
SAR vs. GTY — Risk / Return Rank
SAR
GTY
SAR vs. GTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Saratoga Investment Corp. (SAR) and Getty Realty Corp. (GTY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SAR | GTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.21 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.46 | 2.32 | -1.86 |
| Martin ratioReturn relative to average drawdown | 1.20 | 6.06 | -4.87 |
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Drawdowns
SAR vs. GTY - Drawdown Comparison
The maximum SAR drawdown since its inception was -90.67%, which is greater than GTY's maximum drawdown of -71.75%. Use the drawdown chart below to compare losses from any high point for SAR and GTY.
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Drawdown Indicators
| SAR | GTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.67% | -71.75% | -18.92% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -9.72% | -4.17% |
Max Drawdown (3Y)Largest decline over 3 years | -14.38% | -22.03% | +7.65% |
Max Drawdown (5Y)Largest decline over 5 years | -26.19% | -24.99% | -1.20% |
Max Drawdown (10Y)Largest decline over 10 years | -69.89% | -47.77% | -22.12% |
Current DrawdownCurrent decline from peak | -2.90% | -5.14% | +2.24% |
Average DrawdownAverage peak-to-trough decline | -17.57% | -29.01% | +11.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 3.72% | +1.64% |
Volatility
SAR vs. GTY - Volatility Comparison
The current volatility for Saratoga Investment Corp. (SAR) is 4.19%, while Getty Realty Corp. (GTY) has a volatility of 5.09%. This indicates that SAR experiences smaller price fluctuations and is considered to be less risky than GTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAR | GTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 5.09% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 15.66% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.73% | 19.87% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.55% | 20.66% | +1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.67% | 27.41% | +10.26% |
Dividends
SAR vs. GTY - Dividend Comparison
SAR's dividend yield for the trailing twelve months is around 17.35%, more than GTY's 5.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTY Getty Realty Corp. | 5.82% | 6.92% | 6.04% | 5.95% | 4.90% | 4.92% | 5.45% | 4.32% | 4.45% | 4.27% | 4.04% | 6.71% |
SAR Saratoga Investment Corp. | 17.35% | 14.04% | 13.80% | 10.90% | 11.02% | 6.16% | 6.57% | 6.61% | 10.35% | 10.51% | 9.12% | 14.14% |
Financials
SAR vs. GTY - Financials Comparison
This section allows you to compare key financial metrics between Saratoga Investment Corp. and Getty Realty Corp.. 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. GTY - Profitability Comparison
SAR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Saratoga Investment Corp. reported a gross profit of 0.00 and revenue of 62.74B. Therefore, the gross margin over that period was 0.0%.
GTY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Getty Realty Corp. reported a gross profit of 23.29M and revenue of 57.84M. Therefore, the gross margin over that period was 40.3%.
SAR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Saratoga Investment Corp. reported an operating income of 0.00 and revenue of 62.74B, resulting in an operating margin of 0.0%.
GTY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Getty Realty Corp. reported an operating income of 38.05M and revenue of 57.84M, resulting in an operating margin of 65.8%.
SAR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Saratoga Investment Corp. reported a net income of 0.00 and revenue of 62.74B, resulting in a net margin of 0.0%.
GTY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Getty Realty Corp. reported a net income of 26.63M and revenue of 57.84M, resulting in a net margin of 46.0%.
Frequently Asked Questions
SAR and GTY have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GTY has higher volatility (5.09%) compared to SAR (4.19%). In terms of maximum drawdown, SAR dropped -90.67% vs GTY's -71.75%.
GTY currently has the higher Sharpe Ratio (1.14 vs 0.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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