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 12.05%/yr vs 10.12%/yr for GTY. Their 0.19 correlation means their historical movements had little consistent relationship.
Performance
SAR vs. GTY - Performance Comparison
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Returns By Period
In the year-to-date period, SAR achieves a -8.25% return, which is significantly lower than GTY's 28.48% return. Over the past 10 years, SAR has outperformed GTY with an annualized return of 12.05%, while GTY has yielded a comparatively lower 10.12% annualized return.
SAR
- 1D
- 1.33%
- 1M
- -13.61%
- 6M
- -11.41%
- YTD
- -8.25%
- 1Y
- -6.63%
- 3Y*
- 3.20%
- 5Y*
- 5.22%
- 10Y*
- 12.05%
- ALL TIME*
- 7.49%
GTY
- 1D
- -0.29%
- 1M
- -0.58%
- 6M
- 17.77%
- YTD
- 28.48%
- 1Y
- 29.87%
- 3Y*
- 8.70%
- 5Y*
- 7.83%
- 10Y*
- 10.12%
- ALL TIME*
- 8.96%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $21.09M | $16.74M | $16.52M | |
| $2.70M | $4.31M | $2.87M |
SAR vs. GTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAR Saratoga Investment Corp. | -8.25% | 10.36% | 6.07% | 12.91% | -3.82% | 51.00% | -10.92% | 34.20% | -2.78% | 20.77% |
GTY Getty Realty Corp. | 28.48% | -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 0.13, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.13 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.27 |
Correlation (10Y) Provides a long-term view across more market conditions. | 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 0.13 (1 year) to 0.27 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SAR:
$311.53M
GTY:
$2.11B
SAR:
$1.42
GTY:
$1.70
SAR:
13.48
GTY:
20.07
SAR:
0.63
GTY:
5.46
SAR:
0.01
GTY:
8.58
SAR:
0.00
GTY:
1.84
SAR:
$30.85B
GTY:
$233.04M
SAR:
$33.08M
GTY:
-$12.05M
SAR:
$24.04M
GTY:
$280.63M
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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 | -1.89 | ||
| Sortino ratioReturn per unit of downside risk | -2.48 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.29 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.38 | 3.21 | -3.59 |
| Martin ratioReturn relative to average drawdown | -1.25 | 8.81 | -10.06 |
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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 | -22.46% | -9.72% | -12.74% |
Max Drawdown (3Y)Largest decline over 3 years | -22.46% | -17.94% | -4.52% |
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 | -15.13% | -6.75% | -8.38% |
Average DrawdownAverage peak-to-trough decline | -17.54% | -28.95% | +11.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.81% | 3.53% | +3.28% |
Volatility
SAR vs. GTY - Volatility Comparison
Saratoga Investment Corp. (SAR) has a higher volatility of 17.93% compared to Getty Realty Corp. (GTY) at 7.27%. This indicates that SAR's price experiences larger fluctuations and is considered to be riskier 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 | 17.93% | 7.27% | +10.66% |
Volatility (6M)Calculated over the trailing 6-month period | 22.90% | 16.41% | +6.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.55% | 20.12% | +5.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.61% | 20.73% | +2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.02% | 27.49% | +10.53% |
Dividends
SAR vs. GTY - Dividend Comparison
SAR's dividend yield for the trailing twelve months is around 20.07%, more than GTY's 5.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTY Getty Realty Corp. | 5.64% | 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. | 20.07% | 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 Aug 2026, Saratoga Investment Corp. reported a gross profit of 0.00 and revenue of 30.78B. 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 Aug 2026, Getty Realty Corp. reported a gross profit of -23.29M and revenue of 59.05M. Therefore, the gross margin over that period was -39.4%.
SAR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Saratoga Investment Corp. reported an operating income of 0.00 and revenue of 30.78B, 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 Aug 2026, Getty Realty Corp. reported an operating income of 35.11M and revenue of 59.05M, resulting in an operating margin of 59.5%.
SAR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Saratoga Investment Corp. reported a net income of 0.00 and revenue of 30.78B, 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 Aug 2026, Getty Realty Corp. reported a net income of 22.59M and revenue of 59.05M, resulting in a net margin of 38.3%.
Frequently Asked Questions
SAR and GTY have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SAR has higher volatility (17.93%) compared to GTY (7.27%). In terms of maximum drawdown, SAR dropped -90.67% vs GTY's -71.75%.
GTY currently has the higher Sharpe Ratio (1.55 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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