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The historical data trend for Saratoga Investment's OCF Margin % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Saratoga Investment's OCF Margin %, along with its competitors' market caps and OCF Margin % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Saratoga Investment OCF Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Saratoga Investment's OCF Margin % distribution charts can be found below:
* The bar in red indicates where Saratoga Investment's OCF Margin % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Saratoga Investment (SAR) has a OCF Margin % of 545.28% as of May. 2026. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Saratoga Investment and its competitors. According to the industry distribution chart, Saratoga Investment ranks #1390 out of 1451 companies in the Asset Management industry, placing it in the top 95.8%.
Is Saratoga Investment's OCF Margin % too high?
Saratoga Investment's current OCF Margin % is 545.28%. The Asset Management industry median OCF Margin % is 14.26. Saratoga Investment's value of 545.28% is 3723.8% above this industry median. Based on the distribution chart, Saratoga Investment ranks #1390 out of 1451 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Saratoga Investment has a GF Score™ of 45/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Saratoga Investment's OCF Margin % compare to RIV and TEI?
According to the Asset Management industry distribution chart, Saratoga Investment ranks #1390 out of 1451 companies for OCF Margin %. This places Saratoga Investment in the lower half of its industry. The industry median OCF Margin % is 14.26. Saratoga Investment's value of 545.28% is 3723.8% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good OCF Margin % for an Asset Management company?
The median OCF Margin % among Asset Management companies is 14.26, based on 1,451 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Saratoga Investment's current OCF Margin % of 545.28% is 3723.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Saratoga Investment and its competitors. For the Asset Management industry, the median OCF Margin % is 14.26 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Saratoga Investment's current OCF Margin % is 545.28%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Saratoga Investment stock overvalued right now?
Based on GuruFocus' analysis, Saratoga Investment (SAR) is currently considered Significantly Overvalued. The stock's GF Value™ is $13.55, compared to a current price of $18.80 — trading 38.7% above its estimated fair value. The current OCF Margin % is 545.28% and 3723.8% above the Asset Management industry median of 14.26. Saratoga Investment's overall GF Score™ is 45/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For Saratoga Investment (SAR), the current OCF Margin % is 545.28% as of May. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Saratoga Investment (SAR) Overvalued in 2026?
Based on GuruFocus' analysis, Saratoga Investment stock appears to be overvalued.
The current stock price of $18.80 is trading 38.7% above its estimated GF Value™ of $13.55.
GuruFocus considers Saratoga Investment to be Significantly Overvalued.
Key valuation signals for SAR:
OCF Margin %: 545.28%
GF Value™: $13.55 vs. price of $18.80 (38.7% above fair value)
Industry Position: 3723.8% above the Asset Management median (#1390 of 1451)
No single metric tells the full story. See the SAR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Saratoga Investment Corp is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses. The company invests in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Its objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments.
45GF Score
Get the complete analysis for SAR
OCF Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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