SAR (Saratoga Investment) ROC (Joel Greenblatt) %: % (As of May. 2026)

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SAR Saratoga Investment Corp SAR
45 GF Score
Price $18.80
GF Value $13.55
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Saratoga Investment ROC (Joel Greenblatt) %?

Saratoga Investment SAR +0.59% 45 ROC (Joel Greenblatt) % is % as of May. 2026. GuruFocus rates SAR with a GF Score™ of 45/100 and a GF Value™ of $13.55 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 630 Asset Management companies, Saratoga Investment ranks worse than 158730% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

SAR
45GF Score
Saratoga Investment Corp SAR
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Saratoga Investment (SAR) has a ROC (Joel Greenblatt) % of % as of May. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Saratoga Investment and its competitors. According to the industry distribution chart, Saratoga Investment ranks #999999 out of 630 companies in the Asset Management industry.
Is Saratoga Investment's ROC (Joel Greenblatt) % too high?
Saratoga Investment's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Saratoga Investment ranks #999999 out of 630 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 ROC (Joel Greenblatt) % compare to RIV and TEI?
According to the Asset Management industry distribution chart, Saratoga Investment ranks #999999 out of 630 companies for ROC (Joel Greenblatt) %. This places Saratoga Investment in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.66. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.66, based on 630 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Saratoga Investment and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.66 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Saratoga Investment's current ROC (Joel Greenblatt) % is %. 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 ROC (Joel Greenblatt) % is %. 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 ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Saratoga Investment (SAR), the current ROC (Joel Greenblatt) % is % 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:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: $13.55 vs. price of $18.80 (38.7% above fair value)
  • GF Score™: 45/100 with 7 warning signs

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 Business Description

Other Exchanges QJ8:Germany
Address 535 Madison Avenue, 4th Floor, New York, NY, USA, 10022
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

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$18.80
Price
$13.55
GF Value