Saratoga Investment (FRA:QJ8) Tax Rate %: 7.34% (As of May. 2026)

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FRA:QJ8 Saratoga Investment Corp FRA:QJ8
42 GF Score
Price €15.70
GF Value €11.32
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Saratoga Investment Tax Rate %?

Saratoga Investment FRA:QJ8 -0.63% 42 Tax Rate % is 7.34% as of May. 2026. GuruFocus rates FRA:QJ8 with a GF Score™ of 42/100 and a GF Value™ of €11.32 (Significantly Overvalued). The stock has 7 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Saratoga Investment's Tax Expense for the three months ended in May. 2026 was €-0.47 Mil. Saratoga Investment's Pre-Tax Income for the three months ended in May. 2026 was €-6.38 Mil. Therefore, Saratoga Investment's Tax Rate % for the quarter that ended in May. 2026 was 7.34%.

Saratoga Investment Tax Rate % Related Terms

Saratoga Investment Tax Rate % Historical Data

* Premium members only.

The historical data trend for Saratoga Investment's Tax Rate % 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.

Saratoga Investment Tax Rate % Chart

Saratoga Investment Annual Data
Trend Feb17 Feb18 Feb19 Feb20 Feb21 Feb22 Feb23 Feb24 Feb25 Feb26
Tax Rate %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.73 7.78 23.64 12.14 3.89

Saratoga Investment Quarterly Data
Aug21 Nov21 Feb22 May22 Aug22 Nov22 Feb23 May23 Aug23 Nov23 Feb24 May24 Aug24 Nov24 Feb25 May25 Aug25 Nov25 Feb26 May26
Tax Rate % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.79 -3.39 -0.46 -248.19 7.34
FRA:QJ8
42GF Score
Saratoga Investment Corp FRA:QJ8
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Saratoga Investment Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Saratoga Investment's Tax Rate % for the fiscal year that ended in Feb. 2026 is calculated as

Tax Rate %=Tax Expense (A: Feb. 2026 )/Pre-Tax Income (A: Feb. 2026 )
=1.254/32.222
=3.89 %

Saratoga Investment's Tax Rate % for the quarter that ended in May. 2026 is calculated as

Tax Rate %=Tax Expense (Q: May. 2026 )/Pre-Tax Income (Q: May. 2026 )
=-0.468/-6.377
=7.34 %

* 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.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of 7.34% mean?
Saratoga Investment (FRA:QJ8) has a Tax Rate % of 7.34% as of May. 2026.
Is Saratoga Investment's Tax Rate % too high?
Saratoga Investment's current Tax Rate % is 7.34%. Overall, Saratoga Investment has a GF Score™ of 42/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Saratoga Investment's Tax Rate % compare to RIV and TEI?
Saratoga Investment's Tax Rate % of 7.34% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tax Rate % for an Asset Management company?
A good Tax Rate % depends on the Asset Management industry context. However, Tax Rate % 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 Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Saratoga Investment's current Tax Rate % is 7.34%. 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 (FRA:QJ8) is currently considered Significantly Overvalued. The stock's GF Value™ is €11.32, compared to a current price of €15.70 — trading 38.7% above its estimated fair value. The current Tax Rate % is 7.34%. Saratoga Investment's overall GF Score™ is 42/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Saratoga Investment (FRA:QJ8), the current Tax Rate % is 7.34% 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 (FRA:QJ8) Overvalued in 2026?

Based on GuruFocus' analysis, Saratoga Investment stock appears to be overvalued. The current stock price of €15.70 is trading 38.7% above its estimated GF Value™ of €11.32. GuruFocus considers Saratoga Investment to be Significantly Overvalued.

Key valuation signals for FRA:QJ8:

  • Tax Rate %: 7.34%
  • GF Value™: €11.32 vs. price of €15.70 (38.7% above fair value)
  • GF Score™: 42/100 with 7 warning signs

No single metric tells the full story. See the FRA:QJ8 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Saratoga Investment Business Description

Other Exchanges SAR:USA
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.
42GF Score

Get the complete analysis for FRA:QJ8

Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€15.70
Price
€11.32
GF Value