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SARATOGA INVESTMENT CORP. (SAR) ROE

SARATOGA INVESTMENT CORP. ROE

Return on equity (ROE) is the profit a company earns for every dollar of shareholder money invested in it, shown as a percentage. It is net income divided by shareholder equity, and the table shows both amounts: the profit earned and the equity it was earned on. A higher ROE means more profit per dollar of equity, but ROE also rises when equity shrinks through buybacks, dividends or losses, and it has no meaning for a company with negative equity. Quarterly points divide the trailing four quarters of net income by the balance at that quarter end; annual points divide the filed fiscal-year net income by the fiscal-year-end balance.

  • SARATOGA INVESTMENT CORP. roe for the quarter ending 2026-05-31 was 4.17%, a 53.36% decline year-over-year.
  • SARATOGA INVESTMENT CORP. roe for the quarter ending 2026-02-28 was 9.24%, a 29.18% increase year-over-year.
  • SARATOGA INVESTMENT CORP. roe for the quarter ending 2025-11-30 was 9.33%, a 2.63% increase year-over-year.
  • SARATOGA INVESTMENT CORP. roe for the quarter ending 2025-08-31 was 8.62%, a 51.39% increase year-over-year.
  • SARATOGA INVESTMENT CORP. roe for fiscal 2026 was 9.24%, a 29.18% increase from fiscal 2025.
  • SARATOGA INVESTMENT CORP. roe for fiscal 2025 was 7.15%, a 196.41% increase from fiscal 2024.
  • SARATOGA INVESTMENT CORP. roe for fiscal 2024 was 2.41%, a 66.07% decline from fiscal 2023.
  • SARATOGA INVESTMENT CORP. roe for fiscal 2023 was 7.11%, a 44.67% decline from fiscal 2022.
Available history
2021-02-28 to 2026-05-31
Data captured

Historical ROE

DateROENet income 12 monthNet income 3 monthShareholder equity
2026-05-314.17%$15.77M-$6.90M$378.45M
2026-02-289.24%$36.6M-$2.61M$396.16M
2025-11-309.33%$38.54M$12.00M$413.21M
2025-08-318.62%$35.38M$13.29M$410.5M
2025-05-318.93%$35.41M$13.93M$396.37M
2025-02-287.15%$28.09M-$676.76K$392.67M
2024-11-309.09%$34.07M$8.83M$374.87M
2024-08-315.69%$21.18M$13.32M$372.05M
2024-05-314.28%$15.76M$6.61M$367.86M
2024-02-292.41%$8.93M$5.31M$370.22M
2023-11-306.35%$22.83M-$4.06M$359.56M
2023-08-319.09%$32.9M$7.90M$362.08M
2023-05-317.69%$25.95M-$213.26K$337.45M
2023-02-287.11%$24.68M$19.20M$346.96M
2022-11-304.13%$13.88M$6.01M$335.76M
2022-08-314.81%$16.21M$948.43K$337.21M

Annual ROE

DateROENet income 12 monthShareholder equity
2026-02-289.24%$36.6M$396.16M
2025-02-287.15%$28.09M$392.67M
2024-02-292.41%$8.93M$370.22M
2023-02-287.11%$24.68M$346.96M
2022-02-2812.85%$45.74M$355.78M
2021-02-284.86%$14.78M$304.19M