SAR
Price
$24.93
Change
-$0.16 (-0.64%)
Updated
Nov 12, 03:35 PM (EDT)
57 days until earnings call
SLRC
Price
$16.02
Change
-$0.08 (-0.50%)
Updated
Nov 12, 03:25 PM (EDT)
100 days until earnings call
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SAR vs SLRC

Header iconSAR vs SLRC Comparison
Open Charts SAR vs SLRCBanner chart's image
SARATOGA INVESTMENT
Price$24.93
Change-$0.16 (-0.64%)
Volume$100
CapitalizationN/A
SLR Investment
Price$16.02
Change-$0.08 (-0.50%)
Volume$200
CapitalizationN/A
SAR vs SLRC Comparison Chart
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SAR
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
SLRC
Daily Signalchanged days ago
Gain/Loss if shorted
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VS
SAR vs. SLRC commentary
Nov 12, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SAR is a Buy and SLRC is a Buy.

COMPARISON
Comparison
Nov 12, 2024
Stock price -- (SAR: $25.09 vs. SLRC: $16.12)
Brand notoriety: SAR and SLRC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: SAR: 188% vs. SLRC: 135%
Market capitalization -- SAR: $316.76M vs. SLRC: $837.41M
SAR [@Investment Managers] is valued at $316.76M. SLRC’s [@Investment Managers] market capitalization is $837.41M. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.91B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

SAR’s FA Score shows that 2 FA rating(s) are green whileSLRC’s FA Score has 1 green FA rating(s).

  • SAR’s FA Score: 2 green, 3 red.
  • SLRC’s FA Score: 1 green, 4 red.
According to our system of comparison, SAR is a better buy in the long-term than SLRC.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

SAR’s TA Score shows that 5 TA indicator(s) are bullish while SLRC’s TA Score has 6 bullish TA indicator(s).

  • SAR’s TA Score: 5 bullish, 4 bearish.
  • SLRC’s TA Score: 6 bullish, 4 bearish.
According to our system of comparison, SAR is a better buy in the short-term than SLRC.

Price Growth

SAR (@Investment Managers) experienced а +7.87% price change this week, while SLRC (@Investment Managers) price change was +6.90% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.67%. For the same industry, the average monthly price growth was +3.65%, and the average quarterly price growth was +6.64%.

Reported Earning Dates

SAR is expected to report earnings on Jan 08, 2025.

SLRC is expected to report earnings on Feb 20, 2025.

Industries' Descriptions

@Investment Managers (+2.67% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
SLRC($837M) has a higher market cap than SAR($317M). SAR has higher P/E ratio than SLRC: SAR (12.23) vs SLRC (10.84). SLRC YTD gains are higher at: 15.943 vs. SAR (6.482). SAR has less debt than SLRC: SAR (794M) vs SLRC (1.18B). SLRC has higher revenues than SAR: SLRC (86.5M) vs SAR (34.6M).
SARSLRCSAR / SLRC
Capitalization317M837M38%
EBITDAN/AN/A-
Gain YTD6.48215.94341%
P/E Ratio12.2310.84113%
Revenue34.6M86.5M40%
Total CashN/A11.9M-
Total Debt794M1.18B67%
FUNDAMENTALS RATINGS
SAR vs SLRC: Fundamental Ratings
SAR
SLRC
OUTLOOK RATING
1..100
7784
VALUATION
overvalued / fair valued / undervalued
1..100
4
Undervalued
91
Overvalued
PROFIT vs RISK RATING
1..100
4659
SMR RATING
1..100
4030
PRICE GROWTH RATING
1..100
4947
P/E GROWTH RATING
1..100
1784
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

SAR's Valuation (4) in the null industry is significantly better than the same rating for SLRC (91). This means that SAR’s stock grew significantly faster than SLRC’s over the last 12 months.

SAR's Profit vs Risk Rating (46) in the null industry is in the same range as SLRC (59). This means that SAR’s stock grew similarly to SLRC’s over the last 12 months.

SLRC's SMR Rating (30) in the null industry is in the same range as SAR (40). This means that SLRC’s stock grew similarly to SAR’s over the last 12 months.

SLRC's Price Growth Rating (47) in the null industry is in the same range as SAR (49). This means that SLRC’s stock grew similarly to SAR’s over the last 12 months.

SAR's P/E Growth Rating (17) in the null industry is significantly better than the same rating for SLRC (84). This means that SAR’s stock grew significantly faster than SLRC’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
SARSLRC
RSI
ODDS (%)
Bearish Trend 2 days ago
36%
Bearish Trend 2 days ago
41%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
48%
Bearish Trend 2 days ago
35%
Momentum
ODDS (%)
Bullish Trend 2 days ago
51%
Bullish Trend 2 days ago
46%
MACD
ODDS (%)
Bullish Trend 2 days ago
46%
Bullish Trend 2 days ago
44%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
54%
Bullish Trend 2 days ago
40%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
55%
Bullish Trend 2 days ago
38%
Advances
ODDS (%)
Bullish Trend 2 days ago
56%
Bullish Trend 5 days ago
42%
Declines
ODDS (%)
Bearish Trend 12 days ago
44%
Bearish Trend 9 days ago
43%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
47%
Bearish Trend 2 days ago
38%
Aroon
ODDS (%)
Bullish Trend 2 days ago
58%
Bullish Trend 2 days ago
34%
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SAR
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
SLRC
Daily Signalchanged days ago
Gain/Loss if shorted
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SAR and

Correlation & Price change

A.I.dvisor indicates that over the last year, SAR has been loosely correlated with NEWT. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if SAR jumps, then NEWT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SAR
1D Price
Change %
SAR100%
+1.01%
NEWT - SAR
46%
Loosely correlated
+9.69%
NXDT - SAR
39%
Loosely correlated
-1.81%
BK - SAR
37%
Loosely correlated
+2.10%
SLRC - SAR
36%
Loosely correlated
-0.31%
GLAD - SAR
36%
Loosely correlated
+1.47%
More

SLRC and

Correlation & Price change

A.I.dvisor indicates that over the last year, SLRC has been loosely correlated with PNNT. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if SLRC jumps, then PNNT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SLRC
1D Price
Change %
SLRC100%
-0.31%
PNNT - SLRC
61%
Loosely correlated
-0.14%
CGBD - SLRC
61%
Loosely correlated
+0.43%
ARCC - SLRC
61%
Loosely correlated
+0.28%
TSLX - SLRC
60%
Loosely correlated
+0.30%
FSK - SLRC
59%
Loosely correlated
+0.05%
More