Saratoga Investment Corp 6.00% Notes due 2027 (SAT)

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I would treat this as a credit instrument, not an equity, so the first question is not growth but repayment. The note carries a stated 6.00% coupon and matures in 2027, and it last closed at $25.06 on 2026-09-17. That price sits near the top of its 52-week range of $24.55 to $25.23, so there is little visible discount and no obvious margin of safety from the quote alone. Graham would ask whether the issuer can cover its obligations and return principal; Buffett would ask what the underlying economics are. Unfortunately, the data gives me no revenue, profit, EPS, ROE, ROCE, debt-to-equity, dividend yield, beta, or FairStock score to judge credit quality. Market cap is N/A, the P/E and P/B are N/A, and the Lynch category is none because there are only 0 years of filed results. That does not mean the note is weak; it means I cannot establish its safety from these figures. The 6.00% coupon is the main attraction, but a coupon is only as good as the issuer behind it. With maturity in 2027, the holding period is relatively short, which reduces some uncertainty, but the lack of issuer financials leaves the key risk opaque. I would not call this cheap versus its numbers because no meaningful valuation or credit figures are provided.

In plain English: This is a debt security from Saratoga Investment Corp that pays a fixed 6.00% coupon and comes due in 2027. The price is $25.06, near the top of its recent $24.55 to $25.23 range. The data does not include the issuer's financial numbers, so safety is hard to judge; on price alone it looks close to fair rather than cheap.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-09-17 close · note generated 2026-10-20 · model deepseek-flash

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer