COMP <GO>
SAR vs ETX // EV/EBITDA & P/E VALUATION
Saratoga Investment Corp (NYSE) VS. Eaton Vance Municipal Income 2028 Term Trust of (NYSE) • 15-METRIC TALLY: SAR 1
— ETX 1
■ METRIC PARITY
LAST: $13.94 (+2.65%) • MKT CAP: $216.9M
valuation
—
LAST: $17.47 (+0.58%) • MKT CAP: $190.2M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SAR VS. ETX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SAR | ETX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.90% | — | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | — | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 30.9 | 50.9 | -20.02 | ETX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.5x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $216.9M | $190.2M | $26.7M | SAR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SAR REV | ETX REV | SAR GROSS % | ETX GROSS % | SAR FCF | ETX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | -$88.0M | — |
| FY 2024 | $0 | — | — | — | $197.5M | — |
| FY 2023 | $0 | — | — | — | -$157.2M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SAR // BETA —
ETX // BETA —