COMP <GO>
SAR vs WHG // EV/EBITDA & P/E VALUATION
Saratoga Investment Corp (NYSE) VS. Westwood Holdings Group Inc (NYSE) • 15-METRIC TALLY: SAR 3
— WHG 3
■ METRIC PARITY
LAST: $13.62 (-2.30%) • MKT CAP: $216.9M
valuation
—
LAST: $18.84 (-0.53%) • MKT CAP: $180.7M
valuation
30.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SAR VS. WHG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SAR | WHG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.90% | 4.00% | +4.90 | SAR | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 30.6x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 10.42% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 5.10% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 7.20% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 3.20% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.97% | -2.97 | WHG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 5/9 | -3.00 | WHG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 36.5 | 50.4 | -13.90 | WHG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.5x | 23.7x | -18.20 | SAR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $216.9M | $180.7M | $36.2M | SAR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SAR REV | WHG REV | SAR GROSS % | WHG GROSS % | SAR FCF | WHG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $97.8M | — | — | -$88.0M | $18.8M |
| FY 2024 | $0 | $94.7M | — | — | $197.5M | $21.0M |
| FY 2023 | $0 | $89.8M | — | — | -$157.2M | -$1.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SAR // BETA —
WHG // BETA —