Investar Holding Corp Stock Performance
| ISTR Stock | USD 17.02 0.00 0.00% |
The company retains a Market Volatility (i.e., Beta) of 0.78, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Investar Holding's returns are expected to increase less than the market. However, during the bear market, the loss of holding Investar Holding is expected to be smaller as well. At this point, Investar Holding Corp has a negative expected return of -0.47%. Please make sure to check out Investar Holding's treynor ratio and rate of daily change , to decide if Investar Holding Corp performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Investar Holding Corp has generated negative risk-adjusted returns adding no value to investors with long positions. Even with unsteady performance in the last few months, the Stock's basic indicators remain relatively invariable which may send shares a bit higher in April 2025. The latest agitation may also be a sign of long-running up-swing for the enterprise retail investors. ...more
Actual Historical Performance (%)
One Day Return 1.6 | Five Day Return (1.04) | Year To Date Return (19.26) | Ten Year Return 6.65 | All Time Return 20.77 |
Forward Dividend Yield 0.0245 | Payout Ratio | Forward Dividend Rate 0.42 | Dividend Date 2025-01-31 | Ex Dividend Date 2024-12-31 |
1 | Investar Q4 Earnings Jump 75 percent YoY to 6.1M, Deposits Surge Despite Loan Decline - StockTitan | 01/23/2025 |
2 | Investar Q4 Earnings Snapshot | 01/24/2025 |
3 | Acquisition by Yegge James E of 1918 shares of Investar Holding subject to Rule 16b-3 | 01/28/2025 |
| Investar Holding dividend paid on 31st of January 2025 | 01/31/2025 |
4 | Trading Report - Stock Traders Daily | 02/28/2025 |
5 | New York State Common Retirement Fund Buys 1,100 Shares of Investar Holding Co. - Defense World | 03/07/2025 |
| Begin Period Cash Flow | 840 K |
Investar |
Investar Holding Relative Risk vs. Return Landscape
If you would invest 2,290 in Investar Holding Corp on December 17, 2024 and sell it today you would lose (588.50) from holding Investar Holding Corp or give up 25.7% of portfolio value over 90 days. Investar Holding Corp is currently does not generate positive expected returns and assumes 1.7746% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of stocks are less volatile than Investar, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Investar Holding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Investar Holding's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Investar Holding Corp, and traders can use it to determine the average amount a Investar Holding's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2649
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| Negative Returns | ISTR |
Estimated Market Risk
| 1.77 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.47 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.26 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Investar Holding is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Investar Holding by adding Investar Holding to a well-diversified portfolio.
Investar Holding Fundamentals Growth
Investar Stock prices reflect investors' perceptions of the future prospects and financial health of Investar Holding, and Investar Holding fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Investar Stock performance.
| Return On Equity | 0.0865 | ||||
| Return On Asset | 0.0073 | ||||
| Profit Margin | 0.23 % | ||||
| Operating Margin | 0.32 % | ||||
| Current Valuation | 243.71 M | ||||
| Shares Outstanding | 9.83 M | ||||
| Price To Earning | 12.54 X | ||||
| Price To Book | 0.70 X | ||||
| Price To Sales | 1.95 X | ||||
| Revenue | 143.87 M | ||||
| Gross Profit | 86.32 M | ||||
| EBITDA | 101.61 M | ||||
| Net Income | 20.25 M | ||||
| Cash And Equivalents | 36.01 M | ||||
| Cash Per Share | 3.64 X | ||||
| Total Debt | 2.48 B | ||||
| Debt To Equity | 8.43 % | ||||
| Book Value Per Share | 24.55 X | ||||
| Cash Flow From Operations | 32.6 M | ||||
| Earnings Per Share | 2.04 X | ||||
| Market Capitalization | 168.56 M | ||||
| Total Asset | 2.72 B | ||||
| Retained Earnings | 132.94 M | ||||
About Investar Holding Performance
Assessing Investar Holding's fundamental ratios provides investors with valuable insights into Investar Holding's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Investar Holding is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -1.4 K | -1.5 K | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.08 | 0.06 |
Things to note about Investar Holding Corp performance evaluation
Checking the ongoing alerts about Investar Holding for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Investar Holding Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Investar Holding generated a negative expected return over the last 90 days | |
| About 66.0% of the company shares are owned by institutional investors | |
| On 31st of January 2025 Investar Holding paid $ 0.105 per share dividend to its current shareholders | |
| Latest headline from news.google.com: New York State Common Retirement Fund Buys 1,100 Shares of Investar Holding Co. - Defense World |
- Analyzing Investar Holding's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Investar Holding's stock is overvalued or undervalued compared to its peers.
- Examining Investar Holding's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Investar Holding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investar Holding's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Investar Holding's stock. These opinions can provide insight into Investar Holding's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Investar Stock Analysis
When running Investar Holding's price analysis, check to measure Investar Holding's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Investar Holding is operating at the current time. Most of Investar Holding's value examination focuses on studying past and present price action to predict the probability of Investar Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Investar Holding's price. Additionally, you may evaluate how the addition of Investar Holding to your portfolios can decrease your overall portfolio volatility.