Investar Holding Corp Stock Beta

ISTR Stock  USD 17.15  0.27  1.60%   
Investar Holding Corp fundamentals help investors to digest information that contributes to Investar Holding's financial success or failures. It also enables traders to predict the movement of Investar Stock. The fundamental analysis module provides a way to measure Investar Holding's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Investar Holding stock.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Investar Holding Corp Company Beta Analysis

Investar Holding's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

 = 

Covariance

Variance

More About Beta | All Equity Analysis

Current Investar Holding Beta

    
  0.82  
Most of Investar Holding's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Investar Holding Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Investar Beta Driver Correlations

Understanding the fundamental principles of building solid financial models for Investar Holding is extremely important. It helps to project a fair market value of Investar Stock properly, considering its historical fundamentals such as Beta. Since Investar Holding's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Investar Holding's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Investar Holding's interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Competition

In accordance with the recently published financial statements, Investar Holding Corp has a Beta of 0.818. This indicator is about the same for the Banks average (which is currently at 0.82) sector and significantly higher than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.

Investar Beta Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Investar Holding's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Investar Holding could also be used in its relative valuation, which is a method of valuing Investar Holding by comparing valuation metrics of similar companies.
Investar Holding is currently under evaluation in beta category among its peers.

Investar Holding ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Investar Holding's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Investar Holding's managers, analysts, and investors.
Environmental
Governance
Social

Investar Holding Institutional Holders

Institutional Holdings refers to the ownership stake in Investar Holding that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Investar Holding's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Investar Holding's value.
Shares
Petiole Usa Ltd2024-12-31
146.1 K
Bridgeway Capital Management, Llc2024-12-31
145.9 K
Rhino Investment Partners, Inc.2024-12-31
145.4 K
Franklin Resources Inc2024-12-31
132.3 K
Arrowstreet Capital Limited Partnership2024-12-31
126.1 K
Hotchkis & Wiley Capital Management Llc2024-12-31
118.8 K
State Street Corp2024-12-31
109.3 K
Northern Trust Corp2024-12-31
101 K
O'shaughnessy Asset Management Llc2024-12-31
98.3 K
Blackrock Inc2024-12-31
843.5 K
Vanguard Group Inc2024-12-31
526 K
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.

Investar Fundamentals

About Investar Holding Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Investar Holding Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Investar Holding using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Investar Holding Corp based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

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.