Investar Holding Corp Stock Beta

ISTR Stock

USD 17.02 0.00 0.00%

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.

Short Long Term Debt Total Total Assets

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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.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Good Will	Short Term Investments	Total Liab	Total Current Assets	Intangible Assets	Common Stock	Property Plant Equipment	Net Tangible Assets	Long Term Investments	Short Long Term Debt	Short Term Debt	Long Term Debt Total	Capital Surpluse	Earning Assets	Net Invested Capital	Capital Stock
Total Assets		0.97	0.47	0.88	0.25	0.72	0.96	0.72	0.98	0.57	0.96	0.58	0.91	0.96	0.91	0.46	-0.5	0.14	0.96	0.92	0.89	0.56	0.37
Total Stockholder Equity	0.97		0.4	0.81	0.38	0.62	0.91	0.75	0.94	0.41	0.92	0.63	0.96	0.98	0.96	0.53	-0.45	0.15	0.94	0.95	0.87	0.43	0.46
Net Debt	0.47	0.4		0.23	0.08	0.81	0.38	-0.16	0.52	0.52	0.46	0.52	0.46	0.34	0.27	0.16	0.03	0.63	0.35	0.29	0.25	0.76	0.29
Retained Earnings	0.88	0.81	0.23		-0.04	0.61	0.89	0.81	0.86	0.63	0.83	0.28	0.73	0.81	0.79	0.37	-0.56	-0.04	0.87	0.83	0.83	0.57	0.0
Accounts Payable	0.25	0.38	0.08	-0.04		0.18	0.05	0.19	0.3	-0.23	0.35	0.54	0.47	0.36	0.36	-0.12	0.15	0.32	0.19	0.3	0.1	-0.18	0.43
Long Term Debt	0.72	0.62	0.81	0.61	0.18		0.61	0.24	0.79	0.69	0.75	0.55	0.62	0.56	0.53	0.06	-0.18	0.48	0.63	0.59	0.51	0.85	0.13
Net Receivables	0.96	0.91	0.38	0.89	0.05	0.61		0.73	0.93	0.54	0.92	0.5	0.79	0.92	0.88	0.56	-0.6	-0.03	0.96	0.89	0.92	0.53	0.37
Good Will	0.72	0.75	-0.16	0.81	0.19	0.24	0.73		0.66	0.27	0.68	0.16	0.65	0.74	0.79	0.37	-0.44	-0.27	0.77	0.8	0.76	0.1	0.07
Short Term Investments	0.98	0.94	0.52	0.86	0.3	0.79	0.93	0.66		0.59	0.99	0.63	0.87	0.93	0.87	0.39	-0.46	0.21	0.93	0.89	0.84	0.61	0.34
Total Liab	0.57	0.41	0.52	0.63	-0.23	0.69	0.54	0.27	0.59		0.5	-0.06	0.4	0.39	0.26	-0.09	-0.05	0.38	0.45	0.35	0.43	0.54	-0.24
Total Current Assets	0.96	0.92	0.46	0.83	0.35	0.75	0.92	0.68	0.99	0.5		0.67	0.84	0.92	0.88	0.4	-0.48	0.16	0.93	0.89	0.84	0.57	0.37
Intangible Assets	0.58	0.63	0.52	0.28	0.54	0.55	0.5	0.16	0.63	-0.06	0.67		0.61	0.63	0.66	0.43	-0.25	0.28	0.6	0.61	0.5	0.44	0.63
Common Stock	0.91	0.96	0.46	0.73	0.47	0.62	0.79	0.65	0.87	0.4	0.84	0.61		0.94	0.88	0.47	-0.34	0.3	0.82	0.86	0.73	0.41	0.39
Property Plant Equipment	0.96	0.98	0.34	0.81	0.36	0.56	0.92	0.74	0.93	0.39	0.92	0.63	0.94		0.94	0.54	-0.49	0.09	0.93	0.92	0.87	0.39	0.46
Net Tangible Assets	0.91	0.96	0.27	0.79	0.36	0.53	0.88	0.79	0.87	0.26	0.88	0.66	0.88	0.94		0.59	-0.47	0.06	0.95	0.99	0.9	0.37	0.5
Long Term Investments	0.46	0.53	0.16	0.37	-0.12	0.06	0.56	0.37	0.39	-0.09	0.4	0.43	0.47	0.54	0.59		-0.36	-0.04	0.49	0.52	0.46	0.2	0.36
Short Long Term Debt	-0.5	-0.45	0.03	-0.56	0.15	-0.18	-0.6	-0.44	-0.46	-0.05	-0.48	-0.25	-0.34	-0.49	-0.47	-0.36		0.62	-0.57	-0.46	-0.49	-0.35	-0.31
Short Term Debt	0.14	0.15	0.63	-0.04	0.32	0.48	-0.03	-0.27	0.21	0.38	0.16	0.28	0.3	0.09	0.06	-0.04	0.62		-0.02	0.05	-0.06	0.28	-0.03
Long Term Debt Total	0.96	0.94	0.35	0.87	0.19	0.63	0.96	0.77	0.93	0.45	0.93	0.6	0.82	0.93	0.95	0.49	-0.57	-0.02		0.97	0.96	0.5	0.45
Capital Surpluse	0.92	0.95	0.29	0.83	0.3	0.59	0.89	0.8	0.89	0.35	0.89	0.61	0.86	0.92	0.99	0.52	-0.46	0.05	0.97		0.93	0.41	0.44
Earning Assets	0.89	0.87	0.25	0.83	0.1	0.51	0.92	0.76	0.84	0.43	0.84	0.5	0.73	0.87	0.9	0.46	-0.49	-0.06	0.96	0.93		0.4	0.45
Net Invested Capital	0.56	0.43	0.76	0.57	-0.18	0.85	0.53	0.1	0.61	0.54	0.57	0.44	0.41	0.39	0.37	0.2	-0.35	0.28	0.5	0.41	0.4		0.02
Capital Stock	0.37	0.46	0.29	0.0	0.43	0.13	0.37	0.07	0.34	-0.24	0.37	0.63	0.39	0.46	0.5	0.36	-0.31	-0.03	0.45	0.44	0.45	0.02

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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

Predict Investar Holding

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 Ltd	2024-12-31	146.1 K
Bridgeway Capital Management, Llc	2024-12-31	145.9 K
Rhino Investment Partners, Inc.	2024-12-31	145.4 K
Franklin Resources Inc	2024-12-31	132.3 K
Arrowstreet Capital Limited Partnership	2024-12-31	126.1 K
Hotchkis & Wiley Capital Management Llc	2024-12-31	118.8 K
State Street Corp	2024-12-31	109.3 K
Northern Trust Corp	2024-12-31	101 K
O'shaughnessy Asset Management Llc	2024-12-31	98.3 K
Blackrock Inc	2024-12-31	843.5 K
Vanguard Group Inc	2024-12-31	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

	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
	Shares Owned By Insiders	7.46 %
	Shares Owned By Institutions	65.70 %
	Number Of Shares Shorted	120.42 K
	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
	Short Ratio	3.53 X
	Earnings Per Share	2.04 X
	Target Price	22.75
	Number Of Employees	327
	Beta	0.82
	Market Capitalization	168.56 M
	Total Asset	2.72 B
	Retained Earnings	132.94 M
	Annual Yield	0.02 %
	Five Year Return	1.12 %
	Net Asset	2.72 B
	Last Dividend Paid	0.41

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.

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