Investar Holding Corp Stock Five Year Return

ISTR Stock

USD 23.82 0.35 1.45%

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 Five Year Return Analysis

Investar Holding's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Investar Holding Five Year Return

1.12 %

Most of Investar Holding's fundamental indicators, such as Five Year Return, 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 Five Year Return 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 Five Year Return. 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	0.73	0.89	0.34	0.79	0.96	0.69	0.98	0.48	0.96	0.7	0.91	0.97	0.92	0.48	-0.45	0.22	0.96	0.93	0.89	0.69	0.4
Total Stockholder Equity	0.97		0.62	0.82	0.47	0.67	0.9	0.74	0.93	0.33	0.92	0.74	0.97	0.98	0.96	0.55	-0.41	0.22	0.93	0.94	0.85	0.53	0.49
Net Debt	0.73	0.62		0.7	-0.05	0.9	0.66	0.18	0.74	0.76	0.65	0.43	0.64	0.59	0.53	0.21	-0.1	0.57	0.64	0.59	0.61	0.88	0.07
Retained Earnings	0.89	0.82	0.7		0.06	0.75	0.89	0.74	0.88	0.69	0.86	0.45	0.75	0.83	0.82	0.42	-0.54	0.06	0.89	0.85	0.84	0.81	0.05
Accounts Payable	0.34	0.47	-0.05	0.06		0.17	0.15	0.34	0.37	-0.23	0.42	0.52	0.52	0.41	0.4	-0.12	0.11	0.3	0.27	0.35	0.15	-0.24	0.45
Long Term Debt	0.79	0.67	0.9	0.75	0.17		0.7	0.31	0.84	0.73	0.79	0.54	0.64	0.64	0.61	0.06	-0.18	0.48	0.73	0.68	0.66	0.86	0.13
Net Receivables	0.96	0.9	0.66	0.89	0.15	0.7		0.69	0.93	0.41	0.92	0.66	0.8	0.94	0.9	0.61	-0.56	0.05	0.96	0.9	0.93	0.7	0.42
Good Will	0.69	0.74	0.18	0.74	0.34	0.31	0.69		0.64	0.27	0.67	0.3	0.66	0.75	0.82	0.41	-0.39	-0.21	0.75	0.81	0.74	0.23	0.13
Short Term Investments	0.98	0.93	0.74	0.88	0.37	0.84	0.93	0.64		0.51	0.99	0.73	0.87	0.93	0.88	0.4	-0.41	0.27	0.93	0.89	0.85	0.72	0.35
Total Liab	0.48	0.33	0.76	0.69	-0.23	0.73	0.41	0.27	0.51		0.43	-0.06	0.37	0.34	0.26	-0.06	-0.04	0.38	0.38	0.35	0.36	0.75	-0.51
Total Current Assets	0.96	0.92	0.65	0.86	0.42	0.79	0.92	0.67	0.99	0.43		0.76	0.83	0.92	0.89	0.41	-0.44	0.22	0.94	0.89	0.85	0.66	0.39
Intangible Assets	0.7	0.74	0.43	0.45	0.52	0.54	0.66	0.3	0.73	-0.06	0.76		0.67	0.69	0.7	0.44	-0.31	0.25	0.7	0.67	0.57	0.4	0.66
Common Stock	0.91	0.97	0.64	0.75	0.52	0.64	0.8	0.66	0.87	0.37	0.83	0.67		0.94	0.88	0.47	-0.3	0.34	0.82	0.86	0.71	0.47	0.41
Property Plant Equipment	0.97	0.98	0.59	0.83	0.41	0.64	0.94	0.75	0.93	0.34	0.92	0.69	0.94		0.94	0.55	-0.47	0.14	0.93	0.92	0.86	0.53	0.47
Net Tangible Assets	0.92	0.96	0.53	0.82	0.4	0.61	0.9	0.82	0.88	0.26	0.89	0.7	0.88	0.94		0.6	-0.45	0.09	0.96	0.99	0.9	0.51	0.51
Long Term Investments	0.48	0.55	0.21	0.42	-0.12	0.06	0.61	0.41	0.4	-0.06	0.41	0.44	0.47	0.55	0.6		-0.37	-0.04	0.52	0.52	0.47	0.21	0.36
Short Long Term Debt	-0.45	-0.41	-0.1	-0.54	0.11	-0.18	-0.56	-0.39	-0.41	-0.04	-0.44	-0.31	-0.3	-0.47	-0.45	-0.37		0.6	-0.54	-0.44	-0.45	-0.4	-0.32
Short Term Debt	0.22	0.22	0.57	0.06	0.3	0.48	0.05	-0.21	0.27	0.38	0.22	0.25	0.34	0.14	0.09	-0.04	0.6		0.04	0.09	-0.01	0.24	-0.04
Long Term Debt Total	0.96	0.93	0.64	0.89	0.27	0.73	0.96	0.75	0.93	0.38	0.94	0.7	0.82	0.93	0.96	0.52	-0.54	0.04		0.97	0.96	0.68	0.46
Capital Surpluse	0.93	0.94	0.59	0.85	0.35	0.68	0.9	0.81	0.89	0.35	0.89	0.67	0.86	0.92	0.99	0.52	-0.44	0.09	0.97		0.93	0.58	0.45
Earning Assets	0.89	0.85	0.61	0.84	0.15	0.66	0.93	0.74	0.85	0.36	0.85	0.57	0.71	0.86	0.9	0.47	-0.45	-0.01	0.96	0.93		0.65	0.44
Net Invested Capital	0.69	0.53	0.88	0.81	-0.24	0.86	0.7	0.23	0.72	0.75	0.66	0.4	0.47	0.53	0.51	0.21	-0.4	0.24	0.68	0.58	0.65		0.0
Capital Stock	0.4	0.49	0.07	0.05	0.45	0.13	0.42	0.13	0.35	-0.51	0.39	0.66	0.41	0.47	0.51	0.36	-0.32	-0.04	0.46	0.45	0.44	0.0

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Predict Investar Holding

Investar Return On Tangible Assets

Return On Tangible Assets

0.005364

At this time, Investar Holding's Return On Tangible Assets are relatively stable compared to the past year.

According to the company disclosure, Investar Holding Corp has a Five Year Return of 1.12%. This is much higher than that of the Banks sector and significantly higher than that of the Financials industry. The five year return for all United States stocks is notably lower than that of the firm.

Investar Five Year Return 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 Five Year Return 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 five year return 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 Fundamentals

	Return On Equity	0.0779
	Return On Asset	0.0063
	Profit Margin	0.21 %
	Operating Margin	0.24 %
	Current Valuation	384.37 M
	Shares Outstanding	9.83 M
	Shares Owned By Insiders	7.89 %
	Shares Owned By Institutions	63.78 %
	Number Of Shares Shorted	176.48 K
	Price To Earning	12.54 X
	Price To Book	0.97 X
	Price To Sales	2.87 X
	Revenue	83.06 M
	Gross Profit	103.83 M
	EBITDA	3.78 M
	Net Income	16.68 M
	Cash And Equivalents	36.01 M
	Cash Per Share	3.64 X
	Total Debt	288.95 M
	Debt To Equity	8.43 %
	Book Value Per Share	24.98 X
	Cash Flow From Operations	26.25 M
	Short Ratio	4.86 X
	Earnings Per Share	1.79 X
	Target Price	25.25
	Number Of Employees	331
	Beta	0.77
	Market Capitalization	237.55 M
	Total Asset	2.82 B
	Retained Earnings	116.71 M
	Annual Yield	0.02 %
	Five Year Return	1.12 %
	Net Asset	2.82 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.

Pair Trading with Investar Holding

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Investar Holding position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Investar Holding will appreciate offsetting losses from the drop in the long position's value.

Moving together with Investar Stock

0.9	AX	Axos Financial	Pair Corr
0.89	BY	Byline Bancorp Fiscal Year End 23rd of January 2025	Pair Corr
0.64	KB	KB Financial Group	Pair Corr

Moving against Investar Stock

0.65	TFC-PO	Truist Financial	Pair Corr
0.61	CFG-PE	Citizens Financial	Pair Corr
0.6	TFC-PR	Truist Financial	Pair Corr
0.4	WF	Woori Financial Group	Pair Corr

The ability to find closely correlated positions to Investar Holding could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Investar Holding when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Investar Holding - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Investar Holding Corp to buy it.

The correlation of Investar Holding is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Investar Holding moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Investar Holding Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Investar Holding can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

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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