Investar Historical Balance Sheet

ISTR Stock

USD 23.82 0.35 1.45%

Trend analysis of Investar Holding Corp balance sheet accounts such as Short and Long Term Debt Total of 186.9 M or Other Current Liab of 2 B provides information on Investar Holding's total assets, liabilities, and equity, which is the actual value of Investar Holding Corp to its prevalent stockholders. By breaking down trends over time using Investar Holding balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.

Cash Flow Balance Sheet Income Statement

Yuan Drop

Covid

Financial Statement Analysis is much more than just reviewing and examining Investar Holding Corp latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Investar Holding Corp is a good buy for the upcoming year.

Investar Holding Inventory

14.61 Million

Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Investar Holding Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.

About Investar Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Investar Holding Corp at a specified time, usually calculated after every quarter, six months, or one year. Investar Holding Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Investar Holding and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Investar currently owns. An asset can also be divided into two categories, current and non-current.

Investar Holding Balance Sheet Chart

At this time, Investar Holding's Inventory is relatively stable compared to the past year. As of 11/29/2024, Total Liabilities is likely to grow to about 2.7 B, while Total Assets are likely to drop slightly above 1.8 B.

Common Stock Shares Outstanding Total Assets Short Long Term Debt Total Property Plant And Equipment Net

Add Fundamental

Common Stock Shares Outstanding

The total number of shares of a company's common stock that are currently owned by all its shareholders.

Total Assets

Total assets refers to the total amount of Investar Holding assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Investar Holding Corp books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Property Plant And Equipment Net

The total value of a company's physical assets (such as land, buildings, and equipment) used in operations, net of depreciation. It reflects the company's investment in assets used for production.

Most accounts from Investar Holding's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into Investar Holding Corp current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Investar Holding Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.

	2021	2022	2023	2024 (projected)
Short and Long Term Debt Total	129.9M	439.7M	289.0M	186.9M
Total Assets	2.5B	2.8B	2.8B	1.8B

Short Long Term Debt Total Total Assets

Investar Holding balance sheet Correlations

	Common Stock Shares Outstanding	Total Assets	Short Long Term Debt Total	Other Current Liab	Total Current Liabilities	Total Stockholder Equity	Other Liab	Property Plant And Equipment Net	Net Debt	Retained Earnings	Accounts Payable	Cash	Non Current Assets Total	Non Currrent Assets Other	Other Assets	Long Term Debt	Cash And Short Term Investments	Net Receivables	Good Will	Common Stock Total Equity	Short Term Investments	Non Current Liabilities Total	Inventory	Other Current Assets	Other Stockholder Equity	Total Liab
Common Stock Shares Outstanding		0.89	0.64	0.44	0.73	0.89	-0.1	0.87	0.54	0.8	0.37	0.63	0.44	0.29	0.38	0.65	0.88	0.88	0.73	0.79	0.88	0.33	-0.77	-0.39	0.86	0.28
Total Assets	0.89		0.83	0.45	0.73	0.97	0.12	0.94	0.73	0.89	0.34	0.7	0.52	0.37	0.39	0.79	0.98	0.96	0.69	0.94	0.98	0.52	-0.61	-0.32	0.95	0.48
Short Long Term Debt Total	0.64	0.83		0.42	0.38	0.74	0.22	0.68	0.98	0.78	0.08	0.33	0.42	0.31	0.34	0.93	0.8	0.76	0.3	0.76	0.85	0.67	-0.3	-0.12	0.75	0.73
Other Current Liab	0.44	0.45	0.42		0.59	0.48	-0.19	0.35	0.42	0.55	0.24	0.08	0.68	0.62	-0.27	0.49	0.39	0.33	0.65	0.55	0.42	0.71	0.03	0.07	0.52	0.59
Total Current Liabilities	0.73	0.73	0.38	0.59		0.82	-0.01	0.77	0.28	0.57	0.6	0.56	0.4	0.29	0.26	0.35	0.7	0.66	0.8	0.84	0.69	0.39	-0.5	0.02	0.81	0.18
Total Stockholder Equity	0.89	0.97	0.74	0.48	0.82		0.07	0.98	0.62	0.82	0.47	0.72	0.43	0.27	0.48	0.67	0.94	0.9	0.74	0.97	0.93	0.42	-0.63	-0.26	0.99	0.33
Other Liab	-0.1	0.12	0.22	-0.19	-0.01	0.07		0.11	0.2	0.1	-0.02	0.13	0.06	0.07	0.05	-0.03	0.09	0.11	-0.07	0.15	0.08	0.14	0.01	-0.01	0.08	0.14
Property Plant And Equipment Net	0.87	0.94	0.68	0.35	0.77	0.98	0.11		0.55	0.79	0.48	0.8	0.36	0.2	0.55	0.6	0.92	0.88	0.7	0.94	0.9	0.33	-0.69	-0.27	0.97	0.26
Net Debt	0.54	0.73	0.98	0.42	0.28	0.62	0.2	0.55		0.7	-0.05	0.14	0.4	0.31	0.26	0.9	0.68	0.66	0.18	0.67	0.74	0.69	-0.16	-0.06	0.64	0.76
Retained Earnings	0.8	0.89	0.78	0.55	0.57	0.82	0.1	0.79	0.7		0.06	0.56	0.8	0.69	0.03	0.75	0.87	0.89	0.74	0.78	0.88	0.71	-0.45	-0.49	0.79	0.69
Accounts Payable	0.37	0.34	0.08	0.24	0.6	0.47	-0.02	0.48	-0.05	0.06		0.62	-0.21	-0.32	0.56	0.17	0.43	0.15	0.34	0.47	0.37	-0.08	-0.56	0.3	0.49	-0.23
Cash	0.63	0.7	0.33	0.08	0.56	0.72	0.13	0.8	0.14	0.56	0.62		0.21	0.09	0.46	0.36	0.78	0.64	0.63	0.65	0.7	0.07	-0.75	-0.31	0.69	0.01
Non Current Assets Total	0.44	0.52	0.42	0.68	0.4	0.43	0.06	0.36	0.4	0.8	-0.21	0.21		0.98	-0.56	0.43	0.46	0.55	0.73	0.44	0.49	0.78	-0.01	-0.44	0.39	0.72
Non Currrent Assets Other	0.29	0.37	0.31	0.62	0.29	0.27	0.07	0.2	0.31	0.69	-0.32	0.09	0.98		-0.68	0.31	0.31	0.42	0.65	0.29	0.34	0.76	0.14	-0.38	0.24	0.71
Other Assets	0.38	0.39	0.34	-0.27	0.26	0.48	0.05	0.55	0.26	0.03	0.56	0.46	-0.56	-0.68		0.27	0.43	0.3	-0.1	0.44	0.4	-0.3	-0.57	0.18	0.51	-0.28
Long Term Debt	0.65	0.79	0.93	0.49	0.35	0.67	-0.03	0.6	0.9	0.75	0.17	0.36	0.43	0.31	0.27		0.8	0.7	0.31	0.67	0.84	0.65	-0.37	-0.12	0.68	0.73
Cash And Short Term Investments	0.88	0.98	0.8	0.39	0.7	0.94	0.09	0.92	0.68	0.87	0.43	0.78	0.46	0.31	0.43	0.8		0.93	0.66	0.89	0.99	0.48	-0.7	-0.3	0.91	0.45
Net Receivables	0.88	0.96	0.76	0.33	0.66	0.9	0.11	0.88	0.66	0.89	0.15	0.64	0.55	0.42	0.3	0.7	0.93		0.69	0.84	0.93	0.43	-0.61	-0.5	0.86	0.41
Good Will	0.73	0.69	0.3	0.65	0.8	0.74	-0.07	0.7	0.18	0.74	0.34	0.63	0.73	0.65	-0.1	0.31	0.66	0.69		0.7	0.64	0.43	-0.42	-0.37	0.71	0.27
Common Stock Total Equity	0.79	0.94	0.76	0.55	0.84	0.97	0.15	0.94	0.67	0.78	0.47	0.65	0.44	0.29	0.44	0.67	0.89	0.84	0.7		0.89	0.52	-0.48	-0.1	0.98	0.41
Short Term Investments	0.88	0.98	0.85	0.42	0.69	0.93	0.08	0.9	0.74	0.88	0.37	0.7	0.49	0.34	0.4	0.84	0.99	0.93	0.64	0.89		0.53	-0.66	-0.29	0.91	0.51
Non Current Liabilities Total	0.33	0.52	0.67	0.71	0.39	0.42	0.14	0.33	0.69	0.71	-0.08	0.07	0.78	0.76	-0.3	0.65	0.48	0.43	0.43	0.52	0.53		0.12	0.09	0.43	0.96
Inventory	-0.77	-0.61	-0.3	0.03	-0.5	-0.63	0.01	-0.69	-0.16	-0.45	-0.56	-0.75	-0.01	0.14	-0.57	-0.37	-0.7	-0.61	-0.42	-0.48	-0.66	0.12		0.39	-0.59	0.14
Other Current Assets	-0.39	-0.32	-0.12	0.07	0.02	-0.26	-0.01	-0.27	-0.06	-0.49	0.3	-0.31	-0.44	-0.38	0.18	-0.12	-0.3	-0.5	-0.37	-0.1	-0.29	0.09	0.39		-0.18	0.02
Other Stockholder Equity	0.86	0.95	0.75	0.52	0.81	0.99	0.08	0.97	0.64	0.79	0.49	0.69	0.39	0.24	0.51	0.68	0.91	0.86	0.71	0.98	0.91	0.43	-0.59	-0.18		0.34
Total Liab	0.28	0.48	0.73	0.59	0.18	0.33	0.14	0.26	0.76	0.69	-0.23	0.01	0.72	0.71	-0.28	0.73	0.45	0.41	0.27	0.41	0.51	0.96	0.14	0.02	0.34

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Investar Holding Account Relationship Matchups

Investar Holding balance sheet Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Common Stock Shares Outstanding	10.0M	10.9M	10.5M	10.2M	9.8M	9.5M
Total Assets	2.1B	2.3B	2.5B	2.8B	2.8B	1.8B
Short Long Term Debt Total	180.3M	169.3M	129.9M	439.7M	289.0M	186.9M
Other Current Liab	1.5B	(15.1M)	(14.7M)	(15.9M)	1.9B	2.0B
Total Current Liabilities	1.6B	1.8B	1.7B	134.2M	1.9B	1.1B
Total Stockholder Equity	242.0M	243.3M	242.6M	215.8M	226.8M	178.7M
Other Liab	1.7M	2.1M	5M	5.6M	5.0M	3.0M
Property Plant And Equipment Net	50.9M	56.3M	58.1M	49.6M	44.2M	42.8M
Net Debt	136.0M	134.0M	33.3M	399.7M	256.9M	150.5M
Retained Earnings	60.2M	71.4M	76.2M	108.2M	116.7M	122.5M
Accounts Payable	1.7B	15.1M	2.1B	15.9M	18.3M	17.4M
Cash	44.3M	35.4M	96.5M	40.1M	32.0M	36.4M
Non Current Assets Total	375.5M	386.0M	484.7M	533.5M	2.8B	2.9B
Non Currrent Assets Other	(375.5M)	(1.4M)	(2.2M)	(16.4M)	2.3B	2.4B
Other Assets	1.5B	1.6B	1.6B	1.8B	(358.4M)	(340.5M)
Long Term Debt	180.3M	48.8M	129.9M	439.7M	289.0M	152.9M
Cash And Short Term Investments	304.1M	303.8M	452.1M	445.2M	390.2M	271.1M
Net Receivables	7.9M	13.0M	11.4M	12.7M	14.4M	7.4M
Good Will	17.4M	26.2M	28.2M	40.2M	(441K)	42.2M
Common Stock Total Equity	11.2M	10.6M	10.3M	9.9M	11.4M	9.0M
Short Term Investments	259.8M	268.4M	355.5M	405.2M	361.9M	235.1M
Liabilities And Stockholders Equity	2.1B	2.3B	2.5B	2.8B	2.8B	1.8B
Non Current Liabilities Total	180.3M	169.3M	129.9M	1.6B	2.6B	2.7B
Inventory	(52.7M)	(49M)	(111.0M)	(53.7M)	13.9M	14.6M
Other Current Assets	52.7M	49M	111.0M	53.7M	50.8M	48.3M
Other Stockholder Equity	168.7M	159.5M	154.9M	146.6M	145.5M	125.4M
Total Liab	180.3M	169.3M	129.9M	2.5B	2.6B	2.7B
Property Plant And Equipment Gross	50.9M	56.3M	77.2M	71.6M	63.7M	48.4M
Total Current Assets	312.0M	316.7M	463.4M	458.0M	404.6M	266.6M
Accumulated Other Comprehensive Income	170.5M	161.3M	156.1M	97.7M	(45.1M)	(42.9M)
Intangible Assets	31.0M	32.2M	44.0M	43.6M	2.2M	2.1M
Common Stock	11.2M	10.6M	10.3M	9.9M	9.7M	9.2M
Property Plant Equipment	50.9M	56.3M	58.1M	49.6M	57.0M	42.3M
Net Tangible Assets	210.9M	211.1M	198.6M	172.6M	198.5M	174.1M
Retained Earnings Total Equity	60.2M	71.4M	76.2M	108.2M	124.4M	130.7M
Long Term Investments	293.5M	2.1B	382.6M	440.7M	397.0M	505.0M
Short Term Debt	56.5M	48.2M	6.4M	134.2M	32.5M	30.9M
Long Term Debt Total	48.7M	48.8M	51.4M	52.7M	60.7M	35.3M
Capital Surpluse	168.7M	159.5M	154.9M	146.6M	168.6M	145.4M

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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Investar Historical Balance Sheet

Investar Holding Inventory

14.61 Million

About Investar Balance Sheet Analysis

Investar Holding Balance Sheet Chart

Common Stock Shares Outstanding

Total Assets

Property Plant And Equipment Net

Investar Holding balance sheet Correlations

Investar Holding Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Investar Holding balance sheet Accounts

Pair Trading with Investar Holding

Moving together with Investar Stock

Moving against Investar Stock

Additional Tools for Investar Stock Analysis

COMMON DESTINATIONS

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COMPANY

Other Stockholder Equity	+ 0.99	Total Stockholder Equity
Short Term Investments	+ 0.99	Cash And Short Term Investments
Cash And Short Term Investments	+ 0.98	Total Assets
Short Term Investments	+ 0.98	Total Assets
Net Debt	+ 0.98	Short Long Term Debt Total
Property Plant And Equipment Net	+ 0.98	Total Stockholder Equity

Inventory	- 0.77	Common Stock Shares Outstanding
Inventory	- 0.75	Cash
Inventory	- 0.7	Cash And Short Term Investments
Inventory	- 0.69	Property Plant And Equipment Net
Other Assets	- 0.68	Non Currrent Assets Other
Inventory	- 0.66	Short Term Investments