Investar Holding Corp Stock Performance
| ISTR Stock | USD 24.17 0.28 1.15% |
On a scale of 0 to 100, Investar Holding holds a performance score of 14. The company retains a Market Volatility (i.e., Beta) of 1.84, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Investar Holding will likely underperform. Please check Investar Holding's downside variance, as well as the relationship between the daily balance of power and period momentum indicator , to make a quick decision on whether Investar Holding's current trending patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Investar Holding Corp are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak basic indicators, Investar Holding reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (1.15) | Five Day Return 3.33 | Year To Date Return 62.21 | Ten Year Return 75.78 | All Time Return 70.21 |
Forward Dividend Yield 0.0174 | Payout Ratio 0.2485 | Forward Dividend Rate 0.42 | Dividend Date 2024-10-31 | Ex Dividend Date 2024-09-30 |
1 | Investar is on the Move, Heres Why the Trend Could be Sustainable | 09/12/2024 |
2 | Acquisition by Dangelo John J of 100 shares of Investar Holding at 12.9 subject to Rule 16b-3 | 10/18/2024 |
3 | Investar Holding earnings beat by 0.12, revenue topped estimates | 10/21/2024 |
4 | Investar Holding Third Quarter 2024 Earnings Beats Expectations | 10/22/2024 |
5 | Investar Holding Corp Q3 2024 Earnings EPS of 0.54 Beats Estimate, Revenue Soars to 36.8M | 10/23/2024 |
6 | What Makes Investar a Good Fit for Trend Investing | 10/24/2024 |
| Investar Holding dividend paid on 31st of October 2024 | 10/31/2024 |
7 | Vanguard Group Incs Strategic Acquisition of Investar Holding C - GuruFocus.com | 11/04/2024 |
8 | Investar Holding Corporation Quarterly 10-Q Report - Quartzy | 11/07/2024 |
9 | Acquisition by Ginn Scott G of 8475 shares of Investar Holding at 23.68 subject to Rule 16b-3 | 11/22/2024 |
10 | Scott Ginn Acquires 8,475 Shares of Investar Holding Corp | 11/25/2024 |
11 | Insider Buys Additional US201k In Investar Holding Stock | 11/27/2024 |
| Begin Period Cash Flow | 40.3 M |
Investar |
Investar Holding Relative Risk vs. Return Landscape
If you would invest 1,859 in Investar Holding Corp on August 31, 2024 and sell it today you would earn a total of 558.00 from holding Investar Holding Corp or generate 30.02% return on investment over 90 days. Investar Holding Corp is currently generating 0.4434% in daily expected returns and assumes 2.3398% risk (volatility on return distribution) over the 90 days horizon. In different words, 20% of stocks are less volatile than Investar, and 92% 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 = 0.1895
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Estimated Market Risk
| 2.34 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.44 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Investar Holding is performing at about 14% of its full potential. 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 it 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 | 0.0779 | |||
| Return On Asset | 0.0063 | |||
| Profit Margin | 0.21 % | |||
| Operating Margin | 0.24 % | |||
| Current Valuation | 384.37 M | |||
| Shares Outstanding | 9.83 M | |||
| 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 | |||
| Earnings Per Share | 1.79 X | |||
| Market Capitalization | 237.55 M | |||
| Total Asset | 2.82 B | |||
| Retained Earnings | 116.71 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 Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.07 | 0.05 |
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.| About 64.0% of the company shares are owned by institutional investors | |
| On 31st of October 2024 Investar Holding paid $ 0.105 per share dividend to its current shareholders | |
| Latest headline from simplywall.st: Insider Buys Additional US201k In Investar Holding Stock |
- 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.