CCAP vs ISTR

Comparison between Crescent Capital BDC Inc (CCAP, Company) and Investar Holding Corp (ISTR, Company).

Both CCAP and ISTR are from the Financial Services sector.

5-Year PerformanceISTR has outperformed CCAP, delivering a return of +8.4% compared to +0.8%

CCAP vs ISTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CCAP(COMPANY)	ISTR(COMPANY)
Market Cap	$412M	$412M
Max Drawdown	63.68%	68.64%
Sharpe Ratio	-0.48	1.87
5Y Beta	0.69	0.77
Industry	Asset Management	Banks - Regional
P/E Ratio	27.51	11.68
Forward P/E	16.10	9.84
PEG Ratio	N/A	0.75
Dividend Yield	15.00%	1.47%
5Y Dividends CAGR	1.99%	1.74%
5Y EPS CAGR	N/A	7.89%
Debt to Equity	134.58%	0.00%
Free Cash Flow Yield	16.03%	5.75%

Market Cap

Winner

CCAP

$412M

ISTR

$412M

Max Drawdown

Winner

CCAP

63.68%

ISTR

68.64%

Sharpe Ratio

CCAP

-0.48

Winner

ISTR

1.87

5Y Beta

Winner

CCAP

0.69

ISTR

0.77

Industry

CCAP

Asset Management

ISTR

Banks - Regional

P/E Ratio

CCAP

27.51

Winner

ISTR

11.68

Forward P/E

CCAP

16.10

Winner

ISTR

9.84

PEG Ratio

CCAP

N/A

ISTR

0.75

Dividend Yield

Winner

CCAP

15.00%

ISTR

1.47%

5Y Dividends CAGR

Winner

CCAP

1.99%

ISTR

1.74%

5Y EPS CAGR

CCAP

N/A

ISTR

7.89%

Debt to Equity

CCAP

134.58%

Winner

ISTR

0.00%

Free Cash Flow Yield

Winner

CCAP

16.03%

ISTR

5.75%

CCAP vs ISTR - Historical Returns

Returns include dividend reinvestment.

Period	CCAP	ISTR
1 month	-1.50%	+4.94%
3 months	-8.91%	+10.91%
6 months	-18.10%	+10.68%
1 year	-11.13%	+58.85%
5 years(CAGR)	+0.78%	+8.43%
10 years(CAGR)	N/A	+7.97%
Max(CAGR)	+5.57%	+7.90%

CCAP

-1.50%

Winner

ISTR

+4.94%

CCAP

-8.91%

Winner

ISTR

+10.91%

CCAP

-18.10%

Winner

ISTR

+10.68%

CCAP

-11.13%

Winner

ISTR

+58.85%

5Y(CAGR)

CCAP

+0.78%

Winner

ISTR

+8.43%

10Y(CAGR)

CCAP

N/A

ISTR

+7.97%

Max(CAGR)

CCAP

+5.57%

Winner

ISTR

+7.90%

CCAP vs ISTR - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	CCAP	ISTR
2026	-18.86%	+14.81%
2025	-17.44%	+28.40%
2024	+24.73%	+50.78%
2023	+46.77%	-28.77%
2022	-19.32%	+20.41%
2021	+31.20%	+14.24%
2020	+1.40%	-30.20%
2019	N/A	-0.31%
2018	N/A	+5.99%
2017	N/A	+27.57%
2016	N/A	+7.22%
2015	N/A	+25.96%
2014	N/A	-2.37%

CCAP vs ISTR Drawdown Comparison

The maximum drawdown for CCAP was -63.68%, occurring on Mar 23, 2020. Recovery took 229 trading sessions.

The maximum drawdown for ISTR was -68.22%, occurring on Mar 23, 2020. Recovery took 1864 trading sessions.

The current CCAP drawdown is -34.60%. The current ISTR drawdown is -0.60%.

Rank	CCAP	ISTR
#1	-63.68% Feb 7, 2020 - Jan 5, 2021	-68.22% Jul 6, 2018 - Dec 4, 2025
#2	-35.30% Feb 18, 2025 - May 18, 2026	-22.12% Dec 14, 2015 - Nov 18, 2016
#3	-31.08% Oct 15, 2021 - Aug 11, 2023	-13.33% Mar 30, 2015 - Nov 25, 2015
#4	-12.78% Apr 13, 2021 - Sep 30, 2021	-11.92% Feb 6, 2026 - Jun 12, 2026
#5	-10.13% Jul 8, 2024 - Nov 14, 2024	-10.31% Feb 17, 2015 - Mar 9, 2015
#6	-9.68% Sep 29, 2023 - Dec 14, 2023	-9.92% Jul 16, 2014 - Dec 16, 2014
#7	-8.60% Dec 27, 2023 - Mar 20, 2024	-9.22% Dec 18, 2014 - Feb 17, 2015
#8	-5.41% Mar 3, 2021 - Mar 15, 2021	-8.56% Feb 1, 2018 - Mar 16, 2018
#9	-5.28% Dec 13, 2024 - Jan 21, 2025	-7.91% Jul 5, 2017 - Sep 26, 2017
#10	-4.94% Aug 11, 2023 - Sep 19, 2023	-6.45% Apr 24, 2018 - May 21, 2018
#11	-4.62% Mar 15, 2021 - Apr 6, 2021	-6.35% Oct 20, 2017 - Dec 18, 2017
#12	-4.39% Jan 25, 2021 - Feb 1, 2021	-6.15% Dec 16, 2016 - Dec 29, 2016
#13	-4.04% Feb 1, 2021 - Feb 17, 2021	-5.54% Jan 26, 2017 - Feb 9, 2017
#14	-2.79% Jun 10, 2024 - Jun 24, 2024	-5.29% Jan 17, 2018 - Feb 1, 2018
#15	-2.09% May 10, 2024 - May 31, 2024	-4.95% Mar 19, 2018 - Apr 18, 2018

Correlation

Correlation between CCAP and ISTR is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2014 - 2026)

CCAP vs ISTR dividend yield comparison.

Year	CCAP	ISTR
2026	4.03%	0.37%
2025	13.02%	1.63%
2024	10.61%	1.87%
2023	10.41%	2.65%
2022	14.83%	1.70%
2021	9.63%	2.66%
2020	11.26%	1.51%
2019	0.00%	0.95%
2018	0.00%	0.81%
2017	0.00%	0.30%
2016	0.00%	0.23%
2015	0.00%	0.18%
2014	0.00%	0.10%