DDT vs ISTR

Comparison between Dillards Capital Trust I (DDT, Company) and Investar Holding Corp (ISTR, Company).

5-Year PerformanceISTR has outperformed DDT, delivering a return of +8.0% compared to +7.8%

DDT vs ISTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DDT(COMPANY)	ISTR(COMPANY)
Market Cap	$407M	$406M
Max Drawdown	84.58%	68.64%
Sharpe Ratio	0.78	1.70
5Y Beta	0.07	0.78
Industry	N/A	Banks - Regional
P/E Ratio	0.66	11.53
Forward P/E	N/A	9.84
PEG Ratio	0.03	0.74
Dividend Yield	11.20%	1.52%
5Y Dividends CAGR	4.56%	1.74%
5Y EPS CAGR	40.22%	7.89%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	N/A	5.83%
P/S Ratio	N/A	3.77
P/B Ratio	N/A	1.05

Market Cap

Winner

DDT

$407M

ISTR

$406M

Max Drawdown

DDT

84.58%

Winner

ISTR

68.64%

Sharpe Ratio

DDT

0.78

Winner

ISTR

1.70

5Y Beta

Winner

DDT

0.07

ISTR

0.78

Industry

DDT

N/A

ISTR

Banks - Regional

P/E Ratio

Winner

DDT

0.66

ISTR

11.53

Forward P/E

DDT

N/A

ISTR

9.84

PEG Ratio

Winner

DDT

0.03

ISTR

0.74

Dividend Yield

Winner

DDT

11.20%

ISTR

1.52%

5Y Dividends CAGR

Winner

DDT

4.56%

ISTR

1.74%

5Y EPS CAGR

Winner

DDT

40.22%

ISTR

7.89%

Debt to Equity

DDT

0.00%

ISTR

0.00%

Free Cash Flow Yield

DDT

N/A

ISTR

5.83%

P/S Ratio

DDT

N/A

ISTR

3.77

P/B Ratio

DDT

N/A

ISTR

1.05

DDT vs ISTR - Historical Returns

Returns include dividend reinvestment.

Period	DDT	ISTR
1 month	+0.23%	+8.14%
3 months	+2.43%	+12.79%
6 months	+3.96%	+11.83%
1 year	+7.38%	+59.97%
5 years(CAGR)	+7.76%	+7.99%
10 years(CAGR)	+7.57%	+8.67%
Max(CAGR)	+9.78%	+7.98%

DDT

+0.23%

Winner

ISTR

+8.14%

DDT

+2.43%

Winner

ISTR

+12.79%

DDT

+3.96%

Winner

ISTR

+11.83%

DDT

+7.38%

Winner

ISTR

+59.97%

5Y(CAGR)

DDT

+7.76%

Winner

ISTR

+7.99%

10Y(CAGR)

DDT

+7.57%

Winner

ISTR

+8.67%

Max(CAGR)

Winner

DDT

+9.78%

ISTR

+7.98%

DDT vs ISTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DDT	ISTR
2026	+3.09%	+15.50%
2025	+9.07%	+28.40%
2024	+6.39%	+50.78%
2023	+8.78%	-28.77%
2022	-2.14%	+20.41%
2021	+20.73%	+14.24%
2020	+2.12%	-30.20%
2019	+9.75%	-0.31%
2018	+6.57%	+5.99%
2017	+6.38%	+27.57%
2016	+3.69%	+7.22%
2015	+10.66%	+25.96%
2014	+10.56%	-2.37%
2013	+6.03%	N/A
2012	+10.41%	N/A
2011	+11.65%	N/A
2010	+34.13%	N/A
2009	+231.21%	N/A
2008	-62.94%	N/A
2007	-19.90%	N/A
2006	+11.80%	N/A
2005	+4.51%	N/A
2004	+15.96%	N/A
2003	+46.77%	N/A
2002	+0.60%	N/A
2001	+39.72%	N/A
2000	-19.62%	N/A
1999	-10.73%	N/A

DDT vs ISTR Drawdown Comparison

The maximum drawdown for DDT was -80.27%, occurring on Mar 9, 2009. Recovery took 596 trading sessions.

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

The current DDT drawdown is -0.50%.

Rank	DDT	ISTR
#1	-80.27% Jul 13, 2007 - Nov 20, 2009	-68.22% Jul 6, 2018 - Dec 4, 2025
#2	-45.71% Feb 21, 2020 - Oct 16, 2020	-22.12% Dec 14, 2015 - Nov 18, 2016
#3	-39.68% Nov 9, 1999 - Feb 6, 2001	-13.33% Mar 30, 2015 - Nov 25, 2015
#4	-19.76% Nov 26, 2001 - Mar 6, 2002	-11.92% Feb 6, 2026 - Jun 12, 2026
#5	-17.43% Jun 11, 2002 - Apr 17, 2003	-10.31% Feb 17, 2015 - Mar 9, 2015
#6	-15.95% Jul 13, 2001 - Nov 19, 2001	-9.92% Jul 16, 2014 - Dec 16, 2014
#7	-13.26% Jul 11, 2003 - Nov 28, 2003	-9.22% Dec 18, 2014 - Feb 17, 2015
#8	-12.22% Apr 13, 2010 - Aug 19, 2010	-8.56% Feb 1, 2018 - Mar 16, 2018
#9	-10.96% Apr 11, 2001 - Jul 10, 2001	-7.91% Jul 5, 2017 - Sep 26, 2017
#10	-9.87% Jul 25, 2018 - May 8, 2019	-6.45% Apr 24, 2018 - May 21, 2018
#11	-8.78% Mar 6, 2002 - May 16, 2002	-6.35% Oct 20, 2017 - Dec 18, 2017
#12	-8.37% Jul 22, 2011 - Oct 13, 2011	-6.15% Dec 16, 2016 - Dec 29, 2016
#13	-8.01% Oct 16, 2020 - Nov 17, 2020	-5.54% Jan 26, 2017 - Feb 9, 2017
#14	-7.81% Jan 8, 2010 - Mar 1, 2010	-5.29% Jan 17, 2018 - Feb 1, 2018
#15	-6.97% Feb 23, 2001 - Mar 23, 2001	-4.95% Mar 19, 2018 - Apr 18, 2018

Correlation

Correlation between DDT and ISTR is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2000 - 2026)

DDT vs ISTR dividend yield comparison.

Year	DDT	ISTR
2026	3.59%	0.36%
2025	7.16%	1.63%
2024	7.29%	1.87%
2023	7.29%	2.65%
2022	7.44%	1.70%
2021	6.69%	2.66%
2020	7.58%	1.51%
2019	7.10%	0.95%
2018	7.34%	0.81%
2017	7.25%	0.30%
2016	7.21%	0.23%
2015	6.98%	0.18%
2014	7.20%	0.10%
2013	7.40%	0.00%
2012	7.35%	0.00%
2011	7.54%	0.00%
2010	7.83%	0.00%
2009	9.87%	0.00%
2008	29.54%	0.00%
2007	10.14%	0.00%
2006	7.52%	0.00%
2005	7.82%	0.00%
2004	7.56%	0.00%
2003	7.96%	0.00%
2002	10.88%	0.00%
2001	10.20%	0.00%
2000	3.54%	0.00%