ISTR vs AIV

Comparison between Investar Holding Corp (ISTR, Company) and Apartment Investment & Management Co. - Class A (AIV, Company).

ISTR is from the Financial Services sector, while AIV is from the Real Estate sector.

5-Year PerformanceISTR has outperformed AIV, delivering a return of +8.4% compared to +2.2%

ISTR vs AIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISTR(COMPANY)	AIV(COMPANY)
Market Cap	$412M	$412M
Max Drawdown	68.64%	92.32%
Sharpe Ratio	1.87	-0.60
5Y Beta	0.77	0.48
Industry	Banks - Regional	Reit - Residential
P/E Ratio	11.68	0.74
Forward P/E	9.84	714.29
PEG Ratio	0.75	N/A
Dividend Yield	1.47%	N/A
5Y Dividends CAGR	1.74%	97.91%
5Y EPS CAGR	7.89%	N/A
Debt to Equity	0.00%	126.38%
Free Cash Flow Yield	5.75%	-8.52%

Market Cap

Winner

ISTR

$412M

AIV

$412M

Max Drawdown

Winner

ISTR

68.64%

AIV

92.32%

Sharpe Ratio

Winner

ISTR

1.87

AIV

-0.60

5Y Beta

ISTR

0.77

Winner

AIV

0.48

Industry

ISTR

Banks - Regional

AIV

Reit - Residential

P/E Ratio

ISTR

11.68

Winner

AIV

0.74

Forward P/E

Winner

ISTR

9.84

AIV

714.29

PEG Ratio

ISTR

0.75

AIV

N/A

Dividend Yield

ISTR

1.47%

AIV

N/A

5Y Dividends CAGR

ISTR

1.74%

Winner

AIV

97.91%

5Y EPS CAGR

ISTR

7.89%

AIV

N/A

Debt to Equity

Winner

ISTR

0.00%

AIV

126.38%

Free Cash Flow Yield

Winner

ISTR

5.75%

AIV

-8.52%

ISTR vs AIV - Historical Returns

Returns include dividend reinvestment.

Period	ISTR	AIV
1 month	+4.94%	-2.04%
3 months	+10.91%	+3.06%
6 months	+10.68%	-7.40%
1 year	+58.85%	-9.83%
5 years(CAGR)	+8.43%	+2.18%
10 years(CAGR)	+7.97%	+5.89%
Max(CAGR)	+7.90%	+7.41%

Winner

ISTR

+4.94%

AIV

-2.04%

Winner

ISTR

+10.91%

AIV

+3.06%

Winner

ISTR

+10.68%

AIV

-7.40%

Winner

ISTR

+58.85%

AIV

-9.83%

5Y(CAGR)

Winner

ISTR

+8.43%

AIV

+2.18%

10Y(CAGR)

Winner

ISTR

+7.97%

AIV

+5.89%

Max(CAGR)

Winner

ISTR

+7.90%

AIV

+7.41%

ISTR vs AIV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ISTR	AIV
2026	+14.81%	-6.46%
2025	+28.40%	-1.78%
2024	+50.78%	+16.09%
2023	-28.77%	+10.28%
2022	+20.41%	-8.05%
2021	+14.24%	+52.57%
2020	-30.20%	-16.78%
2019	-0.31%	+25.70%
2018	+5.99%	+4.75%
2017	+27.57%	+0.46%
2016	+7.22%	+18.41%
2015	+25.96%	+8.97%
2014	-2.37%	+49.31%
2013	N/A	-2.17%
2012	N/A	+20.11%
2011	N/A	-11.13%
2010	N/A	+64.18%
2009	N/A	+41.72%
2008	N/A	-49.43%
2007	N/A	-30.49%
2006	N/A	+51.77%
2005	N/A	+6.62%
2004	N/A	+20.45%
2003	N/A	-0.09%
2002	N/A	-10.79%
2001	N/A	-1.05%
2000	N/A	+40.36%
1999	N/A	+6.10%

ISTR vs AIV Drawdown Comparison

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

The maximum drawdown for AIV was -87.24%, occurring on Mar 6, 2009. Recovery took 1868 trading sessions.

The current ISTR drawdown is -0.60%. The current AIV drawdown is -15.17%.

Rank	ISTR	AIV
#1	-68.22% Jul 6, 2018 - Dec 4, 2025	-87.24% Feb 8, 2007 - Jul 11, 2014
#2	-22.12% Dec 14, 2015 - Nov 18, 2016	-54.42% Feb 21, 2020 - May 24, 2021
#3	-13.33% Mar 30, 2015 - Nov 25, 2015	-40.70% Aug 12, 2022 - Jan 15, 2025
#4	-11.92% Feb 6, 2026 - Jun 12, 2026	-35.63% Apr 12, 2002 - Jun 14, 2005
#5	-10.31% Feb 17, 2015 - Mar 9, 2015	-33.29% Nov 15, 2021 - Jul 29, 2022
#6	-9.92% Jul 16, 2014 - Dec 16, 2014	-20.61% Jan 15, 2025 - Apr 8, 2025
#7	-9.22% Dec 18, 2014 - Feb 17, 2015	-18.28% Aug 2, 2005 - Jan 27, 2006
#8	-8.56% Feb 1, 2018 - Mar 16, 2018	-17.08% Sep 8, 2017 - Nov 7, 2018
#9	-7.91% Jul 5, 2017 - Sep 26, 2017	-16.51% Dec 29, 2000 - Jun 26, 2001
#10	-6.45% Apr 24, 2018 - May 21, 2018	-16.25% Jun 14, 2021 - Oct 28, 2021
#11	-6.35% Oct 20, 2017 - Dec 18, 2017	-15.69% Aug 23, 2001 - Mar 14, 2002
#12	-6.15% Dec 16, 2016 - Dec 29, 2016	-15.52% Sep 26, 2016 - Sep 8, 2017
#13	-5.54% Jan 26, 2017 - Feb 9, 2017	-14.07% Mar 20, 2015 - Dec 29, 2015
#14	-5.29% Jan 17, 2018 - Feb 1, 2018	-12.81% Jan 5, 2016 - Mar 17, 2016
#15	-4.95% Mar 19, 2018 - Apr 18, 2018	-11.78% Mar 29, 2006 - Jul 25, 2006

Correlation

Correlation between ISTR and AIV is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (1999 - 2026)

ISTR vs AIV dividend yield comparison.

Year	ISTR	AIV
2026	0.37%	94.34%
2025	1.63%	47.64%
2024	1.87%	0.00%
2023	2.65%	0.00%
2022	1.70%	0.28%
2021	2.66%	0.00%
2020	1.51%	5.18%
2019	0.95%	6.00%
2018	0.81%	3.46%
2017	0.30%	3.30%
2016	0.23%	2.91%
2015	0.18%	2.95%
2014	0.10%	3.55%
2013	0.00%	3.71%
2012	0.00%	2.81%
2011	0.00%	2.10%
2010	0.00%	1.16%
2009	0.00%	2.50%
2008	0.00%	64.76%
2007	0.00%	12.41%
2006	0.00%	4.29%
2005	0.00%	7.92%
2004	0.00%	6.23%
2003	0.00%	8.87%
2002	0.00%	8.75%
2001	0.00%	6.82%
2000	0.00%	5.60%
1999	0.00%	1.57%