ISTR vs CCAP

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

Both ISTR and CCAP are from the Financial Services sector.

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

ISTR vs CCAP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

ISTR

$412M

Winner

CCAP

$412M

Max Drawdown

ISTR

68.64%

Winner

CCAP

63.68%

Sharpe Ratio

Winner

ISTR

1.87

CCAP

-0.48

5Y Beta

ISTR

0.77

Winner

CCAP

0.69

Industry

ISTR

Banks - Regional

CCAP

Asset Management

P/E Ratio

Winner

ISTR

11.68

CCAP

27.51

Forward P/E

Winner

ISTR

9.84

CCAP

16.10

PEG Ratio

ISTR

0.75

CCAP

N/A

Dividend Yield

ISTR

1.47%

Winner

CCAP

15.00%

5Y Dividends CAGR

ISTR

1.74%

Winner

CCAP

1.99%

5Y EPS CAGR

ISTR

7.89%

CCAP

N/A

Debt to Equity

Winner

ISTR

0.00%

CCAP

134.58%

Free Cash Flow Yield

ISTR

5.75%

Winner

CCAP

16.03%

ISTR vs CCAP - Historical Returns

Returns include dividend reinvestment.

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

Winner

ISTR

+4.94%

CCAP

-1.50%

Winner

ISTR

+10.91%

CCAP

-8.91%

Winner

ISTR

+10.68%

CCAP

-18.10%

Winner

ISTR

+58.85%

CCAP

-11.13%

5Y(CAGR)

Winner

ISTR

+8.43%

CCAP

+0.78%

10Y(CAGR)

ISTR

+7.97%

CCAP

N/A

Max(CAGR)

Winner

ISTR

+7.90%

CCAP

+5.57%

ISTR vs CCAP - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

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

ISTR vs CCAP Drawdown Comparison

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

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

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

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

Correlation

Correlation between ISTR and CCAP 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)

ISTR vs CCAP dividend yield comparison.

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