ISTR vs OFIX

Comparison between Investar Holding Corp (ISTR, Company) and Orthofix Medical Inc (OFIX, Company).

ISTR is from the Financial Services sector, while OFIX is from the Healthcare sector.

5-Year PerformanceISTR has outperformed OFIX, delivering a return of +8.7% compared to -23.7%

ISTR vs OFIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISTR(COMPANY)	OFIX(COMPANY)
Market Cap	$424M	$424M
Max Drawdown	68.64%	86.78%
Sharpe Ratio	1.35	-0.52
5Y Beta	0.76	0.87
Industry	Banks - Regional	Medical Devices
P/E Ratio	10.99	-6.76
Forward P/E	9.84	500.00
PEG Ratio	0.47	48.83
Dividend Yield	1.46%	N/A
5Y Dividends CAGR	1.49%	N/A
5Y EPS CAGR	7.95%	29.73%
Debt to Equity	0.00%	51.63%
Free Cash Flow Yield	6.36%	3.84%
P/S Ratio	3.52	0.50
P/B Ratio	1.09	0.97

Market Cap

Winner

ISTR

$424M

OFIX

$424M

Max Drawdown

Winner

ISTR

68.64%

OFIX

86.78%

Sharpe Ratio

Winner

ISTR

1.35

OFIX

-0.52

5Y Beta

Winner

ISTR

0.76

OFIX

0.87

Industry

ISTR

Banks - Regional

OFIX

Medical Devices

P/E Ratio

ISTR

10.99

Winner

OFIX

-6.76

Forward P/E

Winner

ISTR

9.84

OFIX

500.00

PEG Ratio

Winner

ISTR

0.47

OFIX

48.83

Dividend Yield

ISTR

1.46%

OFIX

N/A

5Y Dividends CAGR

ISTR

1.49%

OFIX

N/A

5Y EPS CAGR

ISTR

7.95%

Winner

OFIX

29.73%

Debt to Equity

Winner

ISTR

0.00%

OFIX

51.63%

Free Cash Flow Yield

Winner

ISTR

6.36%

OFIX

3.84%

P/S Ratio

ISTR

3.52

Winner

OFIX

0.50

P/B Ratio

ISTR

1.09

Winner

OFIX

0.97

ISTR vs OFIX - Historical Returns

Returns include dividend reinvestment.

Period	ISTR	OFIX
1 month	+6.07%	-5.57%
3 months	+11.50%	-15.87%
6 months	+4.45%	-22.72%
1 year	+39.77%	-26.25%
5 years(CAGR)	+8.74%	-23.69%
10 years(CAGR)	+9.11%	-13.37%
Max(CAGR)	+8.13%	-1.14%

Winner

ISTR

+6.07%

OFIX

-5.57%

Winner

ISTR

+11.50%

OFIX

-15.87%

Winner

ISTR

+4.45%

OFIX

-22.72%

Winner

ISTR

+39.77%

OFIX

-26.25%

5Y(CAGR)

Winner

ISTR

+8.74%

OFIX

-23.69%

10Y(CAGR)

Winner

ISTR

+9.11%

OFIX

-13.37%

Max(CAGR)

Winner

ISTR

+8.13%

OFIX

-1.14%

ISTR vs OFIX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ISTR	OFIX
2026	+19.04%	-30.32%
2025	+28.40%	-12.17%
2024	+50.78%	+32.98%
2023	-28.77%	-36.86%
2022	+20.41%	-36.58%
2021	+14.24%	-27.80%
2020	-30.20%	-7.29%
2019	-0.31%	-10.54%
2018	+5.99%	-3.76%
2017	+27.57%	+53.95%
2016	+7.22%	-6.03%
2015	+25.96%	+31.89%
2014	-2.37%	+31.90%
2013	N/A	-42.86%
2012	N/A	+10.85%
2011	N/A	+20.12%
2010	N/A	-8.46%
2009	N/A	+86.44%
2008	N/A	-73.66%
2007	N/A	+14.79%
2006	N/A	+25.82%
2005	N/A	+3.80%
2004	N/A	-21.82%
2003	N/A	+73.38%
2002	N/A	-21.83%
2001	N/A	+89.00%
2000	N/A	+33.68%
1999	N/A	+1.78%

ISTR vs OFIX Drawdown Comparison

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

The maximum drawdown for OFIX was -86.78%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

The current OFIX drawdown is -84.73%.

Rank	ISTR	OFIX
#1	-68.22% Jul 6, 2018 - Dec 4, 2025	-86.78% Feb 25, 2019 - Jun 22, 2026
#2	-22.12% Dec 14, 2015 - Nov 18, 2016	-85.08% Dec 20, 2007 - Apr 26, 2018
#3	-13.33% Mar 30, 2015 - Nov 25, 2015	-45.38% Jan 9, 2004 - Oct 31, 2007
#4	-11.92% Feb 6, 2026 - Jun 12, 2026	-43.60% Apr 5, 2002 - Nov 25, 2003
#5	-10.31% Feb 17, 2015 - Mar 9, 2015	-26.26% Sep 29, 2000 - Apr 25, 2001
#6	-9.92% Jul 16, 2014 - Dec 16, 2014	-22.59% May 22, 2001 - Aug 1, 2001
#7	-9.22% Dec 18, 2014 - Feb 17, 2015	-21.82% Nov 8, 2018 - Feb 12, 2019
#8	-8.56% Feb 1, 2018 - Mar 16, 2018	-21.39% Nov 15, 1999 - Jan 19, 2000
#9	-7.91% Jul 5, 2017 - Sep 26, 2017	-18.81% Mar 27, 2000 - Jul 6, 2000
#10	-6.45% Apr 24, 2018 - May 21, 2018	-15.97% Aug 6, 2018 - Nov 8, 2018
#11	-6.35% Oct 20, 2017 - Dec 18, 2017	-14.84% Apr 27, 2018 - Aug 2, 2018
#12	-6.15% Dec 16, 2016 - Dec 29, 2016	-13.75% Mar 13, 2000 - Mar 24, 2000
#13	-5.54% Jan 26, 2017 - Feb 9, 2017	-12.56% Dec 19, 2001 - Mar 11, 2002
#14	-5.29% Jan 17, 2018 - Feb 1, 2018	-12.25% Feb 9, 2000 - Feb 28, 2000
#15	-4.97% Jul 1, 2026 - Aug 4, 2026	-8.79% Aug 27, 2001 - Oct 3, 2001