VHI vs ISTR

Comparison between Valhi Inc (VHI, Company) and Investar Holding Corp (ISTR, Company).

VHI is from the Basic Materials sector, while ISTR is from the Financial Services sector.

5-Year PerformanceISTR has outperformed VHI, delivering a return of +8.0% compared to -10.4%

VHI vs ISTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VHI(COMPANY)	ISTR(COMPANY)
Market Cap	$405M	$406M
Max Drawdown	96.40%	68.64%
Sharpe Ratio	-0.04	1.70
5Y Beta	1.05	0.78
Industry	Chemicals	Banks - Regional
P/E Ratio	-168.86	11.53
Forward P/E	78.12	9.84
PEG Ratio	0.32	0.74
Dividend Yield	2.25%	1.52%
5Y Dividends CAGR	0.00%	1.74%
5Y EPS CAGR	N/A	7.89%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	7.38%	5.83%
P/S Ratio	0.19	3.77
P/B Ratio	0.39	1.05

Market Cap

VHI

$405M

Winner

ISTR

$406M

Max Drawdown

VHI

96.40%

Winner

ISTR

68.64%

Sharpe Ratio

VHI

-0.04

Winner

ISTR

1.70

5Y Beta

VHI

1.05

Winner

ISTR

0.78

Industry

VHI

Chemicals

ISTR

Banks - Regional

P/E Ratio

Winner

VHI

-168.86

ISTR

11.53

Forward P/E

VHI

78.12

Winner

ISTR

9.84

PEG Ratio

Winner

VHI

0.32

ISTR

0.74

Dividend Yield

Winner

VHI

2.25%

ISTR

1.52%

5Y Dividends CAGR

VHI

0.00%

Winner

ISTR

1.74%

5Y EPS CAGR

VHI

N/A

ISTR

7.89%

Debt to Equity

VHI

0.00%

ISTR

0.00%

Free Cash Flow Yield

Winner

VHI

7.38%

ISTR

5.83%

P/S Ratio

Winner

VHI

0.19

ISTR

3.77

P/B Ratio

Winner

VHI

0.39

ISTR

1.05

VHI vs ISTR - Historical Returns

Returns include dividend reinvestment.

Period	VHI	ISTR
1 month	+5.10%	+8.14%
3 months	+8.38%	+12.79%
6 months	+17.67%	+11.83%
1 year	-4.08%	+59.97%
5 years(CAGR)	-10.39%	+7.99%
10 years(CAGR)	-2.90%	+8.67%
Max(CAGR)	+1.43%	+7.98%

VHI

+5.10%

Winner

ISTR

+8.14%

VHI

+8.38%

Winner

ISTR

+12.79%

Winner

VHI

+17.67%

ISTR

+11.83%

VHI

-4.08%

Winner

ISTR

+59.97%

5Y(CAGR)

VHI

-10.39%

Winner

ISTR

+7.99%

10Y(CAGR)

VHI

-2.90%

Winner

ISTR

+8.67%

Max(CAGR)

VHI

+1.43%

Winner

ISTR

+7.98%

VHI vs ISTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VHI	ISTR
2026	+23.09%	+15.50%
2025	-44.56%	+28.40%
2024	+61.83%	+50.78%
2023	-27.71%	-28.77%
2022	-23.60%	+20.41%
2021	+83.37%	+14.24%
2020	-27.21%	-30.20%
2019	-7.28%	-0.31%
2018	-68.23%	+5.99%
2017	+78.04%	+27.57%
2016	+160.05%	+7.22%
2015	-78.98%	+25.96%
2014	-59.47%	-2.37%
2013	+39.68%	N/A
2012	-38.66%	N/A
2011	+191.89%	N/A
2010	+50.70%	N/A
2009	+18.27%	N/A
2008	-29.47%	N/A
2007	+61.97%	N/A
2006	+44.75%	N/A
2005	+20.10%	N/A
2004	+8.60%	N/A
2003	+77.86%	N/A
2002	-32.78%	N/A
2001	+9.72%	N/A
2000	+13.63%	N/A
1999	-4.37%	N/A

VHI vs ISTR Drawdown Comparison

The maximum drawdown for VHI was -95.62%, occurring on May 13, 2020. This drawdown has not yet recovered.

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

The current VHI drawdown is -92.05%.

Rank	VHI	ISTR
#1	-95.62% Sep 13, 2013 - May 13, 2020	-68.22% Jul 6, 2018 - Dec 4, 2025
#2	-79.60% May 30, 2008 - Apr 12, 2010	-22.12% Dec 14, 2015 - Nov 18, 2016
#3	-64.07% Apr 12, 2010 - Apr 29, 2011	-13.33% Mar 30, 2015 - Nov 25, 2015
#4	-60.42% Jul 25, 2002 - Mar 8, 2005	-11.92% Feb 6, 2026 - Jun 12, 2026
#5	-47.58% Jul 21, 2011 - Sep 13, 2013	-10.31% Feb 17, 2015 - Mar 9, 2015
#6	-46.73% Oct 31, 2007 - Apr 16, 2008	-9.92% Jul 16, 2014 - Dec 16, 2014
#7	-26.01% Jun 28, 2000 - Oct 25, 2001	-9.22% Dec 18, 2014 - Feb 17, 2015
#8	-25.30% Jul 9, 2007 - Aug 8, 2007	-8.56% Feb 1, 2018 - Mar 16, 2018
#9	-24.18% Apr 6, 2005 - May 8, 2006	-7.91% Jul 5, 2017 - Sep 26, 2017
#10	-23.26% Apr 9, 2007 - Jul 9, 2007	-6.45% Apr 24, 2018 - May 21, 2018
#11	-20.17% Oct 25, 2001 - Jun 24, 2002	-6.35% Oct 20, 2017 - Dec 18, 2017
#12	-19.90% Nov 14, 2006 - Mar 1, 2007	-6.15% Dec 16, 2016 - Dec 29, 2016
#13	-17.05% Aug 9, 2007 - Aug 30, 2007	-5.54% Jan 26, 2017 - Feb 9, 2017
#14	-16.95% Sep 6, 2006 - Nov 9, 2006	-5.29% Jan 17, 2018 - Feb 1, 2018
#15	-10.98% Mar 1, 2007 - Mar 27, 2007	-4.95% Mar 19, 2018 - Apr 18, 2018

Correlation

Correlation between VHI and ISTR is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

0.03

-101

Dividend Comparison (1999 - 2026)

VHI vs ISTR dividend yield comparison.

Year	VHI	ISTR
2026	1.08%	0.36%
2025	2.66%	1.63%
2024	1.37%	1.87%
2023	2.11%	2.65%
2022	1.45%	1.70%
2021	1.11%	2.66%
2020	3.16%	1.51%
2019	4.28%	0.95%
2018	4.15%	0.81%
2017	1.30%	0.30%
2016	2.31%	0.23%
2015	5.97%	0.18%
2014	1.72%	0.10%
2013	1.14%	0.00%
2012	1.53%	0.00%
2011	0.79%	0.00%
2010	1.81%	0.00%
2009	2.86%	0.00%
2008	3.74%	0.00%
2007	132.83%	0.00%
2006	1.54%	0.00%
2005	2.16%	0.00%
2004	1.49%	0.00%
2003	1.60%	0.00%
2002	2.89%	0.00%
2001	1.89%	0.00%
2000	0.70%	0.00%
1999	0.19%	0.00%