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ASIC vs. ISTR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ASIC vs. ISTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ategrity Specialty Holdings LLC (ASIC) and Investar Holding Corporation (ISTR). The values are adjusted to include any dividend payments, if applicable.

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ASIC vs. ISTR - Yearly Performance Comparison


2026 (YTD)2025
ASIC
Ategrity Specialty Holdings LLC
-5.90%-14.87%
ISTR
Investar Holding Corporation
2.48%40.24%

Fundamentals

Market Cap

ASIC:

$983.73M

ISTR:

$289.28M

EPS

ASIC:

$1.62

ISTR:

$2.14

PE Ratio

ASIC:

12.20

ISTR:

12.74

PEG Ratio

ASIC:

0.06

ISTR:

0.15

PS Ratio

ASIC:

2.13

ISTR:

1.90

PB Ratio

ASIC:

1.60

ISTR:

1.07

Total Revenue (TTM)

ASIC:

$424.34M

ISTR:

$153.49M

Gross Profit (TTM)

ASIC:

$116.84M

ISTR:

$93.56M

EBITDA (TTM)

ASIC:

$64.04M

ISTR:

$30.60M

Returns By Period

In the year-to-date period, ASIC achieves a -5.90% return, which is significantly lower than ISTR's 2.48% return.


ASIC

1D
1.28%
1M
-10.62%
YTD
-5.90%
6M
0.00%
1Y
3Y*
5Y*
10Y*

ISTR

1D
1.87%
1M
-3.00%
YTD
2.48%
6M
18.46%
1Y
57.75%
3Y*
28.02%
5Y*
7.94%
10Y*
7.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Ategrity Specialty Holdings LLC

Investar Holding Corporation

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ASIC vs. VOO

Return for Risk

ASIC vs. ISTR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ASIC

ISTR
ISTR Risk / Return Rank: 9090
Overall Rank
ISTR Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
ISTR Sortino Ratio Rank: 9090
Sortino Ratio Rank
ISTR Omega Ratio Rank: 8787
Omega Ratio Rank
ISTR Calmar Ratio Rank: 9393
Calmar Ratio Rank
ISTR Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ASIC vs. ISTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ategrity Specialty Holdings LLC (ASIC) and Investar Holding Corporation (ISTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

ASIC vs. ISTR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ASICISTRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.48

0.21

-0.69

Correlation

The correlation between ASIC and ISTR is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ASIC vs. ISTR - Dividend Comparison

ASIC has not paid dividends to shareholders, while ISTR's dividend yield for the trailing twelve months is around 1.61%.


TTM20252024202320222021202020192018201720162015
ASIC
Ategrity Specialty Holdings LLC
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ISTR
Investar Holding Corporation
1.61%1.63%1.87%2.65%1.70%2.66%1.51%0.95%0.81%0.30%0.23%0.18%

Drawdowns

ASIC vs. ISTR - Drawdown Comparison

The maximum ASIC drawdown since its inception was -33.63%, smaller than the maximum ISTR drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for ASIC and ISTR.


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Drawdown Indicators


ASICISTRDifference

Max Drawdown

Largest peak-to-trough decline

-33.63%

-68.22%

+34.59%

Max Drawdown (1Y)

Largest decline over 1 year

-11.92%

Max Drawdown (5Y)

Largest decline over 5 years

-59.35%

Max Drawdown (10Y)

Largest decline over 10 years

-68.22%

Current Drawdown

Current decline from peak

-19.89%

-9.06%

-10.83%

Average Drawdown

Average peak-to-trough decline

-19.25%

-21.13%

+1.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.33%

Volatility

ASIC vs. ISTR - Volatility Comparison


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Volatility by Period


ASICISTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.13%

Volatility (6M)

Calculated over the trailing 6-month period

17.10%

Volatility (1Y)

Calculated over the trailing 1-year period

50.62%

29.76%

+20.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.62%

30.20%

+20.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.62%

36.28%

+14.34%

Financials

ASIC vs. ISTR - Financials Comparison

This section allows you to compare key financial metrics between Ategrity Specialty Holdings LLC and Investar Holding Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


20.00M40.00M60.00M80.00M100.00M120.00MJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
123.34M
38.97M
(ASIC) Total Revenue
(ISTR) Total Revenue
Values in USD except per share items

ASIC vs. ISTR - Profitability Comparison

The chart below illustrates the profitability comparison between Ategrity Specialty Holdings LLC and Investar Holding Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
60.2%
Portfolio components
ASIC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ategrity Specialty Holdings LLC reported a gross profit of 0.00 and revenue of 123.34M. Therefore, the gross margin over that period was 0.0%.

ISTR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Investar Holding Corporation reported a gross profit of 23.47M and revenue of 38.97M. Therefore, the gross margin over that period was 60.2%.

ASIC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ategrity Specialty Holdings LLC reported an operating income of 0.00 and revenue of 123.34M, resulting in an operating margin of 0.0%.

ISTR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Investar Holding Corporation reported an operating income of 7.20M and revenue of 38.97M, resulting in an operating margin of 18.5%.

ASIC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ategrity Specialty Holdings LLC reported a net income of 25.26M and revenue of 123.34M, resulting in a net margin of 20.5%.

ISTR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Investar Holding Corporation reported a net income of 5.94M and revenue of 38.97M, resulting in a net margin of 15.2%.