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

Performance

ISTR vs. SGHC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Investar Holding Corporation (ISTR) and Super Group (SGHC) Limited (SGHC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ISTR achieves a 4.81% return, which is significantly lower than SGHC's 9.93% return.


ISTR

1D
-1.90%
1M
0.76%
YTD
4.81%
6M
11.01%
1Y
49.69%
3Y*
36.88%
5Y*
5.64%
10Y*
7.83%

SGHC

1D
0.63%
1M
-1.16%
YTD
9.93%
6M
21.05%
1Y
52.45%
3Y*
64.50%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ISTR vs. SGHC - Yearly Performance Comparison


2026 (YTD)2025202420232022
ISTR
Investar Holding Corporation
4.81%24.18%50.68%-28.59%14.74%
SGHC
Super Group (SGHC) Limited
9.93%95.00%107.65%5.67%-63.64%

Correlation

The correlation between ISTR and SGHC is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.27

Correlation (3Y)
Calculated over the trailing 3-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Jan 31, 2022

0.20

Fundamentals

Market Cap

ISTR:

$416.42M

SGHC:

$6.44B

EPS

ISTR:

$2.44

SGHC:

$0.40

PE Ratio

ISTR:

11.45

SGHC:

31.56

PEG Ratio

ISTR:

0.14

SGHC:

1.34

PS Ratio

ISTR:

1.93

SGHC:

2.99

PB Ratio

ISTR:

1.08

SGHC:

9.42

Total Revenue (TTM)

ISTR:

$170.24M

SGHC:

$2.15B

Gross Profit (TTM)

ISTR:

$102.27M

SGHC:

$617.43M

EBITDA (TTM)

ISTR:

$33.33M

SGHC:

$394.23M

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Return for Risk

ISTR vs. SGHC — Risk / Return Rank

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

ISTR
ISTR Risk / Return Rank: 8787
Overall Rank
ISTR Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
ISTR Sortino Ratio Rank: 8686
Sortino Ratio Rank
ISTR Omega Ratio Rank: 8484
Omega Ratio Rank
ISTR Calmar Ratio Rank: 8888
Calmar Ratio Rank
ISTR Martin Ratio Rank: 8888
Martin Ratio Rank

SGHC
SGHC Risk / Return Rank: 7070
Overall Rank
SGHC Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
SGHC Sortino Ratio Rank: 7272
Sortino Ratio Rank
SGHC Omega Ratio Rank: 6868
Omega Ratio Rank
SGHC Calmar Ratio Rank: 6767
Calmar Ratio Rank
SGHC Martin Ratio Rank: 6767
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.

ISTR vs. SGHC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Investar Holding Corporation (ISTR) and Super Group (SGHC) Limited (SGHC). 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.


ISTRSGHCDifference
Sharpe ratioReturn per unit of total volatility

+0.78

Sortino ratioReturn per unit of downside risk

+0.99

Omega ratioGain probability vs. loss probability

1.35

1.22

+0.13

Calmar ratioReturn relative to maximum drawdown

4.19

1.40

+2.79

Martin ratioReturn relative to average drawdown

10.89

3.21

+7.67

ISTR vs. SGHC - Sharpe Ratio Comparison

The current ISTR Sharpe Ratio is 1.91, which is higher than the SGHC Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of ISTR and SGHC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ISTRSGHCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.91

1.14

+0.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.22

-0.01

Drawdowns

ISTR vs. SGHC - Drawdown Comparison

The maximum ISTR drawdown since its inception was -68.22%, smaller than the maximum SGHC drawdown of -76.02%. Use the drawdown chart below to compare losses from any high point for ISTR and SGHC.


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Drawdown Indicators


ISTRSGHCDifference

Max Drawdown

Largest peak-to-trough decline

-68.22%

-76.02%

+7.80%

Max Drawdown (1Y)

Largest decline over 1 year

-11.92%

-37.67%

+25.75%

Max Drawdown (3Y)

Largest decline over 3 years

-37.06%

-37.67%

+0.61%

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

-6.99%

-8.22%

+1.23%

Average Drawdown

Average peak-to-trough decline

-20.91%

-45.81%

+24.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.58%

16.37%

-11.79%

Volatility

ISTR vs. SGHC - Volatility Comparison

The current volatility for Investar Holding Corporation (ISTR) is 4.89%, while Super Group (SGHC) Limited (SGHC) has a volatility of 10.29%. This indicates that ISTR experiences smaller price fluctuations and is considered to be less risky than SGHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ISTRSGHCDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.89%

10.29%

-5.40%

Volatility (6M)

Calculated over the trailing 6-month period

15.13%

30.54%

-15.41%

Volatility (1Y)

Calculated over the trailing 1-year period

26.16%

46.38%

-20.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.38%

59.60%

-29.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.30%

59.60%

-23.30%

Dividends

ISTR vs. SGHC - Dividend Comparison

ISTR's dividend yield for the trailing twelve months is around 1.58%, less than SGHC's 3.30% yield.


PositionTTM20252024202320222021202020192018201720162015
ISTR
Investar Holding Corporation
1.58%1.63%1.87%2.65%1.70%2.66%1.51%0.95%0.81%0.30%0.23%0.18%
SGHC
Super Group (SGHC) Limited
3.30%1.34%4.01%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

ISTR vs. SGHC - Financials Comparison

This section allows you to compare key financial metrics between Investar Holding Corporation and Super Group (SGHC) Limited. 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


0.00100.00M200.00M300.00M400.00M500.00M600.00M20222023202420252026
53.20M
578.00M
(ISTR) Total Revenue
(SGHC) Total Revenue
Values in USD except per share items

ISTR vs. SGHC - Profitability Comparison

The chart below illustrates the profitability comparison between Investar Holding Corporation and Super Group (SGHC) Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20222023202420252026
61.4%
24.2%
Portfolio components
ISTR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Investar Holding Corporation reported a gross profit of 32.66M and revenue of 53.20M. Therefore, the gross margin over that period was 61.4%.

SGHC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Super Group (SGHC) Limited reported a gross profit of 140.00M and revenue of 578.00M. Therefore, the gross margin over that period was 24.2%.

ISTR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Investar Holding Corporation reported an operating income of 9.82M and revenue of 53.20M, resulting in an operating margin of 18.5%.

SGHC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Super Group (SGHC) Limited reported an operating income of 100.00M and revenue of 578.00M, resulting in an operating margin of 17.3%.

ISTR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Investar Holding Corporation reported a net income of 12.02M and revenue of 53.20M, resulting in a net margin of 22.6%.

SGHC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Super Group (SGHC) Limited reported a net income of 67.00M and revenue of 578.00M, resulting in a net margin of 11.6%.


Frequently Asked Questions


ISTR and SGHC have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SGHC has higher volatility (10.29%) compared to ISTR (4.89%). In terms of maximum drawdown, ISTR dropped -68.22% vs SGHC's -76.02%.

ISTR currently has the higher Sharpe Ratio (1.91 vs 1.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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