- ISIN
- US45784A1043
- CUSIP
- 45784A104
- Sector
- Healthcare
- Industry
- Medical Care Facilities
- IPO Date
- Mar 4, 2021
Highlights
- Market Cap
- $1.25B
- Enterprise Value
- $1.21B
- EPS (TTM)
- -$0.16
- Total Revenue (TTM)
- $945.90M
- Gross Profit (TTM)
- $140.05M
- EBITDA (TTM)
- $5.26M
- Year Range
- $3.13 - $10.69
- Target Price
- $6.80
- ROA (TTM)
- -4.06%
- ROE (TTM)
- -9.54%
Share Price Chart
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Performance
INNV Performance Chart
InnovAge Holding Corp. (INNV) is up 77.5% since the beginning of the year. At $9 per share, INNV is trading 13.8% below its 52-week high of $11. Investors who bought $1,000 worth of INNV shares 5 years ago would now be looking at an investment worth $415.
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Returns By Period
InnovAge Holding Corp. (INNV) has returned 77.46% so far this year and 136.76% over the past 12 months.
InnovAge Holding Corp.
- 1D
- 2.68%
- 1M
- 27.92%
- YTD
- 77.46%
- 6M
- 62.15%
- 1Y
- 136.76%
- 3Y*
- 7.61%
- 5Y*
- -16.14%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
INNV Monthly Returns History
Based on dividend-adjusted daily data since Mar 4, 2021, INNV's average daily return is +0.03%, while the average monthly return is +0.42%. At this rate, an investment would double in approximately 13.8 years.
Historically, 50% of months were positive and 50% were negative. The best month was Feb 2026 with a return of +61.4%, while the worst month was Sep 2021 at -56.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.
On a daily basis, INNV closed higher 48% of trading days. The best single day was Feb 4, 2026 with a return of +37.5%, while the worst single day was Dec 23, 2021 at -35.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.94% | 61.44% | -10.49% | 1.62% | -6.87% | 21.34% | 77.46% | ||||||
| 2025 | -3.31% | -14.47% | -8.31% | 5.03% | 30.67% | -9.78% | -10.03% | 15.36% | 34.73% | -12.98% | 17.59% | -1.70% | 32.06% |
| 2024 | -11.83% | -8.51% | -8.26% | -20.05% | 25.07% | 11.71% | 26.61% | 1.27% | -5.66% | -3.33% | -16.03% | -19.30% | -34.50% |
| 2023 | 4.32% | 1.34% | 5.14% | -23.43% | 10.15% | 11.44% | -4.00% | -23.89% | 9.31% | -9.35% | 8.10% | 2.21% | -16.43% |
| 2022 | 4.40% | -5.56% | 30.22% | -28.50% | 5.66% | -9.69% | 1.60% | -17.53% | 60.22% | 5.27% | 4.68% | 10.80% | 43.60% |
| 2021 | 7.46% | -1.28% | -15.95% | -0.42% | -20.88% | -10.85% | -56.02% | 0.15% | 20.39% | -37.26% | -79.17% |
Benchmark Metrics
InnovAge Holding Corp. has an annualized alpha of -7.44%, beta of 1.17, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since March 04, 2021.
- This stock participated in 118.75% of S&P 500 Index downside but only 7.25% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.07 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -7.44%
- Beta
- 1.17
- R²
- 0.07
- Upside Capture
- 7.25%
- Downside Capture
- 118.75%
Return for Risk
Risk / Return Rank
INNV ranks 85 for risk / return — in the top 85% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for InnovAge Holding Corp. (INNV) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INNV | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.37 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 4.14 | 2.78 | +1.36 |
| Martin ratioReturn relative to average drawdown | 8.13 | 12.44 | -4.31 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the InnovAge Holding Corp.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the InnovAge Holding Corp. was 89.92%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current InnovAge Holding Corp. drawdown is 64.63%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -89.92%Apr 2025 | 4y 28d | — | 5y 3moMar 2021 - now |
2021 pullback2021 | -4.34%Mar 2021 | 3d | 1d | 4dMar 2021 - Mar 2021 |
Drawdown Indicators
| INNV | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.92% | -56.78% | -33.14% |
Max Drawdown (1Y)Largest decline over 1 year | -33.21% | -9.10% | -24.11% |
Max Drawdown (3Y)Largest decline over 3 years | -65.42% | -18.90% | -46.52% |
Max Drawdown (5Y)Largest decline over 5 years | -88.24% | -25.43% | -62.81% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -64.63% | -1.80% | -62.83% |
Average DrawdownAverage peak-to-trough decline | -72.30% | -10.71% | -61.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.89% | 2.03% | +14.86% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of InnovAge Holding Corp. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how InnovAge Holding Corp. is priced in the market compared to other companies in the Medical Care Facilities industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for INNV relative to other companies in the Medical Care Facilities industry. Currently, INNV has a P/S ratio of 1.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for INNV in comparison with other companies in the Medical Care Facilities industry. Currently, INNV has a P/B value of 5.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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