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ISIN
US46124U1079
CUSIP
46124U107
IPO Date
Jul 10, 2020

Highlights

Market Cap
$2.61B
Enterprise Value
$2.60B
EPS (TTM)
-$1.44
Total Revenue (TTM)
$13.50M
Gross Profit (TTM)
$10.78M
EBITDA (TTM)
-$410.10M
Year Range
$2.85 - $7.98
Target Price
$15.80
ROA (TTM)
-215.78%
ROE (TTM)
1,849.56%

Share Price Chart


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Inventiva S.A.

Performance

IVA Performance Chart

Inventiva S.A. (IVA) is down 12.0% since the beginning of the year. At $4 per share, IVA is trading 48.8% below its 52-week high of $8. Investors who bought $1,000 worth of IVA shares 5 years ago would now be looking at an investment worth $304.


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S&P 500 Index

Returns By Period

Inventiva S.A. (IVA) has returned -12.04% so far this year and 12.98% over the past 12 months.


Inventiva S.A.

1D
-14.26%
1M
-22.39%
YTD
-12.04%
6M
-1.21%
1Y
12.98%
3Y*
0.91%
5Y*
-21.19%
10Y*

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IVA Monthly Returns History

Based on dividend-adjusted daily data since Jul 10, 2020, IVA's average daily return is +0.03%, while the average monthly return is +0.02%. At this rate, an investment would double in approximately 288.8 years.

Historically, 42% of months were positive and 58% were negative. The best month was Aug 2025 with a return of +85.1%, while the worst month was Jun 2022 at -37.1%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 7 months.

On a daily basis, IVA closed higher 47% of trading days. The best single day was Oct 7, 2022 with a return of +72.8%, while the worst single day was Oct 28, 2025 at -23.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202632.47%5.36%-14.48%-7.57%-3.90%-17.04%-12.04%
202513.34%30.69%-7.26%25.85%-8.38%-5.90%4.86%85.05%-6.46%-25.73%-1.16%9.41%117.29%
2024-15.85%-4.74%0.00%-15.19%19.54%-18.53%-23.43%-1.07%-17.66%42.63%-0.38%-19.25%-52.61%
202339.48%-17.86%-28.77%-25.27%45.04%2.41%1.24%-9.54%13.51%-9.95%11.05%7.52%1.26%
2022-11.57%10.93%-14.93%-17.54%-4.04%-37.14%-15.41%-6.18%-12.60%16.45%-8.84%6.83%-67.35%
20211.45%1.97%-2.00%-8.67%1.75%-0.18%-1.43%-1.79%7.27%10.52%-15.02%2.71%-5.79%

Benchmark Metrics

Inventiva S.A. has an annualized alpha of 2.28%, beta of 0.39, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since July 13, 2020.

  • This stock participated in 83.31% of S&P 500 Index downside but only -17.93% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.39 may look defensive, but with R2 of 0.01 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R2 of 0.01 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
2.28%
Beta
0.39
0.01
Upside Capture
-17.93%
Downside Capture
83.31%

Return for Risk

Risk / Return Rank

IVA ranks 51 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


IVA Risk / Return Rank: 5151
Overall Rank
IVA Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
IVA Sortino Ratio Rank: 5252
Sortino Ratio Rank
IVA Omega Ratio Rank: 5252
Omega Ratio Rank
IVA Calmar Ratio Rank: 5151
Calmar Ratio Rank
IVA Martin Ratio Rank: 5151
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.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Inventiva S.A. (IVA) and compare them to S&P 500 Index.


IVABenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.25

2.24

-1.99

Sortino ratio

Return per unit of downside risk

0.93

3.07

-2.14

Omega ratio

Gain probability vs. loss probability

1.12

1.41

-0.28

Calmar ratio

Return relative to maximum drawdown

0.45

2.93

-2.47

Martin ratio

Return relative to average drawdown

0.92

13.52

-12.60

Dividends

Dividend History


Inventiva S.A. doesn't pay dividends

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 Inventiva S.A.. 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 Inventiva S.A. was 91.32%, occurring on Oct 9, 2024. The portfolio has not yet recovered.

The current Inventiva S.A. drawdown is 78.47%.


Related event

Drawdown

Fall

Recovery

Underwater

2024 bear market2024
-91.32%Oct 2024
3y 8mo
5y 4moJan 2021 - now
2020 bear market2020
-26.45%Jul 2020
1d3mo
3mo 1dJul 2020 - Oct 2020
2020 bear market2020
-21.72%Oct 2020
6d2mo 4d
2mo 10dOct 2020 - Dec 2020
2021 pullback2021
-5.76%Jan 2021
1d4d
5dJan 2021 - Jan 2021
2020 pullback2020
-4.66%Oct 2020
0s2d
2dOct 2020 - Oct 2020

Drawdown Indicators


IVABenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-91.32%

-56.78%

-34.54%

Max Drawdown (1Y)

Largest decline over 1 year

-45.65%

-9.10%

-36.55%

Max Drawdown (3Y)

Largest decline over 3 years

-66.21%

-18.90%

-47.31%

Max Drawdown (5Y)

Largest decline over 5 years

-89.48%

-25.43%

-64.05%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-78.47%

-0.74%

-77.73%

Average Drawdown

Average peak-to-trough decline

-61.36%

-10.72%

-50.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.40%

1.97%

+20.43%

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 Inventiva S.A. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Inventiva S.A. is priced in the market compared to other companies in the Biotechnology 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 IVA relative to other companies in the Biotechnology industry. Currently, IVA has a P/S ratio of 113.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

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

Values in undefined except per share items
Portfolio Analyzer

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