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INNOVATE Corp. (VATE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US45784J1051

CUSIP

45784J105

IPO Date

Jul 13, 2009

Highlights

Market Cap

$84.88M

EPS (TTM)

-$3.08

Total Revenue (TTM)

$791.90M

Gross Profit (TTM)

$155.80M

EBITDA (TTM)

$65.20M

Year Range

$3.25 - $13.79

Short %

7.14%

Short Ratio

6.10

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in INNOVATE Corp., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-100.00%0.00%100.00%200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
-76.53%
513.20%
VATE (INNOVATE Corp.)
Benchmark (^GSPC)

Returns By Period

INNOVATE Corp. had a return of 34.21% year-to-date (YTD) and 18.35% in the last 12 months. Over the past 10 years, INNOVATE Corp. had an annualized return of -24.29%, while the S&P 500 had an annualized return of 10.11%, indicating that INNOVATE Corp. did not perform as well as the benchmark.


VATE

YTD

34.21%

1M

-19.15%

6M

5.57%

1Y

18.35%

5Y*

-23.65%

10Y*

-24.29%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of VATE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025135.22%-21.51%-14.14%-15.33%34.21%
2024-26.50%-13.24%-10.01%0.14%-13.01%-0.95%-11.78%-22.38%-10.63%58.65%3.24%-18.48%-59.55%
202368.45%-6.03%0.34%-3.70%-54.55%34.62%-5.71%-3.03%1.25%-24.69%-13.11%16.04%-34.22%
20226.22%-15.27%10.81%-17.89%-19.80%-28.81%4.05%-15.00%-54.23%5.37%62.65%55.83%-49.46%
20217.06%0.29%12.57%6.60%-4.76%-0.50%-7.54%6.33%8.47%-3.66%-3.54%-2.89%17.49%
202052.53%15.41%-59.42%73.55%-1.86%26.51%-18.86%-7.75%-3.20%-11.02%55.81%-2.69%50.46%
201929.17%-7.62%-22.22%-12.65%7.94%2.16%-8.05%-7.83%17.50%0.43%-9.32%1.40%-17.80%
20180.84%-17.33%6.05%-3.04%20.59%-4.88%-1.20%8.48%-2.39%-15.03%-39.23%-16.46%-55.63%
201712.14%-17.29%12.73%-5.81%-9.25%10.94%2.21%-24.13%15.79%2.84%0.55%8.97%0.34%
2016-28.17%4.74%-4.02%1.05%16.32%-4.23%6.98%4.13%13.78%-26.97%19.60%24.58%12.10%
2015-11.51%2.41%43.32%1.00%0.99%-19.87%-12.85%-3.33%-7.03%7.85%-17.20%-15.50%-37.25%
201428.88%0.46%-1.08%7.67%3.05%-1.48%-1.00%-1.27%17.95%15.22%50.94%5.38%195.79%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of VATE is 63, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of VATE is 6363
Overall Rank
The Sharpe Ratio Rank of VATE is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of VATE is 7575
Sortino Ratio Rank
The Omega Ratio Rank of VATE is 6868
Omega Ratio Rank
The Calmar Ratio Rank of VATE is 5959
Calmar Ratio Rank
The Martin Ratio Rank of VATE is 5656
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for INNOVATE Corp. (VATE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for VATE, currently valued at 0.08, compared to the broader market-2.00-1.000.001.002.003.00
VATE: 0.08
^GSPC: 0.46
The chart of Sortino ratio for VATE, currently valued at 1.32, compared to the broader market-6.00-4.00-2.000.002.004.00
VATE: 1.32
^GSPC: 0.77
The chart of Omega ratio for VATE, currently valued at 1.14, compared to the broader market0.501.001.502.00
VATE: 1.14
^GSPC: 1.11
The chart of Calmar ratio for VATE, currently valued at 0.12, compared to the broader market0.001.002.003.004.005.00
VATE: 0.12
^GSPC: 0.47
The chart of Martin ratio for VATE, currently valued at 0.30, compared to the broader market-5.000.005.0010.0015.0020.00
VATE: 0.30
^GSPC: 1.94

The current INNOVATE Corp. Sharpe ratio is 0.08. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of INNOVATE Corp. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.08
0.46
VATE (INNOVATE Corp.)
Benchmark (^GSPC)

Dividends

Dividend History

INNOVATE Corp. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%1.00%2.00%3.00%4.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$0.00$0.00$0.00$0.00$1.30

Dividend yield

0.00%0.00%0.00%0.00%3.53%

Monthly Dividends

The table displays the monthly dividend distributions for INNOVATE Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$1.30$0.00$0.00$0.00$0.00$1.30

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.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-94.88%
-10.07%
VATE (INNOVATE Corp.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the INNOVATE 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 INNOVATE Corp. was 97.47%, occurring on Oct 3, 2024. The portfolio has not yet recovered.

The current INNOVATE Corp. drawdown is 94.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-97.47%May 10, 20132870Oct 3, 2024
-39.37%Mar 3, 2011146Sep 28, 2011122Mar 23, 2012268
-27.23%Aug 31, 200980Dec 28, 2009181Oct 18, 2010261
-26.05%Jul 5, 2012196Apr 17, 201316May 9, 2013212
-18.89%May 3, 201214May 22, 201228Jul 2, 201242

Volatility

Volatility Chart

The current INNOVATE Corp. volatility is 27.51%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%NovemberDecember2025FebruaryMarchApril
27.51%
14.23%
VATE (INNOVATE Corp.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of INNOVATE Corp. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

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