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INVX vs. MU
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

INVX vs. MU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovex International, Inc (INVX) and Micron Technology, Inc. (MU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INVX achieves a 16.46% return, which is significantly lower than MU's 243.32% return. Over the past 10 years, INVX has underperformed MU with an annualized return of -8.05%, while MU has yielded a comparatively higher 54.18% annualized return.


INVX

1D
1.64%
1M
-11.41%
6M
8.38%
YTD
16.46%
1Y
57.22%
3Y*
-0.22%
5Y*
-4.39%
10Y*
-8.05%

MU

1D
-1.24%
1M
-1.65%
6M
183.94%
YTD
243.32%
1Y
687.66%
3Y*
149.71%
5Y*
66.39%
10Y*
54.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INVX vs. MU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
INVX
Innovex International, Inc
16.46%56.55%-39.97%-14.35%38.06%-33.56%-36.86%56.21%-37.04%-20.57%
MU
Micron Technology, Inc.
243.32%240.24%-0.96%71.93%-45.93%24.21%39.79%69.49%-22.84%87.59%

Correlation

The correlation between INVX and MU is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.12

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

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (10Y)
Calculated over the trailing 10-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Oct 23, 1997

0.26

The correlation between INVX and MU shifts across timeframes, from 0.12 (1 year) to 0.26 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

INVX:

$1.75B

MU:

$1.11T

EPS

INVX:

$0.75

MU:

$44.42

PE Ratio

INVX:

34.02

MU:

22.05

PEG Ratio

INVX:

0.10

MU:

0.08

PS Ratio

INVX:

1.81

MU:

12.33

PB Ratio

INVX:

1.70

MU:

11.10

Total Revenue (TTM)

INVX:

$976.87M

MU:

$90.27B

Gross Profit (TTM)

INVX:

$280.46M

MU:

$65.51B

EBITDA (TTM)

INVX:

$157.28M

MU:

$44.96B

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Return for Risk

INVX vs. MU — Risk / Return Rank

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

INVX
INVX Risk / Return Rank: 8181
Overall Rank
INVX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
INVX Sortino Ratio Rank: 7979
Sortino Ratio Rank
INVX Omega Ratio Rank: 7777
Omega Ratio Rank
INVX Calmar Ratio Rank: 8282
Calmar Ratio Rank
INVX Martin Ratio Rank: 8484
Martin Ratio Rank

MU
MU Risk / Return Rank: 9999
Overall Rank
MU Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
MU Sortino Ratio Rank: 9999
Sortino Ratio Rank
MU Omega Ratio Rank: 9898
Omega Ratio Rank
MU Calmar Ratio Rank: 100100
Calmar Ratio Rank
MU Martin Ratio Rank: 100100
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.

INVX vs. MU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovex International, Inc (INVX) and Micron Technology, Inc. (MU). 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.

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.


INVXMUDifference
Sharpe ratioReturn per unit of total volatility

-7.93

Sortino ratioReturn per unit of downside risk

-3.42

Omega ratioGain probability vs. loss probability

1.24

1.69

-0.45

Calmar ratioReturn relative to maximum drawdown

2.37

23.23

-20.86

Martin ratioReturn relative to average drawdown

6.48

83.25

-76.77

INVX vs. MU - Sharpe Ratio Comparison

The current INVX Sharpe Ratio is 1.37, which is lower than the MU Sharpe Ratio of 9.29. The chart below compares the historical Sharpe Ratios of INVX and MU, 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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Drawdowns

INVX vs. MU - Drawdown Comparison

The maximum INVX drawdown since its inception was -89.50%, smaller than the maximum MU drawdown of -98.25%. Use the drawdown chart below to compare losses from any high point for INVX and MU.


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Drawdown Indicators


INVXMUDifference

Max Drawdown

Largest peak-to-trough decline

-89.50%

-98.25%

+8.75%

Max Drawdown (1Y)

Largest decline over 1 year

-23.96%

-30.28%

+6.32%

Max Drawdown (3Y)

Largest decline over 3 years

-58.93%

-57.63%

-1.30%

Max Drawdown (5Y)

Largest decline over 5 years

-68.88%

-57.63%

-11.25%

Max Drawdown (10Y)

Largest decline over 10 years

-81.31%

-57.63%

-23.68%

Current Drawdown

Current decline from peak

-78.66%

-19.29%

-59.37%

Average Drawdown

Average peak-to-trough decline

-45.49%

-58.07%

+12.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.75%

8.43%

+0.32%

Volatility

INVX vs. MU - Volatility Comparison

The current volatility for Innovex International, Inc (INVX) is 10.54%, while Micron Technology, Inc. (MU) has a volatility of 33.63%. This indicates that INVX experiences smaller price fluctuations and is considered to be less risky than MU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INVXMUDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.54%

33.63%

-23.09%

Volatility (6M)

Calculated over the trailing 6-month period

30.46%

62.19%

-31.73%

Volatility (1Y)

Calculated over the trailing 1-year period

41.58%

75.68%

-34.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.24%

54.75%

-8.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.64%

50.65%

-4.01%

Dividends

INVX vs. MU - Dividend Comparison

INVX has not paid dividends to shareholders, while MU's dividend yield for the trailing twelve months is around 0.05%.


PositionTTM20252024202320222021
INVX
Innovex International, Inc
0.00%0.00%0.00%0.00%0.00%0.00%
MU
Micron Technology, Inc.
0.05%0.16%0.55%0.54%0.89%0.21%

Financials

INVX vs. MU - Financials Comparison

This section allows you to compare key financial metrics between Innovex International, Inc and Micron Technology, Inc.. 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


0.0010.00B20.00B30.00B40.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
239.03M
41.46B
(INVX) Total Revenue
(MU) Total Revenue
Values in USD except per share items

INVX vs. MU - Profitability Comparison

The chart below illustrates the profitability comparison between Innovex International, Inc and Micron Technology, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
35.4%
84.6%
Portfolio components
INVX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Innovex International, Inc reported a gross profit of 84.51M and revenue of 239.03M. Therefore, the gross margin over that period was 35.4%.

MU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Micron Technology, Inc. reported a gross profit of 35.06B and revenue of 41.46B. Therefore, the gross margin over that period was 84.6%.

INVX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Innovex International, Inc reported an operating income of -21.83M and revenue of 239.03M, resulting in an operating margin of -9.1%.

MU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Micron Technology, Inc. reported an operating income of 33.31B and revenue of 41.46B, resulting in an operating margin of 80.4%.

INVX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Innovex International, Inc reported a net income of -16.67M and revenue of 239.03M, resulting in a net margin of -7.0%.

MU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Micron Technology, Inc. reported a net income of 28.24B and revenue of 41.46B, resulting in a net margin of 68.1%.


Frequently Asked Questions


INVX and MU have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MU has higher volatility (33.63%) compared to INVX (10.54%). In terms of maximum drawdown, INVX dropped -89.50% vs MU's -98.25%.

MU currently has the higher Sharpe Ratio (9.29 vs 1.37), 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.

Portfolio Optimizer

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