AMAL vs INNV

Comparison between Amalgamated Financial Corp (AMAL, Company) and InnovAge Holding Corp (INNV, Company).

AMAL is from the Financial Services sector, while INNV is from the Healthcare sector.

5-Year PerformanceAMAL has outperformed INNV, delivering a return of +28.0% compared to -7.6%

AMAL vs INNV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMAL(COMPANY)	INNV(COMPANY)
Market Cap	$1.50B	$1.51B
Max Drawdown	63.74%	89.92%
Sharpe Ratio	2.07	1.83
5Y Beta	0.90	1.08
Industry	Banks - Regional	Medical Care Facilities
P/E Ratio	13.27	-129.66
Forward P/E	N/A	13.66
PEG Ratio	1.09	0.00
Dividend Yield	1.30%	N/A
5Y Dividends CAGR	19.81%	N/A
5Y EPS CAGR	19.34%	N/A
Debt to Equity	0.00%	25.31%
Free Cash Flow Yield	9.63%	2.80%
P/S Ratio	4.51	1.57
P/B Ratio	1.77	6.72

Market Cap

AMAL

$1.50B

Winner

INNV

$1.51B

Max Drawdown

Winner

AMAL

63.74%

INNV

89.92%

Sharpe Ratio

Winner

AMAL

2.07

INNV

1.83

5Y Beta

Winner

AMAL

0.90

INNV

1.08

Industry

AMAL

Banks - Regional

INNV

Medical Care Facilities

P/E Ratio

AMAL

13.27

Winner

INNV

-129.66

Forward P/E

AMAL

N/A

INNV

13.66

PEG Ratio

AMAL

1.09

Winner

INNV

0.00

Dividend Yield

AMAL

1.30%

INNV

N/A

5Y Dividends CAGR

AMAL

19.81%

INNV

N/A

5Y EPS CAGR

AMAL

19.34%

INNV

N/A

Debt to Equity

Winner

AMAL

0.00%

INNV

25.31%

Free Cash Flow Yield

Winner

AMAL

9.63%

INNV

2.80%

P/S Ratio

AMAL

4.51

Winner

INNV

1.57

P/B Ratio

Winner

AMAL

1.77

INNV

6.72

AMAL vs INNV - Historical Returns

Returns include dividend reinvestment.

Period	AMAL	INNV
1 month	+6.21%	-5.38%
3 months	+20.35%	+48.10%
6 months	+21.02%	+30.23%
1 year	+77.97%	+237.46%
5 years(CAGR)	+28.01%	-7.57%
10 years(CAGR)	+17.27%	N/A
Max(CAGR)	+17.27%	-13.65%

Winner

AMAL

+6.21%

INNV

-5.38%

AMAL

+20.35%

Winner

INNV

+48.10%

AMAL

+21.02%

Winner

INNV

+30.23%

AMAL

+77.97%

Winner

INNV

+237.46%

5Y(CAGR)

Winner

AMAL

+28.01%

INNV

-7.57%

10Y(CAGR)

AMAL

+17.27%

INNV

N/A

Max(CAGR)

Winner

AMAL

+17.27%

INNV

-13.65%

AMAL vs INNV - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	AMAL	INNV
2026	+56.46%	+110.02%
2025	-1.62%	+31.73%
2024	+28.17%	-36.92%
2023	+18.88%	-17.01%
2022	+38.93%	+43.31%
2021	+26.10%	-79.34%
2020	-26.72%	N/A
2019	+1.33%	N/A
2018	+22.24%	N/A

AMAL vs INNV Drawdown Comparison

The maximum drawdown for AMAL was -62.93%, occurring on Mar 23, 2020. Recovery took 891 trading sessions.

The maximum drawdown for INNV was -89.92%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current AMAL drawdown is -1.83%. The current INNV drawdown is -58.14%.

Rank	AMAL	INNV
#1	-62.93% Nov 13, 2018 - May 31, 2022	-89.92% Mar 11, 2021 - Apr 8, 2025
#2	-46.88% Dec 2, 2022 - Dec 14, 2023	-4.34% Mar 4, 2021 - Mar 9, 2021
#3	-32.84% Nov 6, 2024 - Jan 22, 2026	N/A
#4	-21.80% Jan 30, 2024 - Jun 28, 2024	N/A
#5	-13.38% Jul 26, 2024 - Aug 23, 2024	N/A
#6	-11.83% Feb 9, 2026 - Apr 9, 2026	N/A
#7	-9.61% Aug 30, 2024 - Oct 14, 2024	N/A
#8	-8.97% May 31, 2022 - Jul 27, 2022	N/A
#9	-8.78% Aug 15, 2022 - Nov 1, 2022	N/A
#10	-8.65% Dec 27, 2023 - Jan 30, 2024	N/A
#11	-8.62% Apr 20, 2026 - Jun 9, 2026	N/A
#12	-7.45% Oct 18, 2018 - Nov 6, 2018	N/A
#13	-6.41% Oct 18, 2024 - Nov 6, 2024	N/A
#14	-5.77% Jun 28, 2024 - Jul 11, 2024	N/A
#15	-5.24% Sep 6, 2018 - Sep 26, 2018	N/A