AMAL vs INVA

Comparison between Amalgamated Financial Corp (AMAL, Company) and Innoviva Inc (INVA, Company).

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

5-Year PerformanceAMAL has outperformed INVA, delivering a return of +28.0% compared to +6.4%

AMAL vs INVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMAL(COMPANY)	INVA(COMPANY)
Market Cap	$1.50B	$1.49B
Max Drawdown	63.74%	84.32%
Sharpe Ratio	2.07	0.40
5Y Beta	0.90	0.13
Industry	Banks - Regional	Biotechnology
P/E Ratio	13.27	4.29
Forward P/E	N/A	10.46
PEG Ratio	1.09	0.01
Dividend Yield	1.30%	N/A
5Y Dividends CAGR	19.81%	N/A
5Y EPS CAGR	19.34%	4.55%
Debt to Equity	0.00%	20.96%
Free Cash Flow Yield	9.63%	12.72%
P/S Ratio	4.51	3.60
P/B Ratio	1.77	1.15

Market Cap

Winner

AMAL

$1.50B

INVA

$1.49B

Max Drawdown

Winner

AMAL

63.74%

INVA

84.32%

Sharpe Ratio

Winner

AMAL

2.07

INVA

0.40

5Y Beta

AMAL

0.90

Winner

INVA

0.13

Industry

AMAL

Banks - Regional

INVA

Biotechnology

P/E Ratio

AMAL

13.27

Winner

INVA

4.29

Forward P/E

AMAL

N/A

INVA

10.46

PEG Ratio

AMAL

1.09

Winner

INVA

0.01

Dividend Yield

AMAL

1.30%

INVA

N/A

5Y Dividends CAGR

AMAL

19.81%

INVA

N/A

5Y EPS CAGR

Winner

AMAL

19.34%

INVA

4.55%

Debt to Equity

Winner

AMAL

0.00%

INVA

20.96%

Free Cash Flow Yield

AMAL

9.63%

Winner

INVA

12.72%

P/S Ratio

AMAL

4.51

Winner

INVA

3.60

P/B Ratio

AMAL

1.77

Winner

INVA

1.15

AMAL vs INVA - Historical Returns

Returns include dividend reinvestment.

Period	AMAL	INVA
1 month	+6.21%	-7.01%
3 months	+20.35%	-8.17%
6 months	+21.02%	-5.31%
1 year	+77.97%	+5.24%
5 years(CAGR)	+28.01%	+6.41%
10 years(CAGR)	+17.27%	+5.32%
Max(CAGR)	+17.27%	+1.95%

Winner

AMAL

+6.21%

INVA

-7.01%

Winner

AMAL

+20.35%

INVA

-8.17%

Winner

AMAL

+21.02%

INVA

-5.31%

Winner

AMAL

+77.97%

INVA

+5.24%

5Y(CAGR)

Winner

AMAL

+28.01%

INVA

+6.41%

10Y(CAGR)

Winner

AMAL

+17.27%

INVA

+5.32%

Max(CAGR)

Winner

AMAL

+17.27%

INVA

+1.95%

AMAL vs INVA - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	AMAL	INVA
2026	+56.46%	+4.08%
2025	-1.62%	+14.89%
2024	+28.17%	+5.99%
2023	+18.88%	+20.87%
2022	+38.93%	-24.07%
2021	+26.10%	+38.22%
2020	-26.72%	-11.06%
2019	+1.33%	-18.15%
2018	+22.24%	+20.93%
2017	N/A	+27.38%
2016	N/A	+3.68%
2015	N/A	-20.54%
2014	N/A	-50.22%
2013	N/A	+58.87%
2012	N/A	+8.49%
2011	N/A	-13.91%
2010	N/A	+87.93%
2009	N/A	-7.50%
2008	N/A	-36.30%
2007	N/A	-37.82%
2006	N/A	+39.21%
2005	N/A	+26.87%
2004	N/A	-1.16%

AMAL vs INVA Drawdown Comparison

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

The maximum drawdown for INVA was -84.32%, occurring on Nov 21, 2008. Recovery took 1504 trading sessions.

The current AMAL drawdown is -1.83%. The current INVA drawdown is -35.24%.

Rank	AMAL	INVA
#1	-62.93% Nov 13, 2018 - May 31, 2022	-84.32% May 22, 2007 - May 13, 2013
#2	-46.88% Dec 2, 2022 - Dec 14, 2023	-78.77% Jul 11, 2013 - Sep 29, 2015
#3	-32.84% Nov 6, 2024 - Jan 22, 2026	-26.22% Apr 5, 2006 - Oct 19, 2006
#4	-21.80% Jan 30, 2024 - Jun 28, 2024	-21.77% Feb 8, 2007 - May 22, 2007
#5	-13.38% Jul 26, 2024 - Aug 23, 2024	-20.78% May 14, 2013 - Jul 11, 2013
#6	-11.83% Feb 9, 2026 - Apr 9, 2026	-16.58% Oct 21, 2004 - Mar 8, 2005
#7	-9.61% Aug 30, 2024 - Oct 14, 2024	-13.06% Oct 25, 2005 - Jan 17, 2006
#8	-8.97% May 31, 2022 - Jul 27, 2022	-12.25% Mar 8, 2005 - Jul 25, 2005
#9	-8.78% Aug 15, 2022 - Nov 1, 2022	-10.48% Feb 9, 2006 - Apr 5, 2006
#10	-8.65% Dec 27, 2023 - Jan 30, 2024	-8.88% Oct 27, 2006 - Jan 12, 2007
#11	-8.62% Apr 20, 2026 - Jun 9, 2026	-5.70% Oct 7, 2004 - Oct 21, 2004
#12	-7.45% Oct 18, 2018 - Nov 6, 2018	-5.63% Aug 1, 2005 - Sep 15, 2005
#13	-6.41% Oct 18, 2024 - Nov 6, 2024	-5.52% Jan 16, 2007 - Feb 7, 2007
#14	-5.77% Jun 28, 2024 - Jul 11, 2024	-4.40% Sep 20, 2005 - Oct 14, 2005
#15	-5.24% Sep 6, 2018 - Sep 26, 2018	-2.38% Feb 2, 2006 - Feb 8, 2006

Correlation

Correlation between AMAL and INVA is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2014 - 2026)

AMAL vs INVA dividend yield comparison.

Year	AMAL	INVA
2026	1.03%	0.00%
2025	1.75%	0.00%
2024	1.37%	0.00%
2023	1.48%	0.00%
2022	1.56%	0.00%
2021	1.91%	0.00%
2020	2.33%	0.00%
2019	1.34%	0.00%
2018	0.31%	0.00%
2015	0.00%	7.12%
2014	0.00%	42.91%