FBRT vs IVA

Comparison between Franklin BSP Realty Trust Inc (FBRT, Company) and Inventiva (IVA, Company).

FBRT is from the Real Estate sector, while IVA is from the Healthcare sector.

5-Year PerformanceFBRT has outperformed IVA, delivering a return of -4.4% compared to -24.5%

FBRT vs IVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FBRT(COMPANY)	IVA(COMPANY)
Market Cap	$651M	$655M
Max Drawdown	52.13%	91.32%
Sharpe Ratio	-0.43	0.43
5Y Beta	0.60	0.79
Industry	Reit - Mortgage	Biotechnology
P/E Ratio	9.79	-0.89
PEG Ratio	N/A	-0.02
Dividend Yield	15.40%	N/A
5Y EPS CAGR	-6.92%	24.75%
Debt to Equity	0.00%	-611.30%
Free Cash Flow Yield	18.70%	-24.18%
P/S Ratio	N/A	73.66
P/B Ratio	N/A	2.10

Market Cap

FBRT

$651M

Winner

IVA

$655M

Max Drawdown

Winner

FBRT

52.13%

IVA

91.32%

Sharpe Ratio

FBRT

-0.43

Winner

IVA

0.43

5Y Beta

Winner

FBRT

0.60

IVA

0.79

Industry

FBRT

Reit - Mortgage

IVA

Biotechnology

P/E Ratio

FBRT

9.79

Winner

IVA

-0.89

PEG Ratio

FBRT

N/A

IVA

-0.02

Dividend Yield

FBRT

15.40%

IVA

N/A

5Y EPS CAGR

FBRT

-6.92%

Winner

IVA

24.75%

Debt to Equity

FBRT

0.00%

Winner

IVA

-611.30%

Free Cash Flow Yield

Winner

FBRT

18.70%

IVA

-24.18%

P/S Ratio

FBRT

N/A

IVA

73.66

P/B Ratio

FBRT

N/A

IVA

2.10

FBRT vs IVA - Historical Returns

Returns include dividend reinvestment.

Period	FBRT	IVA
1 month	-7.77%	-28.88%
3 months	-5.80%	-40.10%
6 months	-15.56%	-15.00%
1 year	-11.66%	+6.28%
5 years(CAGR)	-4.43%	-24.48%
Max(CAGR)	-4.43%	-19.99%

Winner

FBRT

-7.77%

IVA

-28.88%

Winner

FBRT

-5.80%

IVA

-40.10%

FBRT

-15.56%

Winner

IVA

-15.00%

FBRT

-11.66%

Winner

IVA

+6.28%

5Y(CAGR)

Winner

FBRT

-4.43%

IVA

-24.48%

Max(CAGR)

Winner

FBRT

-4.43%

IVA

-19.99%

FBRT vs IVA - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	FBRT	IVA
2026	-14.65%	-25.00%
2025	-9.10%	+117.29%
2024	+3.14%	-54.41%
2023	+14.62%	-9.13%
2022	-5.56%	-67.35%
2021	-10.98%	-5.20%
2020	N/A	+8.05%

FBRT vs IVA Drawdown Comparison

The maximum drawdown for FBRT was -31.02%, occurring on Sep 29, 2022. Recovery took 415 trading sessions.

The maximum drawdown for IVA was -91.32%, occurring on Oct 9, 2024. This drawdown has not yet recovered.

The current FBRT drawdown is -27.69%. The current IVA drawdown is -81.21%.

Rank	FBRT	IVA
#1	-31.02% Nov 12, 2021 - Jul 12, 2023	-91.32% Jan 20, 2021 - Oct 9, 2024
#2	-30.02% Feb 28, 2025 - Mar 27, 2026	-26.45% Jul 10, 2020 - Oct 12, 2020
#3	-15.23% Jul 19, 2023 - Dec 14, 2023	-21.72% Oct 21, 2020 - Jan 5, 2021
#4	-13.57% Dec 26, 2023 - Jul 16, 2024	-5.76% Jan 13, 2021 - Jan 19, 2021
#5	-12.41% Jul 23, 2024 - Feb 18, 2025	-4.66% Oct 16, 2020 - Oct 21, 2020
#6	-4.85% Oct 19, 2021 - Nov 12, 2021	-1.89% Jan 6, 2021 - Jan 8, 2021
#7	-1.58% Feb 18, 2025 - Feb 27, 2025	N/A
#8	-1.26% Dec 14, 2023 - Dec 19, 2023	N/A
#9	-1.25% Dec 19, 2023 - Dec 21, 2023	N/A
#10	-0.41% Jul 13, 2023 - Jul 19, 2023	N/A
#11	-0.07% Dec 21, 2023 - Dec 26, 2023	N/A

Correlation

Correlation between FBRT and IVA is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.41

-101