INNV vs AGM-A

Comparison between InnovAge Holding Corp (INNV, Company) and Federal Agricultural Mortgage Corp - Class A (AGM-A, Company).

INNV is from the Healthcare sector, while AGM-A is from the Financial Services sector.

5-Year PerformanceAGM-A has outperformed INNV, delivering a return of +14.7% compared to -8.2%

INNV vs AGM-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INNV(COMPANY)	AGM-A(COMPANY)
Market Cap	$1.59B	$1.58B
Max Drawdown	89.92%	95.71%
Sharpe Ratio	1.71	0.53
5Y Beta	1.12	0.26
Industry	Medical Care Facilities	Credit Services
P/E Ratio	-136.55	7.28
Forward P/E	13.66	7.40
PEG Ratio	N/A	1.69
Dividend Yield	N/A	4.18%
5Y Dividends CAGR	N/A	18.04%
5Y EPS CAGR	N/A	12.53%
Debt to Equity	25.31%	1879.86%
Free Cash Flow Yield	2.66%	14.02%

Market Cap

Winner

INNV

$1.59B

AGM-A

$1.58B

Max Drawdown

Winner

INNV

89.92%

AGM-A

95.71%

Sharpe Ratio

Winner

INNV

1.71

AGM-A

0.53

5Y Beta

INNV

1.12

Winner

AGM-A

0.26

Industry

INNV

Medical Care Facilities

AGM-A

Credit Services

P/E Ratio

Winner

INNV

-136.55

AGM-A

7.28

Forward P/E

INNV

13.66

Winner

AGM-A

7.40

PEG Ratio

INNV

N/A

AGM-A

1.69

Dividend Yield

INNV

N/A

AGM-A

4.18%

5Y Dividends CAGR

INNV

N/A

AGM-A

18.04%

5Y EPS CAGR

INNV

N/A

AGM-A

12.53%

Debt to Equity

Winner

INNV

25.31%

AGM-A

1879.86%

Free Cash Flow Yield

INNV

2.66%

Winner

AGM-A

14.02%

INNV vs AGM-A - Historical Returns

Returns include dividend reinvestment.

Period	INNV	AGM-A
1 month	+20.06%	+5.33%
3 months	+44.57%	+10.90%
6 months	+91.94%	+17.54%
1 year	+179.75%	+21.51%
5 years(CAGR)	-8.18%	+14.71%
10 years(CAGR)	N/A	+18.48%
Max(CAGR)	-13.34%	+15.87%

Winner

INNV

+20.06%

AGM-A

+5.33%

Winner

INNV

+44.57%

AGM-A

+10.90%

Winner

INNV

+91.94%

AGM-A

+17.54%

Winner

INNV

+179.75%

AGM-A

+21.51%

5Y(CAGR)

INNV

-8.18%

Winner

AGM-A

+14.71%

10Y(CAGR)

INNV

N/A

AGM-A

+18.48%

Max(CAGR)

INNV

-13.34%

Winner

AGM-A

+15.87%

INNV vs AGM-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	INNV	AGM-A
2026	+115.61%	+13.87%
2025	+31.73%	-6.93%
2024	-36.92%	-1.74%
2023	-17.01%	+76.14%
2022	+43.31%	-20.09%
2021	-79.34%	+90.84%
2020	N/A	-6.63%
2019	N/A	+32.09%
2018	N/A	-19.66%
2017	N/A	+20.92%
2016	N/A	+133.13%
2015	N/A	+25.95%
2014	N/A	-18.54%
2013	N/A	+13.42%
2012	N/A	+124.34%
2011	N/A	+7.65%
2010	N/A	+123.06%
2009	N/A	+210.33%
2008	N/A	-76.69%
2007	N/A	+4.42%
2006	N/A	-5.64%
2005	N/A	+27.62%
2004	N/A	-22.68%
2003	N/A	+9.66%
2002	N/A	-29.37%
2001	N/A	+49.23%
2000	N/A	+14.87%
1999	N/A	+7.47%

INNV vs AGM-A Drawdown Comparison

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

The maximum drawdown for AGM-A was -93.74%, occurring on Oct 27, 2008. Recovery took 2026 trading sessions.

The current INNV drawdown is -57.03%. The current AGM-A drawdown is -3.77%.

Rank	INNV	AGM-A
#1	-89.92% Mar 11, 2021 - Apr 8, 2025	-93.74% Apr 5, 2002 - Apr 22, 2010
#2	-4.34% Mar 4, 2021 - Mar 9, 2021	-55.17% Apr 29, 2010 - Jun 29, 2011
#3	N/A	-49.43% Jul 26, 2018 - Mar 2, 2021
#4	N/A	-36.96% Sep 13, 2013 - Mar 10, 2016
#5	N/A	-26.93% Jul 18, 2024 - Apr 7, 2025
#6	N/A	-25.37% Mar 9, 2017 - Jul 26, 2017
#7	N/A	-25.28% Jul 5, 2011 - Feb 27, 2012
#8	N/A	-25.05% Feb 14, 2013 - Jul 18, 2013
#9	N/A	-24.58% Nov 8, 2021 - Feb 28, 2023
#10	N/A	-23.89% Aug 14, 2023 - Dec 29, 2023
#11	N/A	-23.02% Apr 1, 2024 - Jul 16, 2024
#12	N/A	-20.78% Dec 10, 1999 - Jan 2, 2001
#13	N/A	-18.75% Nov 29, 2012 - Feb 14, 2013
#14	N/A	-17.36% Jan 19, 2017 - Mar 9, 2017
#15	N/A	-17.12% Jul 16, 2012 - Sep 26, 2012

Correlation

Correlation between INNV and AGM-A is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49

-101