INNV vs AMAL

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

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

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

INNV vs AMAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

INNV

$1.51B

AMAL

$1.50B

Max Drawdown

INNV

89.92%

Winner

AMAL

63.74%

Sharpe Ratio

INNV

1.83

Winner

AMAL

2.07

5Y Beta

INNV

1.08

Winner

AMAL

0.90

Industry

INNV

Medical Care Facilities

AMAL

Banks - Regional

P/E Ratio

Winner

INNV

-129.66

AMAL

13.27

Forward P/E

INNV

13.66

AMAL

N/A

PEG Ratio

Winner

INNV

0.00

AMAL

1.09

Dividend Yield

INNV

N/A

AMAL

1.30%

5Y Dividends CAGR

INNV

N/A

AMAL

19.81%

5Y EPS CAGR

INNV

N/A

AMAL

19.34%

Debt to Equity

INNV

25.31%

Winner

AMAL

0.00%

Free Cash Flow Yield

INNV

2.80%

Winner

AMAL

9.63%

P/S Ratio

Winner

INNV

1.57

AMAL

4.51

P/B Ratio

INNV

6.72

Winner

AMAL

1.77

INNV vs AMAL - Historical Returns

Returns include dividend reinvestment.

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

INNV

-5.38%

Winner

AMAL

+6.21%

Winner

INNV

+48.10%

AMAL

+20.35%

Winner

INNV

+30.23%

AMAL

+21.02%

Winner

INNV

+237.46%

AMAL

+77.97%

5Y(CAGR)

INNV

-7.57%

Winner

AMAL

+28.01%

10Y(CAGR)

INNV

N/A

AMAL

+17.27%

Max(CAGR)

INNV

-13.65%

Winner

AMAL

+17.27%

INNV vs AMAL - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

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

INNV vs AMAL 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 AMAL was -62.93%, occurring on Mar 23, 2020. Recovery took 891 trading sessions.

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

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