INNV vs FOR

Comparison between InnovAge Holding Corp (INNV, Company) and Forestar Group Inc New (FOR, Company).

INNV is from the Healthcare sector, while FOR is from the Real Estate sector.

5-Year PerformanceFOR has outperformed INNV, delivering a return of +6.9% compared to -7.6%

INNV vs FOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INNV(COMPANY)	FOR(COMPANY)
Market Cap	$1.51B	$1.51B
Max Drawdown	89.92%	89.77%
Sharpe Ratio	1.83	0.32
5Y Beta	1.08	0.79
Industry	Medical Care Facilities	Real Estate - Development
P/E Ratio	-129.66	8.84
Forward P/E	13.66	49.02
PEG Ratio	0.00	2.00
5Y EPS CAGR	N/A	13.85%
Debt to Equity	25.31%	42.76%
Free Cash Flow Yield	2.80%	18.75%
P/S Ratio	1.57	0.88
P/B Ratio	6.72	0.77

Market Cap

INNV

$1.51B

Winner

FOR

$1.51B

Max Drawdown

INNV

89.92%

Winner

FOR

89.77%

Sharpe Ratio

Winner

INNV

1.83

FOR

0.32

5Y Beta

INNV

1.08

Winner

FOR

0.79

Industry

INNV

Medical Care Facilities

FOR

Real Estate - Development

P/E Ratio

Winner

INNV

-129.66

FOR

8.84

Forward P/E

Winner

INNV

13.66

FOR

49.02

PEG Ratio

Winner

INNV

0.00

FOR

2.00

5Y EPS CAGR

INNV

N/A

FOR

13.85%

Debt to Equity

Winner

INNV

25.31%

FOR

42.76%

Free Cash Flow Yield

INNV

2.80%

Winner

FOR

18.75%

P/S Ratio

INNV

1.57

Winner

FOR

0.88

P/B Ratio

INNV

6.72

Winner

FOR

0.77

INNV vs FOR - Historical Returns

Returns include dividend reinvestment.

Period	INNV	FOR
1 month	-5.38%	-6.49%
3 months	+48.10%	+5.39%
6 months	+30.23%	-3.22%
1 year	+237.46%	+11.40%
5 years(CAGR)	-7.57%	+6.93%
10 years(CAGR)	N/A	+9.06%
Max(CAGR)	-13.65%	+0.93%

Winner

INNV

-5.38%

FOR

-6.49%

Winner

INNV

+48.10%

FOR

+5.39%

Winner

INNV

+30.23%

FOR

-3.22%

Winner

INNV

+237.46%

FOR

+11.40%

5Y(CAGR)

INNV

-7.57%

Winner

FOR

+6.93%

10Y(CAGR)

INNV

N/A

FOR

+9.06%

Max(CAGR)

INNV

-13.65%

Winner

FOR

+0.93%

INNV vs FOR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	INNV	FOR
2026	+110.02%	+17.31%
2025	+31.73%	-3.86%
2024	-36.92%	-19.95%
2023	-17.01%	+112.94%
2022	+43.31%	-30.59%
2021	-79.34%	+7.83%
2020	N/A	-2.37%
2019	N/A	+52.08%
2018	N/A	-37.47%
2017	N/A	+63.57%
2016	N/A	+23.49%
2015	N/A	-29.51%
2014	N/A	-26.98%
2013	N/A	+19.56%
2012	N/A	+10.03%
2011	N/A	-21.32%
2010	N/A	-12.15%
2009	N/A	+148.36%
2008	N/A	-58.97%
2007	N/A	-1.71%

INNV vs FOR 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 FOR was -89.77%, occurring on Nov 20, 2008. Recovery took 3888 trading sessions.

The current INNV drawdown is -58.14%. The current FOR drawdown is -29.99%.

Rank	INNV	FOR
#1	-89.92% Mar 11, 2021 - Apr 8, 2025	-89.77% Feb 12, 2008 - Jul 25, 2023
#2	-4.34% Mar 4, 2021 - Mar 9, 2021	-54.72% Apr 9, 2024 - Apr 21, 2025
#3	N/A	-25.97% Aug 7, 2023 - Nov 14, 2023
#4	N/A	-23.39% Dec 24, 2007 - Feb 4, 2008
#5	N/A	-12.48% Jan 22, 2024 - Mar 6, 2024
#6	N/A	-6.83% Dec 27, 2023 - Jan 8, 2024
#7	N/A	-5.95% Nov 22, 2023 - Dec 14, 2023
#8	N/A	-5.84% Feb 4, 2008 - Feb 6, 2008
#9	N/A	-4.28% Mar 8, 2024 - Mar 27, 2024
#10	N/A	-4.06% Mar 28, 2024 - Apr 9, 2024
#11	N/A	-2.96% Feb 7, 2008 - Feb 12, 2008
#12	N/A	-2.83% Jan 8, 2024 - Jan 22, 2024
#13	N/A	-2.12% Nov 15, 2023 - Nov 21, 2023
#14	N/A	-2.08% Dec 13, 2007 - Dec 21, 2007
#15	N/A	-1.92% Dec 14, 2023 - Dec 19, 2023