INNV vs GSBD

Comparison between InnovAge Holding Corp (INNV, Company) and Goldman Sachs BDC Inc (GSBD, Company).

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

5-Year PerformanceGSBD has outperformed INNV, delivering a return of -3.3% compared to -18.6%

INNV vs GSBD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INNV(COMPANY)	GSBD(COMPANY)
Market Cap	$1.01B	$1.01B
Max Drawdown	89.92%	67.05%
Sharpe Ratio	1.09	-0.45
5Y Beta	1.07	0.59
Industry	Medical Care Facilities	Asset Management
P/E Ratio	-86.87	13.90
Forward P/E	13.66	10.78
PEG Ratio	0.00	0.30
Dividend Yield	N/A	14.10%
5Y Dividends CAGR	N/A	3.81%
Debt to Equity	25.31%	138.55%
Free Cash Flow Yield	4.19%	20.07%
P/S Ratio	1.08	2.91
P/B Ratio	4.49	0.73

Market Cap

Winner

INNV

$1.01B

GSBD

$1.01B

Max Drawdown

INNV

89.92%

Winner

GSBD

67.05%

Sharpe Ratio

Winner

INNV

1.09

GSBD

-0.45

5Y Beta

INNV

1.07

Winner

GSBD

0.59

Industry

INNV

Medical Care Facilities

GSBD

Asset Management

P/E Ratio

Winner

INNV

-86.87

GSBD

13.90

Forward P/E

INNV

13.66

Winner

GSBD

10.78

PEG Ratio

Winner

INNV

0.00

GSBD

0.30

Dividend Yield

INNV

N/A

GSBD

14.10%

5Y Dividends CAGR

INNV

N/A

GSBD

3.81%

Debt to Equity

Winner

INNV

25.31%

GSBD

138.55%

Free Cash Flow Yield

INNV

4.19%

Winner

GSBD

20.07%

P/S Ratio

Winner

INNV

1.08

GSBD

2.91

P/B Ratio

INNV

4.49

Winner

GSBD

0.73

INNV vs GSBD - Historical Returns

Returns include dividend reinvestment.

Period	INNV	GSBD
1 month	-8.29%	-12.30%
3 months	-23.40%	-0.81%
6 months	+45.13%	-5.33%
1 year	+83.88%	-7.50%
5 years(CAGR)	-18.59%	-3.31%
10 years(CAGR)	N/A	+3.10%
Max(CAGR)	-20.40%	+3.65%

Winner

INNV

-8.29%

GSBD

-12.30%

INNV

-23.40%

Winner

GSBD

-0.81%

Winner

INNV

+45.13%

GSBD

-5.33%

Winner

INNV

+83.88%

GSBD

-7.50%

5Y(CAGR)

INNV

-18.59%

Winner

GSBD

-3.31%

10Y(CAGR)

INNV

N/A

GSBD

+3.10%

Max(CAGR)

INNV

-20.40%

Winner

GSBD

+3.65%

INNV vs GSBD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	INNV	GSBD
2026	+40.66%	-0.59%
2025	+31.73%	-9.47%
2024	-36.92%	-5.82%
2023	-17.01%	+18.80%
2022	+43.31%	-20.19%
2021	-79.34%	+13.08%
2020	N/A	+0.49%
2019	N/A	+23.01%
2018	N/A	-11.17%
2017	N/A	+2.93%
2016	N/A	+35.05%
2015	N/A	+3.44%

INNV vs GSBD 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 GSBD was -62.67%, occurring on Mar 18, 2020. Recovery took 270 trading sessions.

The current INNV drawdown is -71.97%. The current GSBD drawdown is -24.63%.

Rank	INNV	GSBD
#1	-89.92% Mar 11, 2021 - Apr 8, 2025	-62.67% Feb 20, 2020 - Mar 17, 2021
#2	-4.34% Mar 4, 2021 - Mar 9, 2021	-29.53% Jul 8, 2024 - Apr 8, 2025
#3	N/A	-29.00% Apr 20, 2022 - Jul 8, 2024
#4	N/A	-27.58% Aug 14, 2015 - Nov 23, 2016
#5	N/A	-18.65% Apr 7, 2017 - Sep 25, 2018
#6	N/A	-18.62% Sep 27, 2018 - Oct 21, 2019
#7	N/A	-7.89% Apr 9, 2021 - Jun 24, 2021
#8	N/A	-7.43% Feb 2, 2022 - Apr 13, 2022
#9	N/A	-7.09% Jun 24, 2021 - Dec 30, 2021
#10	N/A	-6.95% Jul 20, 2015 - Aug 13, 2015
#11	N/A	-5.87% Jun 2, 2015 - Jun 25, 2015
#12	N/A	-5.62% Jan 17, 2017 - Jan 30, 2017
#13	N/A	-4.94% Apr 14, 2015 - May 29, 2015
#14	N/A	-4.80% Dec 13, 2019 - Feb 11, 2020
#15	N/A	-4.57% Jun 30, 2015 - Jul 10, 2015