INNV vs LKFN

Comparison between InnovAge Holding Corp (INNV, Company) and Lakeland Financial Corp (LKFN, Company).

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

5-Year PerformanceLKFN has outperformed INNV, delivering a return of +4.0% compared to -10.5%

INNV vs LKFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INNV(COMPANY)	LKFN(COMPANY)
Market Cap	$1.59B	$1.57B
Max Drawdown	89.92%	49.19%
Sharpe Ratio	1.64	-0.07
5Y Beta	1.09	0.70
Industry	Medical Care Facilities	Banks - Regional
P/E Ratio	-136.90	14.55
Forward P/E	13.66	17.04
PEG Ratio	0.00	0.64
Dividend Yield	N/A	3.23%
5Y Dividends CAGR	N/A	14.69%
5Y EPS CAGR	N/A	4.01%
Debt to Equity	25.31%	0.00%
Free Cash Flow Yield	2.66%	6.77%
P/S Ratio	1.72	5.87
P/B Ratio	6.93	2.05

Market Cap

Winner

INNV

$1.59B

LKFN

$1.57B

Max Drawdown

INNV

89.92%

Winner

LKFN

49.19%

Sharpe Ratio

Winner

INNV

1.64

LKFN

-0.07

5Y Beta

INNV

1.09

Winner

LKFN

0.70

Industry

INNV

Medical Care Facilities

LKFN

Banks - Regional

P/E Ratio

Winner

INNV

-136.90

LKFN

14.55

Forward P/E

Winner

INNV

13.66

LKFN

17.04

PEG Ratio

Winner

INNV

0.00

LKFN

0.64

Dividend Yield

INNV

N/A

LKFN

3.23%

5Y Dividends CAGR

INNV

N/A

LKFN

14.69%

5Y EPS CAGR

INNV

N/A

LKFN

4.01%

Debt to Equity

INNV

25.31%

Winner

LKFN

0.00%

Free Cash Flow Yield

INNV

2.66%

Winner

LKFN

6.77%

P/S Ratio

Winner

INNV

1.72

LKFN

5.87

P/B Ratio

INNV

6.93

Winner

LKFN

2.05

INNV vs LKFN - Historical Returns

Returns include dividend reinvestment.

Period	INNV	LKFN
1 month	+65.89%	+2.88%
3 months	+51.94%	+6.66%
6 months	+124.26%	+9.08%
1 year	+190.41%	-1.11%
5 years(CAGR)	-10.49%	+4.02%
10 years(CAGR)	N/A	+10.04%
Max(CAGR)	-12.16%	+12.29%

Winner

INNV

+65.89%

LKFN

+2.88%

Winner

INNV

+51.94%

LKFN

+6.66%

Winner

INNV

+124.26%

LKFN

+9.08%

Winner

INNV

+190.41%

LKFN

-1.11%

5Y(CAGR)

INNV

-10.49%

Winner

LKFN

+4.02%

10Y(CAGR)

INNV

N/A

LKFN

+10.04%

Max(CAGR)

INNV

-12.16%

Winner

LKFN

+12.29%

INNV vs LKFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	INNV	LKFN
2026	+133.33%	+11.24%
2025	+31.73%	-12.44%
2024	-36.92%	+9.01%
2023	-17.01%	-7.13%
2022	+43.31%	-5.68%
2021	-79.34%	+51.91%
2020	N/A	+12.29%
2019	N/A	+23.17%
2018	N/A	-15.08%
2017	N/A	+4.62%
2016	N/A	+60.34%
2015	N/A	+11.37%
2014	N/A	+15.53%
2013	N/A	+48.63%
2012	N/A	+2.38%
2011	N/A	+16.96%
2010	N/A	+26.13%
2009	N/A	-22.51%
2008	N/A	+22.29%
2007	N/A	-16.86%
2006	N/A	+26.70%
2005	N/A	+3.56%
2004	N/A	+11.98%
2003	N/A	+53.66%
2002	N/A	+34.99%
2001	N/A	+46.52%
2000	N/A	-14.01%
1999	N/A	-12.78%

INNV vs LKFN 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 LKFN was -47.35%, occurring on May 16, 2023. This drawdown has not yet recovered.

The current INNV drawdown is -53.49%. The current LKFN drawdown is -16.96%.

Rank	INNV	LKFN
#1	-89.92% Mar 11, 2021 - Apr 8, 2025	-47.35% Jan 14, 2022 - May 16, 2023
#2	-4.34% Mar 4, 2021 - Mar 9, 2021	-43.62% Sep 18, 2008 - Jul 7, 2011
#3	N/A	-38.86% Jan 25, 2000 - Aug 9, 2001
#4	N/A	-34.70% Dec 20, 2019 - Aug 7, 2020
#5	N/A	-27.94% Dec 27, 2006 - Sep 18, 2008
#6	N/A	-25.68% Mar 10, 2021 - Oct 18, 2021
#7	N/A	-24.74% Jan 26, 2004 - Nov 17, 2004
#8	N/A	-24.21% Nov 29, 2017 - Dec 20, 2019
#9	N/A	-21.03% Aug 10, 2020 - Oct 26, 2020
#10	N/A	-20.93% Jul 9, 2002 - Jun 5, 2003
#11	N/A	-17.92% Nov 1, 1999 - Jan 25, 2000
#12	N/A	-17.45% Dec 4, 2015 - May 18, 2016
#13	N/A	-16.58% Jul 21, 2011 - Oct 27, 2011
#14	N/A	-16.47% Sep 24, 2012 - May 17, 2013
#15	N/A	-12.92% Dec 30, 2014 - Jun 22, 2015