INNV vs MBC

Comparison between InnovAge Holding Corp (INNV, Company) and MasterBrand Inc (MBC, Company).

INNV is from the Healthcare sector, while MBC is from the Consumer Cyclical sector.

INNV vs MBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INNV(COMPANY)	MBC(COMPANY)
Market Cap	$1.13B	$1.13B
Max Drawdown	89.92%	64.69%
Sharpe Ratio	1.40	-0.17
5Y Beta	1.06	1.13
Industry	Medical Care Facilities	Furnishings, Fixtures & Appliances
P/E Ratio	-97.27	-664.26
Forward P/E	13.66	26.67
PEG Ratio	0.00	N/A
Debt to Equity	25.31%	82.16%
Free Cash Flow Yield	3.74%	1.11%
P/S Ratio	1.31	0.42
P/B Ratio	4.93	0.85

Market Cap

Winner

INNV

$1.13B

MBC

$1.13B

Max Drawdown

INNV

89.92%

Winner

MBC

64.69%

Sharpe Ratio

Winner

INNV

1.40

MBC

-0.17

5Y Beta

Winner

INNV

1.06

MBC

1.13

Industry

INNV

Medical Care Facilities

MBC

Furnishings, Fixtures & Appliances

P/E Ratio

INNV

-97.27

Winner

MBC

-664.26

Forward P/E

Winner

INNV

13.66

MBC

26.67

PEG Ratio

INNV

0.00

MBC

N/A

Debt to Equity

Winner

INNV

25.31%

MBC

82.16%

Free Cash Flow Yield

Winner

INNV

3.74%

MBC

1.11%

P/S Ratio

INNV

1.31

Winner

MBC

0.42

P/B Ratio

INNV

4.93

Winner

MBC

0.85

INNV vs MBC - Historical Returns

Returns include dividend reinvestment.

Period	INNV	MBC
1 month	+20.66%	+23.54%
3 months	+9.36%	+9.78%
6 months	+68.70%	-23.86%
1 year	+146.88%	-15.68%
5 years(CAGR)	-15.58%	N/A
Max(CAGR)	-16.91%	-3.36%

INNV

+20.66%

Winner

MBC

+23.54%

INNV

+9.36%

Winner

MBC

+9.78%

Winner

INNV

+68.70%

MBC

-23.86%

Winner

INNV

+146.88%

MBC

-15.68%

5Y(CAGR)

INNV

-15.58%

MBC

N/A

Max(CAGR)

INNV

-16.91%

Winner

MBC

-3.36%

INNV vs MBC - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	INNV	MBC
2026	+75.53%	-21.37%
2025	+31.73%	-24.33%
2024	-36.92%	-1.68%
2023	-17.01%	+94.12%
2022	+43.31%	-24.50%
2021	-79.34%	N/A

INNV vs MBC 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 MBC was -64.69%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current INNV drawdown is -65.02%. The current MBC drawdown is -53.80%.

Rank	INNV	MBC
#1	-89.92% Mar 11, 2021 - Apr 8, 2025	-64.69% Oct 18, 2024 - May 19, 2026
#2	-4.34% Mar 4, 2021 - Mar 9, 2021	-28.54% Feb 13, 2023 - May 11, 2023
#3	N/A	-26.30% Dec 9, 2022 - Feb 13, 2023
#4	N/A	-25.66% Mar 26, 2024 - Sep 20, 2024
#5	N/A	-19.89% Aug 10, 2023 - Nov 22, 2023
#6	N/A	-13.38% Dec 14, 2023 - Feb 27, 2024
#7	N/A	-8.80% Sep 20, 2024 - Oct 17, 2024
#8	N/A	-6.11% Jul 13, 2023 - Aug 1, 2023
#9	N/A	-5.67% Jun 30, 2023 - Jul 12, 2023
#10	N/A	-4.95% May 22, 2023 - Jun 6, 2023
#11	N/A	-3.74% Jun 21, 2023 - Jun 29, 2023
#12	N/A	-3.67% Aug 1, 2023 - Aug 10, 2023
#13	N/A	-3.16% Mar 1, 2024 - Mar 7, 2024
#14	N/A	-3.08% Jun 7, 2023 - Jun 13, 2023
#15	N/A	-2.77% Nov 27, 2023 - Dec 1, 2023

Correlation

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

-0.49

-101