INNV vs PFBC

Comparison between InnovAge Holding Corp (INNV, Company) and Preferred Bank (PFBC, Company).

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

5-Year PerformancePFBC has outperformed INNV, delivering a return of +13.1% compared to -17.2%

INNV vs PFBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INNV(COMPANY)	PFBC(COMPANY)
Market Cap	$1.22B	$1.22B
Max Drawdown	89.92%	97.22%
Sharpe Ratio	1.40	0.97
5Y Beta	1.08	0.73
Industry	Medical Care Facilities	Banks - Regional
P/E Ratio	-104.87	9.27
Forward P/E	13.66	8.32
PEG Ratio	N/A	0.69
Dividend Yield	N/A	3.10%
5Y Dividends CAGR	N/A	24.64%
5Y EPS CAGR	N/A	16.42%
Debt to Equity	25.31%	49.75%
Free Cash Flow Yield	3.47%	13.70%

Market Cap

INNV

$1.22B

Winner

PFBC

$1.22B

Max Drawdown

Winner

INNV

89.92%

PFBC

97.22%

Sharpe Ratio

Winner

INNV

1.40

PFBC

0.97

5Y Beta

INNV

1.08

Winner

PFBC

0.73

Industry

INNV

Medical Care Facilities

PFBC

Banks - Regional

P/E Ratio

Winner

INNV

-104.87

PFBC

9.27

Forward P/E

INNV

13.66

Winner

PFBC

8.32

PEG Ratio

INNV

N/A

PFBC

0.69

Dividend Yield

INNV

N/A

PFBC

3.10%

5Y Dividends CAGR

INNV

N/A

PFBC

24.64%

5Y EPS CAGR

INNV

N/A

PFBC

16.42%

Debt to Equity

Winner

INNV

25.31%

PFBC

49.75%

Free Cash Flow Yield

INNV

3.47%

Winner

PFBC

13.70%

INNV vs PFBC - Historical Returns

Returns include dividend reinvestment.

Period	INNV	PFBC
1 month	+23.72%	+7.86%
3 months	+8.86%	+14.45%
6 months	+49.75%	-1.66%
1 year	+136.68%	+27.44%
5 years(CAGR)	-17.23%	+13.10%
10 years(CAGR)	N/A	+15.66%
Max(CAGR)	-17.11%	+3.80%

Winner

INNV

+23.72%

PFBC

+7.86%

INNV

+8.86%

Winner

PFBC

+14.45%

Winner

INNV

+49.75%

PFBC

-1.66%

Winner

INNV

+136.68%

PFBC

+27.44%

5Y(CAGR)

INNV

-17.23%

Winner

PFBC

+13.10%

10Y(CAGR)

INNV

N/A

PFBC

+15.66%

Max(CAGR)

INNV

-17.11%

Winner

PFBC

+3.80%

INNV vs PFBC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	INNV	PFBC
2026	+72.83%	+5.01%
2025	+31.73%	+14.41%
2024	-36.92%	+22.07%
2023	-17.01%	+2.50%
2022	+43.31%	+5.51%
2021	-79.34%	+49.35%
2020	N/A	-13.43%
2019	N/A	+40.08%
2018	N/A	-24.56%
2017	N/A	+15.28%
2016	N/A	+63.98%
2015	N/A	+25.12%
2014	N/A	+38.04%
2013	N/A	+33.58%
2012	N/A	+85.86%
2011	N/A	-22.80%
2010	N/A	-3.83%
2009	N/A	-69.73%
2008	N/A	-74.92%
2007	N/A	-32.94%
2006	N/A	+36.31%
2005	N/A	+106.10%
2004	N/A	+25.56%
2003	N/A	+23.76%
2002	N/A	+12.17%
2001	N/A	-6.03%
2000	N/A	-13.24%
1999	N/A	-6.23%

INNV vs PFBC 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 PFBC was -97.01%, occurring on Feb 3, 2010. This drawdown has not yet recovered.

The current INNV drawdown is -65.55%. The current PFBC drawdown is -35.60%.

Rank	INNV	PFBC
#1	-89.92% Mar 11, 2021 - Apr 8, 2025	-97.01% Feb 5, 2007 - Feb 3, 2010
#2	-4.34% Mar 4, 2021 - Mar 9, 2021	-25.54% Nov 1, 1999 - Apr 29, 2003
#3	N/A	-13.34% Sep 28, 2006 - Jan 29, 2007
#4	N/A	-11.20% Feb 15, 2005 - Jul 22, 2005
#5	N/A	-8.40% Jul 25, 2006 - Sep 26, 2006
#6	N/A	-7.86% Aug 11, 2005 - Oct 24, 2005
#7	N/A	-7.00% Jun 1, 2006 - Jul 3, 2006
#8	N/A	-5.74% Aug 2, 2005 - Aug 11, 2005
#9	N/A	-4.68% Dec 15, 2005 - Jan 26, 2006
#10	N/A	-3.76% Jul 12, 2006 - Jul 20, 2006
#11	N/A	-3.53% Oct 31, 2005 - Nov 17, 2005
#12	N/A	-3.26% Jul 3, 2006 - Jul 12, 2006
#13	N/A	-2.76% Mar 16, 2006 - Apr 3, 2006
#14	N/A	-2.72% Apr 6, 2006 - May 4, 2006
#15	N/A	-2.03% Oct 26, 2005 - Oct 31, 2005

Correlation

Correlation between INNV and PFBC is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

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