INNV vs SAFE

Comparison between InnovAge Holding Corp (INNV, Company) and Safehold Inc (SAFE, Company).

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

5-Year PerformanceINNV has outperformed SAFE, delivering a return of -15.6% compared to -24.9%

INNV vs SAFE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INNV(COMPANY)	SAFE(COMPANY)
Market Cap	$1.13B	$1.13B
Max Drawdown	89.92%	86.48%
Sharpe Ratio	1.40	0.21
5Y Beta	1.06	0.66
Industry	Medical Care Facilities	Reit - Diversified
P/E Ratio	-97.27	9.92
Forward P/E	13.66	9.48
PEG Ratio	0.00	1.13
Dividend Yield	N/A	4.47%
5Y Dividends CAGR	N/A	6.41%
Debt to Equity	25.31%	193.42%
Free Cash Flow Yield	3.74%	2.68%
P/S Ratio	1.31	2.75
P/B Ratio	4.93	0.47

Market Cap

INNV

$1.13B

Winner

SAFE

$1.13B

Max Drawdown

INNV

89.92%

Winner

SAFE

86.48%

Sharpe Ratio

Winner

INNV

1.40

SAFE

0.21

5Y Beta

INNV

1.06

Winner

SAFE

0.66

Industry

INNV

Medical Care Facilities

SAFE

Reit - Diversified

P/E Ratio

Winner

INNV

-97.27

SAFE

9.92

Forward P/E

INNV

13.66

Winner

SAFE

9.48

PEG Ratio

Winner

INNV

0.00

SAFE

1.13

Dividend Yield

INNV

N/A

SAFE

4.47%

5Y Dividends CAGR

INNV

N/A

SAFE

6.41%

Debt to Equity

Winner

INNV

25.31%

SAFE

193.42%

Free Cash Flow Yield

Winner

INNV

3.74%

SAFE

2.68%

P/S Ratio

Winner

INNV

1.31

SAFE

2.75

P/B Ratio

INNV

4.93

Winner

SAFE

0.47

INNV vs SAFE - Historical Returns

Returns include dividend reinvestment.

Period	INNV	SAFE
1 month	+20.66%	+3.81%
3 months	+9.36%	+8.74%
6 months	+68.70%	+15.07%
1 year	+146.88%	+5.72%
5 years(CAGR)	-15.58%	-24.89%
10 years(CAGR)	N/A	+0.57%
Max(CAGR)	-16.91%	+0.57%

Winner

INNV

+20.66%

SAFE

+3.81%

Winner

INNV

+9.36%

SAFE

+8.74%

Winner

INNV

+68.70%

SAFE

+15.07%

Winner

INNV

+146.88%

SAFE

+5.72%

5Y(CAGR)

Winner

INNV

-15.58%

SAFE

-24.89%

10Y(CAGR)

INNV

N/A

SAFE

+0.57%

Max(CAGR)

INNV

-16.91%

Winner

SAFE

+0.57%

INNV vs SAFE - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	INNV	SAFE
2026	+75.53%	+17.51%
2025	+31.73%	-23.38%
2024	-36.92%	-19.31%
2023	-17.01%	-16.41%
2022	+43.31%	-63.51%
2021	-79.34%	+14.02%
2020	N/A	+85.78%
2019	N/A	+123.56%
2018	N/A	+8.25%
2017	N/A	-5.76%

INNV vs SAFE 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 SAFE was -84.72%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current INNV drawdown is -65.02%. The current SAFE drawdown is -80.57%.

Rank	INNV	SAFE
#1	-89.92% Mar 11, 2021 - Apr 8, 2025	-84.72% Aug 5, 2021 - Nov 20, 2025
#2	-4.34% Mar 4, 2021 - Mar 9, 2021	-36.80% Mar 5, 2020 - Jun 17, 2020
#3	N/A	-26.78% Jun 17, 2020 - Oct 12, 2020
#4	N/A	-20.49% Feb 16, 2021 - Jul 12, 2021
#5	N/A	-19.14% Jul 21, 2017 - Jun 5, 2018
#6	N/A	-18.87% Jul 29, 2019 - Oct 4, 2019
#7	N/A	-18.30% Jul 5, 2018 - Nov 29, 2018
#8	N/A	-15.34% Nov 29, 2018 - Feb 22, 2019
#9	N/A	-9.76% Dec 5, 2019 - Jan 21, 2020
#10	N/A	-9.73% Oct 23, 2020 - Dec 15, 2020
#11	N/A	-9.32% Jun 4, 2019 - Jul 3, 2019
#12	N/A	-6.57% May 22, 2019 - Jun 4, 2019
#13	N/A	-5.41% Dec 17, 2020 - Dec 24, 2020
#14	N/A	-5.36% Oct 30, 2019 - Nov 13, 2019
#15	N/A	-5.29% Jan 26, 2021 - Feb 5, 2021