INNV vs SAFT

Comparison between InnovAge Holding Corp (INNV, Company) and Safety Insurance Group Inc (SAFT, Company).

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

5-Year PerformanceSAFT has outperformed INNV, delivering a return of +9.7% compared to -8.1%

INNV vs SAFT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INNV(COMPANY)	SAFT(COMPANY)
Market Cap	$1.51B	$1.50B
Max Drawdown	89.92%	49.24%
Sharpe Ratio	1.79	1.00
5Y Beta	1.08	0.20
Industry	Medical Care Facilities	Insurance - Property & Casualty
P/E Ratio	-129.66	23.62
Forward P/E	13.66	17.12
PEG Ratio	0.00	278.91
Dividend Yield	N/A	3.56%
5Y Dividends CAGR	N/A	4.93%
5Y EPS CAGR	N/A	-9.89%
Debt to Equity	25.31%	5.84%
Free Cash Flow Yield	2.80%	11.35%
P/S Ratio	1.57	1.19
P/B Ratio	6.72	1.77

Market Cap

Winner

INNV

$1.51B

SAFT

$1.50B

Max Drawdown

INNV

89.92%

Winner

SAFT

49.24%

Sharpe Ratio

Winner

INNV

1.79

SAFT

1.00

5Y Beta

INNV

1.08

Winner

SAFT

0.20

Industry

INNV

Medical Care Facilities

SAFT

Insurance - Property & Casualty

P/E Ratio

Winner

INNV

-129.66

SAFT

23.62

Forward P/E

Winner

INNV

13.66

SAFT

17.12

PEG Ratio

Winner

INNV

0.00

SAFT

278.91

Dividend Yield

INNV

N/A

SAFT

3.56%

5Y Dividends CAGR

INNV

N/A

SAFT

4.93%

5Y EPS CAGR

INNV

N/A

SAFT

-9.89%

Debt to Equity

INNV

25.31%

Winner

SAFT

5.84%

Free Cash Flow Yield

INNV

2.80%

Winner

SAFT

11.35%

P/S Ratio

INNV

1.57

Winner

SAFT

1.19

P/B Ratio

INNV

6.72

Winner

SAFT

1.77

INNV vs SAFT - Historical Returns

Returns include dividend reinvestment.

Period	INNV	SAFT
1 month	-7.45%	+36.34%
3 months	+38.15%	+49.09%
6 months	+24.91%	+32.19%
1 year	+190.13%	+48.34%
5 years(CAGR)	-8.10%	+9.71%
10 years(CAGR)	N/A	+9.26%
Max(CAGR)	-14.33%	+13.59%

INNV

-7.45%

Winner

SAFT

+36.34%

INNV

+38.15%

Winner

SAFT

+49.09%

INNV

+24.91%

Winner

SAFT

+32.19%

Winner

INNV

+190.13%

SAFT

+48.34%

5Y(CAGR)

INNV

-8.10%

Winner

SAFT

+9.71%

10Y(CAGR)

INNV

N/A

SAFT

+9.26%

Max(CAGR)

INNV

-14.33%

Winner

SAFT

+13.59%

INNV vs SAFT - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	INNV	SAFT
2026	+100.96%	+40.20%
2025	+31.73%	-1.01%
2024	-36.92%	+11.86%
2023	-17.01%	-7.84%
2022	+43.31%	+3.57%
2021	-79.34%	+14.07%
2020	N/A	-11.91%
2019	N/A	+18.51%
2018	N/A	+8.22%
2017	N/A	+13.99%
2016	N/A	+37.26%
2015	N/A	-6.33%
2014	N/A	+20.88%
2013	N/A	+25.76%
2012	N/A	+17.94%
2011	N/A	-14.14%
2010	N/A	+34.74%
2009	N/A	-0.85%
2008	N/A	+9.67%
2007	N/A	-25.51%
2006	N/A	+29.48%
2005	N/A	+31.84%
2004	N/A	+87.90%
2003	N/A	+22.75%
2002	N/A	+11.47%

INNV vs SAFT 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 SAFT was -44.00%, occurring on Mar 11, 2009. Recovery took 1070 trading sessions.

The current INNV drawdown is -59.95%.

Rank	INNV	SAFT
#1	-89.92% Mar 11, 2021 - Apr 8, 2025	-44.00% Aug 7, 2006 - Nov 4, 2010
#2	-4.34% Mar 4, 2021 - Mar 9, 2021	-33.21% Mar 2, 2005 - Nov 7, 2005
#3	N/A	-32.78% Sep 25, 2019 - Apr 1, 2022
#4	N/A	-30.45% Jul 1, 2022 - Jul 24, 2026
#5	N/A	-24.77% Jan 26, 2011 - Aug 17, 2012
#6	N/A	-20.46% Feb 5, 2015 - Jun 21, 2016
#7	N/A	-19.58% Sep 6, 2018 - Jun 18, 2019
#8	N/A	-16.08% Apr 28, 2004 - Aug 16, 2004
#9	N/A	-14.29% Dec 12, 2005 - Mar 13, 2006
#10	N/A	-14.01% Dec 30, 2002 - Jun 16, 2003
#11	N/A	-12.60% Dec 1, 2017 - May 9, 2018
#12	N/A	-11.90% Mar 20, 2006 - May 9, 2006
#13	N/A	-11.67% Feb 26, 2004 - Apr 2, 2004
#14	N/A	-11.43% May 15, 2006 - Jul 18, 2006
#15	N/A	-10.49% Jan 21, 2014 - Aug 28, 2014