INV vs MBCN

Comparison between Innventure Inc (INV, Company) and Middlefield Banc Corp (MBCN, Company).

Both INV and MBCN are from the Financial Services sector.

INV vs MBCN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INV(COMPANY)	MBCN(COMPANY)
Market Cap	$274M	$272M
Max Drawdown	81.59%	64.42%
Sharpe Ratio	0.35	0.69
5Y Beta	1.37	N/A
Industry	Asset Management	Banks - Regional
P/E Ratio	-1.20	12.86
Forward P/E	N/A	17.21
PEG Ratio	N/A	0.26
Dividend Yield	N/A	2.49%
5Y Dividends CAGR	N/A	11.84%
5Y EPS CAGR	N/A	13.20%
Debt to Equity	6.67%	0.00%
Free Cash Flow Yield	-37.00%	6.46%
P/S Ratio	87.77	N/A
P/B Ratio	1.21	N/A

Market Cap

Winner

INV

$274M

MBCN

$272M

Max Drawdown

INV

81.59%

Winner

MBCN

64.42%

Sharpe Ratio

INV

0.35

Winner

MBCN

0.69

5Y Beta

INV

1.37

MBCN

N/A

Industry

INV

Asset Management

MBCN

Banks - Regional

P/E Ratio

Winner

INV

-1.20

MBCN

12.86

Forward P/E

INV

N/A

MBCN

17.21

PEG Ratio

INV

N/A

MBCN

0.26

Dividend Yield

INV

N/A

MBCN

2.49%

5Y Dividends CAGR

INV

N/A

MBCN

11.84%

5Y EPS CAGR

INV

N/A

MBCN

13.20%

Debt to Equity

INV

6.67%

Winner

MBCN

0.00%

Free Cash Flow Yield

INV

-37.00%

Winner

MBCN

6.46%

P/S Ratio

INV

87.77

MBCN

N/A

P/B Ratio

INV

1.21

MBCN

N/A

INV vs MBCN - Historical Returns

Returns include dividend reinvestment.

Period	INV	MBCN
1 month	-21.16%	+0.01%
3 months	-48.31%	-5.65%
6 months	+19.32%	+17.02%
1 year	-25.74%	+30.35%
5 years(CAGR)	N/A	+10.97%
10 years(CAGR)	N/A	+10.88%
Max(CAGR)	-51.59%	+7.84%

INV

-21.16%

Winner

MBCN

+0.01%

INV

-48.31%

Winner

MBCN

-5.65%

Winner

INV

+19.32%

MBCN

+17.02%

INV

-25.74%

Winner

MBCN

+30.35%

5Y(CAGR)

INV

N/A

MBCN

+10.97%

10Y(CAGR)

INV

N/A

MBCN

+10.88%

Max(CAGR)

INV

-51.59%

Winner

MBCN

+7.84%

INV vs MBCN - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	INV	MBCN
2026	-21.43%	-0.18%
2025	-69.80%	+27.56%
2024	+2.34%	-11.56%
2023	N/A	+21.89%
2022	N/A	+13.87%
2021	N/A	+15.94%
2020	N/A	-13.23%
2019	N/A	+25.93%
2018	N/A	-11.76%
2017	N/A	+26.54%
2016	N/A	+23.35%
2015	N/A	-0.42%
2014	N/A	+33.89%
2013	N/A	+0.09%
2012	N/A	+53.54%
2011	N/A	+8.04%
2010	N/A	-8.22%
2009	N/A	-4.98%
2008	N/A	-40.54%
2007	N/A	-3.66%
2006	N/A	+5.41%
2005	N/A	+10.30%
2004	N/A	+22.52%
2003	N/A	+8.30%
2002	N/A	+14.09%

INV vs MBCN Drawdown Comparison

The maximum drawdown for INV was -81.59%, occurring on Oct 30, 2025. This drawdown has not yet recovered.

The maximum drawdown for MBCN was -59.04%, occurring on Sep 23, 2009. Recovery took 1947 trading sessions.

The current INV drawdown is -74.58%. The current MBCN drawdown is -9.77%.

Rank	INV	MBCN
#1	-81.59% Dec 31, 2024 - Oct 30, 2025	-59.04% Apr 12, 2005 - Jan 4, 2013
#2	-32.02% Oct 3, 2024 - Dec 20, 2024	-52.45% Dec 16, 2019 - Nov 10, 2021
#3	-8.49% Dec 20, 2024 - Dec 31, 2024	-42.71% Dec 15, 2023 - Nov 28, 2025
#4	N/A	-26.52% Jun 12, 2018 - Nov 27, 2019
#5	N/A	-23.58% Feb 13, 2023 - Jun 7, 2023
#6	N/A	-22.79% Jan 22, 2013 - Sep 5, 2014
#7	N/A	-22.65% Sep 4, 2002 - Feb 23, 2004
#8	N/A	-21.66% Jun 2, 2017 - Apr 16, 2018
#9	N/A	-17.55% Aug 8, 2023 - Dec 6, 2023
#10	N/A	-16.67% Aug 12, 2002 - Sep 4, 2002
#11	N/A	-16.39% Sep 26, 2014 - Dec 1, 2015
#12	N/A	-12.25% Dec 11, 2025 - Jan 28, 2026
#13	N/A	-11.87% Jun 7, 2023 - Jul 24, 2023
#14	N/A	-11.42% Nov 15, 2021 - Aug 4, 2022
#15	N/A	-9.51% Dec 2, 2015 - Sep 8, 2016

Correlation

Correlation between INV and MBCN is -0.61 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.61

-101