INV vs RILYZ

Comparison between Innventure Inc (INV, Company) and B. Riley Financial Inc (RILYZ, Company).

INV vs RILYZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INV(COMPANY)	RILYZ(COMPANY)
Market Cap	$513M	$513M
Max Drawdown	81.59%	80.04%
Sharpe Ratio	0.59	2.78
5Y Beta	1.16	0.58
Industry	Asset Management	Other
P/E Ratio	-2.25	N/A
PEG Ratio	N/A	0.00
Dividend Yield	N/A	26.10%
Debt to Equity	6.67%	N/A
Free Cash Flow Yield	-19.74%	N/A
P/S Ratio	136.78	N/A
P/B Ratio	2.01	N/A

Market Cap

Winner

INV

$513M

RILYZ

$513M

Max Drawdown

INV

81.59%

Winner

RILYZ

80.04%

Sharpe Ratio

INV

0.59

Winner

RILYZ

2.78

5Y Beta

INV

1.16

Winner

RILYZ

0.58

Industry

INV

Asset Management

RILYZ

Other

P/E Ratio

INV

-2.25

RILYZ

N/A

PEG Ratio

INV

N/A

RILYZ

0.00

Dividend Yield

INV

N/A

RILYZ

26.10%

Debt to Equity

INV

6.67%

RILYZ

N/A

Free Cash Flow Yield

INV

-19.74%

RILYZ

N/A

P/S Ratio

INV

136.78

RILYZ

N/A

P/B Ratio

INV

2.01

RILYZ

N/A

INV vs RILYZ - Historical Returns

Returns include dividend reinvestment.

Period	INV	RILYZ
1 month	-4.88%	+5.91%
3 months	+85.13%	+24.27%
6 months	+9.76%	+113.07%
1 year	+5.98%	+276.01%
5 years(CAGR)	N/A	+4.36%
Max(CAGR)	-39.48%	+4.36%

INV

-4.88%

Winner

RILYZ

+5.91%

Winner

INV

+85.13%

RILYZ

+24.27%

INV

+9.76%

Winner

RILYZ

+113.07%

INV

+5.98%

Winner

RILYZ

+276.01%

5Y(CAGR)

INV

N/A

RILYZ

+4.36%

Max(CAGR)

INV

-39.48%

Winner

RILYZ

+4.36%

INV vs RILYZ - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	INV	RILYZ
2026	+30.58%	+72.30%
2025	-69.80%	+71.42%
2024	+2.34%	-35.22%
2023	N/A	-22.34%
2022	N/A	-22.63%
2021	N/A	+1.31%

INV vs RILYZ 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 RILYZ was -72.55%, occurring on May 13, 2025. Recovery took 1050 trading sessions.

The current INV drawdown is -57.76%. The current RILYZ drawdown is -1.39%.

Rank	INV	RILYZ
#1	-81.59% Dec 31, 2024 - Oct 30, 2025	-72.55% Jan 14, 2022 - Mar 25, 2026
#2	-32.02% Oct 3, 2024 - Dec 20, 2024	-5.17% Mar 25, 2026 - Apr 24, 2026
#3	-8.49% Dec 20, 2024 - Dec 31, 2024	-2.87% May 19, 2026 - May 22, 2026
#4	N/A	-1.63% Aug 26, 2021 - Sep 30, 2021
#5	N/A	-1.00% Oct 25, 2021 - Jan 13, 2022
#6	N/A	-0.90% Apr 27, 2026 - Apr 29, 2026
#7	N/A	-0.84% May 8, 2026 - May 13, 2026
#8	N/A	-0.81% May 1, 2026 - May 5, 2026
#9	N/A	-0.75% Sep 30, 2021 - Oct 14, 2021
#10	N/A	-0.20% Aug 16, 2021 - Aug 25, 2021
#11	N/A	-0.16% Aug 11, 2021 - Aug 16, 2021
#12	N/A	-0.05% May 6, 2026 - May 8, 2026
#13	N/A	-0.04% Oct 14, 2021 - Oct 18, 2021
#14	N/A	-0.04% Oct 20, 2021 - Oct 22, 2021
#15	N/A	-0.03% Aug 9, 2021 - Aug 11, 2021

Correlation

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

-0.35

-101