INV vs SGU
Comparison between Innventure Inc (INV, Company) and Star Group L.P. (SGU, Company).
INV is from the Financial Services sector, while SGU is from the Energy sector.
INV vs SGU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
INV
$416M
SGU
$415M
Max Drawdown
Winner
INV
81.59%
SGU
95.90%
Sharpe Ratio
INV
0.48
Winner
SGU
0.55
5Y Beta
INV
1.17
Winner
SGU
0.23
Industry
INV
Asset Management
SGU
Oil & Gas Refining & Marketing
P/E Ratio
Winner
INV
-1.83
SGU
1.98
Forward P/E
INV
N/A
SGU
9.80
PEG Ratio
INV
N/A
SGU
0.02
Dividend Yield
INV
N/A
SGU
5.96%
5Y Dividends CAGR
INV
N/A
SGU
12.08%
Debt to Equity
INV
6.67%
SGU
N/A
Free Cash Flow Yield
INV
-24.34%
Winner
SGU
2.34%
INV vs SGU - Historical Returns
Returns include dividend reinvestment.
1M
INV
-21.87%
Winner
SGU
-1.01%
3M
Winner
INV
+13.81%
SGU
+2.69%
6M
Winner
INV
+18.13%
SGU
+9.94%
1Y
INV
-7.34%
Winner
SGU
+15.44%
5Y(CAGR)
INV
N/A
SGU
+8.54%
10Y(CAGR)
INV
N/A
SGU
+9.70%
Max(CAGR)
INV
-43.95%
Winner
SGU
+5.38%
INV vs SGU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | INV | SGU |
|---|---|---|
| 2026 | +11.27% | +10.50% |
| 2025 | -69.80% | +10.50% |
| 2024 | +2.34% | +2.92% |
| 2023 | N/A | +2.39% |
| 2022 | N/A | +19.13% |
| 2021 | N/A | +21.14% |
| 2020 | N/A | +3.97% |
| 2019 | N/A | +7.23% |
| 2018 | N/A | -8.57% |
| 2017 | N/A | +5.01% |
| 2016 | N/A | +54.43% |
| 2015 | N/A | +27.27% |
| 2014 | N/A | +21.65% |
| 2013 | N/A | +35.76% |
| 2012 | N/A | -9.87% |
| 2011 | N/A | -4.41% |
| 2010 | N/A | +36.73% |
| 2009 | N/A | +93.33% |
| 2008 | N/A | -38.40% |
| 2007 | N/A | +19.94% |
| 2006 | N/A | +91.30% |
| 2005 | N/A | -74.24% |
| 2004 | N/A | -67.38% |
| 2003 | N/A | +45.19% |
| 2002 | N/A | +3.18% |
| 2001 | N/A | +35.40% |
| 2000 | N/A | +52.08% |
| 1999 | N/A | -16.48% |
INV vs SGU 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 SGU was -95.67%, occurring on Nov 17, 2005. Recovery took 4367 trading sessions.
The current INV drawdown is -64.01%. The current SGU drawdown is -5.43%.
| Rank | INV | SGU |
|---|---|---|
| #1 | -81.59% Dec 31, 2024 - Oct 30, 2025 | -95.67% Mar 18, 2004 - Jul 23, 2021 |
| #2 | -32.02% Oct 3, 2024 - Dec 20, 2024 | -30.84% Jun 9, 2023 - Feb 3, 2026 |
| #3 | -8.49% Dec 20, 2024 - Dec 31, 2024 | -28.41% Nov 26, 2001 - Jan 15, 2003 |
| #4 | N/A | -27.67% Jul 28, 2021 - Dec 13, 2022 |
| #5 | N/A | -21.37% Nov 3, 1999 - Jun 12, 2000 |
| #6 | N/A | -16.10% Jul 27, 2001 - Oct 12, 2001 |
| #7 | N/A | -14.32% Jan 20, 2023 - Mar 29, 2023 |
| #8 | N/A | -10.42% Sep 18, 2000 - Dec 26, 2000 |
| #9 | N/A | -8.71% Jan 9, 2004 - Feb 10, 2004 |
| #10 | N/A | -8.29% Jun 17, 2003 - Jul 8, 2003 |
| #11 | N/A | -8.23% Feb 5, 2026 - May 7, 2026 |
| #12 | N/A | -8.18% May 7, 2026 - Jun 17, 2026 |
| #13 | N/A | -7.49% Jul 11, 2003 - Oct 13, 2003 |
| #14 | N/A | -7.30% May 5, 2023 - Jun 6, 2023 |
| #15 | N/A | -6.25% Feb 4, 2003 - Apr 22, 2003 |
Correlation
Correlation between INV and SGU is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.48
-101
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