INV vs WDH

Comparison between Innventure Inc (INV, Company) and Waterdrop Inc (WDH, Company).

Both INV and WDH are from the Financial Services sector.

INV vs WDH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INV(COMPANY)	WDH(COMPANY)
Market Cap	$416M	$415M
Max Drawdown	81.59%	90.62%
Sharpe Ratio	0.48	-0.30
5Y Beta	1.17	0.75
Industry	Asset Management	Insurance - Diversified
P/E Ratio	-1.83	5.10
PEG Ratio	N/A	0.08
Dividend Yield	N/A	5.04%
Debt to Equity	6.67%	0.91%
Free Cash Flow Yield	-24.34%	7.38%

Market Cap

Winner

INV

$416M

WDH

$415M

Max Drawdown

Winner

INV

81.59%

WDH

90.62%

Sharpe Ratio

Winner

INV

0.48

WDH

-0.30

5Y Beta

INV

1.17

Winner

WDH

0.75

Industry

INV

Asset Management

WDH

Insurance - Diversified

P/E Ratio

Winner

INV

-1.83

WDH

5.10

PEG Ratio

INV

N/A

WDH

0.08

Dividend Yield

INV

N/A

WDH

5.04%

Debt to Equity

INV

6.67%

Winner

WDH

0.91%

Free Cash Flow Yield

INV

-24.34%

Winner

WDH

7.38%

INV vs WDH - Historical Returns

Returns include dividend reinvestment.

Period	INV	WDH
1 month	-21.87%	-27.45%
3 months	+13.81%	-31.53%
6 months	+18.13%	-38.27%
1 year	-7.34%	-14.95%
5 years(CAGR)	N/A	-28.66%
Max(CAGR)	-43.95%	-33.19%

Winner

INV

-21.87%

WDH

-27.45%

Winner

INV

+13.81%

WDH

-31.53%

Winner

INV

+18.13%

WDH

-38.27%

Winner

INV

-7.34%

WDH

-14.95%

5Y(CAGR)

INV

N/A

WDH

-28.66%

Max(CAGR)

INV

-43.95%

Winner

WDH

-33.19%

INV vs WDH - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	INV	WDH
2026	+11.27%	-40.54%
2025	-69.80%	+67.77%
2024	+2.34%	+19.06%
2023	N/A	-67.90%
2022	N/A	+146.67%
2021	N/A	-85.77%

INV vs WDH 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 WDH was -90.62%, occurring on Mar 15, 2022. This drawdown has not yet recovered.

The current INV drawdown is -64.01%. The current WDH drawdown is -87.39%.

Rank	INV	WDH
#1	-81.59% Dec 31, 2024 - Oct 30, 2025	-90.62% May 7, 2021 - Mar 15, 2022
#2	-32.02% Oct 3, 2024 - Dec 20, 2024	N/A
#3	-8.49% Dec 20, 2024 - Dec 31, 2024	N/A

Correlation

Correlation between INV and WDH is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.68

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