INVA vs STEW

Comparison between Innoviva Inc (INVA, Company) and SRH Total Return Fund Inc (STEW, Company).

INVA is from the Healthcare sector, while STEW is from the Financial Services sector.

INVA vs STEW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INVA(COMPANY)	STEW(COMPANY)
Market Cap	$1.70B	$1.69B
Max Drawdown	84.32%	26.58%
Sharpe Ratio	0.16	0.22
5Y Beta	0.19	0.62
Industry	Biotechnology	Asset Management
P/E Ratio	3.31	2.35
Forward P/E	11.42	N/A
PEG Ratio	0.33	0.02
Dividend Yield	N/A	3.76%
5Y EPS CAGR	16.74%	N/A
Debt to Equity	19.24%	10.04%
Free Cash Flow Yield	10.72%	2.20%
P/S Ratio	3.96	52.72
P/B Ratio	1.24	0.76

Market Cap

Winner

INVA

$1.70B

STEW

$1.69B

Max Drawdown

INVA

84.32%

Winner

STEW

26.58%

Sharpe Ratio

INVA

0.16

Winner

STEW

0.22

5Y Beta

Winner

INVA

0.19

STEW

0.62

Industry

INVA

Biotechnology

STEW

Asset Management

P/E Ratio

INVA

3.31

Winner

STEW

2.35

Forward P/E

INVA

11.42

STEW

N/A

PEG Ratio

INVA

0.33

Winner

STEW

0.02

Dividend Yield

INVA

N/A

STEW

3.76%

5Y EPS CAGR

INVA

16.74%

STEW

N/A

Debt to Equity

INVA

19.24%

Winner

STEW

10.04%

Free Cash Flow Yield

Winner

INVA

10.72%

STEW

2.20%

P/S Ratio

Winner

INVA

3.96

STEW

52.72

P/B Ratio

INVA

1.24

Winner

STEW

0.76

INVA vs STEW - Historical Returns

Returns include dividend reinvestment.

Period	INVA	STEW
1 month	+0.00%	+0.45%
3 months	+3.50%	+5.22%
6 months	+10.23%	-0.20%
1 year	+6.26%	+7.01%
5 years(CAGR)	+12.53%	+8.81%
10 years(CAGR)	+7.60%	N/A
Max(CAGR)	+2.41%	+8.81%

INVA

+0.00%

Winner

STEW

+0.45%

INVA

+3.50%

Winner

STEW

+5.22%

Winner

INVA

+10.23%

STEW

-0.20%

INVA

+6.26%

Winner

STEW

+7.01%

5Y(CAGR)

Winner

INVA

+12.53%

STEW

+8.81%

10Y(CAGR)

INVA

+7.60%

STEW

N/A

Max(CAGR)

INVA

+2.41%

Winner

STEW

+8.81%

INVA vs STEW - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	INVA	STEW
2026	+14.44%	-1.07%
2025	+14.89%	+20.85%
2024	+5.99%	+19.63%
2023	+20.87%	+13.36%
2022	-24.07%	-11.18%
2021	+38.22%	N/A
2020	-11.06%	N/A
2019	-18.15%	N/A
2018	+20.93%	N/A
2017	+27.38%	N/A
2016	+3.68%	N/A
2015	-20.54%	N/A
2014	-50.22%	N/A
2013	+58.87%	N/A
2012	+8.49%	N/A
2011	-13.91%	N/A
2010	+87.93%	N/A
2009	-7.50%	N/A
2008	-36.30%	N/A
2007	-37.82%	N/A
2006	+39.21%	N/A
2005	+26.87%	N/A
2004	-1.16%	N/A

INVA vs STEW Drawdown Comparison

The maximum drawdown for INVA was -84.32%, occurring on Nov 21, 2008. Recovery took 1504 trading sessions.

The maximum drawdown for STEW was -25.24%, occurring on Oct 12, 2022. Recovery took 427 trading sessions.

The current INVA drawdown is -28.79%. The current STEW drawdown is -2.28%.

Rank	INVA	STEW
#1	-84.32% May 22, 2007 - May 13, 2013	-25.24% Apr 4, 2022 - Dec 14, 2023
#2	-78.77% Jul 11, 2013 - Sep 29, 2015	-10.50% Apr 2, 2025 - May 1, 2025
#3	-26.22% Apr 5, 2006 - Oct 19, 2006	-9.68% Feb 6, 2026 - Mar 27, 2026
#4	-21.77% Feb 8, 2007 - May 22, 2007	-7.07% Jul 31, 2024 - Aug 19, 2024
#5	-20.78% May 14, 2013 - Jul 11, 2013	-5.92% Nov 29, 2024 - Jan 28, 2025
#6	-16.58% Oct 21, 2004 - Mar 8, 2005	-5.70% Sep 4, 2025 - Dec 15, 2025
#7	-13.06% Oct 25, 2005 - Jan 17, 2006	-5.64% Mar 28, 2024 - Jul 12, 2024
#8	-12.25% Mar 8, 2005 - Jul 25, 2005	-5.53% Feb 19, 2025 - Mar 26, 2025
#9	-10.48% Feb 9, 2006 - Apr 5, 2006	-4.32% Jan 6, 2026 - Feb 6, 2026
#10	-8.88% Oct 27, 2006 - Jan 12, 2007	-4.15% May 16, 2025 - Jul 1, 2025
#11	-5.70% Oct 7, 2004 - Oct 21, 2004	-3.82% Sep 4, 2024 - Oct 17, 2024
#12	-5.63% Aug 1, 2005 - Sep 15, 2005	-3.71% Oct 21, 2024 - Nov 6, 2024
#13	-5.52% Jan 16, 2007 - Feb 7, 2007	-2.78% Jan 8, 2024 - Jan 24, 2024
#14	-4.40% Sep 20, 2005 - Oct 14, 2005	-2.63% Jul 1, 2025 - Jul 23, 2025
#15	-2.38% Feb 2, 2006 - Feb 8, 2006	-2.40% May 2, 2025 - May 12, 2025