IVA vs FBRT

Comparison between Inventiva (IVA, Company) and Franklin BSP Realty Trust Inc (FBRT, Company).

IVA is from the Healthcare sector, while FBRT is from the Real Estate sector.

5-Year PerformanceFBRT has outperformed IVA, delivering a return of -4.4% compared to -24.5%

IVA vs FBRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVA(COMPANY)	FBRT(COMPANY)
Market Cap	$655M	$651M
Max Drawdown	91.32%	52.13%
Sharpe Ratio	0.43	-0.43
5Y Beta	0.79	0.60
Industry	Biotechnology	Reit - Mortgage
P/E Ratio	-0.89	9.79
PEG Ratio	-0.02	N/A
Dividend Yield	N/A	15.40%
5Y EPS CAGR	24.75%	-6.92%
Debt to Equity	-611.30%	0.00%
Free Cash Flow Yield	-24.18%	18.70%
P/S Ratio	73.66	N/A
P/B Ratio	2.10	N/A

Market Cap

Winner

IVA

$655M

FBRT

$651M

Max Drawdown

IVA

91.32%

Winner

FBRT

52.13%

Sharpe Ratio

Winner

IVA

0.43

FBRT

-0.43

5Y Beta

IVA

0.79

Winner

FBRT

0.60

Industry

IVA

Biotechnology

FBRT

Reit - Mortgage

P/E Ratio

Winner

IVA

-0.89

FBRT

9.79

PEG Ratio

IVA

-0.02

FBRT

N/A

Dividend Yield

IVA

N/A

FBRT

15.40%

5Y EPS CAGR

Winner

IVA

24.75%

FBRT

-6.92%

Debt to Equity

Winner

IVA

-611.30%

FBRT

0.00%

Free Cash Flow Yield

IVA

-24.18%

Winner

FBRT

18.70%

P/S Ratio

IVA

73.66

FBRT

N/A

P/B Ratio

IVA

2.10

FBRT

N/A

IVA vs FBRT - Historical Returns

Returns include dividend reinvestment.

Period	IVA	FBRT
1 month	-28.88%	-7.77%
3 months	-40.10%	-5.80%
6 months	-15.00%	-15.56%
1 year	+6.28%	-11.66%
5 years(CAGR)	-24.48%	-4.43%
Max(CAGR)	-19.99%	-4.43%

IVA

-28.88%

Winner

FBRT

-7.77%

IVA

-40.10%

Winner

FBRT

-5.80%

Winner

IVA

-15.00%

FBRT

-15.56%

Winner

IVA

+6.28%

FBRT

-11.66%

5Y(CAGR)

IVA

-24.48%

Winner

FBRT

-4.43%

Max(CAGR)

IVA

-19.99%

Winner

FBRT

-4.43%

IVA vs FBRT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	IVA	FBRT
2026	-25.00%	-14.65%
2025	+117.29%	-9.10%
2024	-54.41%	+3.14%
2023	-9.13%	+14.62%
2022	-67.35%	-5.56%
2021	-5.20%	-10.98%
2020	+8.05%	N/A

IVA vs FBRT Drawdown Comparison

The maximum drawdown for IVA was -91.32%, occurring on Oct 9, 2024. This drawdown has not yet recovered.

The maximum drawdown for FBRT was -31.02%, occurring on Sep 29, 2022. Recovery took 415 trading sessions.

The current IVA drawdown is -81.21%. The current FBRT drawdown is -27.69%.

Rank	IVA	FBRT
#1	-91.32% Jan 20, 2021 - Oct 9, 2024	-31.02% Nov 12, 2021 - Jul 12, 2023
#2	-26.45% Jul 10, 2020 - Oct 12, 2020	-30.02% Feb 28, 2025 - Mar 27, 2026
#3	-21.72% Oct 21, 2020 - Jan 5, 2021	-15.23% Jul 19, 2023 - Dec 14, 2023
#4	-5.76% Jan 13, 2021 - Jan 19, 2021	-13.57% Dec 26, 2023 - Jul 16, 2024
#5	-4.66% Oct 16, 2020 - Oct 21, 2020	-12.41% Jul 23, 2024 - Feb 18, 2025
#6	-1.89% Jan 6, 2021 - Jan 8, 2021	-4.85% Oct 19, 2021 - Nov 12, 2021
#7	N/A	-1.58% Feb 18, 2025 - Feb 27, 2025
#8	N/A	-1.26% Dec 14, 2023 - Dec 19, 2023
#9	N/A	-1.25% Dec 19, 2023 - Dec 21, 2023
#10	N/A	-0.41% Jul 13, 2023 - Jul 19, 2023
#11	N/A	-0.07% Dec 21, 2023 - Dec 26, 2023

Correlation

Correlation between IVA and FBRT is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.41

-101