IVA vs HELE

Comparison between Inventiva (IVA, Company) and Helen of Troy Ltd (HELE, Company).

IVA is from the Healthcare sector, while HELE is from the Consumer Defensive sector.

5-Year PerformanceIVA has outperformed HELE, delivering a return of -19.2% compared to -34.0%

IVA vs HELE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVA(COMPANY)	HELE(COMPANY)
Market Cap	$655M	$655M
Max Drawdown	91.32%	94.72%
Sharpe Ratio	0.84	0.58
5Y Beta	0.79	1.11
Industry	Biotechnology	Household & Personal Products
P/E Ratio	-0.89	-1.57
Forward P/E	N/A	8.26
PEG Ratio	-0.02	-0.07
5Y EPS CAGR	24.75%	N/A
Debt to Equity	-611.30%	84.90%
Free Cash Flow Yield	-24.18%	17.11%
P/S Ratio	73.66	0.36
P/B Ratio	2.10	0.80

Market Cap

IVA

$655M

Winner

HELE

$655M

Max Drawdown

Winner

IVA

91.32%

HELE

94.72%

Sharpe Ratio

Winner

IVA

0.84

HELE

0.58

5Y Beta

Winner

IVA

0.79

HELE

1.11

Industry

IVA

Biotechnology

HELE

Household & Personal Products

P/E Ratio

IVA

-0.89

Winner

HELE

-1.57

Forward P/E

IVA

N/A

HELE

8.26

PEG Ratio

IVA

-0.02

Winner

HELE

-0.07

5Y EPS CAGR

IVA

24.75%

HELE

N/A

Debt to Equity

Winner

IVA

-611.30%

HELE

84.90%

Free Cash Flow Yield

IVA

-24.18%

Winner

HELE

17.11%

P/S Ratio

IVA

73.66

Winner

HELE

0.36

P/B Ratio

IVA

2.10

Winner

HELE

0.80

IVA vs HELE - Historical Returns

Returns include dividend reinvestment.

Period	IVA	HELE
1 month	+22.22%	-4.09%
3 months	-9.94%	+20.43%
6 months	-25.00%	+68.36%
1 year	+43.48%	+24.46%
5 years(CAGR)	-19.23%	-34.05%
10 years(CAGR)	N/A	-11.95%
Max(CAGR)	-16.15%	+4.29%

Winner

IVA

+22.22%

HELE

-4.09%

IVA

-9.94%

Winner

HELE

+20.43%

IVA

-25.00%

Winner

HELE

+68.36%

Winner

IVA

+43.48%

HELE

+24.46%

5Y(CAGR)

Winner

IVA

-19.23%

HELE

-34.05%

10Y(CAGR)

IVA

N/A

HELE

-11.95%

Max(CAGR)

IVA

-16.15%

Winner

HELE

+4.29%

IVA vs HELE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVA	HELE
2026	-2.94%	+35.27%
2025	+117.29%	-64.30%
2024	-54.41%	-50.99%
2023	-9.13%	+9.05%
2022	-67.35%	-54.68%
2021	-5.20%	+11.02%
2020	+8.05%	+21.20%
2019	N/A	+37.99%
2018	N/A	+36.72%
2017	N/A	+12.36%
2016	N/A	-6.11%
2015	N/A	+45.47%
2014	N/A	+33.92%
2013	N/A	+45.15%
2012	N/A	+5.86%
2011	N/A	+0.10%
2010	N/A	+23.40%
2009	N/A	+38.27%
2008	N/A	+5.53%
2007	N/A	-31.77%
2006	N/A	+49.57%
2005	N/A	-51.37%
2004	N/A	+45.81%
2003	N/A	+94.45%
2002	N/A	-5.98%
2001	N/A	+134.99%
2000	N/A	-32.76%
1999	N/A	-20.00%

IVA vs HELE 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 HELE was -94.72%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current IVA drawdown is -75.68%. The current HELE drawdown is -89.39%.

Rank	IVA	HELE
#1	-91.32% Jan 20, 2021 - Oct 9, 2024	-94.72% Jan 27, 2021 - Mar 27, 2026
#2	-26.45% Jul 10, 2020 - Oct 12, 2020	-76.82% Jul 2, 2004 - Feb 12, 2013
#3	-21.72% Oct 21, 2020 - Jan 5, 2021	-61.08% Nov 26, 1999 - Jul 12, 2001
#4	-5.76% Jan 13, 2021 - Jan 19, 2021	-45.07% Feb 11, 2020 - Jul 9, 2020
#5	-4.66% Oct 16, 2020 - Oct 21, 2020	-43.39% Jul 23, 2001 - Jan 8, 2002
#6	-1.89% Jan 6, 2021 - Jan 8, 2021	-42.94% Jan 15, 2002 - May 13, 2003
#7	N/A	-25.99% Jun 8, 2016 - Jul 9, 2018
#8	N/A	-25.43% Mar 18, 2014 - Jan 9, 2015
#9	N/A	-24.87% Sep 4, 2003 - Jan 13, 2004
#10	N/A	-24.59% Dec 3, 2018 - Jul 10, 2019
#11	N/A	-20.53% Dec 4, 2015 - Mar 29, 2016
#12	N/A	-17.30% Jun 25, 2015 - Oct 9, 2015
#13	N/A	-15.70% May 4, 2004 - Jun 30, 2004
#14	N/A	-12.61% Aug 24, 2020 - Dec 8, 2020
#15	N/A	-11.75% Mar 1, 2004 - Apr 6, 2004