IVT vs LBRT

Comparison between InvenTrust Properties Corp (IVT, Company) and Liberty Energy Inc - Class A (LBRT, Company).

IVT is from the Real Estate sector, while LBRT is from the Energy sector.

5-Year PerformanceIVT has outperformed LBRT, delivering a return of +101.4% compared to +14.3%

IVT vs LBRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVT(COMPANY)	LBRT(COMPANY)
Market Cap	$2.79B	$2.79B
Max Drawdown	100.00%	90.33%
Sharpe Ratio	1.46	0.94
5Y Beta	0.45	1.51
Industry	Reit - Retail	Oil & Gas Equipment & Services
P/E Ratio	25.29	15.42
Forward P/E	250.00	23.92
PEG Ratio	0.05	N/A
Dividend Yield	2.69%	1.95%
5Y EPS CAGR	N/A	-2.16%
Debt to Equity	0.00%	65.78%
Free Cash Flow Yield	5.57%	13.94%
P/S Ratio	9.05	0.67
P/B Ratio	1.58	1.47

Market Cap

Winner

IVT

$2.79B

LBRT

$2.79B

Max Drawdown

IVT

100.00%

Winner

LBRT

90.33%

Sharpe Ratio

Winner

IVT

1.46

LBRT

0.94

5Y Beta

Winner

IVT

0.45

LBRT

1.51

Industry

IVT

Reit - Retail

LBRT

Oil & Gas Equipment & Services

P/E Ratio

IVT

25.29

Winner

LBRT

15.42

Forward P/E

IVT

250.00

Winner

LBRT

23.92

PEG Ratio

IVT

0.05

LBRT

N/A

Dividend Yield

Winner

IVT

2.69%

LBRT

1.95%

5Y EPS CAGR

IVT

N/A

LBRT

-2.16%

Debt to Equity

Winner

IVT

0.00%

LBRT

65.78%

Free Cash Flow Yield

IVT

5.57%

Winner

LBRT

13.94%

P/S Ratio

IVT

9.05

Winner

LBRT

0.67

P/B Ratio

IVT

1.58

Winner

LBRT

1.47

IVT vs LBRT - Historical Returns

Returns include dividend reinvestment.

Period	IVT	LBRT
1 month	+1.32%	-23.04%
3 months	+10.86%	-42.58%
6 months	+22.26%	-23.63%
1 year	+32.52%	+54.39%
5 years(CAGR)	+101.44%	+14.31%
10 years(CAGR)	+38.08%	+2.24%
Max(CAGR)	+19.50%	+2.24%

Winner

IVT

+1.32%

LBRT

-23.04%

Winner

IVT

+10.86%

LBRT

-42.58%

Winner

IVT

+22.26%

LBRT

-23.63%

IVT

+32.52%

Winner

LBRT

+54.39%

5Y(CAGR)

Winner

IVT

+101.44%

LBRT

+14.31%

10Y(CAGR)

Winner

IVT

+38.08%

LBRT

+2.24%

Max(CAGR)

Winner

IVT

+19.50%

LBRT

+2.24%

IVT vs LBRT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IVT	LBRT
2026	+28.88%	-0.29%
2025	-2.06%	-8.73%
2024	+22.71%	+11.14%
2023	+13.82%	+25.93%
2022	-12.49%	+50.83%
2021	+2399.18%	-8.40%
2020	-28.43%	-3.13%
2019	+3.55%	-15.85%
2018	+3.33%	-23.37%
2017	-26.48%	N/A
2016	-1.68%	N/A
2015	-52.20%	N/A
2014	-8.33%	N/A

IVT vs LBRT Drawdown Comparison

The maximum drawdown for IVT was -100.00%, occurring on Sep 6, 2016. Recovery took 1776 trading sessions.

The maximum drawdown for LBRT was -90.00%, occurring on Apr 1, 2020. Recovery took 1476 trading sessions.

The current IVT drawdown is -3.65%. The current LBRT drawdown is -44.70%.

Rank	IVT	LBRT
#1	-100.00% Jul 22, 2014 - Sep 27, 2021	-90.00% May 21, 2018 - Apr 3, 2024
#2	-74.53% Sep 29, 2021 - Oct 12, 2021	-58.82% May 31, 2024 - Jan 29, 2026
#3	-33.32% Jun 3, 2022 - Oct 16, 2024	-50.17% May 4, 2026 - Jul 27, 2026
#4	-15.72% Nov 27, 2024 - Feb 4, 2026	-29.57% Jan 23, 2018 - May 21, 2018
#5	-15.14% Apr 4, 2022 - Jun 2, 2022	-17.11% Mar 19, 2026 - Apr 23, 2026
#6	-12.82% Jan 4, 2022 - Mar 18, 2022	-9.08% Feb 2, 2026 - Feb 17, 2026
#7	-9.54% Oct 12, 2021 - Dec 6, 2021	-8.92% Apr 29, 2024 - May 14, 2024
#8	-6.51% May 19, 2014 - Jul 10, 2014	-5.59% Mar 2, 2026 - Mar 11, 2026
#9	-6.17% Apr 27, 2026 - May 26, 2026	-5.20% Apr 5, 2024 - Apr 23, 2024
#10	-4.51% Dec 8, 2021 - Dec 20, 2021	-3.95% May 21, 2024 - May 31, 2024
#11	-4.19% Mar 17, 2026 - Apr 9, 2026	-3.37% Apr 29, 2026 - May 4, 2026
#12	-4.17% Jul 17, 2026 - Jul 30, 2026	-2.72% Jan 29, 2026 - Feb 2, 2026
#13	-3.08% Nov 11, 2024 - Nov 27, 2024	-1.77% Feb 18, 2026 - Feb 24, 2026
#14	-2.96% Jun 29, 2026 - Jul 16, 2026	-1.71% May 14, 2024 - May 17, 2024
#15	-2.71% May 28, 2026 - Jun 5, 2026	-1.59% Feb 25, 2026 - Mar 2, 2026

Correlation

Correlation between IVT and LBRT is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2015 - 2026)

IVT vs LBRT dividend yield comparison.

Year	IVT	LBRT
2026	1.41%	0.96%
2025	3.37%	1.79%
2024	3.00%	1.46%
2023	3.40%	1.21%
2022	3.47%	0.31%
2021	0.82%	0.00%
2020	1.73%	0.48%
2019	3.51%	1.80%
2018	0.00%	0.77%
2017	1.13%	0.00%
2016	4.18%	0.00%
2015	0.77%	0.00%