LBRT vs IVT

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

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

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

LBRT vs IVT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

LBRT

$2.79B

Winner

IVT

$2.79B

Max Drawdown

Winner

LBRT

90.33%

IVT

100.00%

Sharpe Ratio

LBRT

0.94

Winner

IVT

1.46

5Y Beta

LBRT

1.51

Winner

IVT

0.45

Industry

LBRT

Oil & Gas Equipment & Services

IVT

Reit - Retail

P/E Ratio

Winner

LBRT

15.42

IVT

25.29

Forward P/E

Winner

LBRT

23.92

IVT

250.00

PEG Ratio

LBRT

N/A

IVT

0.05

Dividend Yield

LBRT

1.95%

Winner

IVT

2.69%

5Y EPS CAGR

LBRT

-2.16%

IVT

N/A

Debt to Equity

LBRT

65.78%

Winner

IVT

0.00%

Free Cash Flow Yield

Winner

LBRT

13.94%

IVT

5.57%

P/S Ratio

Winner

LBRT

0.67

IVT

9.05

P/B Ratio

Winner

LBRT

1.47

IVT

1.58

LBRT vs IVT - Historical Returns

Returns include dividend reinvestment.

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

LBRT

-23.04%

Winner

IVT

+1.32%

LBRT

-42.58%

Winner

IVT

+10.86%

LBRT

-23.63%

Winner

IVT

+22.26%

Winner

LBRT

+54.39%

IVT

+32.52%

5Y(CAGR)

LBRT

+14.31%

Winner

IVT

+101.44%

10Y(CAGR)

LBRT

+2.24%

Winner

IVT

+38.08%

Max(CAGR)

LBRT

+2.24%

Winner

IVT

+19.50%

LBRT vs IVT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

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

LBRT vs IVT Drawdown Comparison

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

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

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

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

Correlation

Correlation between LBRT and IVT 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)

LBRT vs IVT dividend yield comparison.

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