PFBC vs INNV

Comparison between Preferred Bank (PFBC, Company) and InnovAge Holding Corp (INNV, Company).

PFBC is from the Financial Services sector, while INNV is from the Healthcare sector.

5-Year PerformancePFBC has outperformed INNV, delivering a return of +13.1% compared to -17.2%

PFBC vs INNV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFBC(COMPANY)	INNV(COMPANY)
Market Cap	$1.22B	$1.22B
Max Drawdown	97.22%	89.92%
Sharpe Ratio	0.97	1.40
5Y Beta	0.73	1.08
Industry	Banks - Regional	Medical Care Facilities
P/E Ratio	9.27	-104.87
Forward P/E	8.32	13.66
PEG Ratio	0.69	N/A
Dividend Yield	3.10%	N/A
5Y Dividends CAGR	24.64%	N/A
5Y EPS CAGR	16.42%	N/A
Debt to Equity	49.75%	25.31%
Free Cash Flow Yield	13.70%	3.47%

Market Cap

Winner

PFBC

$1.22B

INNV

$1.22B

Max Drawdown

PFBC

97.22%

Winner

INNV

89.92%

Sharpe Ratio

PFBC

0.97

Winner

INNV

1.40

5Y Beta

Winner

PFBC

0.73

INNV

1.08

Industry

PFBC

Banks - Regional

INNV

Medical Care Facilities

P/E Ratio

PFBC

9.27

Winner

INNV

-104.87

Forward P/E

Winner

PFBC

8.32

INNV

13.66

PEG Ratio

PFBC

0.69

INNV

N/A

Dividend Yield

PFBC

3.10%

INNV

N/A

5Y Dividends CAGR

PFBC

24.64%

INNV

N/A

5Y EPS CAGR

PFBC

16.42%

INNV

N/A

Debt to Equity

PFBC

49.75%

Winner

INNV

25.31%

Free Cash Flow Yield

Winner

PFBC

13.70%

INNV

3.47%

PFBC vs INNV - Historical Returns

Returns include dividend reinvestment.

Period	PFBC	INNV
1 month	+7.86%	+23.72%
3 months	+14.45%	+8.86%
6 months	-1.66%	+49.75%
1 year	+27.44%	+136.68%
5 years(CAGR)	+13.10%	-17.23%
10 years(CAGR)	+15.66%	N/A
Max(CAGR)	+3.80%	-17.11%

PFBC

+7.86%

Winner

INNV

+23.72%

Winner

PFBC

+14.45%

INNV

+8.86%

PFBC

-1.66%

Winner

INNV

+49.75%

PFBC

+27.44%

Winner

INNV

+136.68%

5Y(CAGR)

Winner

PFBC

+13.10%

INNV

-17.23%

10Y(CAGR)

PFBC

+15.66%

INNV

N/A

Max(CAGR)

Winner

PFBC

+3.80%

INNV

-17.11%

PFBC vs INNV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFBC	INNV
2026	+5.01%	+72.83%
2025	+14.41%	+31.73%
2024	+22.07%	-36.92%
2023	+2.50%	-17.01%
2022	+5.51%	+43.31%
2021	+49.35%	-79.34%
2020	-13.43%	N/A
2019	+40.08%	N/A
2018	-24.56%	N/A
2017	+15.28%	N/A
2016	+63.98%	N/A
2015	+25.12%	N/A
2014	+38.04%	N/A
2013	+33.58%	N/A
2012	+85.86%	N/A
2011	-22.80%	N/A
2010	-3.83%	N/A
2009	-69.73%	N/A
2008	-74.92%	N/A
2007	-32.94%	N/A
2006	+36.31%	N/A
2005	+106.10%	N/A
2004	+25.56%	N/A
2003	+23.76%	N/A
2002	+12.17%	N/A
2001	-6.03%	N/A
2000	-13.24%	N/A
1999	-6.23%	N/A

PFBC vs INNV Drawdown Comparison

The maximum drawdown for PFBC was -97.01%, occurring on Feb 3, 2010. This drawdown has not yet recovered.

The maximum drawdown for INNV was -89.92%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current PFBC drawdown is -35.60%. The current INNV drawdown is -65.55%.

Rank	PFBC	INNV
#1	-97.01% Feb 5, 2007 - Feb 3, 2010	-89.92% Mar 11, 2021 - Apr 8, 2025
#2	-25.54% Nov 1, 1999 - Apr 29, 2003	-4.34% Mar 4, 2021 - Mar 9, 2021
#3	-13.34% Sep 28, 2006 - Jan 29, 2007	N/A
#4	-11.20% Feb 15, 2005 - Jul 22, 2005	N/A
#5	-8.40% Jul 25, 2006 - Sep 26, 2006	N/A
#6	-7.86% Aug 11, 2005 - Oct 24, 2005	N/A
#7	-7.00% Jun 1, 2006 - Jul 3, 2006	N/A
#8	-5.74% Aug 2, 2005 - Aug 11, 2005	N/A
#9	-4.68% Dec 15, 2005 - Jan 26, 2006	N/A
#10	-3.76% Jul 12, 2006 - Jul 20, 2006	N/A
#11	-3.53% Oct 31, 2005 - Nov 17, 2005	N/A
#12	-3.26% Jul 3, 2006 - Jul 12, 2006	N/A
#13	-2.76% Mar 16, 2006 - Apr 3, 2006	N/A
#14	-2.72% Apr 6, 2006 - May 4, 2006	N/A
#15	-2.03% Oct 26, 2005 - Oct 31, 2005	N/A

Correlation

Correlation between PFBC and INNV is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

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