SAFE vs INNV

Comparison between Safehold Inc (SAFE, Company) and InnovAge Holding Corp (INNV, Company).

SAFE is from the Real Estate sector, while INNV is from the Healthcare sector.

5-Year PerformanceINNV has outperformed SAFE, delivering a return of -15.6% compared to -24.9%

SAFE vs INNV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAFE(COMPANY)	INNV(COMPANY)
Market Cap	$1.13B	$1.13B
Max Drawdown	86.48%	89.92%
Sharpe Ratio	0.21	1.40
5Y Beta	0.66	1.06
Industry	Reit - Diversified	Medical Care Facilities
P/E Ratio	9.92	-97.27
Forward P/E	9.48	13.66
PEG Ratio	1.13	0.00
Dividend Yield	4.47%	N/A
5Y Dividends CAGR	6.41%	N/A
Debt to Equity	193.42%	25.31%
Free Cash Flow Yield	2.68%	3.74%
P/S Ratio	2.75	1.31
P/B Ratio	0.47	4.93

Market Cap

Winner

SAFE

$1.13B

INNV

$1.13B

Max Drawdown

Winner

SAFE

86.48%

INNV

89.92%

Sharpe Ratio

SAFE

0.21

Winner

INNV

1.40

5Y Beta

Winner

SAFE

0.66

INNV

1.06

Industry

SAFE

Reit - Diversified

INNV

Medical Care Facilities

P/E Ratio

SAFE

9.92

Winner

INNV

-97.27

Forward P/E

Winner

SAFE

9.48

INNV

13.66

PEG Ratio

SAFE

1.13

Winner

INNV

0.00

Dividend Yield

SAFE

4.47%

INNV

N/A

5Y Dividends CAGR

SAFE

6.41%

INNV

N/A

Debt to Equity

SAFE

193.42%

Winner

INNV

25.31%

Free Cash Flow Yield

SAFE

2.68%

Winner

INNV

3.74%

P/S Ratio

SAFE

2.75

Winner

INNV

1.31

P/B Ratio

Winner

SAFE

0.47

INNV

4.93

SAFE vs INNV - Historical Returns

Returns include dividend reinvestment.

Period	SAFE	INNV
1 month	+3.81%	+20.66%
3 months	+8.74%	+9.36%
6 months	+15.07%	+68.70%
1 year	+5.72%	+146.88%
5 years(CAGR)	-24.89%	-15.58%
10 years(CAGR)	+0.57%	N/A
Max(CAGR)	+0.57%	-16.91%

SAFE

+3.81%

Winner

INNV

+20.66%

SAFE

+8.74%

Winner

INNV

+9.36%

SAFE

+15.07%

Winner

INNV

+68.70%

SAFE

+5.72%

Winner

INNV

+146.88%

5Y(CAGR)

SAFE

-24.89%

Winner

INNV

-15.58%

10Y(CAGR)

SAFE

+0.57%

INNV

N/A

Max(CAGR)

Winner

SAFE

+0.57%

INNV

-16.91%

SAFE vs INNV - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SAFE	INNV
2026	+17.51%	+75.53%
2025	-23.38%	+31.73%
2024	-19.31%	-36.92%
2023	-16.41%	-17.01%
2022	-63.51%	+43.31%
2021	+14.02%	-79.34%
2020	+85.78%	N/A
2019	+123.56%	N/A
2018	+8.25%	N/A
2017	-5.76%	N/A

SAFE vs INNV Drawdown Comparison

The maximum drawdown for SAFE was -84.72%, occurring on Nov 20, 2025. 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 SAFE drawdown is -80.57%. The current INNV drawdown is -65.02%.

Rank	SAFE	INNV
#1	-84.72% Aug 5, 2021 - Nov 20, 2025	-89.92% Mar 11, 2021 - Apr 8, 2025
#2	-36.80% Mar 5, 2020 - Jun 17, 2020	-4.34% Mar 4, 2021 - Mar 9, 2021
#3	-26.78% Jun 17, 2020 - Oct 12, 2020	N/A
#4	-20.49% Feb 16, 2021 - Jul 12, 2021	N/A
#5	-19.14% Jul 21, 2017 - Jun 5, 2018	N/A
#6	-18.87% Jul 29, 2019 - Oct 4, 2019	N/A
#7	-18.30% Jul 5, 2018 - Nov 29, 2018	N/A
#8	-15.34% Nov 29, 2018 - Feb 22, 2019	N/A
#9	-9.76% Dec 5, 2019 - Jan 21, 2020	N/A
#10	-9.73% Oct 23, 2020 - Dec 15, 2020	N/A
#11	-9.32% Jun 4, 2019 - Jul 3, 2019	N/A
#12	-6.57% May 22, 2019 - Jun 4, 2019	N/A
#13	-5.41% Dec 17, 2020 - Dec 24, 2020	N/A
#14	-5.36% Oct 30, 2019 - Nov 13, 2019	N/A
#15	-5.29% Jan 26, 2021 - Feb 5, 2021	N/A