SAFT vs INNV

Comparison between Safety Insurance Group Inc (SAFT, Company) and InnovAge Holding Corp (INNV, Company).

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

5-Year PerformanceSAFT has outperformed INNV, delivering a return of +9.9% compared to -7.6%

SAFT vs INNV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAFT(COMPANY)	INNV(COMPANY)
Market Cap	$1.50B	$1.51B
Max Drawdown	49.24%	89.92%
Sharpe Ratio	1.03	1.83
5Y Beta	0.20	1.08
Industry	Insurance - Property & Casualty	Medical Care Facilities
P/E Ratio	23.62	-129.66
Forward P/E	17.12	13.66
PEG Ratio	278.91	0.00
Dividend Yield	3.56%	N/A
5Y Dividends CAGR	4.93%	N/A
5Y EPS CAGR	-9.89%	N/A
Debt to Equity	5.84%	25.31%
Free Cash Flow Yield	11.35%	2.80%
P/S Ratio	1.19	1.57
P/B Ratio	1.77	6.72

Market Cap

SAFT

$1.50B

Winner

INNV

$1.51B

Max Drawdown

Winner

SAFT

49.24%

INNV

89.92%

Sharpe Ratio

SAFT

1.03

Winner

INNV

1.83

5Y Beta

Winner

SAFT

0.20

INNV

1.08

Industry

SAFT

Insurance - Property & Casualty

INNV

Medical Care Facilities

P/E Ratio

SAFT

23.62

Winner

INNV

-129.66

Forward P/E

SAFT

17.12

Winner

INNV

13.66

PEG Ratio

SAFT

278.91

Winner

INNV

0.00

Dividend Yield

SAFT

3.56%

INNV

N/A

5Y Dividends CAGR

SAFT

4.93%

INNV

N/A

5Y EPS CAGR

SAFT

-9.89%

INNV

N/A

Debt to Equity

Winner

SAFT

5.84%

INNV

25.31%

Free Cash Flow Yield

Winner

SAFT

11.35%

INNV

2.80%

P/S Ratio

Winner

SAFT

1.19

INNV

1.57

P/B Ratio

Winner

SAFT

1.77

INNV

6.72

SAFT vs INNV - Historical Returns

Returns include dividend reinvestment.

Period	SAFT	INNV
1 month	+36.86%	-5.38%
3 months	+47.88%	+48.10%
6 months	+34.40%	+30.23%
1 year	+50.22%	+237.46%
5 years(CAGR)	+9.89%	-7.57%
10 years(CAGR)	+9.34%	N/A
Max(CAGR)	+13.59%	-13.65%

Winner

SAFT

+36.86%

INNV

-5.38%

SAFT

+47.88%

Winner

INNV

+48.10%

Winner

SAFT

+34.40%

INNV

+30.23%

SAFT

+50.22%

Winner

INNV

+237.46%

5Y(CAGR)

Winner

SAFT

+9.89%

INNV

-7.57%

10Y(CAGR)

SAFT

+9.34%

INNV

N/A

Max(CAGR)

Winner

SAFT

+13.59%

INNV

-13.65%

SAFT vs INNV - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	SAFT	INNV
2026	+40.04%	+110.02%
2025	-1.01%	+31.73%
2024	+11.86%	-36.92%
2023	-7.84%	-17.01%
2022	+3.57%	+43.31%
2021	+14.07%	-79.34%
2020	-11.91%	N/A
2019	+18.51%	N/A
2018	+8.22%	N/A
2017	+13.99%	N/A
2016	+37.26%	N/A
2015	-6.33%	N/A
2014	+20.88%	N/A
2013	+25.76%	N/A
2012	+17.94%	N/A
2011	-14.14%	N/A
2010	+34.74%	N/A
2009	-0.85%	N/A
2008	+9.67%	N/A
2007	-25.51%	N/A
2006	+29.48%	N/A
2005	+31.84%	N/A
2004	+87.90%	N/A
2003	+22.75%	N/A
2002	+11.47%	N/A

SAFT vs INNV Drawdown Comparison

The maximum drawdown for SAFT was -44.00%, occurring on Mar 11, 2009. Recovery took 1070 trading sessions.

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

The current SAFT drawdown is -0.10%. The current INNV drawdown is -58.14%.

Rank	SAFT	INNV
#1	-44.00% Aug 7, 2006 - Nov 4, 2010	-89.92% Mar 11, 2021 - Apr 8, 2025
#2	-33.21% Mar 2, 2005 - Nov 7, 2005	-4.34% Mar 4, 2021 - Mar 9, 2021
#3	-32.78% Sep 25, 2019 - Apr 1, 2022	N/A
#4	-30.45% Jul 1, 2022 - Jul 24, 2026	N/A
#5	-24.77% Jan 26, 2011 - Aug 17, 2012	N/A
#6	-20.46% Feb 5, 2015 - Jun 21, 2016	N/A
#7	-19.58% Sep 6, 2018 - Jun 18, 2019	N/A
#8	-16.08% Apr 28, 2004 - Aug 16, 2004	N/A
#9	-14.29% Dec 12, 2005 - Mar 13, 2006	N/A
#10	-14.01% Dec 30, 2002 - Jun 16, 2003	N/A
#11	-12.60% Dec 1, 2017 - May 9, 2018	N/A
#12	-11.90% Mar 20, 2006 - May 9, 2006	N/A
#13	-11.67% Feb 26, 2004 - Apr 2, 2004	N/A
#14	-11.43% May 15, 2006 - Jul 18, 2006	N/A
#15	-10.49% Jan 21, 2014 - Aug 28, 2014	N/A