SGU vs INV

Comparison between Star Group L.P. (SGU, Company) and Innventure Inc (INV, Company).

SGU is from the Energy sector, while INV is from the Financial Services sector.

SGU vs INV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGU(COMPANY)	INV(COMPANY)
Market Cap	$415M	$416M
Max Drawdown	95.90%	81.59%
Sharpe Ratio	0.55	0.48
5Y Beta	0.23	1.17
Industry	Oil & Gas Refining & Marketing	Asset Management
P/E Ratio	1.98	-1.83
Forward P/E	9.80	N/A
PEG Ratio	0.02	N/A
Dividend Yield	5.96%	N/A
5Y Dividends CAGR	12.08%	N/A
Debt to Equity	N/A	6.67%
Free Cash Flow Yield	2.34%	-24.34%

Market Cap

SGU

$415M

Winner

INV

$416M

Max Drawdown

SGU

95.90%

Winner

INV

81.59%

Sharpe Ratio

Winner

SGU

0.55

INV

0.48

5Y Beta

Winner

SGU

0.23

INV

1.17

Industry

SGU

Oil & Gas Refining & Marketing

INV

Asset Management

P/E Ratio

SGU

1.98

Winner

INV

-1.83

Forward P/E

SGU

9.80

INV

N/A

PEG Ratio

SGU

0.02

INV

N/A

Dividend Yield

SGU

5.96%

INV

N/A

5Y Dividends CAGR

SGU

12.08%

INV

N/A

Debt to Equity

SGU

N/A

INV

6.67%

Free Cash Flow Yield

Winner

SGU

2.34%

INV

-24.34%

SGU vs INV - Historical Returns

Returns include dividend reinvestment.

Period	SGU	INV
1 month	-1.01%	-21.87%
3 months	+2.69%	+13.81%
6 months	+9.94%	+18.13%
1 year	+15.44%	-7.34%
5 years(CAGR)	+8.54%	N/A
10 years(CAGR)	+9.70%	N/A
Max(CAGR)	+5.38%	-43.95%

Winner

SGU

-1.01%

INV

-21.87%

SGU

+2.69%

Winner

INV

+13.81%

SGU

+9.94%

Winner

INV

+18.13%

Winner

SGU

+15.44%

INV

-7.34%

5Y(CAGR)

SGU

+8.54%

INV

N/A

10Y(CAGR)

SGU

+9.70%

INV

N/A

Max(CAGR)

Winner

SGU

+5.38%

INV

-43.95%

SGU vs INV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SGU	INV
2026	+10.50%	+11.27%
2025	+10.50%	-69.80%
2024	+2.92%	+2.34%
2023	+2.39%	N/A
2022	+19.13%	N/A
2021	+21.14%	N/A
2020	+3.97%	N/A
2019	+7.23%	N/A
2018	-8.57%	N/A
2017	+5.01%	N/A
2016	+54.43%	N/A
2015	+27.27%	N/A
2014	+21.65%	N/A
2013	+35.76%	N/A
2012	-9.87%	N/A
2011	-4.41%	N/A
2010	+36.73%	N/A
2009	+93.33%	N/A
2008	-38.40%	N/A
2007	+19.94%	N/A
2006	+91.30%	N/A
2005	-74.24%	N/A
2004	-67.38%	N/A
2003	+45.19%	N/A
2002	+3.18%	N/A
2001	+35.40%	N/A
2000	+52.08%	N/A
1999	-16.48%	N/A

SGU vs INV Drawdown Comparison

The maximum drawdown for SGU was -95.67%, occurring on Nov 17, 2005. Recovery took 4367 trading sessions.

The maximum drawdown for INV was -81.59%, occurring on Oct 30, 2025. This drawdown has not yet recovered.

The current SGU drawdown is -5.43%. The current INV drawdown is -64.01%.

Rank	SGU	INV
#1	-95.67% Mar 18, 2004 - Jul 23, 2021	-81.59% Dec 31, 2024 - Oct 30, 2025
#2	-30.84% Jun 9, 2023 - Feb 3, 2026	-32.02% Oct 3, 2024 - Dec 20, 2024
#3	-28.41% Nov 26, 2001 - Jan 15, 2003	-8.49% Dec 20, 2024 - Dec 31, 2024
#4	-27.67% Jul 28, 2021 - Dec 13, 2022	N/A
#5	-21.37% Nov 3, 1999 - Jun 12, 2000	N/A
#6	-16.10% Jul 27, 2001 - Oct 12, 2001	N/A
#7	-14.32% Jan 20, 2023 - Mar 29, 2023	N/A
#8	-10.42% Sep 18, 2000 - Dec 26, 2000	N/A
#9	-8.71% Jan 9, 2004 - Feb 10, 2004	N/A
#10	-8.29% Jun 17, 2003 - Jul 8, 2003	N/A
#11	-8.23% Feb 5, 2026 - May 7, 2026	N/A
#12	-8.18% May 7, 2026 - Jun 17, 2026	N/A
#13	-7.49% Jul 11, 2003 - Oct 13, 2003	N/A
#14	-7.30% May 5, 2023 - Jun 6, 2023	N/A
#15	-6.25% Feb 4, 2003 - Apr 22, 2003	N/A

Correlation

Correlation between SGU and INV is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101