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WDH vs INV

Comparison between Waterdrop Inc (WDH, Company) and Innventure Inc (INV, Company).

Both WDH and INV are from the Financial Services sector.

WDH vs INV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
WDH
$415M
Winner
INV
$416M
Max Drawdown
WDH
90.62%
Winner
INV
81.59%
Sharpe Ratio
WDH
-0.30
Winner
INV
0.48
5Y Beta
Winner
WDH
0.75
INV
1.17
Industry
WDH
Insurance - Diversified
INV
Asset Management
P/E Ratio
WDH
5.10
Winner
INV
-1.83
PEG Ratio
WDH
0.08
INV
N/A
Dividend Yield
WDH
5.04%
INV
N/A
Debt to Equity
Winner
WDH
0.91%
INV
6.67%
Free Cash Flow Yield
Winner
WDH
7.38%
INV
-24.34%

WDH vs INV - Historical Returns

Returns include dividend reinvestment.

1M
WDH
-27.45%
Winner
INV
-21.87%
3M
WDH
-31.53%
Winner
INV
+13.81%
6M
WDH
-38.27%
Winner
INV
+18.13%
1Y
WDH
-14.95%
Winner
INV
-7.34%
5Y(CAGR)
WDH
-28.66%
INV
N/A
Max(CAGR)
Winner
WDH
-33.19%
INV
-43.95%

WDH vs INV - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearWDHINV
2026-40.54%+11.27%
2025+67.77%-69.80%
2024+19.06%+2.34%
2023-67.90%N/A
2022+146.67%N/A
2021-85.77%N/A

WDH vs INV Drawdown Comparison

The maximum drawdown for WDH was -90.62%, occurring on Mar 15, 2022. This drawdown has not yet recovered.

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

The current WDH drawdown is -87.39%. The current INV drawdown is -64.01%.

RankWDHINV
#1-90.62%
May 7, 2021 - Mar 15, 2022
-81.59%
Dec 31, 2024 - Oct 30, 2025
#2N/A-32.02%
Oct 3, 2024 - Dec 20, 2024
#3N/A-8.49%
Dec 20, 2024 - Dec 31, 2024

Correlation

Correlation between WDH and INV is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.68
-101

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