INNV

BEARISH

$8.2 Live

InnovAge Holding Corp. · NASDAQ

Target $7.0 (-14.6%)

$2.6 52W Range $10.69

INNV InnovAge Holding Corp. - Fundamental Analysis

BEARISH

Console Chart News

INNV Stock | Fundamental Analysis & Investment Insights

NASDAQ • Healthcare • Medical Care Facilities

Current Price Live

$8.2

Analyst Target

$7.0

-14.6% Downside

52W High

$10.69

52W Low

$2.6

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 12, 2026

Market cap

$1.11B

P/E

164.0

ROE

1.2%

Profit margin

0.7%

Debt/Equity

0.33

Dividend yield

N/A

AI Analysis

AI-powered fundamental assessment

Confidence

85%

INNV exhibits a stable financial foundation with a Piotroski F-Score of 6/9, but it is currently suffering from a severe valuation disconnect. The current price of $8.20 trades at a massive premium to both the Graham Number ($1.46) and the growth-based Intrinsic Value ($0.35). While the forward P/E of 24.12 suggests a significant earnings recovery is expected, the trailing P/E of 164.00 and thin profit margins (0.71%) indicate the stock is priced for perfection. Combined with bearish insider sentiment and a technical trend of 0/100, the risk-to-reward ratio is unfavorable.

Key Strengths

Stable financial health indicated by Piotroski F-Score of 6/9

Strong gross margins of 68.07%

Low leverage with a Debt/Equity ratio of 0.33

Consistent recent earnings beats (3 of last 4 quarters)

Healthy revenue growth of 14.70% YoY

Key Risks

Extreme overvaluation relative to Graham Number and Intrinsic Value

Dangerously thin net profit margins (0.71%)

Bearish insider activity (President selling shares)

Technical trend is completely bearish (0/100)

Current price is significantly above the analyst target price of $7.00

AI Fair Value Estimate

Based on comprehensive analysis

$2.1

-74.4% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Weak

Value

Future

Past

Health

Dividend

AI Verdict

Overvalued Growth Play

Key drivers: Valuation gap, Piotroski stability, Forward earnings expectations

Confidence

90%

Value

15/100

Ref P/E, PEG, Graham Number

Positives

Forward P/E is reasonable at 24.12

Watchpoints

Trailing P/E of 164.00
Price is >5x the Graham Number
Price is >20x the Intrinsic Value

Future

65/100

Ref Growth rates

Positives

14.7% Revenue growth
Strong earnings surprise trend recently

Watchpoints

Low ROE (1.18%) limits compounding potential

Past

40/100

Ref Historical trends

Positives

Strong 1Y recovery (+197%)

Watchpoints

Poor 5Y performance (-65.5%)
History of significant earnings misses in 2022-2023

Health

75/100

Ref Altman Z-Score, Piotroski F-Score

Positives

Piotroski F-Score 6/9
Low Debt/Equity (0.33)
Current Ratio > 1.2

Watchpoints

Altman Z-Score not provided

Dividend

0/100

Ref Yield, Payout

Positives

No standout positives identified.

Watchpoints

No dividend payments
0/100 Dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$8.2

Analyst Target

$7.0

Upside/Downside

-14.6%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for INNV and closest competitors.

Updated 2026-04-10

Company	5Y	3Y	1Y	6M	1M	1W
INNV InnovAge Holding Corp. Primary	-65.5%	+9.5%	+197.1%	+60.5%	-4.5%	+7.8%
GERN Geron Corporation Peer	+23.9%	-12.9%	+26.6%	+26.6%	+8.0%	+6.0%
IVA Inventiva S.A. Peer	-63.3%	+67.0%	+70.8%	+15.6%	-20.7%	-3.8%
BFLY Butterfly Network, Inc. Peer	-76.9%	+59.4%	+8.9%	+128.9%	+14.2%	+8.4%
ABCL AbCellera Biologics Inc. Peer	-90.7%	-53.9%	+45.4%	-21.9%	+11.5%	+1.2%

INN

InnovAge Holding Corp.

Primary

-65.5%

+9.5%

+197.1%

+60.5%

-4.5%

+7.8%

GER

Geron Corporation

Peer

+23.9%

-12.9%

+26.6%

+8.0%

+6.0%

IVA

Inventiva S.A.

Peer

-63.3%

+67.0%

+70.8%

+15.6%

-20.7%

-3.8%

BFL

Butterfly Network, Inc.

Peer

-76.9%

+59.4%

+8.9%

+128.9%

+14.2%

+8.4%

ABC

AbCellera Biologics Inc.

Peer

-90.7%

-53.9%

+45.4%

-21.9%

+11.5%

+1.2%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

164.0

24.12

N/A

4.33

1.22

25.73

$1.11B

Profitability

Profit margins and return metrics

Profit Margin 0.71%

Operating Margin 5.53%

Gross Margin 68.08%

ROE 1.18%

ROA 2.92%

Growth

Revenue and earnings growth rates

Revenue Growth +14.7%

Earnings Growth N/A

Q/Q Revenue Growth +14.69%

Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

0.33

Low debt

Current Ratio

1.26

Good

Quick Ratio

1.04

Good

Cash/Share

$0.93

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue

$0.2B

Gross Margin

22.0%

Op. Margin

5.5%

Net Margin

4.4%

Total Assets

$0.5B

Liabilities

$0.2B

Equity

$0.3B

Debt/Equity

0.93x

Operating CF

$0.0B

CapEx

$-0.0B

Free Cash Flow

$0.0B

FCF Yield

89%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-05

$N/A

2026-02-03

$0.08

+100.7% surprise

2025-11-04

$0.07

+74.5% surprise

2025-09-09

$0.07

+596.0% surprise

Healthcare Sector Comparison

Comparing INNV against 264 companies in the Healthcare sector (20 bullish, 87 neutral, 157 bearish)

P/E Ratio

164.0

This Stock

88.64

Sector Avg

+85.0% (Expensive)

Return on Equity (ROE)

1.18%

This Stock

-46.09%

Sector Avg

-102.6% (Below Avg)

Profit Margin

0.71%

This Stock

-19.58%

Sector Avg

-103.6% (Weaker)

Debt to Equity

0.33

This Stock

4.1

Sector Avg

-91.9% (Less Debt)

Revenue Growth

14.7%

This Stock

88.16%

Sector Avg

-83.3% (Slower)

Current Ratio

1.26

This Stock

3.58

Sector Avg

-64.9% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
INNV InnovAge Holding Corp.	BEARISH	$1.11B	164.0	1.2%	0.7%	$8.2
GERN Geron Corporation	NEUTRAL	$1.13B	-	-33.0%	-45.4%	$1.76	Compare
IVA Inventiva S.A.	NEUTRAL	$1.09B	-	-%	-%	$5.26	Compare
BFLY Butterfly Network, Inc.	NEUTRAL	$1.14B	-	-41.4%	-90.3%	$4.51	Compare
ABCL AbCellera Biologics Inc.	NEUTRAL	$1.06B	-	-14.5%	-194.9%	$3.49	Compare

INNV InnovAge Holding Corp.

BEARISH

Mkt Cap

$1.1B

P/E

164.0

ROE

1.2%

Price

$8.2

GERN Geron Corporation

Compare with INNV

Compare with INNV

BFLY Butterfly Network, Inc.

Compare with INNV

Compare with INNV

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date	Insider	Position	Transaction	Shares	Value
2025-11-14	SCARBROUGH MICHAEL ANTHONY	President	Sale	33,000	$161,700

SCARBROUGH MICHAEL ANTHONY

President

Sell

2025-11-14

33,000 shares · $161,700

Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus

NONE

1 analysts

JP Morgan

2026-02-23

Maintains

Underweight Underweight

Past News Coverage

Recent headlines mentioning INNV from our newsroom.

Newest → oldest

Back to All Stocks

TradingGPT V2 Copilot

Fundamentals • Valuation • Risk

Hi! I'm your fundamentals copilot.

Ask me to:
• Summarize the business quality
• Review valuation and multiples
• Highlight risks and red flags
• Explain growth and margin trends

INNV

INNV InnovAge Holding Corp. - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Quarterly Earnings History

Healthcare Sector Comparison

Similar Companies

Recent Insider Trading

Wall Street Analysts

Past News Coverage

Wait — Don't Miss Out!