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InnovAge Holding Corp. (INNV) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

InnovAge Holding Corp.

INNVMarket cap $1.25BPrice $9.1

Country🇺🇸United States

SectorHealthcare

IndustryHealthcare Services

InnovAge runs PACE programs that keep frail seniors living independently instead of in nursing homes, managing their entire care from doctor visits to meals. It's one of the largest PACE operators in the country, betting on aging-in-place over institutional care.

In Bastion Portfolios?

52W Return+71%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+13%8

Revenue Forecast

Rev CAGR (1y)+9%6

Rev CAGR (3y)+6%5

Rev CAGR (5y)+5%4

Earnings Forecast

EPS Growth Y+1Loss1

EPS Growth Y+2Loss1

EPS Growth Y+3Loss1

Quality

Margins

EBIT Margin1%2

Net Income Margin-0%2

Free Cash Flow Margin5%4

Debt

Net Debt/EBITDA-1.610

Efficiency

ROE-1%2

ROA-0%2

Earnings Stabilityna–

GEAR+VERY WEAK9

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)233

P/E Ratio (Forward 3y)na–

P/BV5.33

EV Multiples

EV/EBITDA Fwd116

EV/EBIT Fwd146

Yield

Free Cash Flow Yield4.0%6

Dividend Yieldna–

Momentum

Short term

1 month return-13%2

3 month return-21%2

YTD return+76%10

Mid term

Price vs 52wHigh72%4

1 year return+56%9

Long term

3 year return+64%6

5 year return+33%5

Risk Shield

Price Risk

Beta0.76

Volatility76%1

Free Cash Flow

Free Cash Flow Margin5%4

Free Cash Flow Yield4.0%6

Quality

ROCE2%2

Earnings Stabilityna–

Net Debt/EBITDA-1.610

02Growth

Is it actually growing, and how fast?

INNVInnovAge Holding

Revenue FY26$990M

GROWTH RATING↗

AVERAGE38 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+13%8

Revenue, next 1Y+9%6

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY27ELoss1

EPS growth, FY28ELoss1

EPS growth, FY29ELoss1

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

A mid-pack grower, ahead of 38% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 13%/yr over the last 3 years; forecasts see it cooling to 6%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Maturing Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK31 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-13%2

3-month return-21%2

YTD return+76%10

MID & LONG-TERM▾SCORE

% of 52-week high72%4

1-year return+56%9

3-year return+64%6

5-year return+33%5

MOMENTUM ASSESSMENT

STRENGTHS

It's up 56% over the past year, but 28% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+76%).

WATCH

Average long-term results. Multi-year returns are middling (+64% over three years and +33% over five), roughly average for the market.

WEAKNESSES

The stock is underperforming over the past month (-13%) and over three months (-21%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the stock is underperforming over the past month and over three months.

04Value

Are you paying a fair price for it?

Stop guessing on InnovAge Holding Corp.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

INNVInnovAge Holding

Revenue FY26$990M

GROWTH RATING↗

AVERAGE38 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+13%8

Revenue, next 1Y+9%6

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY27ELoss1

EPS growth, FY28ELoss1

EPS growth, FY29ELoss1

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

A mid-pack grower, ahead of 38% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 13%/yr over the last 3 years; forecasts see it cooling to 6%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Maturing Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK31 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-13%2

3-month return-21%2

YTD return+76%10

MID & LONG-TERM▾SCORE

% of 52-week high72%4

1-year return+56%9

3-year return+64%6

5-year return+33%5

MOMENTUM ASSESSMENT

STRENGTHS

It's up 56% over the past year, but 28% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+76%).

WATCH

Average long-term results. Multi-year returns are middling (+64% over three years and +33% over five), roughly average for the market.

WEAKNESSES

The stock is underperforming over the past month (-13%) and over three months (-21%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on InnovAge Holding Corp.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community