INNV

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InnovAge Holding Corp. · Healthcare · United States · $1.5B · Avg Vol: $3M/d

Premium Grower: Strong business with the market behind it, but you are paying up for it.

74
StockRank
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Quality
58
Value
31
Momentum
79
P/E (TTM)
peers 25.1x
ROE
-0.3%
peers -31.0%
D/E
0.3x
peers 0.2x
Dividend %
trailing yield
AI CONVICTION THESIS

Insufficient evidence for a screen-pass. InnovAge Holding Corp.: fails the quant gate on value (Q55/V31/M70; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.

The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.

ABOUT INNOVAGE HOLDING CORP.

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InnovAge Holding Corp. is a leading provider of comprehensive healthcare services to frail seniors through the Program of All-Inclusive Care for the Elderly (PACE), delivering coordinated medical, social, and long-term care. Its competitive moat is its specialized integrated care model, which effectively manages complex senior health needs within a community setting, improving outcomes and reducing institutionalization. InnovAge is a prominent national player in the PACE market, addressing the unique challenges of an aging population.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM2027E2028EFwd CAGR
Revenue698.6M688.1M763.9M853.7M6.9%989.7M966.0M1.0B6.8%
EPS-0.36-0.05-0.30-0.16-0.22-0.02
Shares135.5M135.6M136.1M135.4M-0.1%136.5M
Debt84.8M108.8M113.0M101.1M6.0%87.0M
Equity332.4M296.3M269.3M235.0M-10.9%
Op CF27.3M20.2M-36.9M32.9M6.4%64.7M
Inv CF-40.2M-69.5M-26.4M-5.5M
Fin CF-6.3M-7.9M-7.0M-19.1M
Loading 1Y...
PRICE (1Y)-2.3%
10.2310.4710.7010.9411.18Aug 7Aug 28Sep 18
SMA 50SMA 200

Close
$10.92
RSI (14)
51.4
52W High
$12.64
From 52W High
0.9%

SCORE BREAKDOWN

Quality
58
ROIC
-8.1%36.2
ROE
-0.3%44.1
GP/Assets
128.6%99.1
Op. Margin
5.0%52.8
FCF/Assets
10.5%87.9
Piotroski
668.6
Int. Cover
-6.4x25.5
D/E Ratio
0.32x39.7
Current Ratio
1.05x12.4
Value
31
P/E (TTM)
N/A
EV/EBITDA
54.6x10.2
P/FCF
26.5x49.7
P/B
6.3x20.7
P/S
1.5x74.9
Div Yield
N/A
Momentum
79
52W High %
86%78.9
RS 6M
14%74.9
SMA 50/200
1.30x93.5
EPS Rev 4W
+21.9%96.0
EPS Rev 12W
+31.6%94.7
EPS Improve
+2600%99.4
Q Growth
N/A

FUNDAMENTALS

Market Cap
$1.5B
P/E (Forward)
21.8x
Gross Margin
68.5%

SECTOR PEERS

Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of INNV are excluded.

TickerCompanyMkt CapStockRankSignal
INNVInnovAge Holding Corp.(you)$1.5B74Buy
ASTHAstrana Health, Inc.$1.9B83Strong Buy
GMRSGMR Solutions Inc.$681M73Buy
ARDTArdent Health, Inc.$1.5B91Strong Buy
PNTGThe Pennant Group, Inc.$1.3B58Hold
HCSGHealthcare Services Group, Inc.$1.5B94Strong Buy
USPHU.S. Physical Therapy, Inc.$1.2B58Hold
GRDNGuardian Pharmacy Services, Inc.$2.3B88Strong Buy
SGRYSurgery Partners, Inc.$1.8B55Hold
AMNAMN Healthcare Services, Inc.$1.3B96Strong Buy

Peer medians: ROE -31.0% · P/E 25.1x · Gross margin 58.3%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

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InnovAge Holding Corp. (INNV): Stock Score Summary

InnovAge Holding Corp. (INNV) has a MoatMap StockRank of 74/100 based on Quality (58/100), Value (31/100), and Momentum (79/100) factor scores. The current signal is BUY. Insufficient evidence for a screen-pass. InnovAge Holding Corp.: fails the quant gate on value (Q55/V31/M70; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.

InnovAge Holding Corp. is a leading provider of comprehensive healthcare services to frail seniors through the Program of All-Inclusive Care for the Elderly (PACE), delivering coordinated medical, social, and long-term care. Its competitive moat is its specialized integrated care model, which effectively manages complex senior health needs within a community setting, improving outcomes and reducing institutionalization. InnovAge is a prominent national player in the PACE market, addressing the unique challenges of an aging population.

Key Financial Metrics

Price$10.92
Market Cap$1.5B
P/E (Forward)21.84
Price/Book6.30
Return on Equity-0.3%
Return on Invested Capital-8.1%
Debt/Equity0.32x
Gross Margin68.5%
Operating Margin5.0%
Revenue Growth18.3%
Free Cash Flow$56M

InnovAge Holding Corp. operates in the Medical Care Facilities industry, part of the Healthcare sector (United States).

Frequently Asked Questions

What is InnovAge Holding Corp.’s (INNV) StockRank?
MoatMap’s StockRank for InnovAge Holding Corp. (INNV) is 74/100, with a Buy signal. It is a composite of Quality (58), Value (31), and Momentum (79) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does InnovAge Holding Corp. have an economic moat?
InnovAge Holding Corp. (INNV) has a Quality factor score of 58/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is InnovAge Holding Corp. a buy, hold, or sell?
MoatMap’s current signal for InnovAge Holding Corp. (INNV) is Buy, based on a StockRank of 74/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is InnovAge Holding Corp. in?
InnovAge Holding Corp. (INNV) operates in the Healthcare sector, specifically the Medical Care Facilities industry (United States).