INNV
InnovAge Holding Corp.
Healthcare · Medical Care Facilities · NMS
$7.43
Close 2026-05-28
✓ ETHICAL PASS

UNKNOWN MOAT
HIGH
Data Confidence: 86%
Full financial profile available
Market Cap
$1.0B
Trailing P/E
Forward P/E
19.55
Rev Growth
+15.5%
Profit Margin
-1.2%
ROE
-5.9%
Analyst Target
$7.00
Recommendation
NONE
About InnovAge Holding Corp.

InnovAge Holding Corp. manages and provides a range of medical and ancillary services for seniors in need of care and support to live independently in its homes and communities. It manages its business through Program of All-Inclusive Care for the Elderly (PACE) approach. The company also offers in-home care services consisting of skilled, unskilled, and personal care; in-center services, such as primary care, physical therapy, occupational therapy, speech therapy, dental services, mental health and psychiatric services, meals, and activities; transportation to and from the PACE center and third-party medical appointments; and care management. It serves participants in the United States; and operates PACE centers in Colorado, California, New Mexico, Pennsylvania, Florida, and Virginia. The company was formerly known as TCO Group Holdings, Inc. and changed its name to InnovAge Holding Corp. in January 2021. InnovAge Holding Corp. was founded in 1989 and is headquartered in Denver, Colorado.

Ethical Screen
Business ActivityPASS
Debt RatioN/A
Cash RatioN/A
Receivables RatioN/A
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 64.7
Score Valuation: 61.0
Score Quality: 30.0
Score Combined: 43.5

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation85.0
Quality25.0
Cash Flow68.8
Moat40.0
Balance Sheet0.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity100.0
Compliance100.0
Tier: BRONZE · Score: 47.5 · Rank: #2490
Insider Transactions
No insider transaction data.
Top Institutional Holders
No institutional holder data.
Additional Fundamentals
Enterprise Value
$1.0B
Price/Book
4.45
Beta
0.487
Analysts
1
Total Revenue (TTM)
$949.2M
Total Debt
$93.8M
Short Ratio
3.88
Short % Float
0.0%
Employees
2,440

Elite Intelligence

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Trade Consideration
The Opportunity
Score 43.5 (P54 — top 45.7% of scored tickers). Unknown Moat. Ethical PASS. 1 analysts at None.
Price: $7.43 | Target: $7.00 (+-6%)
Score
44
Moat
Unknown
Conviction
Standard
Upside
+-6%
The Fundamentals
Revenue Growth+15.5%
Profit Margin-1.2%
ROE-5.9%
Forward P/E19.6
Market Cap$1.0B
Position Sizing Scenarios
Stop: $6.32 (-15%) | Entry: $7.43
SharesCostProfit to TargetR:R
To Consensus ($7.00, 1 analysts)
10$74.30+$-4.30 (-6%)-0.4R
50$371.50+$-21.50 (-6%)-0.4R
100$743.00+$-43.00 (-6%)-0.4R
Risk Factors
  • Elevated short interest (3.88 days to cover)
The Verdict
InnovAge Holding Corp. passes all ethical screens and holds a unknown competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
44.8
Risk Grade
Layers
7
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-6.2%
worst expected daily loss, 19 in 20 days
CVaR 95%
-9.4%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.68
above 1.0 is good
Max Drawdown
-58.7%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
45
Liquidity Grade
MODERATE
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
1.4x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
FTV0.371
IWM0.365
SLAB0.364
KRG0.363
PK0.355
Inverse Correlated
TickerCorrelation
INFIQ-0.194
TWNPQ-0.184
LPTVQ-0.176
9766.T-0.167
NNNN-0.147
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Friday
Best Month
Feb
Worst Month
Dec
Fri-Mon Effect
-0.4295420970342372
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-9.2%
3M Return
-19.2%
6M Return
+41.2%
12M Return
+85.9%
Momentum Rank
#1734
Momentum Signal
UP

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