InnovAge vs U S Physical Therapy
INNV and USPH side by side, both in health services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How INNV and USPH compare
InnovAge and U S Physical Therapy are about the same size, with market caps of $1.3B and $1.3B.
InnovAge grew revenue faster over the last twelve months (15.9% versus 11.3% for U S Physical Therapy).
U S Physical Therapy keeps more of each dollar of sales as profit, with a net margin of 4.0% compared with −0.26% at InnovAge.
U S Physical Therapy pays a dividend yielding 2.1%; InnovAge does not pay one.
InnovAge scores higher on the StockData Score (11 against 10 for U S Physical Therapy), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | INNV | USPH |
|---|---|---|
| Size and price | ||
| Market cap | $1.3B | $1.3B |
| Share price | $9.19 | $85.83 |
| Change, 1 year | 90.7% | −2.6% |
| Change, 5 years | 32.6% | −21.2% |
| Beta (5Y) | 0.66 | 0.76 |
| Employees | 2,500 | 7,294 |
| StockData Score | ||
| Total score | 11 (better) | 10 |
| Valuation score | 0 | 2 (better) |
| Growth score | 3 (better) | 2 |
| Performance score | 3 | 3 |
| Health score | 5 (better) | 2 |
| Dividend score | 0 | 1 (better) |
| Valuation | ||
| P/S | 1.3× (better) | 1.6× |
| P/B | 5.3× | 2.9× (better) |
| EV/EBITDA | 49.0× | 15.0× (better) |
| P/FCF | 24.9× | 20.0× (better) |
| FCF yield | 4.0% | 5.0% (better) |
| Fair value | $5.77 | $80.34 |
| Margin of safety | −59.2% | −6.8% (better) |
| Growth | ||
| Revenue growth (TTM) | 15.9% (better) | 11.3% |
| Revenue growth, 5Y average | 9.2% | 13.0% (better) |
| Net income growth (TTM) | – | −15.6% |
| EPS growth, 5Y average | – | −10.6% |
| Profitability | ||
| Gross margin | 23.0% (better) | 18.7% |
| Operating margin | 0.26% | 9.4% (better) |
| Net margin | −0.26% | 4.0% (better) |
| FCF margin | 5.1% | 7.9% (better) |
| Return on equity | −1.1% | 6.8% (better) |
| Return on invested capital | 1.2% | 8.9% (better) |
| Financial health | ||
| Debt / equity | 0.20 (better) | 0.49 |
| Net debt / EBITDA | −3.93 | 1.99 (better) |
| Current ratio | 1.05 | 1.27 (better) |
| Altman Z-score | 4.15 (better) | 2.71 |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | – | 2.1% |
| Years of dividend growth | – | 5 |
| Dividend growth, 5Y average | – | 41.3% |
| Shareholder yield | 0.00% | 2.1% (better) |
| Ownership | ||
| Held by institutions | 13.5% | 109% |
| Held by insiders | 84.2% | 2.6% |
| Insider net buying, 12 months | −$185M | −$173K (better) |
| Short interest, % of float | 12.3% | 8.9% |
Go deeper
- INNV stock overview
- INNV income statement
- INNV valuation and score
- USPH stock overview
- USPH income statement
- USPH valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.