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Upturn AI SWOT - About
INNV 
InnovAge Holding Corp (INNV)
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Upturn Advisory Summary
10/15/2025: INNV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $5
1 Year Target Price $5
| 0 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 42.6% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 723.63M USD | Price to earnings Ratio - | 1Y Target Price 5 |
Price to earnings Ratio - | 1Y Target Price 5 | ||
Volume (30-day avg) 4 | Beta 0.59 | 52 Weeks Range 2.60 - 6.69 | Updated Date 10/17/2025 |
52 Weeks Range 2.60 - 6.69 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.22 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -3.55% | Operating Margin (TTM) 5.9% |
Management Effectiveness
Return on Assets (TTM) -0.7% | Return on Equity (TTM) -12.56% |
Valuation
Trailing PE - | Forward PE 13.66 | Enterprise Value 670656115 | Price to Sales(TTM) 0.85 |
Enterprise Value 670656115 | Price to Sales(TTM) 0.85 | ||
Enterprise Value to Revenue 0.79 | Enterprise Value to EBITDA 724.6 | Shares Outstanding 135637975 | Shares Floating 21350774 |
Shares Outstanding 135637975 | Shares Floating 21350774 | ||
Percent Insiders 85.27 | Percent Institutions 12.08 |
Upturn AI SWOT
InnovAge Holding Corp
Company Overview
History and Background
InnovAge Holding Corp. was founded in 1990 as the Alliance for Senior Health, later becoming InnovAge. It pioneered the Program of All-Inclusive Care for the Elderly (PACE) model, focusing on providing comprehensive care to frail seniors in community settings.
Core Business Areas
- PACE (Program of All-Inclusive Care for the Elderly): InnovAge's primary business is operating PACE centers. PACE provides comprehensive medical and social services to elderly individuals who meet specific criteria for nursing home eligibility but prefer to remain in their community. Services include primary care, specialty care, rehabilitation, social work, transportation, and home care.
Leadership and Structure
Patrick Blair is the CEO. The organizational structure is based on regional operations managing the various PACE centers, with a central management team overseeing strategy, finance, and compliance.
Top Products and Market Share
Key Offerings
- PACE Program: The PACE program is InnovAge's core offering. It provides comprehensive medical and social services to frail seniors, allowing them to remain in their homes and communities. While specific market share data is fragmented, InnovAge is a leading provider within the PACE industry. Competitors include CenterWell (Humana), WelbeHealth, and various non-profit PACE organizations.
Market Dynamics
Industry Overview
The PACE industry is growing due to the aging population and increasing preference for community-based care. The industry is heavily regulated and funded through a combination of Medicare and Medicaid.
Positioning
InnovAge is a leading for-profit PACE provider, with a focus on expanding its geographic footprint and enhancing its care model. It differentiates itself through its technology-enabled care delivery and data-driven approach.
Total Addressable Market (TAM)
The TAM is estimated to be in the tens of billions of dollars, representing the potential number of eligible seniors who could benefit from PACE. InnovAge is positioned to capture a larger share of this market through expansion and improved service offerings.
Upturn SWOT Analysis
Strengths
- Established PACE provider
- Comprehensive care model
- Focus on technology and data
- Experienced management team
Weaknesses
- Regulatory scrutiny
- High operating costs
- Concentration in certain geographic areas
- Past compliance issues
Opportunities
- Expansion into new markets
- Increased enrollment of eligible seniors
- Partnerships with healthcare providers
- Development of new service offerings
Threats
- Changes in government regulations
- Increased competition
- Economic downturn
- Adverse healthcare trends
Competitors and Market Share
Key Competitors
- HUM
- OTLY
- UNH
Competitive Landscape
InnovAge faces competition from other PACE providers, managed care organizations, and traditional healthcare providers. Its competitive advantages include its established brand, comprehensive care model, and focus on technology. Disadvantages may include higher costs and past compliance issues.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by expansion into new markets and increased enrollment in existing centers.
Future Projections: Future projections depend on analysts' estimates and company guidance. General expectation is growth in the PACE industry.
Recent Initiatives: Recent initiatives include expanding into new states, improving operational efficiency, and implementing new technology solutions.
Summary
InnovAge is a prominent PACE provider with a comprehensive care model, but it faces regulatory scrutiny and competition. The company has growth opportunities in expanding its market reach and improving operational efficiency. Financial performance needs to improve, and compliance needs to be a priority. The PACE market has huge potential for seniors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Industry reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share percentages provided are estimated and might not sum to 100% and competitor's values are based on their related operations/services.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About InnovAge Holding Corp
Exchange NASDAQ | Headquaters Denver, CO, United States | ||
IPO Launch date 2021-03-04 | CEO - | ||
Sector Healthcare | Industry Medical Care Facilities | Full time employees 2440 | Website https://www.innovage.com |
Full time employees 2440 | Website https://www.innovage.com | ||
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.
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