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Upturn AI SWOT - About
InnovAge Holding Corp (INNV)
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Upturn Advisory Summary
06/30/2025: 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
Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
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 -0.05% | Avg. Invested days 52 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 529.25M USD | Price to earnings Ratio - | 1Y Target Price 5 |
Price to earnings Ratio - | 1Y Target Price 5 | ||
Volume (30-day avg) - | Beta 0.55 | 52 Weeks Range 2.60 - 6.69 | Updated Date 06/29/2025 |
52 Weeks Range 2.60 - 6.69 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.24 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -3.76% | Operating Margin (TTM) -4.66% |
Management Effectiveness
Return on Assets (TTM) -2.82% | Return on Equity (TTM) -11.52% |
Valuation
Trailing PE - | Forward PE 13.66 | Enterprise Value 535606030 | Price to Sales(TTM) 0.64 |
Enterprise Value 535606030 | Price to Sales(TTM) 0.64 | ||
Enterprise Value to Revenue 0.64 | Enterprise Value to EBITDA 724.6 | Shares Outstanding 135012992 | Shares Floating 21061409 |
Shares Outstanding 135012992 | Shares Floating 21061409 | ||
Percent Insiders 85.3 | Percent Institutions 12.03 |
Analyst Ratings
Rating 2.75 | Target Price 5 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 3 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
InnovAge Holding Corp
Company Overview
History and Background
InnovAge Holding Corp. was founded in 2016, building upon the legacy of its predecessor organizations offering Program of All-inclusive Care for the Elderly (PACE) since the 1970s. The company went public in March 2021. Its evolution has focused on expanding access to PACE services for seniors.
Core Business Areas
- PACE (Program of All-inclusive Care for the Elderly): InnovAge's core business is operating PACE centers that provide comprehensive medical, social, and supportive services to seniors with chronic care needs. This includes primary care, rehabilitation, social services, meals, and transportation.
Leadership and Structure
Patrick Blair serves as the CEO. The company has a typical corporate structure with a board of directors and various executive leadership positions overseeing finance, operations, and strategy.
Top Products and Market Share
Key Offerings
- PACE Program: InnovAge's PACE program provides comprehensive care to frail seniors, allowing them to remain in their homes rather than in nursing facilities. Market share data is difficult to pinpoint precisely, but InnovAge is a leading provider in the PACE market. Competitors include other PACE providers, nursing homes, and home healthcare agencies.
Market Dynamics
Industry Overview
The healthcare industry is increasingly focused on value-based care and providing integrated services to manage chronic conditions and improve outcomes. The demand for senior care services is growing due to the aging population.
Positioning
InnovAge is positioned as a leading provider of PACE services, offering a comprehensive and integrated care model that reduces healthcare costs and improves the quality of life for seniors.
Total Addressable Market (TAM)
The total addressable market for PACE is substantial, estimated to be in the tens of billions of dollars, encompassing a significant portion of the elderly population eligible for Medicare and Medicaid. InnovAge is well-positioned to capture a larger share of this market through expansion and service innovation.
Upturn SWOT Analysis
Strengths
- Comprehensive care model
- Established network of PACE centers
- Focus on value-based care
- Experience in managing chronic conditions
- Strong relationships with healthcare providers
Weaknesses
- Regulatory scrutiny
- Dependence on government funding
- Operational challenges in managing complex care
- Past regulatory issues and sanctions
- Relatively concentrated geographic footprint
Opportunities
- Expansion into new geographic markets
- Increased penetration in existing markets
- Development of new care models and services
- Partnerships with healthcare providers and payers
- Technological innovations in care delivery
Threats
- Changes in government funding and regulations
- Increased competition from other providers
- Economic downturn affecting enrollment
- Cybersecurity threats
- Adverse regulatory reviews
Competitors and Market Share
Key Competitors
- Alignment Healthcare Inc (ALHC)
- Oak Street Health (OSH)
- SCAN Health Plan
Competitive Landscape
InnovAge competes with other PACE providers and managed care organizations. Its competitive advantages include its comprehensive care model, established network of PACE centers, and focus on value-based care. Disadvantages include past regulatory issues.
Growth Trajectory and Initiatives
Historical Growth: InnovAge's historical growth has been driven by expansion into new markets and increased enrollment in its PACE centers.
Future Projections: Future growth is expected to be driven by the aging population, increasing demand for PACE services, and expansion into new geographic markets.
Recent Initiatives: Recent initiatives include expanding telehealth services and implementing new technology solutions to improve care coordination.
Summary
InnovAge is a leading provider of PACE services, offering comprehensive care to frail seniors. While well-positioned to benefit from the growing demand for senior care, regulatory scrutiny and dependence on government funding are challenges. The company's integrated care model and expansion efforts are key strengths. InnovAge should carefully manage regulatory risks and continue to innovate to maintain its competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, market research reports, industry publications
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
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 2350 | Website https://www.innovage.com |
Full time employees 2350 | 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. The company manages its business through Program of All-Inclusive Care for the Elderly (PACE) approach. It 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 the PACE center and third-party medical appointments; and care management. The company 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 2007 and is headquartered in Denver, Colorado.
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