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Upturn AI SWOT - About
InnovAge Holding Corp (INNV)
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Upturn Advisory Summary
08/14/2025: INNV (1-star) is currently NOT-A-BUY. Pass it for now.
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 6.45% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 463.09M USD | Price to earnings Ratio - | 1Y Target Price 5 |
Price to earnings Ratio - | 1Y Target Price 5 | ||
Volume (30-day avg) 4 | Beta 0.5 | 52 Weeks Range 2.60 - 6.69 | Updated Date 08/15/2025 |
52 Weeks Range 2.60 - 6.69 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.24 |
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 -3.76% | 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 480250720 | Price to Sales(TTM) 0.56 |
Enterprise Value 480250720 | Price to Sales(TTM) 0.56 | ||
Enterprise Value to Revenue 0.58 | Enterprise Value to EBITDA 724.6 | Shares Outstanding 135012992 | Shares Floating 20802059 |
Shares Outstanding 135012992 | Shares Floating 20802059 | ||
Percent Insiders 85.68 | Percent Institutions 12.14 |
Upturn AI SWOT
InnovAge Holding Corp
Company Overview
History and Background
InnovAge Holding Corp. was founded to provide comprehensive healthcare and social support services to seniors through the Program of All-Inclusive Care for the Elderly (PACE). It aims to enable frail, older adults to live independently in their communities.
Core Business Areas
- PACE Operations: InnovAge operates PACE centers that provide medical, social, and rehabilitative care to participants. This includes primary care, specialty care, social work services, and transportation.
Leadership and Structure
InnovAge's leadership team consists of a CEO, CFO, and other key executives responsible for the overall strategy and operations of the company. The organizational structure is designed to support the delivery of integrated care services through its PACE centers.
Top Products and Market Share
Key Offerings
- PACE Program: The core offering is the PACE program, which provides comprehensive medical and social services to frail, older adults. Market share data is difficult to pinpoint precisely due to the fragmented nature of the PACE market, but InnovAge is one of the larger national providers. Competitors include other PACE organizations and managed care providers offering similar services.
Market Dynamics
Industry Overview
The PACE industry is growing due to the aging population and the increasing preference for home-based care. It is characterized by a mix of for-profit and non-profit organizations.
Positioning
InnovAge is positioned as a leading provider of PACE services, focusing on delivering high-quality, integrated care. Its competitive advantages include its experience in the PACE model and its national presence.
Total Addressable Market (TAM)
The TAM is the potential number of eligible seniors for PACE programs. InnovAge is positioned to capture a significant portion of this market, estimated to be billions of dollars annually.
Upturn SWOT Analysis
Strengths
- Experienced in the PACE model
- National presence
- Integrated care delivery
- Strong relationships with healthcare providers
Weaknesses
- Operational challenges and regulatory scrutiny
- Exposure to reimbursement rate changes
- High dependence on government funding
Opportunities
- Expansion into new markets
- Increased enrollment in PACE programs
- Partnerships with healthcare systems
- Technological innovation in care delivery
Threats
- Regulatory changes
- Increased competition
- Healthcare reform
- Economic downturns impacting government funding
Competitors and Market Share
Key Competitors
- SCAN
- Commonwealth Care Alliance
- Summit ElderCare
Competitive Landscape
InnovAge faces competition from other PACE providers and managed care organizations. Its ability to differentiate itself through high-quality care and strong relationships is key to its success.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by expansion into new markets and increased enrollment in existing PACE centers.
Future Projections: Future growth is dependent on the company's ability to navigate regulatory challenges and expand its reach. Analyst estimates vary.
Recent Initiatives: Focus on improving operational efficiency and compliance, expanding into new states, and implementing technology solutions.
Summary
InnovAge is a leading PACE provider facing operational and regulatory challenges while pursuing expansion. Strong in integrated care and national presence, it needs to address regulatory scrutiny and reimbursement rate changes. Opportunities lie in new markets and technology. Ultimately, long term growth potential depends on the ageing demographic tailwind.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports
- Industry analysis
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice.
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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