InnovAge Holding (INNV) Return on Assets [ROA] (2021 - 2026)
InnovAge Holding (INNV) recorded Return on Assets [ROA] of 2.24% in fiscal Q1 2027 (quarter ended Sep 30, 2026), up 6.47 percentage points from -4.24% a year earlier and up 2.36 percentage points from the prior quarter.
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Analysis
InnovAge Holding (INNV) Return on Assets [ROA] (2021 - 2026) Analysis & Trends
For FY2026 (ended Jun 30, 2026), InnovAge Holding reported Return on Assets [ROA] of -0.13%, up 6.45 percentage points from FY2025.
- Annual Return on Assets [ROA] has a five-year change of +9.38 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Return on Assets [ROA] came in at -6.58% in FY2025 (-2.41 pp), -4.17% in FY2024 (+3.59 pp), -7.76% in FY2023 (-6.29 pp) and -1.46% in FY2022 (+8.04 pp).
- The fiscal Q1 2027 figure is the highest quarterly Return on Assets [ROA] since fiscal Q1 2022.
- On a year-over-year basis, Return on Assets [ROA] has increased for four consecutive quarters, with an average year-over-year change of +2.51 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Assets [ROA] in the last five years was a gain of 7.01 percentage points in fiscal Q4 2022, against a drop of 10.24 percentage points in fiscal Q3 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at -0.12% (Q4 2026), -2.88% (Q3 2026) and 0.64% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | HCA Healthcare | 106.37 Bn | 104.21 Bn | 17.03 Bn | 12.31% |
| 2 | Natera | 45.03 Bn | 40.66 Bn | 513.47 Mn | -6.09% |
| 3 | Labcorp Holdings | 30.12 Bn | 28.22 Bn | 1.11 Bn | 5.37% |
| 4 | Quest Diagnostics | 28.44 Bn | 26.52 Bn | 1.04 Bn | 6.91% |
| 5 | Guardant Health | 20.93 Bn | 16.54 Bn | 236.15 Mn | -25.54% |
| 6 | BrightSpring Health Services | 14.41 Bn | 11.29 Bn | 518.55 Mn | 6.70% |
| 7 | Tempus AI | 14.27 Bn | 11.42 Bn | 266.70 Mn | -7.92% |
| 8 | Encompass Health | 13.98 Bn | 14.44 Bn | 1.54 Bn | 11.48% |
| 9 | Davita | 11.35 Bn | 10.22 Bn | 1.13 Bn | 6.86% |
| 10 | InnovAge Holding | 1.28 Bn | 741.03 Mn | 179.26 Mn | 2.24% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 2.24% |
| Jun 30, 2026 | -0.12% |
| Mar 31, 2026 | -2.88% |
| Dec 31, 2025 | 0.64% |
| Sep 30, 2025 | -4.24% |
| Jun 30, 2025 | -6.65% |
| Mar 31, 2025 | -6.14% |
| Dec 31, 2024 | -5.25% |
| Sep 30, 2024 | -3.34% |
| Jun 30, 2024 | -4.32% |
| Mar 31, 2024 | -6.21% |
| Dec 31, 2023 | -6.31% |
| Sep 30, 2023 | -7.33% |
| Jun 30, 2023 | -7.66% |
| Mar 31, 2023 | -8.08% |
| Dec 31, 2022 | -7.24% |
| Sep 30, 2022 | -5.11% |
| Jun 30, 2022 | -1.40% |
| Mar 31, 2022 | 2.16% |
| Dec 31, 2021 | 0.79% |
API Access
InnovAge Holding Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=INNV&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "INNV", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=INNV&period=max&api_key=YOUR_API_KEY");
const data = await res.json();