InnovAge Holding (INNV) Return on Equity [ROE] (2021 - 2026)
InnovAge Holding's Return on Equity [ROE] was 5.04% in fiscal Q1 2027 (quarter ended Sep 30, 2026), up 14.05 percentage points from -9.01% a year earlier and up 5.33 percentage points from the prior quarter.
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Analysis
InnovAge Holding (INNV) Return on Equity [ROE] (2021 - 2026) Analysis & Trends
For FY2026 (ended Jun 30, 2026), Return on Equity [ROE] at InnovAge Holding came in at -0.29%, up 13.43 percentage points from FY2025.
- Return on Equity [ROE] shows a five-year change of +19.65 percentage points (FY2021 to FY2026).
- In earlier fiscal years, Return on Equity [ROE] was -13.71% in FY2025 (-5.70 pp), -8.01% in FY2024 (+5.59 pp), -13.60% in FY2023 (-11.26 pp) and -2.34% in FY2022 (+17.60 pp).
- The fiscal Q1 2027 figure marks the highest quarterly Return on Equity [ROE] in data going back to fiscal Q3 2021.
- Compared with a year earlier, Return on Equity [ROE] has increased for four straight quarters, with an average year-over-year change of +4.71 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Equity [ROE] over five years was fiscal Q3 2022 (a gain of 29.25 percentage points); the worst was fiscal Q3 2023 (a drop of 17.75 percentage points).
- Per Business Quant data, INNV's Return on Equity [ROE] in the three fiscal quarters before Q1 2027 was -0.29% (Q4 2026), -6.27% (Q3 2026) and 1.30% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | HCA Healthcare | 106.37 Bn | 104.21 Bn | 17.03 Bn | - |
| 2 | Natera | 45.03 Bn | 40.66 Bn | 513.47 Mn | -8.92% |
| 3 | Labcorp Holdings | 30.12 Bn | 28.22 Bn | 1.11 Bn | 11.52% |
| 4 | Quest Diagnostics | 28.44 Bn | 26.52 Bn | 1.04 Bn | 14.97% |
| 5 | Guardant Health | 20.93 Bn | 16.54 Bn | 236.15 Mn | - |
| 6 | BrightSpring Health Services | 14.41 Bn | 11.29 Bn | 518.55 Mn | 19.43% |
| 7 | Tempus AI | 14.27 Bn | 11.42 Bn | 266.70 Mn | -40.36% |
| 8 | Encompass Health | 13.98 Bn | 14.44 Bn | 1.54 Bn | 24.97% |
| 9 | Davita | 11.35 Bn | 10.22 Bn | 1.13 Bn | - |
| 10 | InnovAge Holding | 1.28 Bn | 741.03 Mn | 179.26 Mn | 5.04% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 5.04% |
| Jun 30, 2026 | -0.29% |
| Mar 31, 2026 | -6.27% |
| Dec 31, 2025 | 1.30% |
| Sep 30, 2025 | -9.01% |
| Jun 30, 2025 | -14.62% |
| Mar 31, 2025 | -12.98% |
| Dec 31, 2024 | -10.52% |
| Sep 30, 2024 | -6.57% |
| Jun 30, 2024 | -8.23% |
| Mar 31, 2024 | -11.41% |
| Dec 31, 2023 | -11.67% |
| Sep 30, 2023 | -13.72% |
| Jun 30, 2023 | -14.18% |
| Mar 31, 2023 | -14.32% |
| Dec 31, 2022 | -12.71% |
| Sep 30, 2022 | -8.76% |
| Jun 30, 2022 | -2.27% |
| Mar 31, 2022 | 3.44% |
| Dec 31, 2021 | 1.24% |
API Access
InnovAge Holding Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=INNV&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=INNV&period=max&api_key=YOUR_API_KEY");
const data = await res.json();