(INV) Innventure - Overview

Sector: Financial Services | Industry: Asset Management | Exchange: NASDAQ (USA) | Market Cap: 576m USD | Total Return: 6% in 12m

Venture Capital, Intellectual Property, Asset Management
Total Rating 25
Safety 22
Buy Signal -0.68
Asset Management
Industry Rotation: -10.1
Market Cap: 576M
Avg Turnover: 17.6M
Risk 3d forecast
Volatility137%
VaR 5th Pctl19.5%
VaR vs Median-18.4%
Reward TTM
Sharpe Ratio0.60
Rel. Str. IBD85.6
Rel. Str. Peer Group89.6
Character TTM
Beta1.908
Beta Downside2.316
Hurst Exponent0.412
Drawdowns 3y
Max DD81.59%
CAGR/Max DD-0.22
CAGR/Mean DD-0.59
EPS (Earnings per Share) EPS (Earnings per Share) of INV over the last years for every Quarter: "2021-09": 0.33, "2021-12": 0.3303, "2022-03": 0.33, "2022-06": 0.14, "2022-09": 0.01, "2022-12": 0.0903, "2023-03": 0.09, "2023-06": 0.0741, "2023-09": 0.0798, "2023-12": -0.1173, "2024-03": -0.1427, "2024-06": -0.1697, "2024-09": 0.0156, "2024-12": -0.6881, "2025-03": -0.69, "2025-06": -1.6029, "2025-09": -0.51, "2025-12": 0.0089, "2026-03": -0.2967,
Last SUE: 0.06
Qual. Beats: 0
Revenue Revenue of INV over the last years for every Quarter: 2021-09: null, 2021-12: 1.853, 2022-03: null, 2022-06: null, 2022-09: null, 2022-12: 0.35, 2023-03: 0.22, 2023-06: 0.399, 2023-09: 0.274, 2023-12: 0.224, 2024-03: 0.224, 2024-06: 0.223, 2024-09: 0.317, 2024-12: 0.456, 2025-03: 0.224, 2025-06: 0.476, 2025-09: 0.534, 2025-12: 0.822, 2026-03: 1.443,
Rev. CAGR: 35.67%
Rev. Trend: 92.5%
Last SUE: -0.35
Qual. Beats: 0

Warnings

Share dilution 17.7% YoY

Choppy Below Avwap Earnings

Tailwinds

Rs Leader

Description: INV Innventure

Innventure, Inc. (NASDAQ: INV) is an Orlando-based asset management firm that specializes in identifying, funding, and scaling sustainable technology solutions. The company utilizes a business model centered on technology transfer, acquiring or licensing intellectual property from multinational corporations to launch independent commercial entities.

Operating within the financials sector, Innventure functions as a venture builder by providing operational leadership and capital to bridge the valley of death often associated with early-stage commercialization. This model reduces initial R&D risks by leveraging proven technologies developed within large-scale corporate research environments.

Investors seeking a deeper quantitative analysis of the companys valuation metrics should consult ValueRay for further data. As a recent entrant to the public markets following its October 2024 IPO, the company currently maintains a small-cap market valuation.

Headlines to Watch Out For
  • Commercialization milestones of AeroFlex and Accelsius drive valuation
  • Success of licensing partnerships with multinational corporations scales revenue
  • Capital allocation efficiency in funding new technology spin-outs
  • Market reception of sustainable technology solutions impacts investor sentiment
Piotroski VR-10 (Strict) 0.5
Net Income: -171.0m TTM > 0 and > 6% of Revenue
FCF/TA: -0.17 > 0.02 and ΔFCF/TA -8.56 > 1.0
NWC/Revenue: 671.1% < 20% (prev -3.04k%; Δ 3.71k% < -1%)
CFO/TA -0.17 > 3% & CFO -100.0m > Net Income -171.0m
Net Debt/EBITDA: error (EBITDA <= 0)
Current Ratio: 1.37 > 1.5 & < 3
Outstanding Shares: last quarter (54.4m) vs 12m ago 17.66% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 0.52% > 50% (prev 0.18%; Δ 0.34% > 0%)
Interest Coverage Ratio: -25.28 > 6 (EBIT TTM -230.8m / Interest Expense TTM 9.13m)
Altman Z'' -1.88
A: 0.04 (Total Current Assets 81.8m - Total Current Liabilities 59.8m) / Total Assets 591.5m
B: -0.66 (Retained Earnings -392.4m / Total Assets 591.5m)
C: -0.37 (EBIT TTM -230.8m / Avg Total Assets 626.0m)
D: 2.39 (Book Value of Equity 223.4m / Total Liabilities 93.3m)
Altman-Z'' = -1.88 = D
Beneish M -1.64
DSRI: 1.32 (Receivables 840k/237k, Revenue 3.27m/1.22m)
GMI: 1.00 (fallback, negative margins)
AQI: 0.87 (AQ_t 0.86 / AQ_t-1 0.98)
SGI: 2.68 (Revenue 3.27m / 1.22m)
TATA: -0.12 (NI -171.0m - CFO -100.0m) / TA 591.5m)
Beneish M = -1.64 (Cap -4..+1) = CCC
What is the price of INV shares?

As of June 07, 2026, the stock is trading at USD 5.85 with a total of 1,749,039 shares traded.
Over the past week, the price has changed by +9.76%, over one month by -4.88%, over three months by +85.13% and over the past year by +5.98%.

Is INV a buy, sell or hold?

Innventure has received a consensus analysts rating of 4.50. Therefore, it is recommended to buy INV.

  • StrongBuy: 1
  • Buy: 1
  • Hold: 0
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the INV price?
Analysts Target Price 14.5 147.9%
Innventure (INV) - Fundamental Data Overview as of 04 June 2026
Market Cap USD = 575.7m (575.7m USD * 1.0 USD.USD)
P/S = 175.7883
P/B = 2.1947
Revenue TTM = 3.27m USD
EBIT TTM = -230.8m USD
EBITDA TTM = -208.2m USD
Long Term Debt = 6.94m USD (from longTermDebt, last quarter)
Short Term Debt = 19.8m USD (from shortLongTermDebt, last quarter)
Debt = 6.94m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -48.4m USD (calculated: Debt 6.94m - CCE 55.4m)
Enterprise Value = 527.3m USD (575.7m + Debt 6.94m - CCE 55.4m)
Interest Coverage Ratio = -25.28 (Ebit TTM -230.8m / Interest Expense TTM 9.13m)
EV/FCF = -5.20x (Enterprise Value 527.3m / FCF TTM -101.4m)
FCF Yield = -19.22% (FCF TTM -101.4m / Enterprise Value 527.3m)
 FCF Margin = -3.10k% (FCF TTM -101.4m / Revenue TTM 3.27m)
 Net Margin = -5.22k% (Net Income TTM -171.0m / Revenue TTM 3.27m)
 Gross Margin = unknown ((Revenue TTM 3.27m - Cost of Revenue TTM 23.9m) / Revenue TTM)
 Tobins Q-Ratio = 0.89 (Enterprise Value 527.3m / Total Assets 591.5m)
 Interest Expense / Debt = 131.5% (Interest Expense 9.13m / Debt 6.94m)
 Taxrate = 21.0% (US federal default 21%)
NOPAT = -182.3m (EBIT -230.8m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 1.37 (Total Current Assets 81.8m / Total Current Liabilities 59.8m)
Debt / Equity = 0.03 (Debt 6.94m / totalStockholderEquity, last quarter 223.4m)
 Debt / EBITDA = 0.23 (negative EBITDA) (Net Debt -48.4m / EBITDA -208.2m)
 Debt / FCF = 0.48 (negative FCF - burning cash) (Net Debt -48.4m / FCF TTM -101.4m)
 Total Stockholder Equity = 209.2m (last 4 quarters mean from totalStockholderEquity)
RoA = -27.32% (Net Income -171.0m / Total Assets 591.5m)
RoE = -81.74% (Net Income TTM -171.0m / Total Stockholder Equity 209.2m)
 RoCE = -106.8% (out of range, set to none) (EBIT -230.8m / Capital Employed (Equity 209.2m + L.T.Debt 6.94m))
 RoIC = -32.76% (negative operating profit) (NOPAT -182.3m / Invested Capital 556.5m)
 WACC = 12.54% (E(575.7m)/V(582.6m) * Re(12.69%) + (debt cost/tax rate unavailable))
Discount Rate = 12.69% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 84.11 | Cagr: 11.39%
 [DCF] Fair Price = unknown (Cash Flow -101.4m)
 EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.06 | # QB: 0
Revenue Correlation: 92.51 | Revenue CAGR: 35.67% | SUE: -0.35 | # QB: 0
EPS current Quarter (2026-06-30): EPS=-0.19 | Chg30d=+42.42% | Revisions=+33% | Analysts=1
EPS next Quarter (2026-09-30): EPS=-0.14 | Chg30d=+53.33% | Revisions=+20% | Analysts=1
EPS current Year (2026-12-31): EPS=-0.62 | Chg30d=+46.78% | Revisions=+33% | GrowthEPS=-145.5% | GrowthRev=+1488.8%
EPS next Year (2027-12-31): EPS=-0.06 | Chg30d=+86.52% | Revisions=+0% | GrowthEPS=+90.3% | GrowthRev=+395.7%