IGI vs INV

Western Asset Investment Grade vs Innventure, Inc. — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — INV scores higher on quality with 5.4/10 vs IGI's 1.7/10. IGI trades at $16.08 while INV trades at $6.85. Both analyzed daily using SEC EDGAR data across 13 institutional models.

IGI

Asset Management
Western Asset Investment Grade
Quality
1.7
out of 10
Value Trap
Price
$16.08
Last close
Models
6/13
Active
VS

INV

Asset Management
Innventure, Inc.
Quality
5.4
out of 10
Value Trap
13
SAFE
Price
$6.85
Last close
Models
4/13
Active
IGI
2 models active
Quality 1.7/10 — below average
INV
2 models active
Limited to 2/13 visible models

IGI vs INV — Fair Value Comparison

IGI
$0$6$13$19 Price$16.08 Bayesian …$4.18 (-74.0%) Markov DDM$7.49 (-53.4%)
INV
$0$3$5$8 Price$6.85 Bayesian …$0.27 (-96.0%) ML-RIV$0.31 (-95.0%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType IGI Fair ValueIGI Upside INV Fair ValueINV Upside
Bayesian DCF Intrinsic $4.18 -74.0% $0.27 -96.0%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $7.49 -53.4%
ML-RIV Intrinsic $11.92 -25.9% $0.31 -95.0%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%

IGI vs INV — Which Stock Is More Undervalued in 2026?

INV scores higher with a 5.4/10 quality rating vs IGI's 1.7/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do IGI and INV Valuations Compare?

At $16.08, IGI trades +74.0% above its Bayesian DCF fair value of $4.18, while INV at $6.85 trades +96.0% above its estimate of $0.27. INV shows a wider gap between price and intrinsic value.

Quality of Company: IGI vs INV

IGI earns a Quality of Company score of 1.7/10 compared to INV's 5.4/10. This is a significant quality gap — the higher-scoring company demonstrates materially stronger fundamentals across profitability, growth consistency, and balance sheet health. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: IGI vs INV

Review the value trap analysis for both IGI and INV to assess whether apparent undervaluation reflects genuine opportunity or hidden fundamental risk.

Both in Asset Management

Both IGI and INV operate in Asset Management, which has 448 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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