HNNAZ vs COOK

Comparison between Hennessy Advisors Inc (HNNAZ, Company) and Traeger Inc (COOK, Company).

5-Year PerformanceHNNAZ has outperformed COOK, delivering a return of +4.3% compared to -42.7%

HNNAZ vs COOK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HNNAZ(COMPANY)	COOK(COMPANY)
Market Cap	$199M	$198M
Max Drawdown	17.23%	98.46%
Sharpe Ratio	0.37	0.14
5Y Beta	0.04	1.37
Industry	N/A	Furnishings, Fixtures & Appliances
P/E Ratio	21.77	-1.77
Forward P/E	N/A	17.27
PEG Ratio	8.92	-0.01
5Y EPS CAGR	3.86%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	5.96%	25.58%

Market Cap

Winner

HNNAZ

$199M

COOK

$198M

Max Drawdown

Winner

HNNAZ

17.23%

COOK

98.46%

Sharpe Ratio

Winner

HNNAZ

0.37

COOK

0.14

5Y Beta

Winner

HNNAZ

0.04

COOK

1.37

Industry

HNNAZ

N/A

COOK

Furnishings, Fixtures & Appliances

P/E Ratio

HNNAZ

21.77

Winner

COOK

-1.77

Forward P/E

HNNAZ

N/A

COOK

17.27

PEG Ratio

HNNAZ

8.92

Winner

COOK

-0.01

5Y EPS CAGR

HNNAZ

3.86%

COOK

N/A

Debt to Equity

HNNAZ

0.00%

COOK

0.00%

Free Cash Flow Yield

HNNAZ

5.96%

Winner

COOK

25.58%

HNNAZ vs COOK - Historical Returns

Returns include dividend reinvestment.

Period	HNNAZ	COOK
1 month	+1.14%	+46.19%
3 months	+1.63%	+116.87%
6 months	+2.88%	+35.07%
1 year	+5.27%	-22.72%
5 years(CAGR)	+4.32%	-42.72%
Max(CAGR)	+4.32%	-42.72%

HNNAZ

+1.14%

Winner

COOK

+46.19%

HNNAZ

+1.63%

Winner

COOK

+116.87%

HNNAZ

+2.88%

Winner

COOK

+35.07%

Winner

HNNAZ

+5.27%

COOK

-22.72%

5Y(CAGR)

Winner

HNNAZ

+4.32%

COOK

-42.72%

Max(CAGR)

Winner

HNNAZ

+4.32%

COOK

-42.72%

HNNAZ vs COOK - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	HNNAZ	COOK
2026	+2.14%	+36.34%
2025	+8.40%	-54.62%
2024	+3.10%	-7.72%
2023	+5.57%	+4.20%
2022	-5.51%	-76.10%
2021	+1.17%	-44.73%

HNNAZ vs COOK Drawdown Comparison

The maximum drawdown for HNNAZ was -11.88%, occurring on Mar 28, 2023. Recovery took 472 trading sessions.

The maximum drawdown for COOK was -98.46%, occurring on Mar 25, 2026. This drawdown has not yet recovered.

The current HNNAZ drawdown is -0.30%. The current COOK drawdown is -95.43%.

Rank	HNNAZ	COOK
#1	-11.88% Jan 20, 2022 - Dec 6, 2023	-98.46% Aug 10, 2021 - Mar 25, 2026
#2	-7.65% Dec 6, 2023 - Jan 2, 2024	-0.65% Aug 5, 2021 - Aug 9, 2021
#3	-4.54% Jan 2, 2024 - Jun 27, 2024	N/A
#4	-4.02% Jul 29, 2024 - Oct 17, 2024	N/A
#5	-3.61% Jan 3, 2022 - Jan 20, 2022	N/A
#6	-2.96% Mar 27, 2025 - Jun 13, 2025	N/A
#7	-2.66% Nov 21, 2025 - Dec 15, 2025	N/A
#8	-2.45% Oct 30, 2024 - Jan 6, 2025	N/A
#9	-2.28% Jun 27, 2024 - Jul 10, 2024	N/A
#10	-2.23% Jul 10, 2024 - Jul 29, 2024	N/A
#11	-1.78% Mar 16, 2026 - Apr 28, 2026	N/A
#12	-1.76% Aug 25, 2025 - Sep 15, 2025	N/A
#13	-1.50% Apr 28, 2026 - May 8, 2026	N/A
#14	-1.42% Feb 28, 2025 - Mar 18, 2025	N/A
#15	-1.40% Sep 15, 2025 - Nov 21, 2025	N/A

Correlation

Correlation between HNNAZ and COOK is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101