HNNAZ vs PLMK

Comparison between Hennessy Advisors Inc (HNNAZ, Company) and Plum Acquisition Corp IV - Class A (PLMK, Company).

HNNAZ vs PLMK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HNNAZ(COMPANY)	PLMK(COMPANY)
Market Cap	$199M	$197M
Max Drawdown	17.23%	1.89%
Sharpe Ratio	0.37	0.05
5Y Beta	0.04	-0.00
Industry	N/A	Shell Companies
P/E Ratio	21.77	34.32
PEG Ratio	8.92	N/A
5Y EPS CAGR	3.86%	N/A
Debt to Equity	0.00%	0.14%
Free Cash Flow Yield	5.96%	-0.37%

Market Cap

Winner

HNNAZ

$199M

PLMK

$197M

Max Drawdown

HNNAZ

17.23%

Winner

PLMK

1.89%

Sharpe Ratio

Winner

HNNAZ

0.37

PLMK

0.05

5Y Beta

HNNAZ

0.04

Winner

PLMK

-0.00

Industry

HNNAZ

N/A

PLMK

Shell Companies

P/E Ratio

Winner

HNNAZ

21.77

PLMK

34.32

PEG Ratio

HNNAZ

8.92

PLMK

N/A

5Y EPS CAGR

HNNAZ

3.86%

PLMK

N/A

Debt to Equity

Winner

HNNAZ

0.00%

PLMK

0.14%

Free Cash Flow Yield

Winner

HNNAZ

5.96%

PLMK

-0.37%

HNNAZ vs PLMK - Historical Returns

Returns include dividend reinvestment.

Period	HNNAZ	PLMK
1 month	+1.14%	+0.28%
3 months	+1.63%	+1.23%
6 months	+2.88%	+2.30%
1 year	+5.27%	+3.89%
5 years(CAGR)	+4.32%	N/A
Max(CAGR)	+4.32%	+5.05%

Winner

HNNAZ

+1.14%

PLMK

+0.28%

Winner

HNNAZ

+1.63%

PLMK

+1.23%

Winner

HNNAZ

+2.88%

PLMK

+2.30%

Winner

HNNAZ

+5.27%

PLMK

+3.89%

5Y(CAGR)

HNNAZ

+4.32%

PLMK

N/A

Max(CAGR)

HNNAZ

+4.32%

Winner

PLMK

+5.05%

HNNAZ vs PLMK - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	HNNAZ	PLMK
2026	+2.14%	+2.40%
2025	+8.40%	+4.92%
2024	+3.10%	N/A
2023	+5.57%	N/A
2022	-5.51%	N/A
2021	+1.17%	N/A

HNNAZ vs PLMK Drawdown Comparison

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

The maximum drawdown for PLMK was -1.89%, occurring on Nov 24, 2025. Recovery took 106 trading sessions.

The current HNNAZ drawdown is -0.30%.

Rank	HNNAZ	PLMK
#1	-11.88% Jan 20, 2022 - Dec 6, 2023	-1.89% Oct 21, 2025 - Mar 25, 2026
#2	-7.65% Dec 6, 2023 - Jan 2, 2024	-0.69% Mar 24, 2025 - Apr 29, 2025
#3	-4.54% Jan 2, 2024 - Jun 27, 2024	-0.68% Jul 31, 2025 - Oct 16, 2025
#4	-4.02% Jul 29, 2024 - Oct 17, 2024	-0.56% May 13, 2026 - Jun 18, 2026
#5	-3.61% Jan 3, 2022 - Jan 20, 2022	-0.47% Mar 25, 2026 - Apr 14, 2026
#6	-2.96% Mar 27, 2025 - Jun 13, 2025	-0.38% Apr 14, 2026 - May 6, 2026
#7	-2.66% Nov 21, 2025 - Dec 15, 2025	-0.29% Jun 23, 2025 - Jul 18, 2025
#8	-2.45% Oct 30, 2024 - Jan 6, 2025	-0.20% Feb 6, 2025 - Feb 21, 2025
#9	-2.28% Jun 27, 2024 - Jul 10, 2024	-0.20% Mar 6, 2025 - Mar 19, 2025
#10	-2.23% Jul 10, 2024 - Jul 29, 2024	-0.20% May 5, 2025 - May 28, 2025
#11	-1.78% Mar 16, 2026 - Apr 28, 2026	-0.20% Jun 4, 2025 - Jun 10, 2025
#12	-1.76% Aug 25, 2025 - Sep 15, 2025	-0.14% May 7, 2026 - May 13, 2026
#13	-1.50% Apr 28, 2026 - May 8, 2026	-0.10% Feb 21, 2025 - Feb 25, 2025
#14	-1.42% Feb 28, 2025 - Mar 18, 2025	-0.10% Jan 31, 2025 - Feb 5, 2025
#15	-1.40% Sep 15, 2025 - Nov 21, 2025	-0.10% Jul 25, 2025 - Jul 31, 2025