SRI vs HNNAZ

Comparison between Stoneridge Inc (SRI, Company) and Hennessy Advisors Inc (HNNAZ, Company).

5-Year PerformanceHNNAZ has outperformed SRI, delivering a return of +4.2% compared to -22.9%

SRI vs HNNAZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SRI(COMPANY)	HNNAZ(COMPANY)
Market Cap	$197M	$199M
Max Drawdown	92.08%	17.23%
Sharpe Ratio	0.10	0.22
5Y Beta	2.14	0.03
Industry	Auto Parts	N/A
P/E Ratio	-1.63	21.77
Forward P/E	20.28	N/A
PEG Ratio	-0.01	8.92
5Y EPS CAGR	N/A	3.86%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	17.24%	5.96%

Market Cap

SRI

$197M

Winner

HNNAZ

$199M

Max Drawdown

SRI

92.08%

Winner

HNNAZ

17.23%

Sharpe Ratio

SRI

0.10

Winner

HNNAZ

0.22

5Y Beta

SRI

2.14

Winner

HNNAZ

0.03

Industry

SRI

Auto Parts

HNNAZ

N/A

P/E Ratio

Winner

SRI

-1.63

HNNAZ

21.77

Forward P/E

SRI

20.28

HNNAZ

N/A

PEG Ratio

Winner

SRI

-0.01

HNNAZ

8.92

5Y EPS CAGR

SRI

N/A

HNNAZ

3.86%

Debt to Equity

SRI

0.00%

HNNAZ

0.00%

Free Cash Flow Yield

Winner

SRI

17.24%

HNNAZ

5.96%

SRI vs HNNAZ - Historical Returns

Returns include dividend reinvestment.

Period	SRI	HNNAZ
1 month	-3.81%	+0.00%
3 months	+1.15%	+0.98%
6 months	-19.95%	+1.59%
1 year	-13.80%	+5.23%
5 years(CAGR)	-22.90%	+4.16%
10 years(CAGR)	-8.57%	N/A
Max(CAGR)	-2.95%	+4.16%

SRI

-3.81%

Winner

HNNAZ

+0.00%

Winner

SRI

+1.15%

HNNAZ

+0.98%

SRI

-19.95%

Winner

HNNAZ

+1.59%

SRI

-13.80%

Winner

HNNAZ

+5.23%

5Y(CAGR)

SRI

-22.90%

Winner

HNNAZ

+4.16%

10Y(CAGR)

SRI

-8.57%

HNNAZ

N/A

Max(CAGR)

SRI

-2.95%

Winner

HNNAZ

+4.16%

SRI vs HNNAZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SRI	HNNAZ
2026	+18.26%	+2.06%
2025	-1.19%	+8.40%
2024	-67.17%	+3.10%
2023	-11.05%	+5.57%
2022	+7.10%	-5.51%
2021	-32.97%	+1.17%
2020	-0.17%	N/A
2019	+16.44%	N/A
2018	+8.26%	N/A
2017	+29.89%	N/A
2016	+30.65%	N/A
2015	+14.20%	N/A
2014	+2.72%	N/A
2013	+131.82%	N/A
2012	-41.35%	N/A
2011	-47.90%	N/A
2010	+72.57%	N/A
2009	+100.67%	N/A
2008	-44.05%	N/A
2007	-2.55%	N/A
2006	+27.77%	N/A
2005	-55.12%	N/A
2004	-0.59%	N/A
2003	+16.67%	N/A
2002	+30.48%	N/A
2001	+40.00%	N/A
2000	-54.24%	N/A
1999	-1.97%	N/A

SRI vs HNNAZ Drawdown Comparison

The maximum drawdown for SRI was -92.08%, occurring on Feb 2, 2009. Recovery took 2181 trading sessions.

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

The current SRI drawdown is -81.02%. The current HNNAZ drawdown is -0.38%.

Rank	SRI	HNNAZ
#1	-92.08% Jul 16, 2008 - Mar 15, 2017	-11.88% Jan 20, 2022 - Dec 6, 2023
#2	-90.29% Mar 12, 2021 - Apr 8, 2025	-7.65% Dec 6, 2023 - Jan 2, 2024
#3	-73.59% Jun 26, 2002 - Jul 16, 2008	-4.54% Jan 2, 2024 - Jun 27, 2024
#4	-70.51% Dec 27, 1999 - May 7, 2002	-4.02% Jul 29, 2024 - Oct 17, 2024
#5	-62.56% Jun 22, 2018 - Mar 12, 2021	-3.61% Jan 3, 2022 - Jan 20, 2022
#6	-28.56% May 2, 2017 - Oct 2, 2017	-2.96% Mar 27, 2025 - Jun 13, 2025
#7	-23.89% May 15, 2002 - Jun 12, 2002	-2.66% Nov 21, 2025 - Dec 15, 2025
#8	-23.81% Nov 1, 1999 - Dec 21, 1999	-2.45% Oct 30, 2024 - Jan 6, 2025
#9	-17.42% Jan 19, 2018 - Mar 20, 2018	-2.28% Jun 27, 2024 - Jul 10, 2024
#10	-10.67% Mar 15, 2017 - Apr 27, 2017	-2.23% Jul 10, 2024 - Jul 29, 2024
#11	-10.24% Apr 18, 2018 - May 14, 2018	-1.78% Mar 16, 2026 - Apr 28, 2026
#12	-9.52% Jun 18, 2002 - Jun 26, 2002	-1.76% Aug 25, 2025 - Sep 15, 2025
#13	-8.87% May 7, 2002 - May 15, 2002	-1.50% Apr 28, 2026 - May 8, 2026
#14	-8.40% Oct 31, 2017 - Nov 21, 2017	-1.42% Feb 28, 2025 - Mar 18, 2025
#15	-8.12% Nov 29, 2017 - Dec 12, 2017	-1.40% Sep 15, 2025 - Nov 21, 2025