PLMK (Plum Acquisition IV) ROE %: 2.74% (As of Mar. 2026) — 61% Below Median

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PLMK Plum Acquisition Corp IV PLMK
14 GF Score
Price $10.61
! 1 Warning Sign
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What is Plum Acquisition IV ROE %?

Plum Acquisition IV PLMK 14 ROE % is 2.74% as of Mar. 2026, which is 61% below its 10-year median of 6.95. GuruFocus rates PLMK with a GF Score™ of 14/100. The stock has 1 warning sign investors should review. Among 482 Diversified Financial Services companies, Plum Acquisition IV ranks better than 75.93% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Plum Acquisition IV's annualized net income for the quarter that ended in Mar. 2026 was $4.80 Mil. Plum Acquisition IV's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was $174.92 Mil. Therefore, Plum Acquisition IV's annualized ROE % for the quarter that ended in Mar. 2026 was 2.74%.

The historical rank and industry rank for Plum Acquisition IV's ROE % or its related term are showing as below:

PLMK' s ROE % Range Over the Past 10 Years
Min: 3.52   Med: 6.95   Max: 6.95
Current: 3.52

During the past 2 years, Plum Acquisition IV's highest ROE % was 6.95%. The lowest was 3.52%. And the median was 6.95%.

PLMK's ROE % is ranked better than
75.93% of 482 companies
in the Diversified Financial Services industry
Industry Median: 1.63 vs PLMK: 3.52

Plum Acquisition IV  (NAS:PLMK) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=4.796/174.9175
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(4.796 / 0)*(0 / 182.326)*(182.326 / 174.9175)
=Net Margin %*Asset Turnover*Equity Multiplier
=N/A %*0*1.0424
=ROA %*Equity Multiplier
=N/A %*1.0424
=2.74 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=4.796/174.9175
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (4.796 / 4.796) * (4.796 / -1.012) * (-1.012 / 0) * (0 / 182.326) * (182.326 / 174.9175)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1 * -4.7391 * N/A % * 0 * 1.0424
=2.74 %

Note: The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Plum Acquisition IV ROE % Related Terms


Plum Acquisition IV ROE % Historical Data

* Premium members only.

The historical data trend for Plum Acquisition IV's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Plum Acquisition IV ROE % Chart

Plum Acquisition IV Annual Data
Trend Dec24 Dec25
ROE %
0.00 6.95

Plum Acquisition IV Quarterly Data
Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Get a 7-Day Free Trial 5.58 3.83 3.91 3.60 2.74

PLMK vs DMAA, FACT, TRGS: ROE % Comparison

For the Shell Companies subindustry, Plum Acquisition IV's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Plum Acquisition IV ROE % vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Plum Acquisition IV's ROE % distribution charts can be found below:

* The bar in red indicates where Plum Acquisition IV's ROE % falls into.


PLMK
14GF Score
Plum Acquisition Corp IV PLMK
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Plum Acquisition IV ROE % Calculation

Plum Acquisition IV's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=6.052/( (-0.067+174.318)/ 2 )
=6.052/87.1255
=6.95 %

Plum Acquisition IV's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=4.796/( (174.318+175.517)/ 2 )
=4.796/174.9175
=2.74 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 2.74% mean?
Plum Acquisition IV (PLMK) has a ROE % of 2.74% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Plum Acquisition IV and its competitors. This is 61% below median its historical median of 6.95. Over the past decade, Plum Acquisition IV's ROE % has ranged from 3.52 to 6.95. According to the industry distribution chart, Plum Acquisition IV ranks #116 out of 482 companies in the Diversified Financial Services industry, placing it in the top 24.1%.
Is Plum Acquisition IV's ROE % too high?
Plum Acquisition IV's current ROE % of 2.74% is 61% below median its 10-year median of 6.95. Over the past 10 years, this metric has ranged from a low of 3.52 to a high of 6.95. The Diversified Financial Services industry median ROE % is 1.63. Plum Acquisition IV's value of 2.74% is 68.1% above this industry median. Based on the distribution chart, Plum Acquisition IV ranks #116 out of 482 companies in the Diversified Financial Services industry, which is in the top quartile — a strong position relative to peers. Overall, Plum Acquisition IV has a GF Score™ of 14/100, reflecting its overall financial health beyond just this single metric.
How does Plum Acquisition IV's ROE % compare to DMAA and FACT?
According to the Diversified Financial Services industry distribution chart, Plum Acquisition IV ranks #116 out of 482 companies for ROE %. This places Plum Acquisition IV in the top 24% of its industry — outperforming the majority of peers. The industry median ROE % is 1.63. Plum Acquisition IV's value of 2.74% is 68.1% above this benchmark. Historically, Plum Acquisition IV's own ROE % has ranged from 3.52 to 6.95 over the past decade. While the company's 10-year median is 6.95 vs. the industry median of 1.63, Plum Acquisition IV has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for a Diversified Financial Services company?
The median ROE % among Diversified Financial Services companies is 1.63, based on 482 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Plum Acquisition IV's current ROE % of 2.74% is 68.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Plum Acquisition IV and its competitors. For the Diversified Financial Services industry, the median ROE % is 1.63 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Plum Acquisition IV's current ROE % is 2.74%, which is 61% below median its own 10-year median of 6.95. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Plum Acquisition IV stock overvalued right now?
Plum Acquisition IV (PLMK) has a current ROE % of 2.74%. The current ROE % is 2.74%, which is 61% below median its 10-year median of 6.95 and 68.1% above the Diversified Financial Services industry median of 1.63. Plum Acquisition IV's overall GF Score™ is 14/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Plum Acquisition IV (PLMK), the current ROE % is 2.74% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Plum Acquisition IV Business Description

Address 2021 Fillmore Street, Suite 2089, San Francisco, CA, USA, 94115
Plum Acquisition Corp IV is a blank check company.
14GF Score

Get the complete analysis for PLMK

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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