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SAMG vs HNNA

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
SAMG
Silvercrest Asset Management Group Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$54M
5Y Perf.+16.9%
HNNA
Hennessy Advisors, Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$78M
5Y Perf.+23.9%

SAMG vs HNNA — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
SAMG logoSAMG
HNNA logoHNNA
IndustryAsset ManagementAsset Management
Market Cap$54M$78M
Revenue (TTM)$125M$36M
Net Income (TTM)$14M$8M
Gross Margin33.0%70.1%
Operating Margin7.4%37.0%
Forward P/E11.4x7.8x
Total Debt$24M$41M
Cash & Equiv.$44M$72M

SAMG vs HNNALong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

SAMG
HNNA
StockMay 20May 26Return
Silvercrest Asset M… (SAMG)100116.9+16.9%
Hennessy Advisors, … (HNNA)100123.9+23.9%

Price return only. Dividends and distributions are not included.

Quick Verdict: SAMG vs HNNA

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: HNNA leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Silvercrest Asset Management Group Inc. is the stronger pick specifically for profitability and margin quality and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
SAMG
Silvercrest Asset Management Group Inc.
The Banking Pick

SAMG is the clearest fit if your priority is income & stability and long-term compounding.

  • Dividend streak 8 yrs, beta 0.83, yield 6.1%
  • 51.0% 10Y total return vs HNNA's -34.6%
  • Lower volatility, beta 0.83, Low D/E 28.2%, current ratio 13.97x
Best for: income & stability and long-term compounding
HNNA
Hennessy Advisors, Inc.
The Banking Pick

HNNA carries the broadest edge in this set and is the clearest fit for growth exposure and bank quality.

  • Rev growth 19.9%, EPS growth 38.0%
  • NIM 1.7% vs SAMG's 0.4%
  • 19.9% NII/revenue growth vs SAMG's 1.3%
Best for: growth exposure and bank quality
See the full category breakdown
CategoryWinnerWhy
GrowthHNNA logoHNNA19.9% NII/revenue growth vs SAMG's 1.3%
ValueHNNA logoHNNALower P/E (7.8x vs 11.4x)
Quality / MarginsSAMG logoSAMGEfficiency ratio 0.3% vs HNNA's 0.3% (lower = leaner)
Stability / SafetyHNNA logoHNNABeta 0.30 vs SAMG's 0.83
DividendsSAMG logoSAMG6.1% yield, 8-year raise streak, vs HNNA's 5.4%
Momentum (1Y)HNNA logoHNNA-1.1% vs SAMG's -11.4%
Efficiency (ROA)SAMG logoSAMGEfficiency ratio 0.3% vs HNNA's 0.3%

SAMG vs HNNA — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

SAMGSilvercrest Asset Management Group Inc.
FY 2020
Family Office Services
100.0%$4M
HNNAHennessy Advisors, Inc.
FY 2025
Investment Advice
93.3%$33M
Shareholder Service
6.7%$2M

SAMG vs HNNA — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLSAMGLAGGINGHNNA

Income & Cash Flow (Last 12 Months)

HNNA leads this category, winning 5 of 5 comparable metrics.

SAMG is the larger business by revenue, generating $125M annually — 3.5x HNNA's $36M. HNNA is the more profitable business, keeping 28.0% of every revenue dollar as net income compared to SAMG's 11.2%.

MetricSAMG logoSAMGSilvercrest Asset…HNNA logoHNNAHennessy Advisors…
RevenueTrailing 12 months$125M$36M
EBITDAEarnings before interest/tax$12M$11M
Net IncomeAfter-tax profit$14M$8M
Free Cash FlowCash after capex$17M$10M
Gross MarginGross profit ÷ Revenue+33.0%+70.1%
Operating MarginEBIT ÷ Revenue+7.4%+37.0%
Net MarginNet income ÷ Revenue+11.2%+28.0%
FCF MarginFCF ÷ Revenue+14.8%+37.6%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-108.8%-27.3%
HNNA leads this category, winning 5 of 5 comparable metrics.

Valuation Metrics

SAMG leads this category, winning 3 of 5 comparable metrics.

At 7.8x trailing earnings, HNNA trades at a 67% valuation discount to SAMG's 23.5x P/E. On an enterprise value basis, SAMG's 2.9x EV/EBITDA is more attractive than HNNA's 3.4x.

MetricSAMG logoSAMGSilvercrest Asset…HNNA logoHNNAHennessy Advisors…
Market CapShares × price$54M$78M
Enterprise ValueMkt cap + debt − cash$34M$46M
Trailing P/EPrice ÷ TTM EPS23.54x7.80x
Forward P/EPrice ÷ next-FY EPS est.11.43x
PEG RatioP/E ÷ EPS growth rate2.12x
EV / EBITDAEnterprise value multiple2.91x3.44x
Price / SalesMarket cap ÷ Revenue0.43x2.20x
Price / BookPrice ÷ Book value/share1.37x0.79x
Price / FCFMarket cap ÷ FCF2.92x5.86x
SAMG leads this category, winning 3 of 5 comparable metrics.

Profitability & Efficiency

SAMG leads this category, winning 5 of 9 comparable metrics.

SAMG delivers a 14.2% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $9 for HNNA. SAMG carries lower financial leverage with a 0.28x debt-to-equity ratio, signaling a more conservative balance sheet compared to HNNA's 0.41x. On the Piotroski fundamental quality scale (0–9), HNNA scores 7/9 vs SAMG's 6/9, reflecting strong financial health.

MetricSAMG logoSAMGSilvercrest Asset…HNNA logoHNNAHennessy Advisors…
ROE (TTM)Return on equity+14.2%+8.5%
ROA (TTM)Return on assets+8.8%+5.3%
ROICReturn on invested capital+5.6%+7.3%
ROCEReturn on capital employed+5.3%+8.7%
Piotroski ScoreFundamental quality 0–967
Debt / EquityFinancial leverage0.28x0.41x
Net DebtTotal debt minus cash-$20M-$32M
Cash & Equiv.Liquid assets$44M$72M
Total DebtShort + long-term debt$24M$41M
Interest CoverageEBIT ÷ Interest expense83.82x7.35x
SAMG leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

HNNA leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in HNNA five years ago would be worth $13,453 today (with dividends reinvested), compared to $11,700 for SAMG. Over the past 12 months, HNNA leads with a -1.1% total return vs SAMG's -11.4%. The 3-year compound annual growth rate (CAGR) favors HNNA at 17.6% vs SAMG's -3.9% — a key indicator of consistent wealth creation.

MetricSAMG logoSAMGSilvercrest Asset…HNNA logoHNNAHennessy Advisors…
YTD ReturnYear-to-date-13.1%+4.4%
1-Year ReturnPast 12 months-11.4%-1.1%
3-Year ReturnCumulative with dividends-11.3%+62.8%
5-Year ReturnCumulative with dividends+17.0%+34.5%
10-Year ReturnCumulative with dividends+51.0%-34.6%
CAGR (3Y)Annualised 3-year return-3.9%+17.6%
HNNA leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

Evenly matched — SAMG and HNNA each lead in 1 of 2 comparable metrics.

HNNA is the less volatile stock with a 0.30 beta — it tends to amplify market swings less than SAMG's 0.83 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.

MetricSAMG logoSAMGSilvercrest Asset…HNNA logoHNNAHennessy Advisors…
Beta (5Y)Sensitivity to S&P 5000.83x0.30x
52-Week HighHighest price in past year$16.99$13.19
52-Week LowLowest price in past year$12.79$8.90
% of 52W HighCurrent price vs 52-week peak+77.6%+75.1%
RSI (14)Momentum oscillator 0–10048.754.0
Avg Volume (50D)Average daily shares traded31K9K
Evenly matched — SAMG and HNNA each lead in 1 of 2 comparable metrics.

Analyst Outlook

SAMG leads this category, winning 2 of 2 comparable metrics.

For income investors, SAMG offers the higher dividend yield at 6.10% vs HNNA's 5.42%.

MetricSAMG logoSAMGSilvercrest Asset…HNNA logoHNNAHennessy Advisors…
Analyst RatingConsensus buy/hold/sellBuy
Price TargetConsensus 12-month target
# AnalystsCovering analysts3
Dividend YieldAnnual dividend ÷ price+6.1%+5.4%
Dividend StreakConsecutive years of raises81
Dividend / ShareAnnual DPS$0.80$0.54
Buyback YieldShare repurchases ÷ mkt cap+56.2%+0.6%
SAMG leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

SAMG leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). HNNA leads in 2 (Income & Cash Flow, Total Returns). 1 tied.

Best OverallSilvercrest Asset Managemen… (SAMG)Leads 3 of 6 categories
Loading custom metrics...

SAMG vs HNNA: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is SAMG or HNNA a better buy right now?

For growth investors, Hennessy Advisors, Inc.

(HNNA) is the stronger pick with 19. 9% revenue growth year-over-year, versus 1. 3% for Silvercrest Asset Management Group Inc. (SAMG). Hennessy Advisors, Inc. (HNNA) offers the better valuation at 7. 8x trailing P/E, making it the more compelling value choice. Analysts rate Silvercrest Asset Management Group Inc. (SAMG) a "Buy" — based on 3 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — SAMG or HNNA?

On trailing P/E, Hennessy Advisors, Inc.

(HNNA) is the cheapest at 7. 8x versus Silvercrest Asset Management Group Inc. at 23. 5x.

03

Which is the better long-term investment — SAMG or HNNA?

Over the past 5 years, Hennessy Advisors, Inc.

(HNNA) delivered a total return of +34. 5%, compared to +17. 0% for Silvercrest Asset Management Group Inc. (SAMG). Over 10 years, the gap is even starker: SAMG returned +51. 0% versus HNNA's -34. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — SAMG or HNNA?

By beta (market sensitivity over 5 years), Hennessy Advisors, Inc.

(HNNA) is the lower-risk stock at 0. 30β versus Silvercrest Asset Management Group Inc. 's 0. 83β — meaning SAMG is approximately 174% more volatile than HNNA relative to the S&P 500. On balance sheet safety, Silvercrest Asset Management Group Inc. (SAMG) carries a lower debt/equity ratio of 28% versus 41% for Hennessy Advisors, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — SAMG or HNNA?

By revenue growth (latest reported year), Hennessy Advisors, Inc.

(HNNA) is pulling ahead at 19. 9% versus 1. 3% for Silvercrest Asset Management Group Inc. (SAMG). On earnings-per-share growth, the picture is similar: Hennessy Advisors, Inc. grew EPS 38. 0% year-over-year, compared to -44. 0% for Silvercrest Asset Management Group Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — SAMG or HNNA?

Hennessy Advisors, Inc.

(HNNA) is the more profitable company, earning 28. 0% net margin versus 11. 2% for Silvercrest Asset Management Group Inc. — meaning it keeps 28. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HNNA leads at 37. 0% versus 7. 4% for SAMG. At the gross margin level — before operating expenses — HNNA leads at 70. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Which pays a better dividend — SAMG or HNNA?

All stocks in this comparison pay dividends.

Silvercrest Asset Management Group Inc. (SAMG) offers the highest yield at 6. 1%, versus 5. 4% for Hennessy Advisors, Inc. (HNNA).

08

Is SAMG or HNNA better for a retirement portfolio?

For long-horizon retirement investors, Hennessy Advisors, Inc.

(HNNA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 30), 5. 4% yield). Both have compounded well over 10 years (HNNA: -34. 6%, SAMG: +51. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

09

What are the main differences between SAMG and HNNA?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: SAMG is a small-cap income-oriented stock; HNNA is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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SAMG

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 6%
  • Dividend Yield > 2.4%
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HNNA

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 9%
  • Net Margin > 16%
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Beat Both

Find stocks that outperform SAMG and HNNA on the metrics below

Revenue Growth>
%
(SAMG: 1.3% · HNNA: 19.9%)
Net Margin>
%
(SAMG: 11.2% · HNNA: 28.0%)
P/E Ratio<
x
(SAMG: 23.5x · HNNA: 7.8x)

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