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SAMG vs HNNA
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
SAMG vs HNNA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $54M | $78M |
| Revenue (TTM) | $125M | $36M |
| Net Income (TTM) | $14M | $8M |
| Gross Margin | 33.0% | 70.1% |
| Operating Margin | 7.4% | 37.0% |
| Forward P/E | 11.4x | 7.8x |
| Total Debt | $24M | $41M |
| Cash & Equiv. | $44M | $72M |
SAMG vs HNNA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Silvercrest Asset M… (SAMG) | 100 | 116.9 | +16.9% |
| Hennessy Advisors, … (HNNA) | 100 | 123.9 | +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.
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
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%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 19.9% NII/revenue growth vs SAMG's 1.3% | |
| Value | Lower P/E (7.8x vs 11.4x) | |
| Quality / Margins | Efficiency ratio 0.3% vs HNNA's 0.3% (lower = leaner) | |
| Stability / Safety | Beta 0.30 vs SAMG's 0.83 | |
| Dividends | 6.1% yield, 8-year raise streak, vs HNNA's 5.4% | |
| Momentum (1Y) | -1.1% vs SAMG's -11.4% | |
| Efficiency (ROA) | Efficiency 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
SAMG vs HNNA — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
HNNA leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
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%.
| Metric | ||
|---|---|---|
| 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% |
Valuation Metrics
SAMG leads this category, winning 3 of 5 comparable metrics.
Valuation 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.
| Metric | ||
|---|---|---|
| Market CapShares × price | $54M | $78M |
| Enterprise ValueMkt cap + debt − cash | $34M | $46M |
| Trailing P/EPrice ÷ TTM EPS | 23.54x | 7.80x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.43x | — |
| PEG RatioP/E ÷ EPS growth rate | — | 2.12x |
| EV / EBITDAEnterprise value multiple | 2.91x | 3.44x |
| Price / SalesMarket cap ÷ Revenue | 0.43x | 2.20x |
| Price / BookPrice ÷ Book value/share | 1.37x | 0.79x |
| Price / FCFMarket cap ÷ FCF | 2.92x | 5.86x |
Profitability & Efficiency
SAMG leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
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.
| Metric | ||
|---|---|---|
| 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 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.28x | 0.41x |
| Net DebtTotal debt minus cash | -$20M | -$32M |
| Cash & Equiv.Liquid assets | $44M | $72M |
| Total DebtShort + long-term debt | $24M | $41M |
| Interest CoverageEBIT ÷ Interest expense | 83.82x | 7.35x |
Total Returns (Dividends Reinvested)
HNNA leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
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.
| Metric | ||
|---|---|---|
| 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% |
Risk & Volatility
Evenly matched — SAMG and HNNA each lead in 1 of 2 comparable metrics.
Risk & Volatility
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.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.83x | 0.30x |
| 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 0–100 | 48.7 | 54.0 |
| Avg Volume (50D)Average daily shares traded | 31K | 9K |
Analyst Outlook
SAMG leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, SAMG offers the higher dividend yield at 6.10% vs HNNA's 5.42%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | — |
| Price TargetConsensus 12-month target | — | — |
| # AnalystsCovering analysts | 3 | — |
| Dividend YieldAnnual dividend ÷ price | +6.1% | +5.4% |
| Dividend StreakConsecutive years of raises | 8 | 1 |
| Dividend / ShareAnnual DPS | $0.80 | $0.54 |
| Buyback YieldShare repurchases ÷ mkt cap | +56.2% | +0.6% |
SAMG leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). HNNA leads in 2 (Income & Cash Flow, Total Returns). 1 tied.
SAMG vs HNNA: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Which 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).
08Is 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.
09What 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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