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Stock Comparison

HNNA vs SAMG

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

Live fundamentals10-year financials5-year price chart
HNNA
Hennessy Advisors, Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$81M
5Y Perf.+27.5%
SAMG
Silvercrest Asset Management Group Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$56M
5Y Perf.+21.6%

HNNA vs SAMG — Key Financials

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

Company Snapshot
HNNA logoHNNA
SAMG logoSAMG
IndustryAsset ManagementAsset Management
Market Cap$81M$56M
Revenue (TTM)$36M$125M
Net Income (TTM)$8M$14M
Gross Margin70.1%33.0%
Operating Margin37.0%7.4%
Forward P/E8.0x11.9x
Total Debt$41M$24M
Cash & Equiv.$72M$44M

HNNA vs SAMGLong-Term Stock Performance

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

HNNA
SAMG
StockMay 20May 26Return
Hennessy Advisors, … (HNNA)100127.5+27.5%
Silvercrest Asset M… (SAMG)100121.6+21.6%

Price return only. Dividends and distributions are not included.

Quick Verdict: HNNA vs SAMG

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.
HNNA
Hennessy Advisors, Inc.
The Banking Pick

HNNA carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.

  • Rev growth 19.9%, EPS growth 38.0%
  • Lower volatility, beta 0.30, Low D/E 41.4%, current ratio 12.72x
  • NIM 1.7% vs SAMG's 0.4%
Best for: growth exposure and sleep-well-at-night
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 5.9%
  • 61.1% 10Y total return vs HNNA's -35.0%
  • Beta 0.83, yield 5.9%, current ratio 13.97x
Best for: income & stability and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthHNNA logoHNNA19.9% NII/revenue growth vs SAMG's 1.3%
ValueHNNA logoHNNALower P/E (8.0x vs 11.9x)
Quality / MarginsSAMG logoSAMGEfficiency ratio 0.3% vs HNNA's 0.3% (lower = leaner)
Stability / SafetyHNNA logoHNNABeta 0.30 vs SAMG's 0.83
DividendsSAMG logoSAMG5.9% yield, 8-year raise streak, vs HNNA's 5.3%
Momentum (1Y)HNNA logoHNNA+1.2% vs SAMG's -8.2%
Efficiency (ROA)SAMG logoSAMGEfficiency ratio 0.3% vs HNNA's 0.3%

HNNA vs SAMG — Revenue Breakdown by Segment

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

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

HNNA vs SAMG — 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%.

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

Valuation Metrics

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

At 8.0x trailing earnings, HNNA trades at a 67% valuation discount to SAMG's 24.5x P/E. On an enterprise value basis, SAMG's 3.1x EV/EBITDA is more attractive than HNNA's 3.6x.

MetricHNNA logoHNNAHennessy Advisors…SAMG logoSAMGSilvercrest Asset…
Market CapShares × price$81M$56M
Enterprise ValueMkt cap + debt − cash$49M$36M
Trailing P/EPrice ÷ TTM EPS8.03x24.46x
Forward P/EPrice ÷ next-FY EPS est.11.88x
PEG RatioP/E ÷ EPS growth rate2.18x
EV / EBITDAEnterprise value multiple3.62x3.09x
Price / SalesMarket cap ÷ Revenue2.27x0.45x
Price / BookPrice ÷ Book value/share0.82x1.42x
Price / FCFMarket cap ÷ FCF6.03x3.03x
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.

MetricHNNA logoHNNAHennessy Advisors…SAMG logoSAMGSilvercrest Asset…
ROE (TTM)Return on equity+8.5%+14.2%
ROA (TTM)Return on assets+5.3%+8.8%
ROICReturn on invested capital+7.3%+5.6%
ROCEReturn on capital employed+8.7%+5.3%
Piotroski ScoreFundamental quality 0–976
Debt / EquityFinancial leverage0.41x0.28x
Net DebtTotal debt minus cash-$32M-$20M
Cash & Equiv.Liquid assets$72M$44M
Total DebtShort + long-term debt$41M$24M
Interest CoverageEBIT ÷ Interest expense9.62x83.82x
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 $13,761 today (with dividends reinvested), compared to $12,059 for SAMG. Over the past 12 months, HNNA leads with a +1.2% total return vs SAMG's -8.2%. The 3-year compound annual growth rate (CAGR) favors HNNA at 18.6% vs SAMG's -2.9% — a key indicator of consistent wealth creation.

MetricHNNA logoHNNAHennessy Advisors…SAMG logoSAMGSilvercrest Asset…
YTD ReturnYear-to-date+7.4%-9.7%
1-Year ReturnPast 12 months+1.2%-8.2%
3-Year ReturnCumulative with dividends+66.8%-8.4%
5-Year ReturnCumulative with dividends+37.6%+20.6%
10-Year ReturnCumulative with dividends-35.0%+61.1%
CAGR (3Y)Annualised 3-year return+18.6%-2.9%
HNNA leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

Evenly matched — HNNA and SAMG 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. SAMG currently trades 80.6% from its 52-week high vs HNNA's 77.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricHNNA logoHNNAHennessy Advisors…SAMG logoSAMGSilvercrest Asset…
Beta (5Y)Sensitivity to S&P 5000.30x0.83x
52-Week HighHighest price in past year$13.19$16.99
52-Week LowLowest price in past year$8.90$12.79
% of 52W HighCurrent price vs 52-week peak+77.3%+80.6%
RSI (14)Momentum oscillator 0–10051.643.7
Avg Volume (50D)Average daily shares traded9K31K
Evenly matched — HNNA and SAMG 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 5.87% vs HNNA's 5.26%.

MetricHNNA logoHNNAHennessy Advisors…SAMG logoSAMGSilvercrest Asset…
Analyst RatingConsensus buy/hold/sellBuy
Price TargetConsensus 12-month target
# AnalystsCovering analysts3
Dividend YieldAnnual dividend ÷ price+5.3%+5.9%
Dividend StreakConsecutive years of raises18
Dividend / ShareAnnual DPS$0.54$0.80
Buyback YieldShare repurchases ÷ mkt cap+0.6%+54.0%
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...

HNNA vs SAMG: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is HNNA or SAMG 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 8. 0x 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 — HNNA or SAMG?

On trailing P/E, Hennessy Advisors, Inc.

(HNNA) is the cheapest at 8. 0x versus Silvercrest Asset Management Group Inc. at 24. 5x.

03

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

Over the past 5 years, Hennessy Advisors, Inc.

(HNNA) delivered a total return of +37. 6%, compared to +20. 6% for Silvercrest Asset Management Group Inc. (SAMG). Over 10 years, the gap is even starker: SAMG returned +61. 1% versus HNNA's -35. 0%. 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 — HNNA or SAMG?

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 — HNNA or SAMG?

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 — HNNA or SAMG?

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 — HNNA or SAMG?

All stocks in this comparison pay dividends.

Silvercrest Asset Management Group Inc. (SAMG) offers the highest yield at 5. 9%, versus 5. 3% for Hennessy Advisors, Inc. (HNNA).

08

Is HNNA or SAMG 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. 3% yield). Both have compounded well over 10 years (HNNA: -35. 0%, SAMG: +61. 1%), 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 HNNA and SAMG?

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: HNNA is a small-cap high-growth stock; SAMG is a small-cap income-oriented 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.

Find Stocks Like These

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Stocks Like

HNNA

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 9%
  • Net Margin > 16%
Run This Screen
Stocks Like

SAMG

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 6%
  • Dividend Yield > 2.3%
Run This Screen
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Beat Both

Find stocks that outperform HNNA and SAMG on the metrics below

Revenue Growth>
%
(HNNA: 19.9% · SAMG: 1.3%)
Net Margin>
%
(HNNA: 28.0% · SAMG: 11.2%)
P/E Ratio<
x
(HNNA: 8.0x · SAMG: 24.5x)

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