Asset Management
Compare Stocks
2 / 10Stock Comparison
HNNA vs SAMG
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
HNNA vs SAMG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $81M | $56M |
| Revenue (TTM) | $36M | $125M |
| Net Income (TTM) | $8M | $14M |
| Gross Margin | 70.1% | 33.0% |
| Operating Margin | 37.0% | 7.4% |
| Forward P/E | 8.0x | 11.9x |
| Total Debt | $41M | $24M |
| Cash & Equiv. | $72M | $44M |
HNNA vs SAMG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Hennessy Advisors, … (HNNA) | 100 | 127.5 | +27.5% |
| Silvercrest Asset M… (SAMG) | 100 | 121.6 | +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.
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%
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
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 19.9% NII/revenue growth vs SAMG's 1.3% | |
| Value | Lower P/E (8.0x vs 11.9x) | |
| Quality / Margins | Efficiency ratio 0.3% vs HNNA's 0.3% (lower = leaner) | |
| Stability / Safety | Beta 0.30 vs SAMG's 0.83 | |
| Dividends | 5.9% yield, 8-year raise streak, vs HNNA's 5.3% | |
| Momentum (1Y) | +1.2% vs SAMG's -8.2% | |
| Efficiency (ROA) | Efficiency 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
HNNA vs SAMG — 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 | $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% |
Valuation Metrics
SAMG leads this category, winning 3 of 5 comparable metrics.
Valuation 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.
| Metric | ||
|---|---|---|
| Market CapShares × price | $81M | $56M |
| Enterprise ValueMkt cap + debt − cash | $49M | $36M |
| Trailing P/EPrice ÷ TTM EPS | 8.03x | 24.46x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 11.88x |
| PEG RatioP/E ÷ EPS growth rate | 2.18x | — |
| EV / EBITDAEnterprise value multiple | 3.62x | 3.09x |
| Price / SalesMarket cap ÷ Revenue | 2.27x | 0.45x |
| Price / BookPrice ÷ Book value/share | 0.82x | 1.42x |
| Price / FCFMarket cap ÷ FCF | 6.03x | 3.03x |
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 | +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 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.41x | 0.28x |
| Net DebtTotal debt minus cash | -$32M | -$20M |
| Cash & Equiv.Liquid assets | $72M | $44M |
| Total DebtShort + long-term debt | $41M | $24M |
| Interest CoverageEBIT ÷ Interest expense | 9.62x | 83.82x |
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 $13,761 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.
| Metric | ||
|---|---|---|
| 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% |
Risk & Volatility
Evenly matched — HNNA and SAMG 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. 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.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.30x | 0.83x |
| 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 0–100 | 51.6 | 43.7 |
| Avg Volume (50D)Average daily shares traded | 9K | 31K |
Analyst Outlook
SAMG leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, SAMG offers the higher dividend yield at 5.87% vs HNNA's 5.26%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | — |
| # AnalystsCovering analysts | — | 3 |
| Dividend YieldAnnual dividend ÷ price | +5.3% | +5.9% |
| Dividend StreakConsecutive years of raises | 1 | 8 |
| Dividend / ShareAnnual DPS | $0.54 | $0.80 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.6% | +54.0% |
SAMG leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). HNNA leads in 2 (Income & Cash Flow, Total Returns). 1 tied.
HNNA vs SAMG: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Which 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).
08Is 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.
09What 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
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.