HNNA vs SAMG vs GROW vs DHIL vs CSWC

For growth investors, Hennessy Advisors, Inc.

(HNNA) is the stronger pick with 19. 9% revenue growth year-over-year, versus -23. 1% for U. S. Global Investors, Inc. (GROW). 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.

On trailing P/E, Hennessy Advisors, Inc.

(HNNA) is the cheapest at 8. 0x versus Silvercrest Asset Management Group Inc. at 24. 5x. On forward P/E, Diamond Hill Investment Group, Inc. is actually cheaper at 9. 5x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Capital Southwest Corporation (CSWC) delivered a total return of +51.

4%, compared to -58. 6% for U. S. Global Investors, Inc. (GROW). Over 10 years, the gap is even starker: CSWC returned +234. 2% 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.

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

(HNNA) is the lower-risk stock at 0. 30β versus Capital Southwest Corporation's 0. 84β — meaning CSWC is approximately 176% more volatile than HNNA relative to the S&P 500. On balance sheet safety, U. S. Global Investors, Inc. (GROW) carries a lower debt/equity ratio of 0% versus 36% for Diamond Hill Investment Group, Inc. — giving it more financial flexibility in a downturn.

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

(HNNA) is pulling ahead at 19. 9% versus -23. 1% for U. S. Global Investors, Inc. (GROW). On earnings-per-share growth, the picture is similar: Hennessy Advisors, Inc. grew EPS 38. 0% year-over-year, compared to -126. 6% for U. S. Global Investors, 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.

Capital Southwest Corporation (CSWC) is the more profitable company, earning 43.

1% net margin versus -4. 0% for U. S. Global Investors, Inc. — meaning it keeps 43. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CSWC leads at 48. 5% versus -35. 3% for GROW. At the gross margin level — before operating expenses — DHIL leads at 96. 0%, 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.

On forward earnings alone, Diamond Hill Investment Group, Inc.

(DHIL) trades at 9. 5x forward P/E versus 11. 9x for Silvercrest Asset Management Group Inc. — 2. 4x cheaper on a one-year earnings basis.

All stocks in this comparison pay dividends.

Capital Southwest Corporation (CSWC) offers the highest yield at 10. 2%, versus 3. 5% for U. S. Global Investors, Inc. (GROW).

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.

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; GROW is a small-cap income-oriented stock; DHIL is a small-cap deep-value stock; CSWC is a small-cap deep-value 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.