COMP <GO>
HNNA vs BAC // REVENUE GROWTH (YOY)
Hennessy Advisors Inc. (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: HNNA 10
— BAC 1
▲ REVENUE GROWTH (YOY) LEADER: HNNA
LAST: $10.25 (+0.59%) • MKT CAP: $80.5M
revenue-growth
19.90%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
revenue-growth
6.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HNNA VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HNNA | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 38.50% | 2.50% | +36.00 | HNNA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.0x | 30.2x | -27.20 | HNNA | /valuation <GO> |
| Free Cash Flow Yield | 16.58% | 2.10% | +14.48 | HNNA | /fcf-yield <GO> |
| Operating Margin | 37.00% | 32.90% | +4.10 | HNNA | /operating-margins <GO> |
| Net Profit Margin | 28.00% | 27.00% | +1.00 | HNNA | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 19.90% | 6.80% | +13.10 | HNNA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.22% | 0.00% | +5.22 | HNNA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | HNNA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.0 | 38.3 | +9.70 | HNNA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.8x | 10.9x | -4.10 | HNNA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $80.5M | $357.61B | -$357.53B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HNNA REV | BAC REV | HNNA GROSS % | BAC GROSS % | HNNA FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $35.5M | $113.10B | — | — | $13.4M | $7.52B |
| FY 2024 | $29.6M | $105.86B | — | — | $9.0M | -$13.57B |
| FY 2023 | $24.0M | $102.77B | — | — | $7.1M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HNNA // BETA —
BAC // BETA 0.90