COMP <GO>
HNNA vs BRK-A // EV/EBITDA & P/E VALUATION
Hennessy Advisors Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: HNNA 9
— BRK-A 2
▲ EV/EBITDA & P/E VALUATION LEADER: HNNA
LAST: $10.19 (0.00%) • MKT CAP: $80.5M
valuation
3.0x
LAST: $817,500.00 (+0.68%) • MKT CAP: $1.20T
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HNNA VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HNNA | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 38.50% | 11.47% | +27.03 | HNNA | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 3.0x | 9.7x | -6.68 | HNNA | /valuation <GO> |
| Free Cash Flow Yield | 16.58% | 2.09% | +14.49 | HNNA | /fcf-yield <GO> |
| Operating Margin | 37.00% | 27.80% | +9.20 | HNNA | /operating-margins <GO> |
| Net Profit Margin | 28.00% | 22.30% | +5.70 | HNNA | /net-margins <GO> |
| Revenue Growth (YoY) | 19.90% | 3.93% | +15.97 | 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 | 4/9 | +4.00 | HNNA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.0 | 68.1 | -20.10 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.13 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.8x | 24.3x | -17.54 | HNNA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $80.5M | $1.20T | -$1.20T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HNNA REV | BRK-A REV | HNNA GROSS % | BRK-A GROSS % | HNNA FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $35.5M | $247.24B | — | — | $13.4M | $25.04B |
| FY 2024 | $29.6M | $249.71B | — | — | $9.0M | $11.62B |
| FY 2023 | $24.0M | $254.91B | — | — | $7.1M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HNNA // BETA —
BRK-A // BETA 1.13