COMP <GO>
HNNA vs BRK-B // OPERATING MARGIN
Hennessy Advisors Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: HNNA 9
— BRK-B 2
▲ OPERATING MARGIN LEADER: HNNA
LAST: $10.19 (0.00%) • MKT CAP: $80.5M
operating-margins
37.00%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
operating-margins
27.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HNNA VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HNNA | BRK-B | 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 | 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 ACTIVE | 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 | — | 2.85 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | HNNA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.0 | 67.7 | -19.70 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.61 | — | 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-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HNNA REV | BRK-B REV | HNNA GROSS % | BRK-B GROSS % | HNNA FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $35.5M | $371.44B | — | — | $13.4M | $25.04B |
| FY 2024 | $29.6M | $371.43B | — | — | $9.0M | $11.62B |
| FY 2023 | $24.0M | $364.48B | — | — | $7.1M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HNNA // BETA —
BRK-B // BETA 0.61