COMP <GO>
HNNA vs GROW // PIOTROSKI F-SCORE QUALITY
Hennessy Advisors Inc. (NASDAQ) VS. U.S. Global Investors Inc. (Class A) (NASDAQ) • 15-METRIC TALLY: HNNA 8
— GROW 0
▲ PIOTROSKI F-SCORE QUALITY LEADER: HNNA
LAST: $10.19 (0.00%) • MKT CAP: $80.5M
piotroski-score
8/9
LAST: $2.68 (-1.47%) • MKT CAP: $33.0M
piotroski-score
1/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HNNA VS. GROW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HNNA | GROW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 38.50% | -12.50% | +51.00 | HNNA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.0x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 16.58% | -2.52% | +19.10 | HNNA | /fcf-yield <GO> |
| Operating Margin | 37.00% | -27.50% | +64.50 | HNNA | /operating-margins <GO> |
| Net Profit Margin | 28.00% | -3.10% | +31.10 | HNNA | /net-margins <GO> |
| Revenue Growth (YoY) | 19.90% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.22% | 3.67% | +1.55 | HNNA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 1/9 | +7.00 | HNNA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.4 | 33.8 | +18.58 | HNNA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.8x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $80.5M | $33.0M | $47.6M | HNNA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HNNA REV | GROW REV | HNNA GROSS % | GROW GROSS % | HNNA FCF | GROW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $35.5M | $10.8M | — | — | $13.4M | -$829.0K |
| FY 2024 | $29.6M | $0 | — | — | $9.0M | $777.0K |
| FY 2023 | $24.0M | $0 | — | — | $7.1M | $2.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HNNA // BETA —
GROW // BETA —