COMP <GO>
HNNA vs MLCI // GROSS PROFIT MARGIN
Hennessy Advisors Inc. (NASDAQ) VS. Mount Logan Capital Inc. (NASDAQ) • 15-METRIC TALLY: HNNA 6
— MLCI 1
■ METRIC PARITY
LAST: $10.19 (0.00%) • MKT CAP: $80.5M
gross-margins
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LAST: $3.31 (+1.17%) • MKT CAP: $37.0M
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HNNA VS. MLCI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HNNA | MLCI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 38.50% | -35.00% | +73.50 | HNNA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.0x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 16.58% | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | 37.00% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 28.00% | -60.00% | +88.00 | HNNA | /net-margins <GO> |
| Revenue Growth (YoY) | 19.90% | 7.60% | +12.30 | HNNA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.22% | 4.37% | +0.85 | HNNA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | HNNA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.4 | 59.3 | -6.87 | MLCI | /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 | $37.0M | $43.5M | HNNA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HNNA REV | MLCI REV | HNNA GROSS % | MLCI GROSS % | HNNA FCF | MLCI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $35.5M | $53.6M | — | — | $13.4M | -$22.2M |
| FY 2024 | $29.6M | $49.8M | — | — | $9.0M | -$37.8M |
| FY 2023 | $24.0M | — | — | — | $7.1M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HNNA // BETA —
MLCI // BETA —