COMP <GO>
HNNA vs JPM // NET PROFIT MARGIN
Hennessy Advisors Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: HNNA 7
— JPM 4
▲ NET PROFIT MARGIN LEADER: JPM
LAST: $10.29 (+0.39%) • MKT CAP: $81.3M
net-margins
28.00%
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
net-margins
32.48%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HNNA VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HNNA | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 38.50% | 17.72% | +20.78 | HNNA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.0x | 9.5x | -6.50 | HNNA | /valuation <GO> |
| Free Cash Flow Yield | 16.58% | -9.41% | +25.99 | HNNA | /fcf-yield <GO> |
| Operating Margin | 37.00% | 41.98% | -4.98 | JPM | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 28.00% | 32.48% | -4.48 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 19.90% | 13.23% | +6.67 | HNNA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.22% | 1.95% | +3.27 | HNNA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 3/9 | +5.00 | HNNA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.7 | 53.6 | -0.90 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.8x | 13.3x | -6.47 | HNNA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $81.3M | $905.33B | -$905.24B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HNNA REV | JPM REV | HNNA GROSS % | JPM GROSS % | HNNA FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $35.5M | $182.45B | — | — | $13.4M | -$147.78B |
| FY 2024 | $29.6M | $177.56B | — | — | $9.0M | -$42.01B |
| FY 2023 | $24.0M | $158.10B | — | — | $7.1M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HNNA // BETA —
JPM // BETA 1.00