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BRK-B vs HNNA

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
HNNA
Hennessy Advisors, Inc.
NEUTRAL
Price
$9.90
Market Cap
$78.1M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
HNNA
8.61
Forward P/E
BRK-B
22.06
HNNA
7.92
P/B Ratio
BRK-B
0.0
HNNA
0.79
P/S Ratio
BRK-B
2.79
HNNA
2.29
EV/EBITDA
BRK-B
-2.12
HNNA
0.55

Profitability

Gross Margin
BRK-B
26.15%
HNNA
54.98%
Operating Margin
BRK-B
32.96%
HNNA
31.3%
Profit Margin
BRK-B
18.03%
HNNA
26.52%
ROE
BRK-B
9.81%
HNNA
9.42%
ROA
BRK-B
5.11%
HNNA
4.76%

Growth

Revenue Growth
BRK-B
-0.7%
HNNA
-14.3%
Earnings Growth
BRK-B
-2.5%
HNNA
-33.3%

Financial Health

Debt/Equity
BRK-B
0.19
HNNA
0.01
Current Ratio
BRK-B
7.07
HNNA
1.75
Quick Ratio
BRK-B
6.62
HNNA
1.73

Dividends

Dividend Yield
BRK-B
--
HNNA
6.06%
Payout Ratio
BRK-B
0.0%
HNNA
47.83%

AI Verdict

BRK-B NEUTRAL

The deterministic health profile is weak, highlighted by a Piotroski F-Score of 3/9, indicating deteriorating operational efficiency and profitability trends. While the company maintains a fortress balance sheet with a Debt/Equity ratio of 0.19 and a Current Ratio of 7.07, the stock is trading at a significant premium to its growth-based intrinsic value of $217.21. Negative YoY revenue and earnings growth, coupled with a bearish technical trend, offset the positive analyst sentiment and long-term historical performance.

Strengths
Exceptional liquidity with a Current Ratio of 7.07
Very low leverage (Debt/Equity 0.19)
Strong operating margins at 32.96%
Risks
Significant overvaluation relative to intrinsic value ($479.75 vs $217.21)
Negative YoY earnings growth (-2.50%) and revenue growth (-0.70%)
Weak Piotroski F-Score (3/9) suggesting declining financial health trends
HNNA NEUTRAL

HNNA exhibits a strong deterministic health profile with a Piotroski F-Score of 8/9 and a negligible debt-to-equity ratio of 0.01, indicating a pristine balance sheet. While the stock is significantly undervalued relative to its Graham Number ($18.01) and trades at a low P/E of 8.61, this value is offset by alarming growth trends, with revenue and earnings declining by 14.3% and 33.3% respectively. The company functions as a high-yield value play with a sustainable 6.06% dividend, but lacks a catalyst for price appreciation given the bearish technical trend and negative growth trajectory.

Strengths
Exceptional financial health (Piotroski F-Score 8/9)
Virtually debt-free balance sheet (Debt/Equity 0.01)
Deep value valuation (P/B 0.79 and P/E 8.61)
Risks
Significant contraction in revenue growth (-14.30% YoY)
Sharp decline in earnings growth (-33.30% YoY)
Bearish technical trend (0/100 score)

Compare Another Pair

BRK-B vs HNNA: Head-to-Head Comparison

This page compares Berkshire Hathaway Inc. (BRK-B) and Hennessy Advisors, Inc. (HNNA) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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