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HNNA vs JPM

HNNA
Hennessy Advisors, Inc.
NEUTRAL
Price
$9.90
Market Cap
$78.1M
Sector
Financial Services
AI Confidence
85%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
HNNA
8.61
JPM
15.68
Forward P/E
HNNA
7.92
JPM
13.42
P/B Ratio
HNNA
0.79
JPM
2.47
P/S Ratio
HNNA
2.29
JPM
5.03
EV/EBITDA
HNNA
0.55
JPM
--

Profitability

Gross Margin
HNNA
54.98%
JPM
0.0%
Operating Margin
HNNA
31.3%
JPM
41.06%
Profit Margin
HNNA
26.52%
JPM
33.91%
ROE
HNNA
9.42%
JPM
16.13%
ROA
HNNA
4.76%
JPM
1.35%

Growth

Revenue Growth
HNNA
-14.3%
JPM
2.5%
Earnings Growth
HNNA
-33.3%
JPM
-3.6%

Financial Health

Debt/Equity
HNNA
0.01
JPM
--
Current Ratio
HNNA
1.75
JPM
--
Quick Ratio
HNNA
1.73
JPM
--

Dividends

Dividend Yield
HNNA
6.06%
JPM
1.91%
Payout Ratio
HNNA
47.83%
JPM
28.97%

AI Verdict

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)
JPM NEUTRAL

JPM exhibits a concerning Piotroski F-Score of 2/9, indicating weak short-term fundamental health, and currently trades at a significant premium to both its Graham Number ($239.11) and Intrinsic Value ($140.07). While the company maintains a strong ROE of 16.13% and dominant market positioning, negative YoY earnings growth (-3.60%) and bearish insider activity from the CEO and CFO signal internal caution. The stock's current price of $313.68 suggests the market is pricing in a growth premium that is not currently supported by the deterministic health or value metrics.

Strengths
Strong profitability with a 33.91% profit margin
Robust Return on Equity (ROE) of 16.13%
Conservative dividend payout ratio of 28.97%
Risks
Very low Piotroski F-Score (2/9) suggesting deteriorating financial health
Significant overvaluation relative to Intrinsic Value ($140.07)
Negative Year-over-Year earnings growth (-3.60%)

Compare Another Pair

HNNA vs JPM: Head-to-Head Comparison

This page compares Hennessy Advisors, Inc. (HNNA) and JPMorgan Chase & Co. (JPM) 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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