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6.24%Return on Assets
VS
Market
Sector
Industry
History
$ 10.48Close
$ 8.87 - $ 13.6 52-Week Range
Ticker Information
Ticker
HNNACompany Name
HENNESSY ADVISORS INCSector
Financial ServicesIndustry
Asset ManagementExchange
NASDAQHENNESSY ADVISORS INC - Return on Assets Chart Analysis (TTM)
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HNNA - ROA Historical data
| Date | Total Assets | Net Income Common Stock | Return on Assets |
|---|---|---|---|
| 6/30/2025 | $ 158M | $ 9.87M | 6.24% |
| 3/31/2025 | $ 155.53M | $ 9.77M | 6.28% |
| 12/31/2024 | $ 153.3M | $ 8.73M | 5.7% |
| 9/30/2024 | $ 152.1M | $ 7.1M | 4.67% |
| 6/30/2024 | $ 149.46M | $ 6.11M | 4.09% |
| 3/31/2024 | $ 147.34M | $ 5.2M | 3.53% |
| 12/31/2023 | $ 145.01M | $ 4.85M | 3.35% |
| 9/30/2023 | $ 145.72M | $ 4.77M | 3.27% |
| 6/30/2023 | $ 144.4M | $ 4.8M | 3.33% |
| 3/31/2023 | $ 142.97M | $ 4.99M | 3.49% |
Key Performance Insights, Last 5 Years
- HENNESSY ADVISORS INC's latest trailing twelve months (TTM) ROA stands at 8.27%.
- Over the past 5 years, HENNESSY ADVISORS INC's average ROA has been 5.3%.
- The median ROA for HENNESSY ADVISORS INC during this period was 5.14%
- HENNESSY ADVISORS INC reached its highest ROA over the past 5 years at 8.27%.
- The lowest ROA recorded by HENNESSY ADVISORS INC in the same timeframe 3.27%
HENNESSY ADVISORS INC's ROA vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROA Benchmarks
Similar metrics to ROA:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Equity - [Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
- Total Assets - [Balance Sheet] An asset represents anything that has current and/or future economic value to a company. This includes Cash [CashnEq], [Investments], [Intangibles], [Receivables] and more.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
Definition of Return on Assets
[Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.Net Inc. Cmn. / Assets
(=) ROA ROA for HENNESSY ADVISORS INC is calculated as follows: Net Inc. Cmn. [ $ 7.84M ] / Assets [ $ 94.79M ]
(=) ROA [ 8.27% ] HNNA - Return on Assets, Last 5 years
3.27%
Minimum
Sep 30, 2023
8.27%
Maximum
Sep 30, 2020
5.3%
Average
5.14%
Median
ROA Benchmark AnalysisMarket
The chart above depicts the distribution of ROA for companies in the Total Stock Market. The average ROA of the companies is 0.12% with a standard deviation of 10.61%.
The following table provides additional summary stats:
ROA in the Market:
| filtered constituents | 3.44K |
|---|---|
| min | -33.4% |
| max | 33.98% |
| average | 0.12% |
| median | 1.53% |
| std | 10.61% |