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10.22%Return on Equity
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 Equity Chart Analysis (TTM)
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HNNA - ROE Historical data
| Date | Shareholders Equity | Net Income Common Stock | Return on Equity |
|---|---|---|---|
| 6/30/2025 | $ 96.55M | $ 9.87M | 10.22% |
| 3/31/2025 | $ 95.2M | $ 9.77M | 10.27% |
| 12/31/2024 | $ 93.39M | $ 8.73M | 9.35% |
| 9/30/2024 | $ 91.31M | $ 7.1M | 7.77% |
| 6/30/2024 | $ 90.16M | $ 6.11M | 6.78% |
| 3/31/2024 | $ 88.92M | $ 5.2M | 5.84% |
| 12/31/2023 | $ 88.16M | $ 4.85M | 5.5% |
| 9/30/2023 | $ 87.75M | $ 4.77M | 5.44% |
| 6/30/2023 | $ 87.42M | $ 4.8M | 5.49% |
| 3/31/2023 | $ 87.09M | $ 4.99M | 5.73% |
Key Performance Insights, Last 5 Years
- HENNESSY ADVISORS INC's latest trailing twelve months (TTM) ROE stands at 10.03%.
- Over the past 5 years, HENNESSY ADVISORS INC's average ROE has been 7.91%.
- The median ROE for HENNESSY ADVISORS INC during this period was 8.25%
- HENNESSY ADVISORS INC reached its highest ROE over the past 5 years at 10.27%.
- The lowest ROE recorded by HENNESSY ADVISORS INC in the same timeframe 5.44%
HENNESSY ADVISORS INC's ROE vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROE Benchmarks
Similar metrics to ROE:
- 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 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.
- Shareholders Equity - [Balance Sheet] A principal component of the balance sheet; in addition to [Liabilities] and [Assets]; that represents the total of all stockholders' equity (deficit) after all liabilities have been deducted.
- 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.
- 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].
Definition of 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].Net Inc. Cmn. / Equity
(=) ROE ROE for HENNESSY ADVISORS INC is calculated as follows: Net Inc. Cmn. [ $ 7.84M ] / Equity [ $ 78.18M ]
(=) ROE [ 10.03% ] HNNA - Return on Equity, Last 5 years
5.44%
Minimum
Sep 30, 2023
10.27%
Maximum
Mar 31, 2025
7.91%
Average
8.25%
Median
ROE Benchmark AnalysisMarket
The chart above depicts the distribution of ROE for companies in the Total Stock Market. The average ROE of the companies is 1.63% with a standard deviation of 22.52%.
The following table provides additional summary stats:
ROE in the Market:
| filtered constituents | 3.13K |
|---|---|
| min | -66.24% |
| max | 73.25% |
| average | 1.63% |
| median | 6.53% |
| std | 22.52% |