Hennessy Advisors (HNNA) Invested Capital (2010 - 2019)

Hennessy Advisors (HNNA) posted Invested Capital of $4.3 million for Q4 2019, little changed on a QoQ basis from $4.3 million in Q3 2019, and up 2.34% year-over-year from $4.2 million in Q4 2018.

Hennessy Advisors (HNNA) Invested Capital (2010 - 2019) Analysis & Trends

Hennessy Advisors' Invested Capital history runs 10 years deep, the most recent figure standing at $4.3 million for Q4 2019.

  • Quarterly Invested Capital rose 2.34% year-over-year to $4.3 million in Q4 2019, while the trailing twelve-month figure through Sep 2020 was $4.3 million (down 74.57% YoY) and the FY2019 annual result came in at $4.3 million, up 2.34% from the prior year.
  • Invested Capital was $4.3 million for Q4 2019 at Hennessy Advisors, roughly flat from $4.3 million in the prior quarter.
  • Across five years, Invested Capital topped out at $4.4 million in Q3 2015 and bottomed at $3.8 million in Q1 2015.
  • A 5-year average of $4.2 million and a median of $4.2 million in 2016 frame the typical range for Invested Capital.
  • Annual changes were most pronounced in 2015 — Invested Capital grew 16.67% — and 2016, when it declined 3.36%.
  • Hennessy Advisors' Invested Capital stood at $4.4 million in 2015, then changed by 0.0% to $4.4 million in 2016, then fell by 3.36% to $4.2 million in 2017, then changed by 0.0% to $4.2 million in 2018, then climbed by 2.34% to $4.3 million in 2019.
  • Business Quant data shows HNNA's Invested Capital at $4.3 million in Q4 2019, $4.3 million in Q3 2019, and $4.2 million in Q2 2019.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 533.83 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 7.87 Bn
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 1.14 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Hennessy Advisors 77.68 Mn 4.61 Mn - -

Historic Data

Download Data
DateValue
Dec 31, 2019 4.33 Mn
Sep 30, 2019 4.33 Mn
Jun 30, 2019 4.23 Mn
Mar 31, 2019 4.23 Mn
Dec 31, 2018 4.23 Mn
Sep 30, 2018 4.23 Mn
Jun 30, 2018 4.23 Mn
Mar 31, 2018 4.23 Mn
Dec 31, 2017 4.23 Mn
Sep 30, 2017 4.23 Mn
Jun 30, 2017 4.23 Mn
Mar 31, 2017 4.23 Mn
Dec 31, 2016 4.38 Mn
Sep 30, 2016 4.23 Mn
Jun 30, 2016 4.38 Mn
Mar 31, 2016 4.38 Mn
Dec 31, 2015 4.38 Mn
Sep 30, 2015 4.38 Mn
Jun 30, 2015 3.75 Mn
Mar 31, 2015 3.75 Mn