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| Date | Value |
|---|---|
| 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 |