HNNA
Hennessy Advisors, Inc.
There isn't enough reported data to score HNNA yet.
SOFI
SoFi Technologies, Inc.
SOFI's fundamentals are strong and it looks cheap: trading at 28x earnings, below its usual 43x. Analysts expect strong earnings growth.
HNNA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| N/A | |
| N/A |
HNNA's profitability is currently healthy, and its revenue is stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like HNNA.
SOFI Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| N/A | |
| N/A |
SOFI's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like SOFI.
HNNA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8x | $8.37 | -17% |
| Current | 9.6x | $10.03 | — |
| Fair | 9.8x | $10.31 | +2.7% |
| Expensive | 11x | $11.43 | +14% |
Historical ranges are pointers, not guarantees.
HNNA's PE is 9.6x, but its earnings don't support one, so it isn't a reliable read right now.
SOFI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $15.63 | — |
| Current | 28x | $15.63 | — |
| Cheap | 33x | $18.24 | +17% |
| Fair | 43x | $23.82 | +52% |
| Expensive | 53x | $29.74 | +90% |
Historical ranges are pointers, not guarantees.
SOFI has the edge over HNNA in the historical PE scenario, which offers more potential upside but is not a forecast.
HNNA Forward outlook
There aren't enough analyst estimates for HNNA to show an outlook.
SOFI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for SOFI, with profitability improving.
HNNA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $1.05 | -16% |
| Q1 2026 | $1.06 | -15% |
| Q4 2025 | $1.15 | +2.7% |
| Q3 2025 | $1.27 | +38% |
| Q2 2025 | $1.25 | +56% |
| Q1 2025 | $1.25 | +81% |
| Q4 2024 | $1.12 | +75% |
| Q3 2024 | $0.92 | +46% |
HNNA has the edge over SOFI on earnings, with more consistent year-over-year improvement.
SOFI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.82 | +47% |
| Q3 2026 | $0.56 | 0% |
| Q2 2026 | $0.49 | -2% |
| Q1 2026 | $0.45 | +4.7% |
| Q4 2025 | $0.39 | 0% |
| Q3 2025 | $0.56 | +367% |
| Q2 2025 | $0.50 | +$0.72 |
| Q1 2025 | $0.43 | +$0.72 |
| Q4 2024 | $0.39 | +$0.75 |
SOFI earned $0.56 per share over the past year, about the same as the year before.
HNNA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $8.4M | +4.2% |
| Q1 2026 | $8.1M | -12% |
| Q4 2025 | $8.3M | -14% |
| Q3 2025 | $8.5M | -3.2% |
| Q2 2025 | $8.1M | +3.5% |
| Q1 2025 | $9.3M | +34% |
| Q4 2024 | $9.7M | +58% |
| Q3 2024 | $8.8M | +40% |
HNNA's revenue has slid since its 2019 peak: $8M last quarter, up 4.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 35% | -0.6 points |
| Q1 2026 | 32% | -5.1 points |
| Q4 2025 | 31% | -8.2 points |
| Q3 2025 | 35% | +2 points |
| Q2 2025 | 35% | +2.2 points |
| Q1 2025 | 37% | +9.6 points |
| Q4 2024 | 39% | +16 points |
| Q3 2024 | 33% | +5.4 points |
HNNA has the edge over SOFI on profitability, with a higher operating margin.
SOFI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +44% |
| Q2 2026 | $1.2B | +43% |
| Q1 2026 | $1.1B | +43% |
| Q4 2025 | $1B | +40% |
| Q3 2025 | $961.6M | +38% |
| Q2 2025 | $854.9M | +43% |
| Q1 2025 | $771.8M | +20% |
| Q4 2024 | $734.1M | +19% |
SOFI has the edge over HNNA on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +7.5 points |
| Q2 2026 | 17% | +3.6 points |
| Q1 2026 | 18% | +7.8 points |
| Q4 2025 | 18% | +9.9 points |
| Q3 2025 | 15% | +6.3 points |
| Q2 2025 | 13% | +11 points |
| Q1 2025 | 10% | -4.3 points |
| Q4 2024 | 8.2% | -0.2 points |
SOFI's operating margin was 23% last quarter, up 7.5 points from the same quarter a year ago, near the top of its range since 2021.
HNNA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $3.7M | -6% |
| Q1 2026 | $2.2M | -39% |
| Q4 2025 | $601K | -72% |
| Q3 2025 | $3.6M | +8.6% |
| Q2 2025 | $3.9M | +14% |
| Q1 2025 | $3.7M | +103% |
| Q4 2024 | $2.1M | +472% |
| Q3 2024 | $3.3M | +37% |
HNNA has the edge over SOFI on cash generation, producing positive trailing cash flow while its opponent burns cash.
SOFI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$3.1B | -$1.7B |
| Q2 2026 | -$4B | -$2.5B |
| Q1 2026 | -$2.4B | -$2.4B |
| Q4 2025 | -$1.1B | -$815.2M |
| Q3 2025 | -$1.4B | -$149M |
| Q2 2025 | -$1.5B | -$1B |
| Q1 2025 | -$31.1M | -104% |
| Q4 2024 | -$242.4M | +$39.9M |
SOFI's free cash flow was −$10.5B over the past year, against −$3.2B the year before. Free cash flow isn't a meaningful measure for financial services companies like SOFI.
HNNA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +36.4K shares |
| 1 year | +1% | +77.5K shares |
| 3 years | +5.7% | +433K shares |
| 5 years | +8.2% | +606K shares |
| Available history | +3.4% | +267K shares |
HNNA has the edge over SOFI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | $1,000 |
| Q2 2020 | — |
| Q1 2020 | $2M |
| Q4 2019 | $685,000 |
| Q3 2019 | $734,000 |
SOFI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +5.8M shares |
| 1 year | +5.2% | +66.8M shares |
| 3 years | +43% | +407M shares |
| 5 years | +272% | +993M shares |
SOFI has 1.4B diluted shares, up 5.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | — |
| Q3 2021 | — |
HNNA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -3.1x | Net Cash |
| Q1 2026 | -2.9x | Net Cash |
| Q4 2025 | -2.6x | Net Cash |
| Q3 2025 | -2.4x | Net Cash |
| Q2 2025 | -2.3x | Net Cash |
| Q1 2025 | -2.1x | Net Cash |
| Q4 2024 | -2.2x | Net Cash |
| Q3 2024 | -2.7x | Net Cash |
HNNA has the edge over SOFI on leverage, with a lower net debt burden relative to earnings.
SOFI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.4x | Net Cash |
| Q2 2026 | -3.1x | Net Cash |
| Q1 2026 | -3.8x | Net Cash |
| Q4 2025 | -6.5x | Net Cash |
| Q3 2025 | -5.2x | Net Cash |
| Q2 2025 | -4.0x | Net Cash |
| Q1 2025 | -4.9x | Net Cash |
| Q4 2024 | -5.8x | Net Cash |
SOFI has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like SOFI.
HNNA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.4 | Neutral |
| Stochastic | 34.1 | Neutral |
HNNA's weekly RSI is 47 (neutral) and its Stochastic is 34 (neutral).
SOFI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.1 | Neutral |
| Stochastic | 41.5 | Neutral |
SOFI's weekly RSI is 43 (neutral) and its Stochastic is 41 (neutral).
HNNA PE vs Financial Services Sector
| Metric | HNNA | Sector median | Relative |
|---|---|---|---|
| PE | 9.6x | 13x | 27% below |
| PE % | 40 | 63 | 23 pts below |
HNNA has the edge over SOFI on valuation relative to its sector.
SOFI PE vs Financial Services Sector
| Metric | SOFI | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 13x | 114% above |
| PE % | 2 | 61 | 59 pts below |
SOFI is trading at 28x earnings, a 114% premium to the Financial Services sector's median of 13x.
HNNA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $10.2 | 1.7% below |
| 20 week MA | $10.1 | 0.8% below |
| 50 week MA | $10.0 | 0.3% above |
| 100 week MA | $10.6 | 5.3% below |
| 200 week MA | $9.22 | 8.8% above |
HNNA has the edge over SOFI on trend strength, trading above more of its moving averages.
SOFI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $15.7 | 0.7% below |
| 20 week MA | $17.0 | 7.8% below |
| 50 week MA | $18.9 | 17% below |
| 100 week MA | $18.9 | 17% below |
| 200 week MA | $13.5 | 16% above |
SOFI has fallen below most of its moving averages, though it's still 16% above its 200-week average.
HNNA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.3 | $8.71 | -16% |
| 2021 | $8.71 | $11.2 | +29% |
| 2022 | $11.2 | $8.36 | -25% |
| 2023 | $8.36 | $6.71 | -20% |
| 2024 | $6.71 | $11.6 | +73% |
| 2025 | $11.6 | $9.46 | -19% |
| 2026 YTD | $9.46 | $10.0 | +6% |
HNNA has the edge over SOFI on returns for 2026, with the stronger performance.
SOFI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.4 | $12.4 | +19% |
| 2021 | $12.4 | $15.1 | +22% |
| 2022 | $15.1 | $4.61 | -69% |
| 2023 | $4.61 | $9.95 | +116% |
| 2024 | $9.95 | $16.0 | +61% |
| 2025 | $16.0 | $27.1 | +69% |
| 2026 YTD | $27.1 | $15.6 | -42% |
SOFI's yearly returns have swung widely, from +116% in 2023 to −69% in 2022. It's down 42% so far in 2026.