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Compare stocks and their fundamentals, performance, price, and technicals. Use this free stock comparison tool to evaluate companies based on their analyst ratings, book value, debt, dividend, MarketRank, news sentiment, price performance, profitability, and more. Enter up to ten stock symbols separated by a comma or space (ex. BAC, JPM, WFC, C, GS).

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

Company	Current Price	50-Day Moving Average	52-Week Range	Market Cap	Beta	Avg. Volume	Today's Volume
BKFG BKF Capital Group	$24.25	$24.25	$24.00 ▼ $25.01	$14.31M	-0.36	N/A	N/A
GECC Great Elm Capital	$10.33 -1.2%	$10.58	$7.51 ▼ $11.82	$98.87M	1.53	17,531 shs	2,090 shs
HNNA Hennessy Advisors	$6.66 -2.1%	$6.82	$6.33 ▼ $7.68	$51.12M	0.8	5,856 shs	2,779 shs
IWSH Wright Investors' Service	$0.20 -4.8%	$0.21	$0.11 ▼ $0.25	$4.17M	0.5	8,532 shs	19,534 shs
PHCF Puhui Wealth Investment Management	$0.00	$0.11	$1.75 ▼ $7.44	$1K	0.7	3,853 shs	169 shs

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Price Performance

Company	1-Day Performance	7-Day Performance	30-Day Performance	90-Day Performance	1-Year Performance
BKFG BKF Capital Group	0.00%	0.00%	0.00%	0.00%	0.00%
GECC Great Elm Capital	-1.24%	+1.87%	+0.29%	-5.40%	+26.30%
HNNA Hennessy Advisors	-1.91%	-2.35%	-1.77%	-6.20%	-9.51%
IWSH Wright Investors' Service	-4.76%	-2.44%	-20.00%	+31.58%	+23.46%
PHCF Puhui Wealth Investment Management	0.00%	0.00%	0.00%	0.00%	-99.97%

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MarketRank™

Company	Overall Score	Analyst's Opinion	Short Interest Score	Dividend Strength	ESG Score	News and Social Media Sentiment	Company Ownership	Earnings & Valuation
BKFG BKF Capital Group	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
GECC Great Elm Capital	1.2976 of 5 stars	0.0	4.0	2.5	0.0	0.0	0.8	1.9
HNNA Hennessy Advisors	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
IWSH Wright Investors' Service	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
PHCF Puhui Wealth Investment Management	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

Analyst Ratings

Company	Consensus Rating Score	Consensus Rating	Consensus Price Target	% Upside from Current Price
BKFG BKF Capital Group	N/A	N/A	N/A	N/A
GECC Great Elm Capital	N/A	N/A	N/A	N/A
HNNA Hennessy Advisors	N/A	N/A	N/A	N/A
IWSH Wright Investors' Service	N/A	N/A	N/A	N/A
PHCF Puhui Wealth Investment Management	N/A	N/A	N/A	N/A

Sales & Book Value

Company	Annual Revenue	Price/Sales	Cashflow	Price/Cash	Book Value	Price/Book
BKFG BKF Capital Group	$3.04M	4.71	N/A	N/A	N/A	∞
GECC Great Elm Capital	$30.20M	3.23	N/A	N/A	$12.99 per share	0.80
HNNA Hennessy Advisors	$24.02M	2.13	$0.66 per share	10.09	$11.58 per share	0.58
IWSH Wright Investors' Service	N/A	N/A	N/A	N/A	$0.16 per share	N/A
PHCF Puhui Wealth Investment Management	$2.44M	0.00	N/A	N/A	$1.70 per share	0.00

Profitability & Earnings

Company	Net Income	EPS	Trailing P/E Ratio	Forward P/E Ratio	P/E Growth	Net Margins	Return on Equity (ROE)	Return on Assets (ROA)	Next Earnings Date
BKFG BKF Capital Group	$2.24M	N/A	5.43	∞	N/A	2.31%	1.25%	0.98%	5/10/2024 (Estimated)
GECC Great Elm Capital	$25.33M	$3.32	3.11	6.15	N/A	70.71%	13.21%	4.44%	5/2/2024 (Estimated)
HNNA Hennessy Advisors	$4.77M	$0.63	10.57	∞	N/A	20.20%	5.54%	3.36%	5/8/2024 (Estimated)
IWSH Wright Investors' Service	-$1.01M	-$0.05	N/A	∞	N/A	N/A	-27.61%	-26.88%	5/13/2024 (Estimated)
PHCF Puhui Wealth Investment Management	-$4.74M	N/A	0.00	∞	N/A	N/A	N/A	N/A	N/A

Latest PHCF, HNNA, GECC, BKFG, and IWSH Earnings

Date	Quarter	Company	Consensus Estimate	Reported EPS	Beat/Miss	Gap EPS	Revenue Estimate	Actual Revenue
3/27/2024	Q4 2023	IWSH Wright Investors' Service	N/A	-$0.01	-$0.01	-$0.01	N/A	N/A
2/29/2024	Q4 2023	GECC Great Elm Capital	$0.44	$0.43	-$0.01	$0.31	$8.95 million	$9.16 million
2/8/2024	Q1 2024	HNNA Hennessy Advisors	N/A	$0.16	+$0.16	$0.16	N/A	$6.14 million

Dividends

Company	Annual Payout	Dividend Yield	3-Year Dividend Growth	Payout Ratio	Years of Consecutive Growth
BKFG BKF Capital Group	N/A	N/A	N/A	N/A	N/A
GECC Great Elm Capital	$1.40	13.55%	-38.31%	42.17%	1 Years
HNNA Hennessy Advisors	$0.55	8.26%	N/A	87.30%	N/A
IWSH Wright Investors' Service	N/A	N/A	N/A	N/A	N/A
PHCF Puhui Wealth Investment Management	N/A	N/A	N/A	N/A	N/A

Latest PHCF, HNNA, GECC, BKFG, and IWSH Dividends

Announcement	Company	Period	Amount	Yield	Ex-Dividend Date	Record Date	Payable Date
2/29/2024	GECC Great Elm Capital	Quarterly	$0.35	13.05%	3/15/2024	3/15/2024	3/29/2024
2/8/2024	HNNA Hennessy Advisors	Quarterly	$0.1380	8.35%	2/16/2024	2/20/2024	3/4/2024

(Data available from 1/1/2013 forward)

Debt

Company	Debt-to-Equity Ratio	Current Ratio	Quick Ratio
BKFG BKF Capital Group	N/A	5.82	4.54
GECC Great Elm Capital	1.42	0.64	0.64
HNNA Hennessy Advisors	0.45	22.62	22.62
IWSH Wright Investors' Service	N/A	40.55	40.55
PHCF Puhui Wealth Investment Management	N/A	N/A	N/A

Ownership

Institutional Ownership

Company	Institutional Ownership
BKFG BKF Capital Group	N/A
GECC Great Elm Capital	38.75%
HNNA Hennessy Advisors	10.31%
IWSH Wright Investors' Service	N/A
PHCF Puhui Wealth Investment Management	0.65%

Insider Ownership

Company	Insider Ownership
BKFG BKF Capital Group	10.90%
GECC Great Elm Capital	10.20%
HNNA Hennessy Advisors	37.80%
IWSH Wright Investors' Service	32.58%
PHCF Puhui Wealth Investment Management	48.20%

Miscellaneous

Company	Employees	Shares Outstanding	Free Float	Optionable
BKFG BKF Capital Group	1	590,000	527,000	Not Optionable
GECC Great Elm Capital	N/A	9.45 million	8.49 million	Not Optionable
HNNA Hennessy Advisors	16	7.68 million	4.77 million	Not Optionable
IWSH Wright Investors' Service	2	20.86 million	14.06 million	Not Optionable
PHCF Puhui Wealth Investment Management	40	2.11 million	1.09 million	Not Optionable

PHCF, HNNA, GECC, BKFG, and IWSH Headlines

Source	Headline
	Coho's Private Wealth Team Spins Out Into $425M Aurdan fa-mag.com - April 19 at 3:50 PM
	Private equity buyouts surge in wealth management sector msn.com - April 18 at 8:31 AM
	Norway wealth fund's private equity push held up by government pionline.com - April 16 at 2:00 PM
	Engaging with the next generation of family wealth pwmnet.com - April 12 at 1:06 PM
	First Horizon names new head of wealth management, private banking investmentnews.com - April 11 at 9:54 PM
	Innovation Awards to honor AI, tech and wealth management visionaries; nominations open financial-planning.com - April 11 at 9:54 PM
	Private equity reshapes wealth management industry dmnews.com - April 11 at 11:54 AM
	The future of wealth: women, next gen and Asian clients pwmnet.com - April 10 at 12:43 PM
	What’s Behind Private Equity’s Hunger for Wealth Management Firms msn.com - April 8 at 6:53 PM
	Procyon: Institutional Due Diligence With a Private Wealth Overlay wealthmanagement.com - April 8 at 6:53 PM
	Mindset Wealth Management Launches With tru Independence tmcnet.com - April 2 at 9:07 AM
	RIA industry is slow to ‘capture more clients,’ EP Wealth CEO says investmentnews.com - March 18 at 9:01 PM
	Philanthropy and Wealth 3.0 wealthmanagement.com - March 18 at 3:49 PM
	Philanthropy in Wealth Management: Balancing Personal Values and Financial Goals msn.com - March 16 at 3:59 AM
	Fred Hubler of Creative Capital Wealth Management Group Shares How To Build Wealth by Investing in the Promise of Infrastructure msn.com - March 14 at 6:35 AM
	GenAI has the potential to transform wealth management industry pwmnet.com - March 12 at 11:33 AM
	California wealth management firm enters Maryland with local deal bizjournals.com - March 8 at 12:52 PM
	Bluespring Wealth Partners creates $1.4B Florida hub investmentnews.com - March 8 at 12:52 PM
	'Once-In-A-Lifetime Opportunity': Wealth Manager Sees Potential In These Three Stocks msn.com - March 6 at 6:04 PM
	The Press: Per Capita Wealth time.com - February 27 at 1:50 AM
	Wealth tax mauinews.com - February 23 at 2:02 PM
	Summit Partners enters RIA venture with former exec at First Republic investmentnews.com - February 21 at 11:49 PM
	Bay Point Wealth splits into 2 firms, launches Curio Wealth Advisors thedailyrecord.com - February 15 at 7:55 PM
	Macquarie hires new head of wealth distribution amid brand consolidation investmentnews.com - February 6 at 10:41 AM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Company Descriptions

BKF Capital Group

OTCMKTS:BKFG

BKF Capital Group, Inc., through its subsidiaries, invests in publicly and privately owned businesses in the United States. The company also provides investment banking services, such as mergers and acquisitions advisory, and capital raising services to lower and middle-market companies. It also manufactures and markets data storage system products and power solutions under the Qualstar brand name. BKF Capital Group, Inc. was incorporated in 1954 and is headquartered in Irvine, California.

Great Elm Capital

NASDAQ:GECC

Great Elm Capital Corp. is a business development company which specializes in loan and mezzanine, middle market investments. It invests in the debt instruments of middle market companies. The fund prefers to invest in media, commercial services and supplies, healthcare, telecommunication services, communications equipment. It typically makes equity investments between $3 million and $10 million in companies with revenues between $3 million and $75 million.

Hennessy Advisors

NASDAQ:HNNA

Hennessy Advisors, Inc. is an employee owned investment manager. It provides its services to Hennessy Funds and investment companies. The firm launches and manages equity, fixed income, and balanced mutual funds. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in growth stocks of companies. It conducts in-house research to make its investments. Hennessy Advisors, Inc. was founded in 1989 and is based in Novato, California with additional offices in Boston, Massachusetts and Chapel Hill, North Carolina.

Wright Investors' Service

OTCMKTS:IWSH

Wright Investors' Service Holdings, Inc. does not have significant operations. Previously, the company, through its subsidiaries, was engaged in providing investment advisory, and financial related services in the United States. The company was formerly known as National Patent Development Corporation. Wright Investors' Service Holdings, Inc. was incorporated in 1998 and is based in Mount Kisco, New York.

Puhui Wealth Investment Management

NASDAQ:PHCF

Puhui Wealth Investment Management Co. Ltd. is a third-party wealth management service provider. It focuses on marketing financial products and managing funds for individuals and corporate clients in the People's Republic of China. The company was founded by Zhe Ji in 2013 and is headquartered in Dong Cheng, China.

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