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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
GECC Great Elm Capital	$10.14	$10.59	$7.51 ▼ $11.82	$95.85M	1.53	15,337 shs	10,476 shs
GROW U.S. Global Investors	$2.69 -2.9%	$2.69	$2.47 ▼ $3.30	$39.13M	1.97	21,042 shs	18,972 shs
HNNA Hennessy Advisors	$6.82 -2.2%	$6.80	$6.33 ▼ $7.72	$53.50M	0.8	2,652 shs	7,698 shs
MN Manning & Napier	$12.85	$12.66	$7.25 ▼ $12.91	$237.29M	2.06	184,206 shs	N/A
PHCF Puhui Wealth Investment Management	$0.00	$0.07	$1.75 ▼ $7.44	$3.69M	0.7	3,853 shs	N/A

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Price Performance

Company	1-Day Performance	7-Day Performance	30-Day Performance	90-Day Performance	1-Year Performance
GECC Great Elm Capital	0.00%	-1.74%	-2.97%	-6.80%	+23.66%
GROW U.S. Global Investors	-3.24%	-4.95%	+2.28%	-3.58%	-3.58%
HNNA Hennessy Advisors	-1.45%	-3.26%	+0.89%	-4.35%	-11.54%
MN Manning & Napier	0.00%	0.00%	0.00%	0.00%	0.00%
PHCF Puhui Wealth Investment Management	0.00%	0.00%	0.00%	0.00%	0.00%

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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
GECC Great Elm Capital	1.2318 of 5 stars	0.0	4.0	2.5	0.0	0.0	0.8	1.9
GROW U.S. Global Investors	2.4628 of 5 stars	0.0	5.0	1.7	0.0	2.3	0.8	1.9
HNNA Hennessy Advisors	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
MN Manning & Napier	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
GECC Great Elm Capital	N/A	N/A	N/A	N/A
GROW U.S. Global Investors	N/A	N/A	N/A	N/A
HNNA Hennessy Advisors	N/A	N/A	N/A	N/A
MN Manning & Napier	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
GECC Great Elm Capital	$35.83M	2.67	N/A	N/A	$12.99 per share	0.78
GROW U.S. Global Investors	$15.07M	2.52	$0.19 per share	14.22	$3.50 per share	0.77
HNNA Hennessy Advisors	$24.02M	2.18	$0.68 per share	9.98	$11.58 per share	0.59
MN Manning & Napier	$145.58M	1.63	$1.70 per share	7.56	$5.00 per share	2.57
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
GECC Great Elm Capital	$25.33M	$3.32	3.05	6.04	N/A	70.71%	13.21%	4.44%	5/2/2024 (Estimated)
GROW U.S. Global Investors	$3.15M	$0.23	11.70	∞	N/A	25.04%	6.24%	5.89%	6/27/2024 (Estimated)
HNNA Hennessy Advisors	$4.77M	$0.63	10.83	∞	N/A	20.20%	5.54%	3.36%	5/8/2024 (Estimated)
MN Manning & Napier	$25.10M	$0.80	16.06	∞	N/A	12.07%	20.24%	11.29%	N/A
PHCF Puhui Wealth Investment Management	-$4.74M	N/A	0.00	∞	N/A	N/A	N/A	N/A	N/A

Latest PHCF, HNNA, MN, GECC, and GROW Earnings

Date	Quarter	Company	Consensus Estimate	Reported EPS	Beat/Miss	Gap EPS	Revenue Estimate	Actual Revenue
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	Q2 2024	GROW U.S. Global Investors	N/A	$0.09	+$0.09	$0.09	N/A	$2.82 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
GECC Great Elm Capital	$1.40	13.81%	-38.31%	42.17%	1 Years
GROW U.S. Global Investors	$0.09	3.35%	+44.22%	39.13%	N/A
HNNA Hennessy Advisors	$0.55	8.06%	-20.63%	87.30%	N/A
MN Manning & Napier	$0.20	1.56%	N/A	25.00%	N/A
PHCF Puhui Wealth Investment Management	N/A	N/A	N/A	N/A	N/A

Latest PHCF, HNNA, MN, GECC, and GROW Dividends

Announcement	Company	Period	Amount	Yield	Ex-Dividend Date	Record Date	Payable Date
3/12/2024	GROW U.S. Global Investors	monthly	$0.0075	3.4%	6/10/2024	6/10/2024	6/24/2024
3/11/2024	GROW U.S. Global Investors	monthly	$0.0075	3.4%	5/3/2024	5/6/2024	5/20/2024
3/6/2024	GROW U.S. Global Investors	Monthly	$0.0075	3.24%	5/3/2024	5/6/2024	5/20/2024
3/6/2024	GROW U.S. Global Investors	Monthly	$0.0075	3.07%	5/3/2024	5/6/2024	5/20/2024
3/6/2024	GROW U.S. Global Investors	Monthly	$0.0070	3.22%	5/3/2024	5/6/2024	5/20/2024
4/5/2024	GROW U.S. Global Investors		$0.0075	3.21%	4/5/2024	4/8/2024	4/22/2024
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
GECC Great Elm Capital	1.42	0.64	0.64
GROW U.S. Global Investors	N/A	18.78	14.09
HNNA Hennessy Advisors	0.45	22.62	22.62
MN Manning & Napier	N/A	2.96	2.96
PHCF Puhui Wealth Investment Management	N/A	N/A	N/A

Ownership

Institutional Ownership

Company	Institutional Ownership
GECC Great Elm Capital	38.75%
GROW U.S. Global Investors	23.62%
HNNA Hennessy Advisors	10.31%
MN Manning & Napier	61.45%
PHCF Puhui Wealth Investment Management	0.65%

Insider Ownership

Company	Insider Ownership
GECC Great Elm Capital	12.00%
GROW U.S. Global Investors	19.19%
HNNA Hennessy Advisors	37.80%
MN Manning & Napier	17.30%
PHCF Puhui Wealth Investment Management	48.20%

Miscellaneous

Company	Employees	Shares Outstanding	Free Float	Optionable
GECC Great Elm Capital	N/A	9.45 million	8.32 million	Not Optionable
GROW U.S. Global Investors	21	14.13 million	11.42 million	Optionable
HNNA Hennessy Advisors	16	7.68 million	4.77 million	Not Optionable
MN Manning & Napier	270	18.47 million	15.27 million	Optionable
PHCF Puhui Wealth Investment Management	40	2.11 million	1.09 million	Not Optionable

PHCF, HNNA, MN, GECC, and GROW Headlines

Source	Headline
	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
	Stifel's wealth management unit thrives, even as overall profits tumble financial-planning.com - January 24 at 9:45 PM
	Constellation Wealth Takes Minority Stake In RIA Perigon Wealth fa-mag.com - January 16 at 8:11 PM

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Media Sentiment Over Time

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Company Descriptions

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.

U.S. Global Investors

NASDAQ:GROW

U.S. Global Investors, Inc. is a publicly owned investment manager. It primarily provides its services to investment companies. The firm is a large advisory firm, an investment adviser to an investment company which provides portfolio management for investment companies. The firm manages and launches equity/balanced funds, fixed income funds and other funds. It also manages hedge funds. The firm primarily invests in no-load mutual funds and exchange traded funds (ETFs). U.S. Global Investors, Inc. is based in San Antonio, Texas.

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.

Manning & Napier

NYSE:MN

Manning & Napier, Inc. is publicly owned investment manager. It provides its services to net worth individuals and institutions, including 401(k) plans, pension plans, taft-hartley plans, endowments and foundations. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity and fixed income markets of the United States. The firm employs fundamental analysis along with a combination of bottom-up and top-down stock picking approach to create its portfolios. Manning & Napier, Inc. was founded in 1970 and is based in Fairport, New York with additional offices in Dublin, Ohio; St. Petersburg, Florida; and Chicago, Illinois.

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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