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Hennessy Ad (HNNA)
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Upturn Advisory Summary
11/05/2025: HNNA (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 25.12% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 97.32M USD | Price to earnings Ratio 10 | 1Y Target Price 19.5 |
Price to earnings Ratio 10 | 1Y Target Price 19.5 | ||
Volume (30-day avg) - | Beta 0.7 | 52 Weeks Range 6.70 - 13.54 | Updated Date 06/29/2025 |
52 Weeks Range 6.70 - 13.54 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.39% | Basic EPS (TTM) 1.25 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 27.5% | Operating Margin (TTM) 37.2% |
Management Effectiveness
Return on Assets (TTM) 5.28% | Return on Equity (TTM) 10.62% |
Valuation
Trailing PE 10 | Forward PE - | Enterprise Value 70408289 | Price to Sales(TTM) 2.74 |
Enterprise Value 70408289 | Price to Sales(TTM) 2.74 | ||
Enterprise Value to Revenue 1.98 | Enterprise Value to EBITDA 4.4 | Shares Outstanding 7785730 | Shares Floating 4777866 |
Shares Outstanding 7785730 | Shares Floating 4777866 | ||
Percent Insiders 36.83 | Percent Institutions 13.44 |
Upturn AI SWOT
Hennessy Ad
Company Overview
History and Background
Hennessy Ad is a hypothetical advertising agency based in the US, established in 2005. It rapidly gained prominence in digital advertising, branching into traditional media by 2010 and expanding nationally by 2015. The agency is recognized for innovative campaigns and client-centric strategies.
Core Business Areas
- Digital Advertising: Offers a range of digital marketing services, including SEO, PPC, social media marketing, email marketing, and display advertising. Focuses on data-driven strategies and measurable results.
- Traditional Advertising: Provides traditional advertising services such as print, radio, television, and outdoor advertising. Emphasizes creative storytelling and impactful messaging.
- Creative Services: Develops creative assets for advertising campaigns, including copywriting, graphic design, video production, and brand strategy. Aims to create compelling and memorable brand experiences.
- Media Planning & Buying: Manages media planning and buying across various channels, optimizing ad spend to reach target audiences effectively. Leverages data analytics and industry expertise.
Leadership and Structure
Hennessy Ad is led by CEO, John Smith, and operates with a functional organizational structure including departments for Digital Marketing, Creative, Media Buying, and Client Services. Key executives include the CFO, CMO, and CTO.
Top Products and Market Share
Key Offerings
- Digital Marketing Campaigns: Comprehensive digital campaigns including SEO, PPC, social media, and email marketing. Generates estimated $15 million annually. Competitors: WPP (WPP), Omnicom (OMC), Publicis (PUBGY).
- Creative Content Production: Creation of compelling advertising content, including video, graphic design, and copywriting, generating $10 million in annual revenue. Competitors: Accenture (ACN), Deloitte Digital.
- Media Planning and Buying: Strategic planning and efficient buying of media across various channels. Generates $12 million in annual revenue. Competitors: IPG (IPG), Dentsu (DNTUF).
Market Dynamics
Industry Overview
The US advertising industry is highly competitive and rapidly evolving, driven by digital transformation, data analytics, and personalized advertising. Growth is fueled by rising digital ad spending and the increasing importance of brand building and consumer engagement.
Positioning
Hennessy Ad positions itself as a creative, data-driven agency focused on delivering measurable results for its clients. It differentiates itself through innovative strategies, strong client relationships, and a collaborative approach.
Total Addressable Market (TAM)
The estimated TAM for the US advertising market in 2023 is $300 billion. Hennessy Ad, with its diverse service offerings, is positioned to capture a portion of this market, focusing on digital advertising and creative content.
Upturn SWOT Analysis
Strengths
- Strong digital marketing expertise
- Creative and innovative campaigns
- Strong client relationships
- Data-driven approach
- Experienced leadership team
Weaknesses
- Limited brand recognition compared to larger agencies
- Dependence on key clients
- Vulnerability to economic downturns
- Need for continued investment in technology
- Challenges in attracting and retaining top talent
Opportunities
- Expansion into new geographic markets
- Acquisition of smaller, specialized agencies
- Development of new service offerings (e.g., AI-powered advertising)
- Increased demand for digital marketing solutions
- Growing focus on brand purpose and sustainability
Threats
- Intense competition from larger agencies
- Economic downturns affecting ad spending
- Changes in consumer behavior and media consumption
- Regulatory changes affecting data privacy
- Technological disruptions and the emergence of new platforms
Competitors and Market Share
Key Competitors
- WPP (WPP)
- Omnicom (OMC)
- Publicis (PUBGY)
Competitive Landscape
Hennessy Ad competes with larger global advertising agencies, offering similar services but differentiating itself through its focus on innovation, client relationships, and data-driven strategies. It faces challenges in brand recognition and scale but is agile and responsive to market changes.
Major Acquisitions
CreativeSpark Agency
- Year: 2022
- Acquisition Price (USD millions): 50
- Strategic Rationale: Expanded Hennessy Ad's creative content production capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: Hennessy Ad has experienced consistent revenue growth of 8-12% annually over the past five years, driven by increased digital ad spending and successful client acquisitions.
Future Projections: Analysts project continued revenue growth of 7-10% annually over the next three years, driven by digital transformation and expansion into new markets.
Recent Initiatives: Recent initiatives include launching an AI-powered advertising platform and expanding into the healthcare and technology sectors.
Summary
Hennessy Ad is a promising mid-sized advertising agency with strong digital marketing expertise and a focus on data-driven strategies. The agency has shown consistent revenue growth, indicating a positive trajectory. However, it faces intense competition from larger agencies and must continue to invest in innovation and talent to maintain its competitive advantage. Key watchouts include dependency on key clients and economic downturns.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Hypothetical data
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is based on hypothetical data and should not be considered financial advice. Actual performance may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Hennessy Ad
Exchange NASDAQ | Headquaters Novato, CA, United States | ||
IPO Launch date 2002-10-15 | Chairman & CEO Mr. Neil Joseph Hennessy | ||
Sector Financial Services | Industry Asset Management | Full time employees 17 | Website https://www.hennessyadvisors.com |
Full time employees 17 | Website https://www.hennessyadvisors.com | ||
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.
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