COMP <GO>
AAMI vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
Acadian Asset Management Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: AAMI 6
— HSBC 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AAMI
LAST: $88.92 (-2.63%) • MKT CAP: $3.24B
roic
40.30%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AAMI VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AAMI | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 40.30% | 9.90% | +30.40 | AAMI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.2x | 21.0x | +1.20 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | -0.86% | 2.21% | -3.07 | HSBC | /fcf-yield <GO> |
| Operating Margin | 23.40% | 13.90% | +9.50 | AAMI | /operating-margins <GO> |
| Net Profit Margin | 14.20% | 10.90% | +3.30 | AAMI | /net-margins <GO> |
| Revenue Growth (YoY) | 11.50% | 23.10% | -11.60 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.94 | 3.74 | +1.20 | AAMI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 6.60% | +0.60 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 39.2 | 25.0 | +14.16 | AAMI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 0.92 | +0.16 | AAMI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 37.7x | 27.6x | +10.10 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.24B | $297.33B | -$294.09B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AAMI REV | HSBC REV | AAMI GROSS % | HSBC GROSS % | AAMI FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $563.7M | — | 44.0% | — | -$27.8M | — |
| FY 2024 | $505.6M | — | 44.0% | — | $33.0M | — |
| FY 2023 | $426.6M | — | 44.0% | — | $49.1M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AAMI // BETA 1.08
HSBC // BETA 0.92