COMP <GO>
AFL vs HSBC // EV/EBITDA & P/E VALUATION
AFLAC Incorporated (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: AFL 7
— HSBC 6
▲ EV/EBITDA & P/E VALUATION LEADER: AFL
LAST: $123.89 (+0.28%) • MKT CAP: $61.94B
valuation
18.1x
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AFL VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AFL | 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) | 5.90% | 9.90% | -4.00 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 18.1x | 21.0x | -2.90 | AFL | /valuation <GO> |
| Free Cash Flow Yield | 2.88% | 2.21% | +0.67 | AFL | /fcf-yield <GO> |
| Operating Margin | 25.90% | 13.90% | +12.00 | AFL | /operating-margins <GO> |
| Net Profit Margin | 21.20% | 10.90% | +10.30 | AFL | /net-margins <GO> |
| Revenue Growth (YoY) | -9.30% | 23.10% | -32.40 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.93% | 0.00% | +1.93 | AFL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.52 | 3.74 | -2.22 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 6.60% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.4 | 25.0 | +42.40 | AFL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 0.92 | -0.01 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.8x | 27.6x | -11.80 | AFL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $61.94B | $297.33B | -$235.39B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AFL REV | HSBC REV | AFL GROSS % | HSBC GROSS % | AFL FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $17.16B | — | 44.0% | — | $1.78B | — |
| FY 2024 | $18.93B | — | 44.0% | — | $1.86B | — |
| FY 2023 | $18.70B | — | 44.0% | — | $2.35B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AFL // BETA 0.91
HSBC // BETA 0.92