COMP <GO>
AJG vs HSBC // ALTMAN Z-SCORE & DEBT/EQUITY
Arthur J. Gallagher & Co. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: AJG 4
— HSBC 10
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: HSBC
LAST: $276.07 (+2.93%) • MKT CAP: $68.74B
balance-sheet
1.30
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
balance-sheet
3.74
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AJG VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AJG | 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) | 5.30% | 9.90% | -4.60 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.7x | 21.0x | +9.70 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 1.89% | 2.21% | -0.32 | HSBC | /fcf-yield <GO> |
| Operating Margin | 13.10% | 13.90% | -0.80 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 10.70% | 10.90% | -0.20 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 20.70% | 23.10% | -2.40 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.97% | 0.00% | +0.97 | AJG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.30 | 3.74 | -2.44 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | AJG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 6.60% | +0.30 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.5 | 25.0 | +44.52 | AJG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.92 | +0.08 | AJG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 38.6x | 27.6x | +11.00 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $68.74B | $297.33B | -$228.59B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AJG REV | HSBC REV | AJG GROSS % | HSBC GROSS % | AJG FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.94B | — | 44.0% | — | $1.30B | — |
| FY 2024 | $11.55B | — | 44.0% | — | $2.06B | — |
| FY 2023 | $10.07B | — | 44.0% | — | $1.58B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AJG // BETA 1.00
HSBC // BETA 0.92