COMP <GO>
AMG vs HSBC // PIOTROSKI F-SCORE QUALITY
Affiliated Managers Group Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: AMG 9
— HSBC 4
■ METRIC PARITY
LAST: $381.57 (-4.37%) • MKT CAP: $10.32B
piotroski-score
8/9
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
piotroski-score
8/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMG VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMG | 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) | 14.80% | 9.90% | +4.90 | AMG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.4x | 21.0x | -7.60 | AMG | /valuation <GO> |
| Free Cash Flow Yield | 9.37% | 2.21% | +7.16 | AMG | /fcf-yield <GO> |
| Operating Margin | 42.10% | 13.90% | +28.20 | AMG | /operating-margins <GO> |
| Net Profit Margin | 34.50% | 10.90% | +23.60 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 1.60% | 23.10% | -21.50 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.01% | 0.00% | +0.01 | AMG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.24 | 3.74 | -0.50 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 8/9 | 0.00 | TIE | /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 | 49.7 | 25.0 | +24.66 | AMG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 0.92 | +0.07 | AMG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 27.6x | -14.20 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.32B | $297.33B | -$287.01B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMG REV | HSBC REV | AMG GROSS % | HSBC GROSS % | AMG FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.07B | — | 44.0% | — | $967.1M | — |
| FY 2024 | $2.04B | — | 44.0% | — | $928.7M | — |
| FY 2023 | $2.06B | — | 44.0% | — | $781.7M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMG // BETA 0.99
HSBC // BETA 0.92