COMP <GO>
AMP vs HSBC // EV/EBITDA & P/E VALUATION
Ameriprise Financial Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: AMP 8
— HSBC 5
▲ EV/EBITDA & P/E VALUATION LEADER: AMP
LAST: $490.83 (-1.42%) • MKT CAP: $44.76B
valuation
19.6x
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMP VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMP | 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) | 5.60% | 9.90% | -4.30 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 19.6x | 21.0x | -1.40 | AMP | /valuation <GO> |
| Free Cash Flow Yield | 16.69% | 2.21% | +14.48 | AMP | /fcf-yield <GO> |
| Operating Margin | 23.00% | 13.90% | +9.10 | AMP | /operating-margins <GO> |
| Net Profit Margin | 18.80% | 10.90% | +7.90 | AMP | /net-margins <GO> |
| Revenue Growth (YoY) | 5.50% | 23.10% | -17.60 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.33% | 0.00% | +1.33 | AMP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.61 | 3.74 | -3.13 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.2 | 25.0 | +18.21 | AMP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 0.92 | +0.24 | AMP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.7x | 27.6x | -15.90 | AMP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $44.76B | $297.33B | -$252.57B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMP REV | HSBC REV | AMP GROSS % | HSBC GROSS % | AMP FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.91B | — | 44.0% | — | $7.47B | — |
| FY 2024 | $17.93B | — | 44.0% | — | $5.79B | — |
| FY 2023 | $16.10B | — | 44.0% | — | $3.96B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMP // BETA 1.16
HSBC // BETA 0.92