COMP <GO>
APO vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
Apollo Global Management Inc. (New) (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: APO 5
— HSBC 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HSBC
LAST: $115.84 (-2.29%) • MKT CAP: $70.01B
roic
2.30%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APO VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APO | 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 | 2.30% | 9.90% | -7.60 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 35.5x | 21.0x | +14.50 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 8.29% | 2.21% | +6.08 | APO | /fcf-yield <GO> |
| Operating Margin | 12.90% | 13.90% | -1.00 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 10.60% | 10.90% | -0.30 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 22.70% | 23.10% | -0.40 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.72% | 0.00% | +1.72 | APO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 3.74 | -3.29 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 6.60% | +0.20 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.2 | 25.0 | +23.17 | APO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 0.92 | +0.06 | APO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.3x | 27.6x | -10.30 | APO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $70.01B | $297.33B | -$227.31B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APO REV | HSBC REV | APO GROSS % | HSBC GROSS % | APO FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $32.05B | — | 44.0% | — | $5.80B | — |
| FY 2024 | $26.11B | — | 44.0% | — | $2.08B | — |
| FY 2023 | $32.64B | — | 44.0% | — | $4.85B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APO // BETA 0.98
HSBC // BETA 0.92