COMP <GO>
ARCC vs HSBC // ALTMAN Z-SCORE & DEBT/EQUITY
Ares Capital Corporation (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: ARCC 7
— HSBC 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: HSBC
LAST: $19.11 (-0.05%) • MKT CAP: $13.81B
balance-sheet
1.06
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
balance-sheet
3.74
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ARCC VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ARCC | 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) | 6.00% | 9.90% | -3.90 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.7x | 21.0x | -9.30 | ARCC | /valuation <GO> |
| Free Cash Flow Yield | -13.69% | 2.21% | -15.90 | HSBC | /fcf-yield <GO> |
| Operating Margin | 41.00% | 13.90% | +27.10 | ARCC | /operating-margins <GO> |
| Net Profit Margin | 33.60% | 10.90% | +22.70 | ARCC | /net-margins <GO> |
| Revenue Growth (YoY) | -2.20% | 23.10% | -25.30 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 9.15% | 0.00% | +9.15 | ARCC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.06 | 3.74 | -2.68 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 6.60% | +0.10 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.9 | 25.0 | +30.93 | ARCC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 0.92 | +0.01 | ARCC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.9x | 27.6x | -17.70 | ARCC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.81B | $297.33B | -$283.52B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ARCC REV | HSBC REV | ARCC GROSS % | HSBC GROSS % | ARCC FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | -$1.72B | — |
| FY 2024 | $0 | — | — | — | -$2.13B | — |
| FY 2023 | $0 | — | — | — | $511.0M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ARCC // BETA 0.93
HSBC // BETA 0.92