COMP <GO>
ARES vs HSBC // EV/EBITDA & P/E VALUATION
Ares Management Corporation (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: ARES 4
— HSBC 9
▲ EV/EBITDA & P/E VALUATION LEADER: HSBC
LAST: $128.15 (+0.53%) • MKT CAP: $42.10B
valuation
64.1x
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ARES VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ARES | 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) | 4.50% | 9.90% | -5.40 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 64.1x | 21.0x | +43.10 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 7.16% | 2.21% | +4.95 | ARES | /fcf-yield <GO> |
| Operating Margin | 9.30% | 13.90% | -4.60 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 10.90% | -3.30 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 44.20% | 23.10% | +21.10 | ARES | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.63 | 3.74 | -2.11 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 6.60% | -0.10 | ARES | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.7 | 25.0 | +38.73 | ARES | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.87 | 0.92 | -0.05 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 83.0x | 27.6x | +55.40 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $42.10B | $297.33B | -$255.23B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ARES REV | HSBC REV | ARES GROSS % | HSBC GROSS % | ARES FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.60B | — | 44.0% | — | $3.01B | — |
| FY 2024 | $3.88B | — | 44.0% | — | $2.62B | — |
| FY 2023 | $3.63B | — | 44.0% | — | -$396.7M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ARES // BETA 0.87
HSBC // BETA 0.92