COMP <GO>
ASB vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
Associated Banc-Corp (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: ASB 7
— HSBC 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HSBC
LAST: $30.30 (-0.75%) • MKT CAP: $5.67B
roic
2.80%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ASB VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ASB | 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 | 2.80% | 9.90% | -7.10 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.8x | 21.0x | +5.80 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 9.60% | 2.21% | +7.39 | ASB | /fcf-yield <GO> |
| Operating Margin | 36.50% | 13.90% | +22.60 | ASB | /operating-margins <GO> |
| Net Profit Margin | 29.90% | 10.90% | +19.00 | ASB | /net-margins <GO> |
| Revenue Growth (YoY) | 9.90% | 23.10% | -13.20 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.75% | 0.00% | +2.75 | ASB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 3.74 | -3.29 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 6.60% | +0.40 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.3 | 25.0 | +35.33 | ASB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 0.92 | +0.10 | ASB | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.1x | 27.6x | -16.50 | ASB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.67B | $297.33B | -$291.66B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ASB REV | HSBC REV | ASB GROSS % | HSBC GROSS % | ASB FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | $615.7M | — |
| FY 2024 | $0 | — | — | — | $580.2M | — |
| FY 2023 | $1.10B | — | 44.0% | — | $393.1M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ASB // BETA 1.02
HSBC // BETA 0.92