COMP <GO>
AXS vs HSBC // 10Y YIELD & FRED MACRO BETA
Axis Capital Holdings Limited (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: AXS 7
— HSBC 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: AXS
LAST: $104.87 (+1.97%) • MKT CAP: $7.38B
macro-sensitivity
0.98
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
macro-sensitivity
0.92
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AXS VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AXS | 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 | 12.4x | 21.0x | -8.60 | AXS | /valuation <GO> |
| Free Cash Flow Yield | -4.56% | 2.21% | -6.77 | HSBC | /fcf-yield <GO> |
| Operating Margin | 18.80% | 13.90% | +4.90 | AXS | /operating-margins <GO> |
| Net Profit Margin | 15.40% | 10.90% | +4.50 | AXS | /net-margins <GO> |
| Revenue Growth (YoY) | 10.20% | 23.10% | -12.90 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.93% | 0.00% | +1.93 | AXS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.94 | 3.74 | -2.80 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 6.60% | +0.20 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.7 | 25.0 | +43.71 | AXS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.98 | 0.92 | +0.06 | AXS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.8x | 27.6x | -20.80 | AXS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.38B | $297.33B | -$289.95B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AXS REV | HSBC REV | AXS GROSS % | HSBC GROSS % | AXS FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.56B | — | 44.0% | — | -$336.3M | — |
| FY 2024 | $5.96B | — | 44.0% | — | $1.58B | — |
| FY 2023 | $5.64B | — | 44.0% | — | $1.00B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AXS // BETA 0.98
HSBC // BETA 0.92