COMP <GO>
BEN vs HSBC // GROSS PROFIT MARGIN
Franklin Templeton Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: BEN 4
— HSBC 9
■ METRIC PARITY
LAST: $31.64 (-2.16%) • MKT CAP: $16.43B
gross-margins
41.00%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
gross-margins
41.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BEN VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BEN | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.00% | 9.90% | -6.90 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.4x | 21.0x | +6.40 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 5.55% | 2.21% | +3.34 | BEN | /fcf-yield <GO> |
| Operating Margin | 6.90% | 13.90% | -7.00 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 6.00% | 10.90% | -4.90 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 3.50% | 23.10% | -19.60 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.16% | 0.00% | +4.16 | BEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.60 | 3.74 | -2.14 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /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 | 47.4 | 25.0 | +22.41 | BEN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 0.92 | +0.03 | BEN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.1x | 27.6x | +1.50 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.43B | $297.33B | -$280.90B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BEN REV | HSBC REV | BEN GROSS % | HSBC GROSS % | BEN FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.77B | — | 44.0% | — | $911.6M | — |
| FY 2024 | $8.48B | — | 44.0% | — | $794.2M | — |
| FY 2023 | $7.85B | — | 44.0% | — | $736.0M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BEN // BETA 0.95
HSBC // BETA 0.92