COMP <GO>
BKU vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
BankUnited Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: BKU 4
— HSBC 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HSBC
LAST: $43.00 (-0.92%) • MKT CAP: $3.09B
roic
8.80%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BKU VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BKU | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 8.80% | 9.90% | -1.10 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 21.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.60% | 2.21% | +9.39 | BKU | /fcf-yield <GO> |
| Operating Margin | — | 13.90% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 10.90% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 23.10% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.97% | 0.00% | +2.97 | BKU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.3 | 30.2 | +22.10 | BKU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.92 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.7x | 27.6x | -16.90 | BKU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.09B | $297.33B | -$294.24B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BKU REV | HSBC REV | BKU GROSS % | HSBC GROSS % | BKU FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | $358.6M | — |
| FY 2024 | $0 | — | — | — | $433.8M | — |
| FY 2023 | $0 | — | — | — | $657.5M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BKU // BETA —
HSBC // BETA 0.92