COMP <GO>
BLK vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
BlackRock Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: BLK 4
— HSBC 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HSBC
LAST: $1,147.54 (-2.44%) • MKT CAP: $182.16B
roic
6.20%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BLK VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BLK | 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 | 6.20% | 9.90% | -3.70 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.4x | 21.0x | +8.40 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 1.95% | 2.21% | -0.26 | HSBC | /fcf-yield <GO> |
| Operating Margin | 29.10% | 13.90% | +15.20 | BLK | /operating-margins <GO> |
| Net Profit Margin | 22.90% | 10.90% | +12.00 | BLK | /net-margins <GO> |
| Revenue Growth (YoY) | 18.70% | 23.10% | -4.40 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.67 | 3.74 | -2.07 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 6.60% | +0.70 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.2 | 25.0 | +33.18 | BLK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 0.92 | +0.21 | BLK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 27.6x | 0.00 | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $182.16B | $297.33B | -$115.16B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BLK REV | HSBC REV | BLK GROSS % | HSBC GROSS % | BLK FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $24.22B | — | 44.0% | — | $3.55B | — |
| FY 2024 | $20.41B | — | 44.0% | — | $4.70B | — |
| FY 2023 | $17.86B | — | 44.0% | — | $3.36B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BLK // BETA 1.13
HSBC // BETA 0.92