COMP <GO>
BOKF vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
BOK Financial Corporation (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: BOKF 7
— HSBC 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HSBC
LAST: $130.22 (-1.62%) • MKT CAP: $8.04B
roic
2.90%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BOKF VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BOKF | 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 | 2.90% | 9.90% | -7.00 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.8x | 21.0x | +5.80 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 7.94% | 2.21% | +5.73 | BOKF | /fcf-yield <GO> |
| Operating Margin | 31.30% | 13.90% | +17.40 | BOKF | /operating-margins <GO> |
| Net Profit Margin | 25.70% | 10.90% | +14.80 | BOKF | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 23.10% | -19.80 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.83% | 0.00% | +1.83 | BOKF | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.47 | 3.74 | -3.27 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.8 | 25.0 | +28.75 | BOKF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 0.92 | +0.22 | BOKF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.9x | 27.6x | -14.70 | BOKF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.04B | $297.33B | -$289.28B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BOKF REV | HSBC REV | BOKF GROSS % | HSBC GROSS % | BOKF FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | $739.6M | — |
| FY 2024 | $0 | — | — | — | $1.43B | — |
| FY 2023 | $0 | — | — | — | $66.2M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BOKF // BETA 1.14
HSBC // BETA 0.92