COMP <GO>
BRK-B vs HSBC // ALTMAN Z-SCORE & DEBT/EQUITY
Berkshire Hathaway Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: BRK-B 8
— HSBC 5
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: HSBC
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
balance-sheet
2.85
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
balance-sheet
3.74
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRK-B VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRK-B | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 41.00% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.47% | 9.90% | +1.57 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 21.0x | -11.32 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 2.09% | 2.21% | -0.12 | HSBC | /fcf-yield <GO> |
| Operating Margin | 27.80% | 13.90% | +13.90 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 22.30% | 10.90% | +11.40 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 3.93% | 23.10% | -19.17 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 2.85 | 3.74 | -0.89 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 3.55% | 6.60% | -3.05 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.8 | 25.0 | +41.82 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.61 | 0.92 | -0.31 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.3x | 27.6x | -3.26 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.16T | $297.33B | $862.38B | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRK-B REV | HSBC REV | BRK-B GROSS % | HSBC GROSS % | BRK-B FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $371.44B | — | — | — | $25.04B | — |
| FY 2024 | $371.43B | — | — | — | $11.62B | — |
| FY 2023 | $364.48B | — | — | — | $29.79B | — |
| FY 2022 | $302.02B | — | — | — | $21.89B | — |
| FY 2021 | $276.19B | — | — | — | $26.15B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRK-B // BETA 0.61
HSBC // BETA 0.92