COMP <GO>
BRO vs HSBC // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Brown & Brown Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: BRO 7
— HSBC 6
■ METRIC PARITY
LAST: $69.76 (+2.83%) • MKT CAP: $22.50B
options-implied-move
6.60%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
options-implied-move
6.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRO VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRO | 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) | 4.70% | 9.90% | -5.20 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.1x | 21.0x | +0.10 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 6.14% | 2.21% | +3.93 | BRO | /fcf-yield <GO> |
| Operating Margin | 21.80% | 13.90% | +7.90 | BRO | /operating-margins <GO> |
| Net Profit Margin | 17.90% | 10.90% | +7.00 | BRO | /net-margins <GO> |
| Revenue Growth (YoY) | 22.80% | 23.10% | -0.30 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.86% | 0.00% | +0.86 | BRO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.62 | 3.74 | -2.12 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | BRO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.60% | 6.60% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.0 | 25.0 | +31.03 | BRO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 0.92 | -0.01 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.9x | 27.6x | -9.70 | BRO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.50B | $297.33B | -$274.83B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRO REV | HSBC REV | BRO GROSS % | HSBC GROSS % | BRO FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.90B | — | 44.0% | — | $1.38B | — |
| FY 2024 | $4.80B | — | 44.0% | — | $1.09B | — |
| FY 2023 | $4.26B | — | 44.0% | — | $818.4M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRO // BETA 0.91
HSBC // BETA 0.92