COMP <GO>
BWIN vs HSBC // ENTERPRISE SCALE & MARKET CAP
The Baldwin Insurance Group Inc. (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: BWIN 2
— HSBC 11
▲ ENTERPRISE SCALE & MARKET CAP LEADER: HSBC
LAST: $31.93 (+0.31%) • MKT CAP: $4.44B
market-cap
$4.44B
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
market-cap
$297.33B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BWIN VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BWIN | 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) | 3.60% | 9.90% | -6.30 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 41.8x | 21.0x | +20.80 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | -2.18% | 2.21% | -4.39 | HSBC | /fcf-yield <GO> |
| Operating Margin | 4.90% | 13.90% | -9.00 | HSBC | /operating-margins <GO> |
| Net Profit Margin | -3.60% | 10.90% | -14.50 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 8.50% | 23.10% | -14.60 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.37 | 3.74 | -2.37 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | 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 | 56.4 | 25.0 | +31.39 | BWIN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 0.92 | +0.20 | BWIN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.0x | 27.6x | +1.40 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $4.44B | $297.33B | -$292.89B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BWIN REV | HSBC REV | BWIN GROSS % | HSBC GROSS % | BWIN FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.49B | — | 44.0% | — | -$96.6M | — |
| FY 2024 | $1.38B | — | 44.0% | — | -$10.5M | — |
| FY 2023 | $1.21B | — | 44.0% | — | -$54.5M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BWIN // BETA 1.12
HSBC // BETA 0.92