COMP <GO>
CB vs HSBC // 10Y YIELD & FRED MACRO BETA
Chubb Limited (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: CB 8
— HSBC 5
▲ 10Y YIELD & FRED MACRO BETA LEADER: CB
LAST: $364.12 (+0.51%) • MKT CAP: $138.42B
macro-sensitivity
0.93
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
macro-sensitivity
0.92
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CB VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CB | 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) | 8.10% | 9.90% | -1.80 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.6x | 21.0x | -8.40 | CB | /valuation <GO> |
| Free Cash Flow Yield | 7.33% | 2.21% | +5.12 | CB | /fcf-yield <GO> |
| Operating Margin | 21.20% | 13.90% | +7.30 | CB | /operating-margins <GO> |
| Net Profit Margin | 17.40% | 10.90% | +6.50 | CB | /net-margins <GO> |
| Revenue Growth (YoY) | 6.50% | 23.10% | -16.60 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.09% | 0.00% | +1.09 | CB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.34 | 3.74 | -2.40 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 6.60% | +0.10 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.7 | 25.0 | +40.65 | CB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.93 | 0.92 | +0.01 | CB | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.5x | 27.6x | -15.10 | CB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $138.42B | $297.33B | -$158.91B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CB REV | HSBC REV | CB GROSS % | HSBC GROSS % | CB FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $59.40B | — | 44.0% | — | $10.14B | — |
| FY 2024 | $55.75B | — | 44.0% | — | $13.67B | — |
| FY 2023 | $49.73B | — | 44.0% | — | $10.39B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CB // BETA 0.93
HSBC // BETA 0.92