COMP <GO>
CG vs HSBC // ALTMAN Z-SCORE & DEBT/EQUITY
The Carlyle Group Inc. (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: CG 7
— HSBC 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: HSBC
LAST: $40.18 (-0.96%) • MKT CAP: $14.46B
balance-sheet
0.91
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
balance-sheet
3.74
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CG VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CG | 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) | 5.40% | 9.90% | -4.50 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.3x | 21.0x | -0.70 | CG | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | 2.21% | -20.21 | HSBC | /fcf-yield <GO> |
| Operating Margin | 20.60% | 13.90% | +6.70 | CG | /operating-margins <GO> |
| Net Profit Margin | 16.90% | 10.90% | +6.00 | CG | /net-margins <GO> |
| Revenue Growth (YoY) | -11.90% | 23.10% | -35.00 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.49% | 0.00% | +3.49 | CG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.91 | 3.74 | -2.83 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 8/9 | -5.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 6.60% | -0.10 | CG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.2 | 25.0 | +30.24 | CG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 0.92 | -0.04 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 27.6x | -11.00 | CG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.46B | $297.33B | -$282.87B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CG REV | HSBC REV | CG GROSS % | HSBC GROSS % | CG FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.78B | — | 44.0% | — | -$3.37B | — |
| FY 2024 | $5.43B | — | 44.0% | — | -$837.2M | — |
| FY 2023 | $2.96B | — | 44.0% | — | $71.5M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CG // BETA 0.88
HSBC // BETA 0.92