COMP <GO>
EPR vs HSBC // 10Y YIELD & FRED MACRO BETA
EPR Properties (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: EPR 8
— HSBC 5
▲ 10Y YIELD & FRED MACRO BETA LEADER: EPR
LAST: $57.71 (-1.08%) • MKT CAP: $4.47B
macro-sensitivity
1.13
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
macro-sensitivity
0.92
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EPR VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EPR | 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) | 9.00% | 9.90% | -0.90 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.1x | 21.0x | -7.90 | EPR | /valuation <GO> |
| Free Cash Flow Yield | 8.70% | 2.21% | +6.49 | EPR | /fcf-yield <GO> |
| Operating Margin | 57.70% | 13.90% | +43.80 | EPR | /operating-margins <GO> |
| Net Profit Margin | 38.30% | 10.90% | +27.40 | EPR | /net-margins <GO> |
| Revenue Growth (YoY) | 2.90% | 23.10% | -20.20 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 6.50% | 0.00% | +6.50 | EPR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.61 | 3.74 | -2.13 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /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 | 56.7 | 25.0 | +31.66 | EPR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.13 | 0.92 | +0.21 | EPR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.2x | 27.6x | -12.40 | EPR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.47B | $297.33B | -$292.86B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EPR REV | HSBC REV | EPR GROSS % | HSBC GROSS % | EPR FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $718.4M | — | 44.0% | — | $388.6M | — |
| FY 2024 | $698.1M | — | 44.0% | — | $129.2M | — |
| FY 2023 | $705.7M | — | 44.0% | — | $415.3M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EPR // BETA 1.13
HSBC // BETA 0.92