COMP <GO>
EPRT vs HSBC // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Essential Properties Realty Trust Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: EPRT 10
— HSBC 4
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: HSBC
LAST: $26.75 (+0.07%) • MKT CAP: $5.89B
options-implied-move
6.80%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
options-implied-move
6.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EPRT VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EPRT | 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 | 18.2x | 21.0x | -2.80 | EPRT | /valuation <GO> |
| Free Cash Flow Yield | 6.04% | 2.21% | +3.83 | EPRT | /fcf-yield <GO> |
| Operating Margin | 64.10% | 13.90% | +50.20 | EPRT | /operating-margins <GO> |
| Net Profit Margin | 45.10% | 10.90% | +34.20 | EPRT | /net-margins <GO> |
| Revenue Growth (YoY) | 24.80% | 23.10% | +1.70 | EPRT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.97% | 0.00% | +3.97 | EPRT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.86 | 3.74 | -1.88 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | EPRT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.80% | 6.60% | +0.20 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.6 | 25.0 | +27.56 | EPRT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 0.92 | +0.05 | EPRT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.6x | 27.6x | -8.00 | EPRT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.89B | $297.33B | -$291.44B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EPRT REV | HSBC REV | EPRT GROSS % | HSBC GROSS % | EPRT FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $561.2M | — | 44.0% | — | $355.8M | — |
| FY 2024 | $449.6M | — | 44.0% | — | $288.3M | — |
| FY 2023 | $359.6M | — | 44.0% | — | $238.4M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EPRT // BETA 0.97
HSBC // BETA 0.92