COMP <GO>
ERIE vs HSBC // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Erie Indemnity Company (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: ERIE 10
— HSBC 3
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: ERIE
LAST: $261.39 (+4.23%) • MKT CAP: $11.58B
options-implied-move
6.50%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
options-implied-move
6.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ERIE VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ERIE | 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) | 24.30% | 9.90% | +14.40 | ERIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.3x | 21.0x | -7.70 | ERIE | /valuation <GO> |
| Free Cash Flow Yield | 4.35% | 2.21% | +2.14 | ERIE | /fcf-yield <GO> |
| Operating Margin | 17.60% | 13.90% | +3.70 | ERIE | /operating-margins <GO> |
| Net Profit Margin | 13.80% | 10.90% | +2.90 | ERIE | /net-margins <GO> |
| Revenue Growth (YoY) | 7.20% | 23.10% | -15.90 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.20% | 0.00% | +2.20 | ERIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 9.94 | 3.74 | +6.20 | ERIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.50% | 6.60% | -0.10 | ERIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.8 | 25.0 | +41.77 | ERIE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 0.92 | -0.03 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.3x | 27.6x | -8.30 | ERIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.58B | $297.33B | -$285.74B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ERIE REV | HSBC REV | ERIE GROSS % | HSBC GROSS % | ERIE FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.07B | — | 44.0% | — | $503.6M | — |
| FY 2024 | $3.80B | — | 44.0% | — | $440.5M | — |
| FY 2023 | $3.27B | — | 44.0% | — | $234.1M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ERIE // BETA 0.89
HSBC // BETA 0.92