COMP <GO>
EVR vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
Evercore Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: EVR 12
— HSBC 2
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: EVR
LAST: $290.50 (-2.38%) • MKT CAP: $11.44B
roic
30.30%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EVR VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EVR | 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) ACTIVE | 30.30% | 9.90% | +20.40 | EVR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.0x | 21.0x | -8.00 | EVR | /valuation <GO> |
| Free Cash Flow Yield | 9.45% | 2.21% | +7.24 | EVR | /fcf-yield <GO> |
| Operating Margin | 18.60% | 13.90% | +4.70 | EVR | /operating-margins <GO> |
| Net Profit Margin | 15.30% | 10.90% | +4.40 | EVR | /net-margins <GO> |
| Revenue Growth (YoY) | 29.50% | 23.10% | +6.40 | EVR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.26% | 0.00% | +1.26 | EVR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.57 | 3.74 | +0.83 | EVR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | EVR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.6 | 25.0 | +39.57 | EVR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 0.92 | +0.23 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 27.6x | -11.40 | EVR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.44B | $297.33B | -$285.88B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EVR REV | HSBC REV | EVR GROSS % | HSBC GROSS % | EVR FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.88B | — | 44.0% | — | $1.08B | — |
| FY 2024 | $3.00B | — | 44.0% | — | $853.3M | — |
| FY 2023 | $2.44B | — | 44.0% | — | $348.0M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EVR // BETA 1.15
HSBC // BETA 0.92