COMP <GO>
EXR vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
Extra Space Storage Inc (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: EXR 6
— HSBC 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HSBC
LAST: $151.32 (+0.95%) • MKT CAP: $31.67B
roic
5.70%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EXR VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EXR | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | -30.00% | 41.00% | -71.00 | HSBC | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.70% | 9.90% | -4.20 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.7x | 21.0x | +5.70 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 5.82% | 2.21% | +3.61 | EXR | /fcf-yield <GO> |
| Operating Margin | 75.00% | 13.90% | +61.10 | EXR | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 10.90% | +57.10 | EXR | /net-margins <GO> |
| Revenue Growth (YoY) | 7.10% | 23.10% | -16.00 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.34% | 0.00% | +4.34 | EXR | /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 | 6.50% | 6.60% | -0.10 | EXR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 76.4 | 25.0 | +51.37 | EXR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 0.92 | -0.03 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.2x | 27.6x | +2.60 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.67B | $297.33B | -$265.66B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EXR REV | HSBC REV | EXR GROSS % | HSBC GROSS % | EXR FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $129.5M | — | -609.1% | — | $1.84B | — |
| FY 2024 | $120.9M | — | -588.1% | — | $1.88B | — |
| FY 2023 | $102.0M | — | 44.0% | — | $1.40B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EXR // BETA 0.89
HSBC // BETA 0.92