COMP <GO>
FCNCA vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
First Citizens BancShares Inc. (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: FCNCA 7
— HSBC 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HSBC
LAST: $2,352.64 (-1.25%) • MKT CAP: $26.91B
roic
2.60%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FCNCA VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FCNCA | 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 | 2.60% | 9.90% | -7.30 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.2x | 21.0x | +5.20 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 8.22% | 2.21% | +6.01 | FCNCA | /fcf-yield <GO> |
| Operating Margin | 28.20% | 13.90% | +14.30 | FCNCA | /operating-margins <GO> |
| Net Profit Margin | 23.10% | 10.90% | +12.20 | FCNCA | /net-margins <GO> |
| Revenue Growth (YoY) | -2.20% | 23.10% | -25.30 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.60% | 0.00% | +0.60 | FCNCA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 3.74 | -3.29 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 6.60% | +0.60 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.1 | 25.0 | +43.13 | FCNCA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.09 | 0.92 | +0.17 | FCNCA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.3x | 27.6x | -16.30 | FCNCA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $26.91B | $297.33B | -$270.42B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FCNCA REV | HSBC REV | FCNCA GROSS % | HSBC GROSS % | FCNCA FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.54B | — | 44.0% | — | $2.21B | — |
| FY 2024 | $9.76B | — | 44.0% | — | $2.56B | — |
| FY 2023 | $18.79B | — | 44.0% | — | $1.81B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FCNCA // BETA 1.09
HSBC // BETA 0.92