COMP <GO>
FHI vs HSBC // DIVIDEND YIELD & FCF PAYOUT SAFETY
Federated Hermes Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: FHI 10
— HSBC 3
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: FHI
LAST: $58.48 (+0.81%) • MKT CAP: $4.33B
dividend-safety
2.42%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
dividend-safety
0.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FHI VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FHI | 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) | 39.80% | 9.90% | +29.90 | FHI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.0x | 21.0x | -13.00 | FHI | /valuation <GO> |
| Free Cash Flow Yield | 6.80% | 2.21% | +4.59 | FHI | /fcf-yield <GO> |
| Operating Margin | 28.50% | 13.90% | +14.60 | FHI | /operating-margins <GO> |
| Net Profit Margin | 22.40% | 10.90% | +11.50 | FHI | /net-margins <GO> |
| Revenue Growth (YoY) | 10.30% | 23.10% | -12.80 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 2.42% | 0.00% | +2.42 | FHI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.52 | 3.74 | +1.78 | FHI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 6.60% | +0.40 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.0 | 25.0 | +33.03 | FHI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | 0.92 | +0.11 | FHI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 27.6x | -17.60 | FHI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.33B | $297.33B | -$293.00B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FHI REV | HSBC REV | FHI GROSS % | HSBC GROSS % | FHI FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.80B | — | 44.0% | — | $294.6M | — |
| FY 2024 | $1.63B | — | 44.0% | — | $342.5M | — |
| FY 2023 | $1.61B | — | 44.0% | — | $239.4M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FHI // BETA 1.03
HSBC // BETA 0.92