COMP <GO>
GSHD vs HSBC // FREE CASH FLOW YIELD
Goosehead Insurance Inc. (Class A) (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: GSHD 5
— HSBC 5
▲ FREE CASH FLOW YIELD LEADER: GSHD
LAST: $51.35 (+7.87%) • MKT CAP: $1.82B
fcf-yield
5.10%
LAST: $85.91 (+0.57%) • MKT CAP: $294.96B
fcf-yield
2.21%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GSHD VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GSHD | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 36.90% | 9.90% | +27.00 | GSHD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.5x | 21.0x | +3.50 | HSBC | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 5.10% | 2.21% | +2.89 | GSHD | /fcf-yield <GO> |
| Operating Margin | 20.40% | 13.90% | +6.50 | GSHD | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 10.90% | -3.30 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | — | 23.10% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 8.63% | 0.00% | +8.63 | GSHD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.8 | 30.3 | +28.50 | GSHD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.92 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 56.5x | 27.6x | +28.90 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.82B | $294.96B | -$293.13B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GSHD REV | HSBC REV | GSHD GROSS % | HSBC GROSS % | GSHD FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $365.3M | — | — | — | $86.1M | — |
| FY 2024 | $171.2M | — | — | — | $70.6M | — |
| FY 2023 | $92.3M | — | — | — | $50.8M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GSHD // BETA —
HSBC // BETA 0.92