COMP <GO>
HLNE vs HSBC // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Hamilton Lane Incorporated (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: HLNE 11
— HSBC 3
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: HSBC
LAST: $83.91 (-2.04%) • MKT CAP: $4.72B
options-implied-move
7.10%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
options-implied-move
6.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLNE VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLNE | 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) | 24.70% | 9.90% | +14.80 | HLNE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.6x | 21.0x | -5.40 | HLNE | /valuation <GO> |
| Free Cash Flow Yield | 8.88% | 2.21% | +6.67 | HLNE | /fcf-yield <GO> |
| Operating Margin | 40.10% | 13.90% | +26.20 | HLNE | /operating-margins <GO> |
| Net Profit Margin | 32.80% | 10.90% | +21.90 | HLNE | /net-margins <GO> |
| Revenue Growth (YoY) | 6.50% | 23.10% | -16.60 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.86% | 0.00% | +1.86 | HLNE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.68 | 3.74 | +0.94 | HLNE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | HLNE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.10% | 6.60% | +0.50 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.2 | 25.0 | +21.19 | HLNE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.92 | +0.15 | HLNE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 27.6x | -10.00 | HLNE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.72B | $297.33B | -$292.61B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLNE REV | HSBC REV | HLNE GROSS % | HSBC GROSS % | HLNE FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $759.0M | — | 44.0% | — | $419.1M | — |
| FY 2024 | $713.0M | — | 44.0% | — | $288.7M | — |
| FY 2023 | $553.8M | — | 44.0% | — | $95.9M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLNE // BETA 1.07
HSBC // BETA 0.92