COMP <GO>
HSBC vs RY // RETURN ON INVESTED CAPITAL (ROIC)
HSBC Holdings plc. (NYSE) VS. Royal Bank Of Canada (NYSE) • 15-METRIC TALLY: HSBC 5
— RY 2
■ METRIC PARITY
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
LAST: $202.98 (-1.48%) • MKT CAP: $285.23B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HSBC VS. RY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HSBC | RY | 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 | 9.90% | 9.90% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 21.0x | 0.00 | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 2.21% | 0.00 | TIE | /fcf-yield <GO> |
| Operating Margin | 13.90% | 13.90% | 0.00 | TIE | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 10.90% | 0.00 | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 23.10% | 2.20% | +20.90 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 3.74 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 7.30% | -0.70 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 25.0 | 55.8 | -30.84 | RY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 1.13 | -0.21 | RY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 30.5x | -2.90 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $297.33B | $285.23B | $12.09B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HSBC REV | RY REV | HSBC GROSS % | RY GROSS % | HSBC FCF | RY FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT HSBC FA <GO> AND RY FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HSBC // BETA 0.92
RY // BETA 1.13