COMP <GO>
INVH vs HSBC // ALTMAN Z-SCORE & DEBT/EQUITY
Invitation Homes Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: INVH 8
— HSBC 6
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: HSBC
LAST: $26.56 (-0.30%) • MKT CAP: $15.73B
balance-sheet
1.44
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
balance-sheet
3.74
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (INVH VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | INVH | 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) | 4.30% | 9.90% | -5.60 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 23.6x | 21.0x | +2.60 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 6.89% | 2.21% | +4.68 | INVH | /fcf-yield <GO> |
| Operating Margin | 26.30% | 13.90% | +12.40 | INVH | /operating-margins <GO> |
| Net Profit Margin | 21.50% | 10.90% | +10.60 | INVH | /net-margins <GO> |
| Revenue Growth (YoY) | 4.20% | 23.10% | -18.90 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.53% | 0.00% | +4.53 | INVH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.44 | 3.74 | -2.30 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | INVH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 6.60% | +0.10 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.5 | 25.0 | +17.55 | INVH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 0.92 | +0.01 | INVH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.9x | 27.6x | -2.70 | INVH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.73B | $297.33B | -$281.59B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | INVH REV | HSBC REV | INVH GROSS % | HSBC GROSS % | INVH FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.73B | — | 44.0% | — | $1.08B | — |
| FY 2024 | $2.62B | — | 44.0% | — | $964.0M | — |
| FY 2023 | $2.43B | — | 44.0% | — | $997.6M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
INVH // BETA 0.93
HSBC // BETA 0.92