COMP <GO>
ITUB vs HSBC // ALTMAN Z-SCORE & DEBT/EQUITY
Itau Unibanco Banco Holding SA American (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: ITUB 2
— HSBC 4
■ METRIC PARITY
LAST: $7.13 (-3.26%) • MKT CAP: $81.27B
balance-sheet
3.74
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
balance-sheet
3.74
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ITUB VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ITUB | 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) | 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) | 7.70% | 23.10% | -15.40 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 3.74 | 3.74 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 6.60% | +0.20 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 28.1 | 25.0 | +3.14 | ITUB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 0.92 | +0.04 | ITUB | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 27.6x | +2.90 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $81.27B | $297.33B | -$216.06B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ITUB REV | HSBC REV | ITUB GROSS % | HSBC GROSS % | ITUB FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT ITUB FA <GO> AND HSBC FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ITUB // BETA 0.96
HSBC // BETA 0.92