COMP <GO>
IVZ vs HSBC // GROSS PROFIT MARGIN
Invesco Ltd (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: IVZ 5
— HSBC 8
■ METRIC PARITY
LAST: $27.76 (-4.34%) • MKT CAP: $12.81B
gross-margins
41.00%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
gross-margins
41.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVZ VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVZ | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -3.20% | 9.90% | -13.10 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 21.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.25% | 2.21% | +9.04 | IVZ | /fcf-yield <GO> |
| Operating Margin | -10.90% | 13.90% | -24.80 | HSBC | /operating-margins <GO> |
| Net Profit Margin | -8.50% | 10.90% | -19.40 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | 23.10% | -18.00 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.94% | 0.00% | +2.94 | IVZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.25 | 3.74 | -2.49 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 6.60% | +0.50 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.4 | 25.0 | +12.43 | IVZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.92 | +0.15 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 27.6x | -9.60 | IVZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.81B | $297.33B | -$284.51B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVZ REV | HSBC REV | IVZ GROSS % | HSBC GROSS % | IVZ FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.38B | — | 44.0% | — | $1.44B | — |
| FY 2024 | $6.07B | — | 44.0% | — | $1.12B | — |
| FY 2023 | $5.72B | — | 44.0% | — | $1.04B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVZ // BETA 1.07
HSBC // BETA 0.92