COMP <GO>
JPM vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
JPMorgan Chase & Co. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: JPM 9
— HSBC 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
roic
17.37%
LAST: $86.60 (+0.27%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JPM VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JPM | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 17.37% | 9.90% | +7.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 21.0x | -11.33 | JPM | /valuation <GO> |
| Free Cash Flow Yield | -18.14% | 2.21% | -20.35 | HSBC | /fcf-yield <GO> |
| Operating Margin | 42.07% | 13.90% | +28.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | 32.63% | 10.90% | +21.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 13.53% | 23.10% | -9.57 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.96% | 0.00% | +1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 8/9 | -6.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 4.84% | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.1 | 30.2 | +24.90 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.92 | +0.08 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.6x | 27.6x | -14.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $913.30B | $297.33B | $615.97B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JPM REV | HSBC REV | JPM GROSS % | HSBC GROSS % | JPM FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $182.45B | — | — | — | -$147.78B | — |
| FY 2024 | $177.56B | — | — | — | -$42.01B | — |
| FY 2023 | $158.10B | — | — | — | $12.97B | — |
| FY 2022 | $128.69B | — | — | — | $107.12B | — |
| FY 2021 | $121.65B | — | — | — | $78.08B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JPM // BETA 1.00
HSBC // BETA 0.92