COMP <GO>
KKR vs HSBC // 10Y YIELD & FRED MACRO BETA
KKR & Co. Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: KKR 5
— HSBC 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: KKR
LAST: $94.39 (-1.49%) • MKT CAP: $86.01B
macro-sensitivity
1.00
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
macro-sensitivity
0.92
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KKR VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KKR | 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) | 1.90% | 9.90% | -8.00 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 48.1x | 21.0x | +27.10 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | -0.46% | 2.21% | -2.67 | HSBC | /fcf-yield <GO> |
| Operating Margin | 14.90% | 13.90% | +1.00 | KKR | /operating-margins <GO> |
| Net Profit Margin | 12.20% | 10.90% | +1.30 | KKR | /net-margins <GO> |
| Revenue Growth (YoY) | -11.00% | 23.10% | -34.10 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.76% | 0.00% | +0.76 | KKR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 3.74 | -3.29 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 6.60% | +0.30 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.2 | 25.0 | +29.21 | KKR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.00 | 0.92 | +0.08 | KKR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.8x | 27.6x | +6.20 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $86.01B | $297.33B | -$211.32B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KKR REV | HSBC REV | KKR GROSS % | HSBC GROSS % | KKR FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $19.46B | — | 44.0% | — | -$398.1M | — |
| FY 2024 | $21.88B | — | 44.0% | — | $5.67B | — |
| FY 2023 | $14.50B | — | 44.0% | — | -$2.15B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KKR // BETA 1.00
HSBC // BETA 0.92