COMP <GO>
L vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
Loews Corporation (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: L 8
— HSBC 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HSBC
LAST: $111.32 (-0.33%) • MKT CAP: $22.83B
roic
4.40%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (L VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | L | 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) ACTIVE | 4.40% | 9.90% | -5.50 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.0x | 21.0x | -5.00 | L | /valuation <GO> |
| Free Cash Flow Yield | 11.83% | 2.21% | +9.62 | L | /fcf-yield <GO> |
| Operating Margin | 64.10% | 13.90% | +50.20 | L | /operating-margins <GO> |
| Net Profit Margin | 52.50% | 10.90% | +41.60 | L | /net-margins <GO> |
| Revenue Growth (YoY) | 9.70% | 23.10% | -13.40 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.23% | 0.00% | +0.23 | L | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.76 | 3.74 | -2.98 | HSBC | /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 | 57.2 | 25.0 | +32.22 | L | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 0.92 | +0.04 | L | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.7x | 27.6x | -14.90 | L | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.83B | $297.33B | -$274.49B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | L REV | HSBC REV | L GROSS % | HSBC GROSS % | L FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.17B | — | 44.0% | — | $2.70B | — |
| FY 2024 | $2.89B | — | 44.0% | — | $2.39B | — |
| FY 2023 | $2.36B | — | 44.0% | — | $3.80B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
L // BETA 0.96
HSBC // BETA 0.92