COMP <GO>
LAZ vs HSBC // FORWARD P/E MULTIPLE
Lazard Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: LAZ 7
— HSBC 7
▲ FORWARD P/E MULTIPLE LEADER: LAZ
LAST: $38.35 (-3.01%) • MKT CAP: $3.86B
forward-pe
15.2x
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
forward-pe
27.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LAZ VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LAZ | 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) | 24.40% | 9.90% | +14.50 | LAZ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.4x | 21.0x | -9.60 | LAZ | /valuation <GO> |
| Free Cash Flow Yield | 12.62% | 2.21% | +10.41 | LAZ | /fcf-yield <GO> |
| Operating Margin | 10.30% | 13.90% | -3.60 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 7.40% | 10.90% | -3.50 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 1.50% | 23.10% | -21.60 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.83% | 0.00% | +4.83 | LAZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.03 | 3.74 | -1.71 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | 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 | 54.4 | 25.0 | +29.39 | LAZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 0.92 | +0.09 | LAZ | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 15.2x | 27.6x | -12.40 | LAZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.86B | $297.33B | -$293.47B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LAZ REV | HSBC REV | LAZ GROSS % | HSBC GROSS % | LAZ FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.19B | — | 44.0% | — | $487.4M | — |
| FY 2024 | $3.14B | — | 44.0% | — | $697.3M | — |
| FY 2023 | $2.59B | — | 44.0% | — | $48.0M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LAZ // BETA 1.01
HSBC // BETA 0.92