COMP <GO>
LNC vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
Lincoln National Corporation (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: LNC 4
— HSBC 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HSBC
LAST: $41.01 (-0.87%) • MKT CAP: $7.92B
roic
0.90%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LNC VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LNC | 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 | 0.90% | 9.90% | -9.00 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 60.3x | 21.0x | +39.30 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | -12.46% | 2.21% | -14.67 | HSBC | /fcf-yield <GO> |
| Operating Margin | 7.90% | 13.90% | -6.00 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 6.50% | 10.90% | -4.40 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | 23.10% | -24.30 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.10% | 0.00% | +4.10 | LNC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 3.74 | -3.29 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 8/9 | -5.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 6.60% | +0.10 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.3 | 25.0 | +26.32 | LNC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 0.92 | +0.01 | LNC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.2x | 27.6x | -21.40 | LNC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.92B | $297.33B | -$289.41B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LNC REV | HSBC REV | LNC GROSS % | HSBC GROSS % | LNC FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.21B | — | 44.0% | — | -$986.5M | — |
| FY 2024 | $18.44B | — | 44.0% | — | -$2.84B | — |
| FY 2023 | $11.64B | — | 44.0% | — | -$2.60B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LNC // BETA 0.93
HSBC // BETA 0.92