COMP <GO>
LPLA vs HSBC // GROSS PROFIT MARGIN
LPL Financial Holdings Inc. (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: LPLA 6
— HSBC 8
■ METRIC PARITY
LAST: $283.74 (+1.50%) • MKT CAP: $22.01B
gross-margins
41.00%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
gross-margins
41.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LPLA VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LPLA | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.50% | 9.90% | -1.40 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 21.0x | -3.80 | LPLA | /valuation <GO> |
| Free Cash Flow Yield | -4.46% | 2.21% | -6.67 | HSBC | /fcf-yield <GO> |
| Operating Margin | 6.20% | 13.90% | -7.70 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 5.10% | 10.90% | -5.80 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 37.20% | 23.10% | +14.10 | LPLA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.43% | 0.00% | +0.43 | LPLA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.73 | 3.74 | -1.01 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 6.60% | +0.70 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.2 | 25.0 | +8.19 | LPLA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.92 | +0.19 | LPLA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 27.6x | -6.20 | LPLA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.01B | $297.33B | -$275.32B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LPLA REV | HSBC REV | LPLA GROSS % | HSBC GROSS % | LPLA FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $16.99B | — | 44.0% | — | -$981.8M | — |
| FY 2024 | $12.39B | — | 44.0% | — | -$284.9M | — |
| FY 2023 | $10.05B | — | 44.0% | — | $60.2M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LPLA // BETA 1.11
HSBC // BETA 0.92