COMP <GO>
MORN vs HSBC // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Morningstar Inc. (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: MORN 11
— HSBC 4
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: HSBC
LAST: $226.19 (+1.64%) • MKT CAP: $8.26B
options-implied-move
7.10%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
options-implied-move
6.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MORN VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MORN | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 61.00% | 41.00% | +20.00 | MORN | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.90% | 9.90% | +13.00 | MORN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.6x | 21.0x | -7.40 | MORN | /valuation <GO> |
| Free Cash Flow Yield | 5.36% | 2.21% | +3.15 | MORN | /fcf-yield <GO> |
| Operating Margin | 21.50% | 13.90% | +7.60 | MORN | /operating-margins <GO> |
| Net Profit Margin | 16.80% | 10.90% | +5.90 | MORN | /net-margins <GO> |
| Revenue Growth (YoY) | 7.50% | 23.10% | -15.60 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.93% | 0.00% | +0.93 | MORN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.11 | 3.74 | +0.37 | MORN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.10% | 6.60% | +0.50 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.1 | 25.0 | +41.11 | MORN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.92 | +0.14 | MORN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.7x | 27.6x | -8.90 | MORN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.26B | $297.33B | -$289.07B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MORN REV | HSBC REV | MORN GROSS % | HSBC GROSS % | MORN FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.45B | — | 61.0% | — | $442.6M | — |
| FY 2024 | $2.28B | — | 60.6% | — | $448.9M | — |
| FY 2023 | $2.04B | — | 44.0% | — | $224.7M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MORN // BETA 1.06
HSBC // BETA 0.92