COMP <GO>
MRSH vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
Marsh (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: MRSH 10
— HSBC 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MRSH
LAST: $200.62 (+1.82%) • MKT CAP: $93.69B
roic
10.60%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MRSH VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MRSH | 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 | 10.60% | 9.90% | +0.70 | MRSH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.9x | 21.0x | -4.10 | MRSH | /valuation <GO> |
| Free Cash Flow Yield | 5.34% | 2.21% | +3.13 | MRSH | /fcf-yield <GO> |
| Operating Margin | 23.10% | 13.90% | +9.20 | MRSH | /operating-margins <GO> |
| Net Profit Margin | 15.40% | 10.90% | +4.50 | MRSH | /net-margins <GO> |
| Revenue Growth (YoY) | 10.30% | 23.10% | -12.80 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.81% | 0.00% | +1.81 | MRSH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.51 | 3.74 | -0.23 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | MRSH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 6.60% | +0.50 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.8 | 25.0 | +45.76 | MRSH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.92 | +0.14 | MRSH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 20.9x | 27.6x | -6.70 | MRSH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $93.69B | $297.33B | -$203.64B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MRSH REV | HSBC REV | MRSH GROSS % | HSBC GROSS % | MRSH FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $26.98B | — | 44.0% | — | $5.00B | — |
| FY 2024 | $24.46B | — | 44.0% | — | $3.99B | — |
| FY 2023 | $22.74B | — | 44.0% | — | $3.23B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MRSH // BETA 1.06
HSBC // BETA 0.92