COMP <GO>
MS vs HSBC // ALTMAN Z-SCORE & DEBT/EQUITY
Morgan Stanley (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: MS 7
— HSBC 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: HSBC
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
balance-sheet
0.46
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
balance-sheet
3.74
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MS VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MS | 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) | 3.00% | 9.90% | -6.90 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 31.0x | 21.0x | +10.00 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | -7.25% | 2.21% | -9.46 | HSBC | /fcf-yield <GO> |
| Operating Margin | 24.60% | 13.90% | +10.70 | MS | /operating-margins <GO> |
| Net Profit Margin | 20.20% | 10.90% | +9.30 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 5.50% | 23.10% | -17.60 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.21% | 0.00% | +2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.46 | 3.74 | -3.28 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 6.60% | +0.40 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.3 | 25.0 | +18.29 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 0.92 | +0.12 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.5x | 27.6x | -11.10 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $298.41B | $297.33B | $1.08B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MS REV | HSBC REV | MS GROSS % | HSBC GROSS % | MS FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | -$17.89B | — |
| FY 2024 | $0 | — | — | — | $1.36B | — |
| FY 2023 | $0 | — | — | — | -$33.54B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MS // BETA 1.04
HSBC // BETA 0.92