COMP <GO>
NLY vs HSBC // ENTERPRISE SCALE & MARKET CAP
Annaly Capital Management Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: NLY 8
— HSBC 6
▲ ENTERPRISE SCALE & MARKET CAP LEADER: HSBC
LAST: $18.23 (-1.30%) • MKT CAP: $14.55B
market-cap
$14.55B
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
market-cap
$297.33B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NLY VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NLY | 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) | 4.00% | 9.90% | -5.90 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.2x | 21.0x | -2.80 | NLY | /valuation <GO> |
| Free Cash Flow Yield | 3.50% | 2.21% | +1.29 | NLY | /fcf-yield <GO> |
| Operating Margin | 61.40% | 13.90% | +47.50 | NLY | /operating-margins <GO> |
| Net Profit Margin | 50.40% | 10.90% | +39.50 | NLY | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 23.10% | -18.70 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.50% | 0.00% | +11.50 | NLY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 3.74 | -3.29 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.1 | 25.0 | +13.10 | NLY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 0.92 | +0.23 | NLY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 27.6x | -21.00 | NLY | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $14.55B | $297.33B | -$282.78B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NLY REV | HSBC REV | NLY GROSS % | HSBC GROSS % | NLY FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | $692.9M | — |
| FY 2024 | $0 | — | — | — | $3.31B | — |
| FY 2023 | $0 | — | — | — | $2.37B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NLY // BETA 1.15
HSBC // BETA 0.92