COMP <GO>
NU vs HSBC // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Nu Holdings Ltd. Class A (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: NU 2
— HSBC 4
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: HSBC
LAST: $11.61 (-3.65%) • MKT CAP: $58.51B
options-implied-move
7.00%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
options-implied-move
6.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NU VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NU | 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) | 9.90% | 9.90% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 21.0x | 0.00 | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 2.21% | 0.00 | TIE | /fcf-yield <GO> |
| Operating Margin | 13.90% | 13.90% | 0.00 | TIE | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 10.90% | 0.00 | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 23.10% | -18.70 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 3.74 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.00% | 6.60% | +0.40 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 30.8 | 25.0 | +5.75 | NU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | 0.92 | +0.11 | NU | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 27.6x | +2.90 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $58.51B | $297.33B | -$238.82B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NU REV | HSBC REV | NU GROSS % | HSBC GROSS % | NU FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT NU FA <GO> AND HSBC FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NU // BETA 1.03
HSBC // BETA 0.92