COMP <GO>
PRU vs HSBC // FORWARD P/E MULTIPLE
Prudential Financial Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: PRU 7
— HSBC 6
▲ FORWARD P/E MULTIPLE LEADER: PRU
LAST: $116.45 (-0.36%) • MKT CAP: $40.32B
forward-pe
10.5x
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
forward-pe
27.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PRU VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PRU | 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) | 10.90% | 9.90% | +1.00 | PRU | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.9x | 21.0x | -15.10 | PRU | /valuation <GO> |
| Free Cash Flow Yield | 8.77% | 2.21% | +6.56 | PRU | /fcf-yield <GO> |
| Operating Margin | 7.20% | 13.90% | -6.70 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 5.90% | 10.90% | -5.00 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | -13.70% | 23.10% | -36.80 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.78% | 0.00% | +4.78 | PRU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 3.74 | -3.29 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 6.60% | +0.30 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.4 | 25.0 | +27.39 | PRU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 0.92 | +0.09 | PRU | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 10.5x | 27.6x | -17.10 | PRU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $40.32B | $297.33B | -$257.01B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PRU REV | HSBC REV | PRU GROSS % | HSBC GROSS % | PRU FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $60.77B | — | 44.0% | — | $3.54B | — |
| FY 2024 | $70.41B | — | 44.0% | — | $5.33B | — |
| FY 2023 | $53.98B | — | 44.0% | — | $4.08B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PRU // BETA 1.01
HSBC // BETA 0.92