COMP <GO>
RF vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
Regions Financial Corporation (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: RF 6
— HSBC 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HSBC
LAST: $28.57 (-1.07%) • MKT CAP: $24.60B
roic
0.10%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RF VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RF | 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 | 0.10% | 9.90% | -9.80 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 21.0x | +74.00 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 7.60% | 2.21% | +5.39 | RF | /fcf-yield <GO> |
| Operating Margin | 0.80% | 13.90% | -13.10 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 31.30% | 10.90% | +20.40 | RF | /net-margins <GO> |
| Revenue Growth (YoY) | 9.90% | 23.10% | -13.20 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.71% | 0.00% | +3.71 | RF | /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 | 7.10% | 6.60% | +0.50 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.0 | 25.0 | +31.99 | RF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.92 | +0.14 | RF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.6x | 27.6x | -17.00 | RF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $24.60B | $297.33B | -$272.72B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RF REV | HSBC REV | RF GROSS % | HSBC GROSS % | RF FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | $2.18B | — |
| FY 2024 | $0 | — | — | — | $1.60B | — |
| FY 2023 | $0 | — | — | — | $2.31B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RF // BETA 1.06
HSBC // BETA 0.92