COMP <GO>
RJF vs HSBC // DIVIDEND YIELD & FCF PAYOUT SAFETY
Raymond James Financial Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: RJF 7
— HSBC 5
■ METRIC PARITY
LAST: $157.22 (-2.52%) • MKT CAP: $31.03B
dividend-safety
0.00%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
dividend-safety
0.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RJF VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RJF | 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) | 5.90% | 9.90% | -4.00 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.2x | 21.0x | -1.80 | RJF | /valuation <GO> |
| Free Cash Flow Yield | 7.24% | 2.21% | +5.03 | RJF | /fcf-yield <GO> |
| Operating Margin | 16.40% | 13.90% | +2.50 | RJF | /operating-margins <GO> |
| Net Profit Margin | 13.40% | 10.90% | +2.50 | RJF | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 23.10% | -16.50 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.87 | 3.74 | -2.87 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 6.60% | +0.10 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.7 | 25.0 | +19.73 | RJF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 0.92 | +0.02 | RJF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.5x | 27.6x | -14.10 | RJF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.03B | $297.33B | -$266.30B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RJF REV | HSBC REV | RJF GROSS % | HSBC GROSS % | RJF FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.91B | — | 44.0% | — | $2.25B | — |
| FY 2024 | $14.92B | — | 44.0% | — | $1.95B | — |
| FY 2023 | $12.99B | — | 44.0% | — | -$4.10B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RJF // BETA 0.94
HSBC // BETA 0.92