COMP <GO>
RKT vs HSBC // EV/EBITDA & P/E VALUATION
Rocket Companies Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: RKT 3
— HSBC 9
■ METRIC PARITY
LAST: $12.80 (+7.38%) • MKT CAP: $33.75B
valuation
—
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RKT VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RKT | 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) | -0.20% | 9.90% | -10.10 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 21.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -11.90% | 2.21% | -14.11 | HSBC | /fcf-yield <GO> |
| Operating Margin | -0.90% | 13.90% | -14.80 | HSBC | /operating-margins <GO> |
| Net Profit Margin | -0.70% | 10.90% | -11.60 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 23.10% | -1.10 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.90 | 3.74 | -2.84 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 6.60% | +0.70 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 25.0 | +36.55 | RKT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.92 | +0.19 | RKT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.0x | 27.6x | -6.60 | RKT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $33.75B | $297.33B | -$263.57B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RKT REV | HSBC REV | RKT GROSS % | HSBC GROSS % | RKT FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | -$4.02B | — |
| FY 2024 | $0 | — | — | — | -$2.70B | — |
| FY 2023 | $0 | — | — | — | $111.0M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RKT // BETA 1.11
HSBC // BETA 0.92