COMP <GO>
RYAN vs HSBC // 10Y YIELD & FRED MACRO BETA
Ryan Specialty Holdings Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: RYAN 6
— HSBC 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: RYAN
LAST: $43.84 (+1.29%) • MKT CAP: $11.07B
macro-sensitivity
1.04
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
macro-sensitivity
0.92
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RYAN VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RYAN | 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) | 10.30% | 9.90% | +0.40 | RYAN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 23.4x | 21.0x | +2.40 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | 2.21% | +2.39 | RYAN | /fcf-yield <GO> |
| Operating Margin | 16.50% | 13.90% | +2.60 | RYAN | /operating-margins <GO> |
| Net Profit Margin | 2.10% | 10.90% | -8.80 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 21.90% | 23.10% | -1.20 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.55% | 0.00% | +0.55 | RYAN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.15 | 3.74 | -2.59 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 6.60% | +0.40 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.2 | 25.0 | +37.19 | RYAN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.04 | 0.92 | +0.12 | RYAN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 27.6x | +112.40 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.07B | $297.33B | -$286.26B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RYAN REV | HSBC REV | RYAN GROSS % | HSBC GROSS % | RYAN FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.99B | — | 44.0% | — | $508.9M | — |
| FY 2024 | $2.46B | — | 44.0% | — | $404.4M | — |
| FY 2023 | $2.03B | — | 44.0% | — | $386.0M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RYAN // BETA 1.04
HSBC // BETA 0.92