COMP <GO>
SAN vs HSBC // EV/EBITDA & P/E VALUATION
Banco Santander S.A. Sponsored ADR (Spain) (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: SAN 1
— HSBC 6
■ METRIC PARITY
LAST: $11.19 (-4.77%) • MKT CAP: $170.08B
valuation
21.0x
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SAN VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SAN | 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) | 9.90% | 9.90% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 21.0x | 21.0x | 0.00 | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 2.21% | 0.00 | TIE | /fcf-yield <GO> |
| Operating Margin | 13.90% | 13.90% | 0.00 | TIE | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 10.90% | 0.00 | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 1.10% | 23.10% | -22.00 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 3.74 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 6.60% | -0.10 | SAN | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 21.1 | 25.0 | -3.87 | HSBC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 0.92 | -0.04 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 27.6x | +2.90 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $170.08B | $297.33B | -$127.25B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SAN REV | HSBC REV | SAN GROSS % | HSBC GROSS % | SAN FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT SAN FA <GO> AND HSBC FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SAN // BETA 0.88
HSBC // BETA 0.92