COMP <GO>
SATA vs HSBC // EV/EBITDA & P/E VALUATION
Strive Inc. Variable Rate Series A Perpetual Preferred Stock (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: SATA 7
— HSBC 2
▲ EV/EBITDA & P/E VALUATION LEADER: SATA
SATA — Strive Inc. Variable Rate Series A Perpetual Preferred Stock SUPERIOR
ROARABLE C+ • RQD 68/100
LAST: $94.86 (-3.18%) • MKT CAP: $12.48B
valuation
20.0x
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SATA VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SATA | 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) | 38.50% | 9.90% | +28.60 | SATA | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 20.0x | 21.0x | -1.00 | SATA | /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) | 180.00% | 23.10% | +156.90 | SATA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 26.00 | 3.74 | +22.26 | SATA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | SATA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 6.60% | +0.20 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 25.0 | 25.0 | +0.01 | SATA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 0.92 | +0.05 | SATA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 27.6x | 0.00 | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.48B | $297.33B | -$284.85B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SATA REV | HSBC REV | SATA GROSS % | HSBC GROSS % | SATA FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | $0 | — |
| FY 2024 | $3.6M | — | 44.0% | — | -$21.6M | — |
| FY 2023 | $277.0K | — | 44.0% | — | -$3.8M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SATA // BETA 0.97
HSBC // BETA 0.92