COMP <GO>
SCHW vs HSBC // 10Y YIELD & FRED MACRO BETA
Charles Schwab Corporation (The) (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: SCHW 4
— HSBC 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: SCHW
LAST: $88.05 (-1.59%) • MKT CAP: $154.72B
macro-sensitivity
0.99
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
macro-sensitivity
0.92
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SCHW VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SCHW | 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) | 0.00% | 9.90% | -9.90 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 21.0x | +74.00 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 5.66% | 2.21% | +3.45 | SCHW | /fcf-yield <GO> |
| Operating Margin | 0.00% | 13.90% | -13.90 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 10.90% | -10.90 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 23.10% | -1.10 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.51% | 0.00% | +1.51 | SCHW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.49 | 3.74 | -3.25 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 6.60% | +0.30 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 27.7 | 25.0 | +2.70 | SCHW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.99 | 0.92 | +0.07 | SCHW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 27.6x | +112.40 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $154.72B | $297.33B | -$142.60B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SCHW REV | HSBC REV | SCHW GROSS % | HSBC GROSS % | SCHW FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $23.92B | — | 44.0% | — | $8.76B | — |
| FY 2024 | $19.61B | — | 44.0% | — | $2.05B | — |
| FY 2023 | $18.84B | — | 44.0% | — | $18.74B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SCHW // BETA 0.99
HSBC // BETA 0.92