COMP <GO>
SEIC vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
SEI Investments Company (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: SEIC 9
— HSBC 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SEIC
LAST: $103.42 (-1.25%) • MKT CAP: $12.42B
roic
24.20%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SEIC VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SEIC | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 35.20% | 41.00% | -5.80 | HSBC | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 24.20% | 9.90% | +14.30 | SEIC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 21.0x | -2.40 | SEIC | /valuation <GO> |
| Free Cash Flow Yield | 4.71% | 2.21% | +2.50 | SEIC | /fcf-yield <GO> |
| Operating Margin | 27.30% | 13.90% | +13.40 | SEIC | /operating-margins <GO> |
| Net Profit Margin | 31.10% | 10.90% | +20.20 | SEIC | /net-margins <GO> |
| Revenue Growth (YoY) | 8.10% | 23.10% | -15.00 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.00% | 0.00% | +1.00 | SEIC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.42 | 3.74 | -0.32 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 6.60% | +0.60 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.3 | 25.0 | +21.25 | SEIC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 0.92 | +0.18 | SEIC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 27.6x | -11.40 | SEIC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.42B | $297.33B | -$284.91B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SEIC REV | HSBC REV | SEIC GROSS % | HSBC GROSS % | SEIC FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.30B | — | 35.2% | — | $585.0M | — |
| FY 2024 | $2.13B | — | 32.9% | — | $590.1M | — |
| FY 2023 | $1.92B | — | 44.0% | — | $360.6M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SEIC // BETA 1.10
HSBC // BETA 0.92