COMP <GO>
SNEX vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
StoneX Group Inc. (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: SNEX 3
— HSBC 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HSBC
LAST: $52.83 (-3.81%) • MKT CAP: $6.62B
roic
1.50%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SNEX VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SNEX | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 3.10% | 41.00% | -37.90 | HSBC | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 1.50% | 9.90% | -8.40 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 56.1x | 21.0x | +35.10 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 2.21% | +19.79 | SNEX | /fcf-yield <GO> |
| Operating Margin | 0.30% | 13.90% | -13.60 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 0.20% | 10.90% | -10.70 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 32.50% | 23.10% | +9.40 | SNEX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.03 | 3.74 | -0.71 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 6.60% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 23.3 | 25.0 | -1.67 | HSBC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 0.92 | -0.02 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.2x | 27.6x | -9.40 | SNEX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.62B | $297.33B | -$290.70B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SNEX REV | HSBC REV | SNEX GROSS % | HSBC GROSS % | SNEX FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $132.38B | — | 3.1% | — | $4.32B | — |
| FY 2024 | $99.89B | — | 3.4% | — | $441.7M | — |
| FY 2023 | $60.86B | — | 44.0% | — | -$2.76B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SNEX // BETA 0.90
HSBC // BETA 0.92