COMP <GO>
SPG vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
Simon Property Group Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: SPG 7
— HSBC 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SPG
LAST: $217.75 (+0.94%) • MKT CAP: $69.80B
roic
13.50%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SPG VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SPG | 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) ACTIVE | 13.50% | 9.90% | +3.60 | SPG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.3x | 21.0x | +3.30 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 5.52% | 2.21% | +3.31 | SPG | /fcf-yield <GO> |
| Operating Margin | 49.90% | 13.90% | +36.00 | SPG | /operating-margins <GO> |
| Net Profit Margin | 38.90% | 10.90% | +28.00 | SPG | /net-margins <GO> |
| Revenue Growth (YoY) | 6.70% | 23.10% | -16.40 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.62 | 3.74 | -2.12 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 6.60% | +0.40 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.5 | 25.0 | +43.52 | SPG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 0.92 | +0.12 | SPG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.2x | 27.6x | -1.40 | SPG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $69.80B | $297.33B | -$227.53B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SPG REV | HSBC REV | SPG GROSS % | HSBC GROSS % | SPG FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.36B | — | 44.0% | — | $3.85B | — |
| FY 2024 | $5.96B | — | 44.0% | — | $3.55B | — |
| FY 2023 | $5.66B | — | 44.0% | — | $3.68B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SPG // BETA 1.04
HSBC // BETA 0.92