COMP <GO>
SPGI vs HSBC // ALTMAN Z-SCORE & DEBT/EQUITY
S&P Global Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: SPGI 10
— HSBC 4
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: SPGI
LAST: $466.55 (+1.28%) • MKT CAP: $133.55B
balance-sheet
4.31
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
balance-sheet
3.74
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SPGI VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SPGI | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 70.20% | 41.00% | +29.20 | SPGI | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.20% | 9.90% | +2.30 | SPGI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.4x | 21.0x | -0.60 | SPGI | /valuation <GO> |
| Free Cash Flow Yield | 3.71% | 2.21% | +1.50 | SPGI | /fcf-yield <GO> |
| Operating Margin | 42.20% | 13.90% | +28.30 | SPGI | /operating-margins <GO> |
| Net Profit Margin | 29.20% | 10.90% | +18.30 | SPGI | /net-margins <GO> |
| Revenue Growth (YoY) | 7.90% | 23.10% | -15.20 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.88% | 0.00% | +0.88 | SPGI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 4.31 | 3.74 | +0.57 | SPGI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 77.3 | 25.0 | +52.29 | SPGI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 0.92 | +0.23 | SPGI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.8x | 27.6x | +0.20 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $133.55B | $297.33B | -$163.78B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SPGI REV | HSBC REV | SPGI GROSS % | HSBC GROSS % | SPGI FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.34B | — | 70.2% | — | $4.96B | — |
| FY 2024 | $14.21B | — | 69.3% | — | $5.05B | — |
| FY 2023 | $12.50B | — | 44.0% | — | $3.15B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SPGI // BETA 1.15
HSBC // BETA 0.92