COMP <GO>
STT vs HSBC // FORWARD P/E MULTIPLE
State Street Corporation (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: STT 7
— HSBC 6
▲ FORWARD P/E MULTIPLE LEADER: STT
LAST: $169.77 (-2.29%) • MKT CAP: $47.27B
forward-pe
15.0x
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
forward-pe
27.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (STT VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | STT | 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) | 2.30% | 9.90% | -7.60 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.4x | 21.0x | +11.40 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 2.21% | +19.79 | STT | /fcf-yield <GO> |
| Operating Margin | 25.80% | 13.90% | +11.90 | STT | /operating-margins <GO> |
| Net Profit Margin | 21.10% | 10.90% | +10.20 | STT | /net-margins <GO> |
| Revenue Growth (YoY) | 7.30% | 23.10% | -15.80 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.37% | 0.00% | +2.37 | STT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 3.74 | -3.29 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 6.60% | +0.70 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.5 | 25.0 | +16.51 | STT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.92 | +0.19 | STT | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 15.0x | 27.6x | -12.60 | STT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $47.27B | $297.33B | -$250.05B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | STT REV | HSBC REV | STT GROSS % | HSBC GROSS % | STT FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.94B | — | 44.0% | — | $10.84B | — |
| FY 2024 | $13.00B | — | 44.0% | — | -$14.14B | — |
| FY 2023 | $11.95B | — | 44.0% | — | $152.5M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
STT // BETA 1.11
HSBC // BETA 0.92