COMP <GO>
SUI vs HSBC // ALTMAN Z-SCORE & DEBT/EQUITY
Sun Communities Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: SUI 7
— HSBC 5
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: HSBC
LAST: $113.26 (+0.91%) • MKT CAP: $13.40B
balance-sheet
2.78
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
balance-sheet
3.74
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SUI VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SUI | 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) | 15.90% | 9.90% | +6.00 | SUI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.3x | 21.0x | -12.70 | SUI | /valuation <GO> |
| Free Cash Flow Yield | 5.68% | 2.21% | +3.47 | SUI | /fcf-yield <GO> |
| Operating Margin | 74.80% | 13.90% | +60.90 | SUI | /operating-margins <GO> |
| Net Profit Margin | 61.30% | 10.90% | +50.40 | SUI | /net-margins <GO> |
| Revenue Growth (YoY) | 2.00% | 23.10% | -21.10 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 2.78 | 3.74 | -0.96 | 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 | 45.7 | 25.0 | +20.71 | SUI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 0.92 | -0.01 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 8.8x | 27.6x | -18.80 | SUI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.40B | $297.33B | -$283.93B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SUI REV | HSBC REV | SUI GROSS % | HSBC GROSS % | SUI FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.31B | — | 44.0% | — | $760.4M | — |
| FY 2024 | $2.26B | — | 44.0% | — | $759.3M | — |
| FY 2023 | $2.28B | — | 44.0% | — | $687.7M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SUI // BETA 0.91
HSBC // BETA 0.92