COMP <GO>
TROW vs HSBC // EV/EBITDA & P/E VALUATION
T. Rowe Price Group Inc. (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: TROW 9
— HSBC 4
▲ EV/EBITDA & P/E VALUATION LEADER: TROW
LAST: $103.90 (-2.56%) • MKT CAP: $22.75B
valuation
8.4x
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TROW VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TROW | 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) | 20.50% | 9.90% | +10.60 | TROW | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 8.4x | 21.0x | -12.60 | TROW | /valuation <GO> |
| Free Cash Flow Yield | 6.50% | 2.21% | +4.29 | TROW | /fcf-yield <GO> |
| Operating Margin | 29.90% | 13.90% | +16.00 | TROW | /operating-margins <GO> |
| Net Profit Margin | 28.50% | 10.90% | +17.60 | TROW | /net-margins <GO> |
| Revenue Growth (YoY) | 3.10% | 23.10% | -20.00 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.03% | 0.00% | +5.03 | TROW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.78 | 3.74 | +4.04 | TROW | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | 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 | 49.4 | 25.0 | +24.39 | TROW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 0.92 | -0.02 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.1x | 27.6x | -17.50 | TROW | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.75B | $297.33B | -$274.58B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TROW REV | HSBC REV | TROW GROSS % | HSBC GROSS % | TROW FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.31B | — | 44.0% | — | $1.48B | — |
| FY 2024 | $7.09B | — | 44.0% | — | $1.26B | — |
| FY 2023 | $6.46B | — | 44.0% | — | $928.4M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TROW // BETA 0.90
HSBC // BETA 0.92