COMP <GO>
VALU vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
Value Line Inc. (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: VALU 4
— HSBC 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HSBC
LAST: $45.80 (+8.44%) • MKT CAP: $429.7M
roic
5.20%
LAST: $85.91 (+0.57%) • MKT CAP: $294.96B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VALU VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VALU | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.20% | 9.90% | -4.70 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 85.2x | 21.0x | +64.20 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 4.77% | 2.21% | +2.56 | VALU | /fcf-yield <GO> |
| Operating Margin | — | 13.90% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 10.90% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 23.10% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.14% | 0.00% | +3.14 | VALU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.0 | 30.3 | +35.70 | VALU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.92 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.7x | 27.6x | -10.90 | VALU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $429.7M | $294.96B | -$294.53B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VALU REV | HSBC REV | VALU GROSS % | HSBC GROSS % | VALU FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.3M | — | — | — | $18.6M | — |
| FY 2024 | $16.8M | — | — | — | $20.1M | — |
| FY 2023 | $25.6M | — | — | — | $17.9M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VALU // BETA —
HSBC // BETA 0.92