COMP <GO>
VLY vs HSBC // 10Y YIELD & FRED MACRO BETA
Valley National Bancorp (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: VLY 7
— HSBC 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: VLY
LAST: $14.14 (-0.98%) • MKT CAP: $7.89B
macro-sensitivity
0.99
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
macro-sensitivity
0.92
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VLY VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VLY | 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) | 2.40% | 9.90% | -7.50 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.0x | 21.0x | +11.00 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 4.13% | 2.21% | +1.92 | VLY | /fcf-yield <GO> |
| Operating Margin | 33.00% | 13.90% | +19.10 | VLY | /operating-margins <GO> |
| Net Profit Margin | 27.10% | 10.90% | +16.20 | VLY | /net-margins <GO> |
| Revenue Growth (YoY) | 8.80% | 23.10% | -14.30 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.15% | 0.00% | +3.15 | VLY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 3.74 | -3.29 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 6.60% | +0.30 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.0 | 25.0 | +41.03 | VLY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.99 | 0.92 | +0.07 | VLY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.3x | 27.6x | -15.30 | VLY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.89B | $297.33B | -$289.44B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VLY REV | HSBC REV | VLY GROSS % | HSBC GROSS % | VLY FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | $325.7M | — |
| FY 2024 | $0 | — | — | — | $532.4M | — |
| FY 2023 | $0 | — | — | — | $378.2M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VLY // BETA 0.99
HSBC // BETA 0.92