COMP <GO>
VOYA vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
Voya Financial Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: VOYA 8
— HSBC 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: VOYA
LAST: $98.05 (-0.35%) • MKT CAP: $8.91B
roic
85.00%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VOYA VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VOYA | 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) ACTIVE | 85.00% | 9.90% | +75.10 | VOYA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.0x | 21.0x | -17.00 | VOYA | /valuation <GO> |
| Free Cash Flow Yield | 13.31% | 2.21% | +11.10 | VOYA | /fcf-yield <GO> |
| Operating Margin | 46.00% | 13.90% | +32.10 | VOYA | /operating-margins <GO> |
| Net Profit Margin | 29.00% | 10.90% | +18.10 | VOYA | /net-margins <GO> |
| Revenue Growth (YoY) | 4.90% | 23.10% | -18.20 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.00% | 0.00% | +2.00 | VOYA | /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 | 6.60% | 6.60% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.3 | 25.0 | +29.26 | VOYA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 0.92 | -0.01 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.6x | 27.6x | -15.00 | VOYA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.91B | $297.33B | -$288.41B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VOYA REV | HSBC REV | VOYA GROSS % | HSBC GROSS % | VOYA FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.25B | — | 44.0% | — | $1.19B | — |
| FY 2024 | $2.15B | — | 44.0% | — | $1.25B | — |
| FY 2023 | $1.94B | — | 44.0% | — | $1.55B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VOYA // BETA 0.91
HSBC // BETA 0.92