COMP <GO>
VTR vs HSBC // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Ventas Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: VTR 4
— HSBC 7
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: HSBC
LAST: $84.80 (+1.30%) • MKT CAP: $44.27B
options-implied-move
6.90%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
options-implied-move
6.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VTR VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VTR | 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) | 3.60% | 9.90% | -6.30 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 47.9x | 21.0x | +26.90 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 3.13% | 2.21% | +0.92 | VTR | /fcf-yield <GO> |
| Operating Margin | 13.90% | 13.90% | 0.00 | TIE | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 10.90% | 0.00 | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 18.50% | 23.10% | -4.60 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.94% | 0.00% | +1.94 | VTR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.98 | 3.74 | -1.76 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.90% | 6.60% | +0.30 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.9 | 25.0 | +23.86 | VTR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.92 | +0.08 | VTR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 58.6x | 27.6x | +31.00 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $44.27B | $297.33B | -$253.06B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VTR REV | HSBC REV | VTR GROSS % | HSBC GROSS % | VTR FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.83B | — | 44.0% | — | $1.38B | — |
| FY 2024 | $4.92B | — | 44.0% | — | $1.11B | — |
| FY 2023 | $4.50B | — | 44.0% | — | $917.5M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VTR // BETA 1.00
HSBC // BETA 0.92