COMP <GO>
WELL vs HSBC // OPERATING MARGIN
Welltower Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: WELL 6
— HSBC 9
▲ OPERATING MARGIN LEADER: HSBC
LAST: $234.60 (+0.61%) • MKT CAP: $171.06B
operating-margins
13.50%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
operating-margins
13.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WELL VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WELL | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 23.20% | 41.00% | -17.80 | HSBC | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.90% | 9.90% | -8.00 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 21.0x | +74.00 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 1.46% | 2.21% | -0.75 | HSBC | /fcf-yield <GO> |
| Operating Margin ACTIVE | 13.50% | 13.90% | -0.40 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 11.10% | 10.90% | +0.20 | WELL | /net-margins <GO> |
| Revenue Growth (YoY) | 40.20% | 23.10% | +17.10 | WELL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.10% | 0.00% | +1.10 | WELL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.97 | 3.74 | +1.23 | WELL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.6 | 25.0 | +27.64 | WELL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 0.92 | +0.22 | WELL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 27.6x | +112.40 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $171.06B | $297.33B | -$126.27B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WELL REV | HSBC REV | WELL GROSS % | HSBC GROSS % | WELL FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.45B | — | 23.2% | — | $2.50B | — |
| FY 2024 | $6.03B | — | 19.9% | — | $1.99B | — |
| FY 2023 | $4.75B | — | 44.0% | — | $1.39B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WELL // BETA 1.14
HSBC // BETA 0.92