COMP <GO>
WFC vs HSBC // EV/EBITDA & P/E VALUATION
Wells Fargo & Company (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: WFC 6
— HSBC 8
▲ EV/EBITDA & P/E VALUATION LEADER: HSBC
LAST: $83.40 (-1.66%) • MKT CAP: $254.59B
valuation
28.6x
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WFC VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WFC | 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) | 2.70% | 9.90% | -7.20 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 28.6x | 21.0x | +7.60 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | -8.72% | 2.21% | -10.93 | HSBC | /fcf-yield <GO> |
| Operating Margin | 36.50% | 13.90% | +22.60 | WFC | /operating-margins <GO> |
| Net Profit Margin | 29.90% | 10.90% | +19.00 | WFC | /net-margins <GO> |
| Revenue Growth (YoY) | 14.30% | 23.10% | -8.80 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.13% | 0.00% | +2.13 | WFC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 3.74 | -3.29 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 6.60% | -0.10 | WFC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.1 | 25.0 | +26.14 | WFC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 0.92 | -0.04 | HSBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 27.6x | -17.60 | WFC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $254.59B | $297.33B | -$42.74B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WFC REV | HSBC REV | WFC GROSS % | HSBC GROSS % | WFC FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | -$19.00B | — |
| FY 2024 | $0 | — | — | — | $3.04B | — |
| FY 2023 | $0 | — | — | — | $40.36B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WFC // BETA 0.88
HSBC // BETA 0.92