COMP <GO>
WTFC vs HSBC // REVENUE GROWTH (YOY)
Wintrust Financial Corporation (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: WTFC 7
— HSBC 6
▲ REVENUE GROWTH (YOY) LEADER: HSBC
LAST: $152.38 (-1.14%) • MKT CAP: $10.40B
revenue-growth
5.90%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
revenue-growth
23.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTFC VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTFC | 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) | 3.10% | 9.90% | -6.80 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.4x | 21.0x | +6.40 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 8.27% | 2.21% | +6.06 | WTFC | /fcf-yield <GO> |
| Operating Margin | 75.00% | 13.90% | +61.10 | WTFC | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 10.90% | +57.10 | WTFC | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 5.90% | 23.10% | -17.20 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.63% | 0.00% | +1.63 | WTFC | /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 | 7.40% | 6.60% | +0.80 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.1 | 25.0 | +36.09 | WTFC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 0.92 | +0.22 | WTFC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.7x | 27.6x | -15.90 | WTFC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.40B | $297.33B | -$286.93B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTFC REV | HSBC REV | WTFC GROSS % | HSBC GROSS % | WTFC FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $265.6M | — | 44.0% | — | $860.4M | — |
| FY 2024 | $250.7M | — | 44.0% | — | $635.5M | — |
| FY 2023 | $220.4M | — | 44.0% | — | $734.5M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WTFC // BETA 1.14
HSBC // BETA 0.92