COMP <GO>
WTM vs HSBC // RSI-14 & 200D SMA MOMENTUM
White Mountains Insurance Group Ltd. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: WTM 11
— HSBC 3
▲ RSI-14 & 200D SMA MOMENTUM LEADER: WTM
LAST: $2,269.99 (+1.09%) • MKT CAP: $5.36B
rsi-technicals
76.3
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
rsi-technicals
25.0
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTM VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTM | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 95.90% | 41.00% | +54.90 | WTM | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.40% | 9.90% | +6.50 | WTM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.3x | 21.0x | -16.70 | WTM | /valuation <GO> |
| Free Cash Flow Yield | 7.14% | 2.21% | +4.93 | WTM | /fcf-yield <GO> |
| Operating Margin | 36.10% | 13.90% | +22.20 | WTM | /operating-margins <GO> |
| Net Profit Margin | 29.60% | 10.90% | +18.70 | WTM | /net-margins <GO> |
| Revenue Growth (YoY) | 66.80% | 23.10% | +43.70 | WTM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.05% | 0.00% | +0.05 | WTM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.00 | 3.74 | -1.74 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 6.60% | +0.50 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 76.3 | 25.0 | +51.29 | WTM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.92 | +0.14 | WTM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 4.2x | 27.6x | -23.40 | WTM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.36B | $297.33B | -$291.97B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTM REV | HSBC REV | WTM GROSS % | HSBC GROSS % | WTM FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.73B | — | 95.9% | — | $382.4M | — |
| FY 2024 | $2.24B | — | 98.7% | — | $486.0M | — |
| FY 2023 | $2.17B | — | 44.0% | — | $306.6M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WTM // BETA 1.06
HSBC // BETA 0.92