COMP <GO>
BCAT vs HSBC // PIOTROSKI F-SCORE QUALITY
BlackRock Capital Allocation Term Trust of (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: BCAT 1
— HSBC 1
■ METRIC PARITY
LAST: $13.63 (-1.16%) • MKT CAP: $1.49B
piotroski-score
—
LAST: $85.91 (+0.57%) • MKT CAP: $293.28B
piotroski-score
8/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BCAT VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BCAT | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | 9.90% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 21.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 2.21% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 13.90% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 10.90% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 23.10% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | — | 8/9 | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.3 | 28.0 | +24.30 | BCAT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.92 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 27.6x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.49B | $293.28B | -$291.78B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BCAT REV | HSBC REV | BCAT GROSS % | HSBC GROSS % | BCAT FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT BCAT FA <GO> AND HSBC FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BCAT // BETA —
HSBC // BETA 0.92