COMP <GO>
EQH vs HSBC // 10Y YIELD & FRED MACRO BETA
Equitable Holdings Inc. (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: EQH 3
— HSBC 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: EQH
LAST: $54.26 (+0.76%) • MKT CAP: $14.81B
macro-sensitivity
1.02
LAST: $85.91 (+0.57%) • MKT CAP: $294.96B
macro-sensitivity
0.92
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EQH VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EQH | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 9.90% | -9.90 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 21.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.27% | 2.21% | -0.94 | HSBC | /fcf-yield <GO> |
| Operating Margin | 0.00% | 13.90% | -13.90 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 10.90% | -10.90 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | -6.10% | 23.10% | -29.20 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.11% | 0.00% | +2.11 | EQH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.7 | 30.3 | +23.40 | EQH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.02 | 0.92 | +0.10 | EQH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.0x | 27.6x | +7.40 | HSBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.81B | $294.96B | -$280.14B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EQH REV | HSBC REV | EQH GROSS % | HSBC GROSS % | EQH FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.66B | — | — | — | $189.1M | — |
| FY 2024 | $12.43B | — | — | — | $1.45B | — |
| FY 2023 | $10.46B | — | — | — | -$678.7M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EQH // BETA 1.02
HSBC // BETA 0.92