COMP <GO>
JXN vs HSBC // DIVIDEND YIELD & FCF PAYOUT SAFETY
Jackson Financial Inc. (Class A) (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: JXN 6
— HSBC 5
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: JXN
LAST: $137.64 (+2.01%) • MKT CAP: $9.32B
dividend-safety
2.42%
LAST: $85.91 (+0.57%) • MKT CAP: $294.96B
dividend-safety
0.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JXN VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JXN | 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 | 22.00% | 2.21% | +19.79 | JXN | /fcf-yield <GO> |
| Operating Margin | -0.30% | 13.90% | -14.20 | HSBC | /operating-margins <GO> |
| Net Profit Margin | -0.30% | 10.90% | -11.20 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | 104.30% | 23.10% | +81.20 | JXN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 2.42% | 0.00% | +2.42 | JXN | /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 | 60.3 | 30.3 | +30.00 | JXN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.92 | +0.08 | JXN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 27.6x | -2.60 | JXN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.32B | $294.96B | -$285.64B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JXN REV | HSBC REV | JXN GROSS % | HSBC GROSS % | JXN FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.68B | — | — | — | $5.46B | — |
| FY 2024 | $3.27B | — | — | — | $5.65B | — |
| FY 2023 | $3.08B | — | — | — | $5.17B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JXN // BETA 1.00
HSBC // BETA 0.92