COMP <GO>
PWP vs HSBC // ENTERPRISE SCALE & MARKET CAP
Perella Weinberg Partners (Class A) (NASDAQ) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: PWP 5
— HSBC 6
▲ ENTERPRISE SCALE & MARKET CAP LEADER: HSBC
LAST: $14.47 (-1.76%) • MKT CAP: $1.43B
market-cap
$1.43B
LAST: $85.91 (+0.57%) • MKT CAP: $293.28B
market-cap
$293.28B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PWP VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PWP | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 55.70% | 9.90% | +45.80 | PWP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.4x | 21.0x | +0.40 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 2.24% | 2.21% | +0.03 | PWP | /fcf-yield <GO> |
| Operating Margin | 6.40% | 13.90% | -7.50 | HSBC | /operating-margins <GO> |
| Net Profit Margin | 6.40% | 10.90% | -4.50 | HSBC | /net-margins <GO> |
| Revenue Growth (YoY) | -14.50% | 23.10% | -37.60 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.68% | 0.00% | +1.68 | PWP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | HSBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.4 | 28.0 | +27.40 | PWP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.92 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.4x | 27.6x | -1.20 | PWP | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $1.43B | $293.28B | -$291.84B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PWP REV | HSBC REV | PWP GROSS % | HSBC GROSS % | PWP FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $750.9M | — | — | — | $30.5M | — |
| FY 2024 | $878.0M | — | — | — | $207.0M | — |
| FY 2023 | $648.7M | — | — | — | $145.9M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PWP // BETA —
HSBC // BETA 0.92