WallStSmart

HSBC Holdings PLC ADR (HSBC)vsLive Oak Bancshares, Inc. (LOB)

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Smart Verdict

WallStSmart Research — data-driven comparison

HSBC Holdings PLC ADR generates 12711% more annual revenue ($67.43B vs $526.38M). HSBC leads profitability with a 37.8% profit margin vs 26.5%. LOB trades at a lower P/E of 13.3x. LOB earns a higher WallStSmart Score of 70/100 (B-).

HSBC

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 7.5Value: 7.0Quality: 4.0
Piotroski: 4/9Altman Z: -0.31

LOB

Strong Buy

70

out of 100

Grade: B-

Growth: 8.7Profit: 7.5Value: 6.0Quality: 5.8
Piotroski: 5/9Altman Z: -0.72

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HSBC6 strengths · Avg: 9.0/10
Market CapQuality
$348.48B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
37.8%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
58.8%10/10

Strong operational efficiency at 58.8%

PEG RatioValuation
0.898/10

Growing faster than its price suggests

P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
25.4%8/10

Revenue surging 25.4% year-over-year

LOB6 strengths · Avg: 9.2/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
38.8%10/10

Strong operational efficiency at 38.8%

Debt/EquityHealth
0.0810/10

Conservative balance sheet, low leverage

Profit MarginProfitability
26.5%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
13.3x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
45.1%8/10

Earnings expanding 45.1% YoY

Areas to Watch

HSBC3 concerns · Avg: 3.3/10
Price/BookValuation
8.0x4/10

Trading at 8.0x book value

EPS GrowthGrowth
2.6%4/10

2.6% earnings growth

Altman Z-ScoreHealth
-0.312/10

Distress zone — elevated risk

LOB2 concerns · Avg: 2.5/10
Market CapQuality
$1.75B3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.722/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : HSBC

The strongest argument for HSBC centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 37.8% and operating margin at 58.8%. Revenue growth of 25.4% demonstrates continued momentum.

Bull Case : LOB

The strongest argument for LOB centers on Price/Book, Operating Margin, Debt/Equity. Profitability is solid with margins at 26.5% and operating margin at 38.8%. Revenue growth of 12.2% demonstrates continued momentum.

Bear Case : HSBC

The primary concerns for HSBC are Price/Book, EPS Growth, Altman Z-Score.

Bear Case : LOB

The primary concerns for LOB are Market Cap, Altman Z-Score.

Key Dynamics to Monitor

HSBC profiles as a growth stock while LOB is a mature play — different risk/reward profiles.

LOB carries more volatility with a beta of 1.87 — expect wider price swings.

HSBC is growing revenue faster at 25.4% — sustainability is the question.

Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LOB scores higher overall (70/100 vs 69/100), backed by strong 26.5% margins and 12.2% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

HSBC Holdings PLC ADR

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

HSBC Holdings plc offers banking and financial products and services globally. The company is headquartered in London, the United Kingdom.

Live Oak Bancshares, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Live Oak Bancshares, Inc. is the banking holding company for Live Oak Banking Company offering a variety of commercial banking products and services to individuals, small businesses and professionals in North Carolina, United States. The company is headquartered in Wilmington, North Carolina.

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