WallStSmart

HSBC Holdings PLC ADR (HSBC)vsWhiteHorse Finance (WHF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HSBC Holdings PLC ADR generates 103222% more annual revenue ($67.43B vs $65.26M). HSBC leads profitability with a 37.8% profit margin vs 26.9%. HSBC appears more attractively valued with a PEG of 0.94. HSBC earns a higher WallStSmart Score of 69/100 (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

WHF

Strong Buy

68

out of 100

Grade: B-

Growth: 4.7Profit: 7.5Value: 7.0Quality: 4.3
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HSBC6 strengths · Avg: 9.0/10
Market CapQuality
$366.94B10/10

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
0.948/10

Growing faster than its price suggests

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
25.4%8/10

Revenue surging 25.4% year-over-year

WHF5 strengths · Avg: 9.8/10
P/E RatioValuation
9.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
66.3%10/10

Strong operational efficiency at 66.3%

EPS GrowthGrowth
398.5%10/10

Earnings expanding 398.5% YoY

Profit MarginProfitability
26.9%9/10

Keeps 27 of every $100 in revenue as profit

Areas to Watch

HSBC3 concerns · Avg: 3.3/10
Price/BookValuation
8.4x4/10

Trading at 8.4x book value

EPS GrowthGrowth
2.6%4/10

2.6% earnings growth

Altman Z-ScoreHealth
-0.312/10

Distress zone — elevated risk

WHF4 concerns · Avg: 2.8/10
Market CapQuality
$152.48M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.8%3/10

ROE of 3.8% — below average capital efficiency

Debt/EquityHealth
1.293/10

Elevated debt levels

Revenue GrowthGrowth
-23.7%2/10

Revenue declined 23.7%

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 : WHF

The strongest argument for WHF centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 26.9% and operating margin at 66.3%. PEG of 1.01 suggests the stock is reasonably priced for its growth.

Bear Case : HSBC

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

Bear Case : WHF

The primary concerns for WHF are Market Cap, Return on Equity, Debt/Equity.

Key Dynamics to Monitor

HSBC profiles as a growth stock while WHF is a declining play — different risk/reward profiles.

HSBC carries more volatility with a beta of 0.57 — 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

HSBC scores higher overall (69/100 vs 68/100), backed by strong 37.8% margins and 25.4% 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.

WhiteHorse Finance

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

WhiteHorse Finance, Inc. (WHF) is a prominent business development company focused on delivering tailored financing solutions to private middle-market companies. Established in 2013 and publicly listed since 2014, WHF has cultivated a diverse portfolio largely centered on first and second lien secured debt, aimed at generating stable income and potential capital appreciation for its investors. The company's disciplined investment strategy, combined with a seasoned management team, strategically positions WHF to address the growing capital demands of small to mid-sized businesses, solidifying its status as a reliable partner in the dynamic financial marketplace.

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