WallStSmart

HSBC Holdings PLC ADR (HSBC)vsWisdomTree Inc. (WT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HSBC Holdings PLC ADR generates 12705% more annual revenue ($63.22B vs $493.75M). HSBC leads profitability with a 35.2% profit margin vs 22.1%. HSBC appears more attractively valued with a PEG of 1.20. HSBC earns a higher WallStSmart Score of 77/100 (B+).

HSBC

Strong Buy

77

out of 100

Grade: B+

Growth: 10.0Profit: 7.5Value: 6.3Quality: 4.5
Piotroski: 4/9Altman Z: 0.33

WT

Strong Buy

76

out of 100

Grade: B+

Growth: 9.3Profit: 9.0Value: 5.0Quality: 4.5
Piotroski: 4/9Altman Z: 1.30

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HSBC6 strengths · Avg: 9.7/10
Market CapQuality
$318.28B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
35.2%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
55.2%10/10

Strong operational efficiency at 55.2%

Revenue GrowthGrowth
58.4%10/10

Revenue surging 58.4% year-over-year

EPS GrowthGrowth
2398.0%10/10

Earnings expanding 2398.0% YoY

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

WT5 strengths · Avg: 9.6/10
Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Revenue GrowthGrowth
33.2%10/10

Revenue surging 33.2% year-over-year

EPS GrowthGrowth
58.1%10/10

Earnings expanding 58.1% YoY

Return on EquityProfitability
26.8%9/10

Every $100 of equity generates 27 in profit

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

Areas to Watch

HSBC2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
0.332/10

Distress zone — elevated risk

Debt/EquityHealth
2.791/10

Elevated debt levels

WT3 concerns · Avg: 2.3/10
PEG RatioValuation
1.544/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.302/10

Distress zone — elevated risk

Debt/EquityHealth
2.311/10

Elevated debt levels

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 35.2% and operating margin at 55.2%. Revenue growth of 58.4% demonstrates continued momentum.

Bull Case : WT

The strongest argument for WT centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 22.1% and operating margin at 40.7%. Revenue growth of 33.2% demonstrates continued momentum.

Bear Case : HSBC

The primary concerns for HSBC are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.79 is elevated, increasing financial risk.

Bear Case : WT

The primary concerns for WT are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.31 is elevated, increasing financial risk.

Key Dynamics to Monitor

WT carries more volatility with a beta of 1.11 — expect wider price swings.

HSBC is growing revenue faster at 58.4% — sustainability is the question.

HSBC generates stronger free cash flow (9.4B), providing more financial flexibility.

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

Bottom Line

HSBC scores higher overall (77/100 vs 76/100), backed by strong 35.2% margins and 58.4% 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.

WisdomTree Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

WisdomTree Inc. (WT) is a prominent exchange-traded fund (ETF) and asset management firm founded in 2006, recognized for its innovative fundamentally weighted investment strategies that cater specifically to the nuanced needs of institutional investors. The firm provides a diverse array of ETFs that cover various asset classes and geographical regions, driven by proprietary research and market insights aimed at maximizing returns while managing risk effectively. With a commitment to transparency and cost efficiency, WisdomTree is well-equipped to navigate changing market dynamics and fulfill the evolving requirements of its client base, positioning itself as a forward-thinking leader in the asset management industry.

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