WallStSmart

HSBC Holdings PLC ADR (HSBC)vsUnum Group (UNM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HSBC Holdings PLC ADR generates 405% more annual revenue ($67.43B vs $13.35B). HSBC leads profitability with a 37.8% profit margin vs 5.3%. 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

UNM

Buy

55

out of 100

Grade: C

Growth: 3.3Profit: 4.5Value: 5.7Quality: 6.8
Piotroski: 3/9

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

UNM1 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

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

UNM4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : UNM

The strongest argument for UNM centers on Price/Book. PEG of 1.03 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 : UNM

The primary concerns for UNM are Revenue Growth, Return on Equity, Profit Margin.

Key Dynamics to Monitor

HSBC profiles as a growth stock while UNM is a value 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 55/100), backed by strong 37.8% margins and 25.4% revenue growth. Both earn "Strong Buy" and "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.

Unum Group

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Unum Group is a Chattanooga, Tennessee-based Fortune 500 insurance company formerly known as UnumProvident.

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