HSBC Holdings PLC ADR (HSBC)vsWestwood Holdings Group Inc (WHG)

HSBC

HSBC Holdings PLC ADR

NYSE

$90.80

+0.29%

FINANCIAL SERVICES · Cap: $311.14B

WHG

Westwood Holdings Group Inc

NYSE

$17.27

+2.07%

FINANCIAL SERVICES · Cap: $165.38M

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Smart Verdict

WallStSmart Research — data-driven comparison

HSBC Holdings PLC ADR generates 64010% more annual revenue ($63.77B vs $99.48M). HSBC leads profitability with a 35.0% profit margin vs 7.4%. HSBC trades at a lower P/E of 15.0x. HSBC earns a higher WallStSmart Score of 63/100 (C+).

HSBC

Buy

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 7.0Quality: 4.0

Piotroski: 4/9Altman Z: 0.33

WHG

Hold

out of 100

Grade: D+

Growth: 8.0Profit: 3.5Value: 5.3Quality: 8.5

Piotroski: 3/9Altman Z: 3.23

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HSBC5 strengths · Avg: 9.2/10

Market CapQuality

$311.14B10/10

Mega-cap, among the largest globally

Profit MarginProfitability

35.0%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability

50.7%10/10

Strong operational efficiency at 50.7%

PEG RatioValuation

0.908/10

Growing faster than its price suggests

P/E RatioValuation

15.0x8/10

Attractively priced relative to earnings

WHG4 strengths · Avg: 10.0/10

Price/BookValuation

1.2x10/10

Reasonable price relative to book value

EPS GrowthGrowth

80.0%10/10

Earnings expanding 80.0% YoY

Debt/EquityHealth

0.0810/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth

3.2310/10

Safe zone — low bankruptcy risk

Areas to Watch

HSBC3 concerns · Avg: 3.3/10

Revenue GrowthGrowth

3.3%4/10

3.3% revenue growth

EPS GrowthGrowth

2.6%4/10

2.6% earnings growth

Altman Z-ScoreHealth

0.332/10

Distress zone — elevated risk

WHG4 concerns · Avg: 3.0/10

Market CapQuality

$165.38M3/10

Smaller company, higher risk/reward

Return on EquityProfitability

5.9%3/10

ROE of 5.9% — below average capital efficiency

Profit MarginProfitability

7.4%3/10

7.4% 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 35.0% and operating margin at 50.7%. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bull Case : WHG

The strongest argument for WHG centers on Price/Book, EPS Growth, Debt/Equity.

Bear Case : HSBC

The primary concerns for HSBC are Revenue Growth, EPS Growth, Altman Z-Score.

Bear Case : WHG

The primary concerns for WHG are Market Cap, Return on Equity, Profit Margin.

Key Dynamics to Monitor

WHG carries more volatility with a beta of 0.61 — expect wider price swings.

WHG is growing revenue faster at 7.4% — sustainability is the question.

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

Bottom Line

HSBC scores higher overall (63/100 vs 49/100), backed by strong 35.0% margins. Both earn "Buy" and "Hold" 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.

Westwood Holdings Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Westwood Holdings Group, Inc., manages investment assets and provides services to its clients. The company is headquartered in Dallas, Texas.

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Want to dig deeper into these stocks?

Full HSBC Analysis →Full WHG Analysis →