HSBC:NYE-HSBC Holdings plc. (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 44.07

Change

+0.57 (+1.31)%

Market Cap

USD 156.46B

Volume

2.38M

Analyst Target

USD 22.56
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

HSBC Holdings PLC provides banking and financial services through four segments namely Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-24 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
JPM-PD JPMorgan Chase & Co

+0.03 (+0.12%)

USD 338.92B
JPM-PC JPMorgan Chase & Co

+0.02 (+0.08%)

USD 337.26B
BML-PG Bank of America Corporation

-0.27 (-1.17%)

USD 315.30B
BML-PH Bank of America Corporation

+0.02 (+0.11%)

USD 313.74B
BAC Bank of America Corp

+0.27 (+0.69%)

USD 306.66B
BML-PL Bank of America Corporation

-0.17 (-0.69%)

USD 302.98B
BAC-PE Bank of America Corporation

-0.04 (-0.14%)

USD 294.75B
BML-PJ Bank of America Corporation

+0.03 (+0.12%)

USD 279.98B
BAC-PB Bank of America Corporation

-0.01 (-0.04%)

USD 254.08B
BAC-PK Bank of America Corporation

+0.04 (+0.16%)

USD 252.92B

ETFs Containing HSBC

HEJ:CA 6.33 % 0.84 %

N/A

N/A
CC4:PA Amundi Index Solutions - .. 2.45 % 0.00 %

+0.78 (+0.00%)

USD 0.42B
TCC4:F Amundi Index Solutions - .. 2.45 % 0.00 %

N/A

USD 0.55B
TCC4:XETRA Amundi Index Solutions - .. 2.45 % 0.00 %

+0.27 (+0.00%)

USD 0.55B
AFLE:PA Amundi Index Solutions - .. 2.08 % 0.00 %

+0.02 (+0.00%)

USD 0.17B
AFLT:PA Amundi Index Solutions - .. 2.08 % 0.00 %

-0.08 (0.00%)

USD 0.44B
AFLE:SW Amundi Index Solutions - .. 2.08 % 0.00 %

N/A

N/A
AFLT:SW Amundi Index Solutions - .. 2.08 % 0.00 %

N/A

N/A
ESGF:CA BMO ESG US Corporate Bond.. 1.61 % 0.00 %

N/A

CAD 0.02B
DFIV Dimensional International.. 1.35 % 0.00 %

+0.57 (+0.00%)

USD 7.95B
SUKC:LSE SPDR Barclays 0-5 Sterlin.. 0.85 % 0.00 %

+5.00 (+0.00%)

N/A
AVSD American Century ETF Trus.. 0.84 % 0.00 %

+1.38 (+0.00%)

USD 0.15B
SYBQ:F SSgA SPDR ETFs Europe II .. 0.75 % 0.00 %

+0.12 (+0.00%)

USD 0.26B
SYBQ:XETRA SPDR Barclays 0-5 Sterlin.. 0.75 % 0.00 %

+0.12 (+0.00%)

USD 0.26B
AVDE Avantis® International E.. 0.57 % 0.00 %

+1.40 (+0.00%)

USD 5.27B
PR1P:XETRA Amundi Index Solutions - .. 0.33 % 0.00 %

-0.08 (0.00%)

USD 0.10B
PRAP:XETRA Amundi Index Solutions - .. 0.33 % 0.00 %

-0.08 (0.00%)

USD 0.09B
PR1P:F Amundi Index Solutions - .. 0.33 % 0.00 %

-0.10 (0.00%)

USD 0.10B
PRAP:F Amundi Index Solutions Si.. 0.33 % 0.00 %

-0.07 (0.00%)

USD 0.09B
ADRD 0.00 % 0.26 %

N/A

N/A
ADRU 0.00 % 0.30 %

N/A

N/A
BND Vanguard Total Bond Marke.. 0.00 % 0.04 %

N/A

N/A
BSCQ Invesco BulletShares 2026.. 0.00 % 0.10 %

-0.02 (0.00%)

N/A
DPK 0.00 % 0.96 %

N/A

N/A
DXPS 0.00 % 0.48 %

N/A

N/A
EFAX SPDR® MSCI EAFE Fossil F.. 0.00 % 0.20 %

+1.01 (+0.00%)

N/A
EFO ProShares Ultra MSCI EAFE 0.00 % 0.95 %

+1.95 (+0.00%)

USD 9.76M
EFU ProShares UltraShort MSCI.. 0.00 % 0.95 %

-0.28 (0.00%)

N/A
EFZ ProShares Short MSCI EAFE 0.00 % 0.95 %

-0.33 (0.00%)

N/A
FLCO Franklin Liberty Investme.. 0.00 % 0.35 %

N/A

N/A
FLRN SPDR® Bloomberg Investme.. 0.00 % 0.15 %

-0.01 (0.00%)

USD 2.36B
FNDF Schwab Fundamental Intern.. 0.00 % 0.25 %

+0.73 (+0.00%)

USD 14.01B
HGEU 0.00 % 0.29 %

N/A

N/A
IBDM 0.00 % 0.10 %

N/A

N/A
IBDR iShares iBonds Dec 2026 T.. 0.00 % 0.10 %

-0.01 (0.00%)

USD 2.87B
IEUR iShares Core MSCI Europe .. 0.00 % 0.10 %

+1.29 (+0.00%)

USD 4.74B
IEV iShares Europe ETF 0.00 % 0.59 %

+1.04 (+0.00%)

N/A
KROO 0.00 % 0.70 %

N/A

N/A
LDUR PIMCO Enhanced Low Durati.. 0.00 % 1.02 %

-0.14 (0.00%)

USD 0.86B
MINT PIMCO Enhanced Short Matu.. 0.00 % 0.42 %

+0.03 (+0.00%)

USD 11.81B
PFF iShares Preferred and Inc.. 0.00 % 0.46 %

+0.05 (+0.00%)

N/A
SPIB SPDR Barclays Intermediat.. 0.00 % 0.08 %

-0.04 (0.00%)

USD 9.29B
LKOR 0.00 % 0.22 %

N/A

N/A
FIVA Fidelity® International .. 0.00 % 0.39 %

+0.56 (+0.00%)

USD 0.17B
IG Principal Exchange-Traded.. 0.00 % 0.26 %

-0.01 (0.00%)

USD 0.09B
RIDV 0.00 % 0.00 %

N/A

N/A
JIGB 0.00 % 0.14 %

N/A

N/A
PMNT:CA PIMCO Global Short Maturi.. 0.00 % 0.00 %

+0.01 (+0.00%)

CAD 0.03B
SPBO SPDR Portfolio Corporate .. 0.00 % 0.00 %

N/A

USD 1.68B
SPEU SPDR Portfolio Europe 0.00 % 0.00 %

+0.90 (+0.00%)

USD 0.44B
RPD:CA RBC Quant European Divide.. 0.00 % 0.54 %

+0.31 (+0.00%)

CAD 0.03B
SHE:CA 0.00 % 0.71 %

N/A

N/A
SLQD iShares 0-5 Year Investme.. 0.00 % 0.06 %

-0.04 (0.00%)

USD 2.09B
MINT PIMCO Enhanced Short Matu.. 0.00 % 0.56 %

+0.03 (+0.00%)

USD 11.81B
IGCF:CA PIMCO Investment Grade Cr.. 0.00 % 0.85 %

+0.18 (+0.00%)

CAD 9.34M
IMEA:LSE 0.00 % 0.00 %

N/A

N/A
PSRE:LSE Invesco Markets III plc -.. 0.00 % 0.00 %

+6.50 (+0.00%)

USD 9.67M
VEUD:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

+0.61 (+0.00%)

USD 3.01B
VEUR:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

+0.31 (+0.00%)

USD 2.96B
EEUE:PA BNP Paribas Easy MSCI Eur.. 0.00 % 0.00 %

+0.21 (+0.00%)

USD 0.84B
ERO:PA SPDR MSCI Europe UCITS ET.. 0.00 % 0.00 %

+4.18 (+0.00%)

USD 0.26B
HEU:PA HSBC ETFs Public Limited .. 0.00 % 0.00 %

+0.21 (+0.00%)

USD 0.20B
MEUD:PA Amundi Stoxx Europe 600 U.. 0.00 % 0.00 %

+3.07 (+0.00%)

USD 8.87B
EUN1:F iShares STOXX Europe 50 U.. 0.00 % 0.00 %

+0.56 (+0.00%)

N/A
H4ZE:F HSBC MSCI Europe UCITS ET.. 0.00 % 0.00 %

+0.17 (+0.00%)

N/A
SLMC:F iShares MSCI Europe ESG S.. 0.00 % 0.00 %

N/A

N/A
SLMD:F Ishares Iv Public Limited.. 0.00 % 0.00 %

+0.09 (+0.00%)

N/A
STXH:F Lyxor Index Fund - Lyxor .. 0.00 % 0.00 %

+1.94 (+0.00%)

USD 6.94B
UIMA:F UBS ETF SICAV - MSCI Euro.. 0.00 % 0.00 %

N/A

USD 0.31B
UIMF:F UBS ETF SICAV - MSCI Euro.. 0.00 % 0.00 %

+0.21 (+0.00%)

N/A
DX2X:XETRA Xtrackers - Stoxx Europe .. 0.00 % 0.00 %

+1.58 (+0.00%)

USD 1.59B
E960:XETRA Lyxor 1 STOXX Europe 600 .. 0.00 % 0.00 %

+0.79 (+0.00%)

USD 0.06B
EL4Y:XETRA Deka STOXX Europe 50 UCIT.. 0.00 % 0.00 %

+0.58 (+0.00%)

USD 0.08B
EUN1:XETRA iShares STOXX Europe 50 U.. 0.00 % 0.00 %

+0.52 (+0.00%)

USD 0.59B
EUNZ:XETRA iShares Edge MSCI EM Mini.. 0.00 % 0.00 %

+0.35 (+0.00%)

USD 0.28B
EXSC:XETRA iShares STOXX Europe Larg.. 0.00 % 0.00 %

+0.56 (+0.00%)

USD 0.09B
FRNH:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

-0.03 (0.00%)

USD 0.83B
FRNU:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

-0.22 (0.00%)

USD 0.69B
H4ZE:XETRA HSBC MSCI EUROPE UCITS GE.. 0.00 % 0.00 %

+0.23 (+0.00%)

USD 0.17B
LYP6:XETRA Amundi Stoxx Europe 600 U.. 0.00 % 0.00 %

+3.10 (+0.00%)

USD 7.39B
STXH:XETRA Amundi Stoxx Europe 600 U.. 0.00 % 0.00 %

+1.64 (+0.00%)

USD 6.94B
UIMA:XETRA UBS ETF SICAV - MSCI Euro.. 0.00 % 0.00 %

+1.06 (+0.00%)

USD 0.24B
UIMF:XETRA UBS(Lux)Fund Solutions .. 0.00 % 0.00 %

+0.18 (+0.00%)

USD 0.05B
1386:TSE 0.00 % 0.00 %

N/A

N/A
PQDI Principal Exchange-Traded.. 0.00 % 0.00 %

+0.05 (+0.00%)

USD 0.04B
LQDB iShares BBB Rated Corpora.. 0.00 % 0.00 %

-0.07 (0.00%)

USD 0.04B

Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.71% 73% C 73% C
Dividend Return 5.06% 98% N/A 93% A
Total Return 13.76% 75% C 80% B-
Trailing 12 Months  
Capital Gain 14.56% 66% D+ 68% D+
Dividend Return 7.93% 88% B+ 86% B+
Total Return 22.49% 66% D+ 75% C
Trailing 5 Years  
Capital Gain 7.07% 32% F 49% F
Dividend Return 22.35% 50% F 77% C+
Total Return 29.42% 32% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 7.29% 70% C- 64% D
Dividend Return 12.28% 72% C 70% C-
Total Return 4.99% 77% C+ 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 24.77% 47% F 42% F
Risk Adjusted Return 49.57% 70% C- 71% C-
Market Capitalization 156.46B 53% F 99% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 35.90 39% 84%
Price/Book Ratio 0.83 80% 82%
Price / Cash Flow Ratio 4.16 66% 65%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 12.31% 73% 66%
Return on Invested Capital 12.62% 98% 74%
Return on Assets 0.81% 61% 30%
Debt to Equity Ratio N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector