HBCYF:OTC-HSBC Holdings PLC (USD)

COMMON STOCK | Banks - Diversified |

Last Closing

USD 10.9

Change

-0.10 (-0.91)%

Market Cap

USD 185.79B

Volume

1.10K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

HSBC Holdings plc engages in the provision of banking and financial products and services worldwide. It operates through three segments: Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit and debit cards, and local and international payment services; and wealth management services comprising insurance and investment products, global asset management services, and investment management and private wealth solutions. This segment serves personal banking and high net worth individuals. The Commercial Banking segment provides credit and lending, treasury management, payment, cash management, commercial insurance, and investment services; commercial cards; international trade and receivables finance services; foreign exchange products; capital raising services on debt and equity markets; and advisory services. It serves small and medium sized enterprises, mid-market enterprises, and corporates. The Global Banking and Markets segment offers financing, advisory, and transaction services; and credit, rates, foreign exchange, equities, money markets, and securities services; and investment services. It serves government, corporate and institutional clients, and private investors. The company was founded in 1865 and is based in London, the United Kingdom.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-25 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
IDCBF Industrial and Commercial Bank..

+0.02 (+2.86%)

USD 313.63B
ACGBY Agricultural Bank of China PK

-0.27 (-1.76%)

USD 247.16B
BACHF Bank of China Ltd H

+0.01 (+1.86%)

USD 205.06B
CICHF China Construction Bank Corp

+0.01 (+1.15%)

USD 202.92B
BCDRF Banco Santander S.A

+0.06 (+0.83%)

USD 91.15B
BBVXF Banco Bilbao Vizcaya Argentari..

N/A

USD 83.18B
SMFNF Sumitomo Mitsui Financial

-1.30 (-5.52%)

USD 82.81B
WEBNF Westpac Banking Corporation

+0.20 (+1.00%)

USD 67.37B
NAUBF National Australia Bank Ltd

N/A

USD 65.48B
NABZY National Australia Bank Ltd AD..

-0.01 (-0.09%)

USD 65.48B

ETFs Containing HBCYF

C062:F 14.84 % 0.00 %

N/A

N/A
C062:XETRA 14.84 % 0.00 %

N/A

N/A
FLOT iShares Floating Rate Bon.. 0.00 % 0.20 %

+0.01 (+0%)

USD 8.80B
DX2K:F 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.10% 70% C- 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.10% 68% D+ 70% C-
Trailing 12 Months  
Capital Gain 32.28% 64% D 79% B-
Dividend Return 6.19% 43% F 74% C
Total Return 38.47% 64% D 81% B-
Trailing 5 Years  
Capital Gain 122.90% 63% D 83% B
Dividend Return 37.63% 40% F 72% C
Total Return 160.53% 57% F 83% B
Average Annual (5 Year Horizon)  
Capital Gain 17.83% 69% C- 66% D+
Dividend Return 22.86% 67% D+ 66% D+
Total Return 5.03% 37% F 73% C
Risk Return Profile  
Volatility (Standard Deviation) 18.14% 78% C+ 88% B+
Risk Adjusted Return 126.05% 92% A 99% N/A
Market Capitalization 185.79B 78% C+ 100% F

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

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

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.

Superior return on equity

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

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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 on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low Revenue Growth

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

Low Dividend Growth

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