HBCYF:OTO-HSBC Holdings Plc (USD)

COMMON STOCK | Banks - Diversified | OTC Pink

Last Closing

USD 11.22

Change

+0.22 (+2.00)%

Market Cap

USD 161.33B

Volume

9.90K

Analyst Target

N/A
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: 2025-05-02 )

Largest Industry Peers for Banks - Diversified

ETFs Containing HBCYF

C062:F 14.84 % 0.00 %

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C062:XETRA 14.84 % 0.00 %

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FLOT iShares Floating Rate Bon.. 0.00 % 0.20 %

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USD 8.80B
DX2K:F 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange (OTC Pink)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.48% 64% D 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.48% 59% D- 72% C
Trailing 12 Months  
Capital Gain 25.76% 58% F 76% C+
Dividend Return 5.72% 37% F 71% C-
Total Return 31.47% 42% F 77% C+
Trailing 5 Years  
Capital Gain 124.40% 57% F 84% B
Dividend Return 36.80% 30% F 71% C-
Total Return 161.20% 50% F 84% B
Average Annual (5 Year Horizon)  
Capital Gain 17.92% 68% D+ 67% D+
Dividend Return 22.99% 65% D 67% D+
Total Return 5.06% 39% F 73% C
Risk Return Profile  
Volatility (Standard Deviation) 18.19% 76% C+ 88% B+
Risk Adjusted Return 126.34% 91% A- 99% N/A
Market Capitalization 161.33B 84% B 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.

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.

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.