HSBC:NYE-HSBC Holdings plc. (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 41.9

Change

0.00 (0.00)%

Market Cap

USD 156.46B

Volume

1.40M

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: 2024-04-27 )

Largest Industry Peers for Banks - Diversified

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

N/A

USD 533.63B
JPM-PD JPMorgan Chase & Co

N/A

USD 330.28B
JPM-PC JPMorgan Chase & Co

N/A

USD 329.13B
BML-PG Bank of America Corporation

N/A

USD 309.77B
BAC Bank of America Corp

N/A

USD 300.69B
BML-PH Bank of America Corporation

N/A

USD 299.37B
BAC-PE Bank of America Corporation

N/A

USD 280.91B
BML-PL Bank of America Corporation

N/A

USD 273.90B
BML-PJ Bank of America Corporation

N/A

USD 265.41B
BAC-PB Bank of America Corporation

N/A

USD 249.58B

ETFs Containing HSBC

CC4:PA Amundi Index Solutions - .. 2.45 % 0.00 %

N/A

USD 0.45B
TCC4:F Amundi Index Solutions - .. 2.45 % 0.00 %

N/A

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

N/A

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

N/A

USD 0.23B
AFLT:PA Amundi Index Solutions - .. 2.08 % 0.00 %

N/A

USD 0.36B
FRNH:F Amundi Index Solutions - .. 2.08 % 0.00 %

N/A

N/A
FRNU:F Amundi Index Solutions - .. 2.08 % 0.00 %

N/A

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

N/A

USD 0.23B
AFLT:SW Amundi Index Solutions - .. 2.08 % 0.00 %

N/A

USD 0.18M
ESGF:CA BMO ESG US Corporate Bond.. 1.61 % 0.00 %

N/A

CAD 0.02B
DFIV Dimensional International.. 1.31 % 0.00 %

N/A

USD 6.98B
SUKC:LSE SPDR Barclays 0-5 Sterlin.. 0.85 % 0.00 %

N/A

USD 0.26B
AVSD American Century ETF Trus.. 0.84 % 0.00 %

N/A

USD 0.13B
SYBQ:F SSgA SPDR ETFs Europe II .. 0.75 % 0.00 %

N/A

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

N/A

USD 0.26B
PR1P:XETRA Amundi Index Solutions - .. 0.33 % 0.00 %

N/A

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

N/A

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

N/A

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

N/A

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

USD 104.02B
BSCQ Invesco BulletShares 2026.. 0.00 % 0.10 %

N/A

USD 3.01B
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 %

N/A

USD 0.27B
EFO ProShares Ultra MSCI EAFE 0.00 % 0.95 %

N/A

USD 0.01B
EFU ProShares UltraShort MSCI.. 0.00 % 0.95 %

N/A

USD 0.73M
EFZ ProShares Short MSCI EAFE 0.00 % 0.95 %

N/A

USD 0.02B
FLCO Franklin Liberty Investme.. 0.00 % 0.35 %

N/A

USD 0.35B
FLRN SPDR® Bloomberg Investme.. 0.00 % 0.15 %

N/A

USD 2.35B
FNDF Schwab Fundamental Intern.. 0.00 % 0.25 %

N/A

USD 12.41B
HAWX iShares Currency Hedged M.. 0.00 % 0.03 %

N/A

USD 0.21B
HEJ:CA Horizons Enhanced Income .. 0.00 % 0.84 %

N/A

CAD 0.14B
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 %

N/A

USD 2.57B
IEUR iShares Core MSCI Europe .. 0.00 % 0.10 %

N/A

USD 4.41B
IEV iShares Europe ETF 0.00 % 0.59 %

N/A

USD 1.63B
KROO 0.00 % 0.70 %

N/A

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

N/A

USD 0.89B
MINT PIMCO Enhanced Short Matu.. 0.00 % 0.42 %

N/A

USD 11.42B
PFF iShares Preferred and Inc.. 0.00 % 0.46 %

N/A

USD 14.16B
SPIB SPDR Barclays Intermediat.. 0.00 % 0.08 %

N/A

USD 8.25B
LKOR 0.00 % 0.22 %

N/A

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

N/A

USD 0.12B
IG Principal Exchange-Traded.. 0.00 % 0.26 %

N/A

USD 0.08B
RIDV 0.00 % 0.00 %

N/A

N/A
JIGB JPMorgan Corporate Bond R.. 0.00 % 0.14 %

N/A

USD 0.05B
PMNT:CA PIMCO Global Short Maturi.. 0.00 % 0.00 %

N/A

CAD 0.04B
SPBO SPDR Portfolio Corporate .. 0.00 % 0.00 %

N/A

USD 1.40B
SPEU SPDR Portfolio Europe 0.00 % 0.00 %

N/A

USD 0.27B
RPD:CA RBC Quant European Divide.. 0.00 % 0.54 %

N/A

CAD 0.03B
SHE:CA 0.00 % 0.71 %

N/A

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

N/A

USD 2.10B
MINT PIMCO Enhanced Short Matu.. 0.00 % 0.56 %

N/A

USD 11.42B
IGCF:CA PIMCO Investment Grade Cr.. 0.00 % 0.85 %

N/A

CAD 0.01B
IMEA:LSE 0.00 % 0.00 %

N/A

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

N/A

USD 8.47M
VEUD:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

N/A

USD 2.90B
VEUR:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

N/A

USD 2.90B
EEUE:PA BNP Paribas Easy MSCI Eur.. 0.00 % 0.00 %

N/A

USD 0.82B
ERO:PA SPDR MSCI Europe UCITS ET.. 0.00 % 0.00 %

N/A

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

N/A

USD 0.18B
MEUD:PA Amundi Stoxx Europe 600 U.. 0.00 % 0.00 %

N/A

USD 7.53B
EUN1:F iShares STOXX Europe 50 U.. 0.00 % 0.00 %

N/A

USD 0.66B
H4ZE:F HSBC MSCI Europe UCITS ET.. 0.00 % 0.00 %

N/A

USD 0.17B
SLMC:F iShares MSCI Europe ESG S.. 0.00 % 0.00 %

N/A

USD 2.99B
SLMD:F Ishares Iv Public Limited.. 0.00 % 0.00 %

N/A

USD 2.99B
STXH:F Lyxor Index Fund - Lyxor .. 0.00 % 0.00 %

N/A

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

N/A

USD 0.28B
UIMF:F UBS ETF SICAV - MSCI Euro.. 0.00 % 0.00 %

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

USD 0.05B
1386:TSE 0.00 % 0.00 %

N/A

N/A
AVDE Avantis® International E.. 0.00 % 0.00 %

N/A

USD 4.18B
PQDI Principal Exchange-Traded.. 0.00 % 0.00 %

N/A

USD 0.02B
LQDB iShares BBB Rated Corpora.. 0.00 % 0.00 %

N/A

USD 0.03B

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 3.35% 63% D 62% D
Dividend Return 3.82% 95% A 95% A
Total Return 7.18% 68% D+ 73% C
Trailing 12 Months  
Capital Gain 16.23% 68% D+ 70% C-
Dividend Return 8.46% 95% A 88% B+
Total Return 24.69% 71% C- 77% C+
Trailing 5 Years  
Capital Gain -3.23% 22% F 43% F
Dividend Return 21.25% 53% F 76% C+
Total Return 18.01% 28% F 47% F
Average Annual (5 Year Horizon)  
Capital Gain 5.10% 64% D 59% D-
Dividend Return 9.98% 66% D+ 65% D
Total Return 4.88% 73% C 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 26.32% 48% F 43% F
Risk Adjusted Return 37.91% 66% D+ 61% D-
Market Capitalization 156.46B 52% 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 44% 86%
Price/Book Ratio 0.83 79% 82%
Price / Cash Flow Ratio 3.95 65% 66%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 13.00% 76% 68%
Return on Invested Capital 12.62% 98% 73%
Return on Assets 0.82% 63% 31%
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.

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.

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.

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

Low Dividend Growth

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