HSBC:NYE-HSBC Holdings plc. (USD)

EQUITY | Banks | New York Stock Exchange

Last Closing

USD 45.08

Change

-0.19 (-0.42)%

Market Cap

USD 156.46B

Volume

1.04M

Analyst Target

USD 53.23
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: 2018-08-16 )

Largest Industry Peers for Banks

ETFs Containing HSBC

AFLE:SW Amundi Index Solutions - .. 2.08 % 0.00 %

N/A

USD 0.24B
AFLT:SW Amundi Index Solutions - .. 2.08 % 0.00 %

N/A

USD 0.33B
DFIV Dimensional International.. 1.25 % 0.00 %

+0.28 (+0.00%)

USD 6.91B
SUKC:LSE SPDR Barclays 0-5 Sterlin.. 0.85 % 0.00 %

+0.01 (+0.00%)

USD 0.26B
AVSD American Century ETF Trus.. 0.77 % 0.00 %

+0.43 (+0.00%)

USD 0.14B
LKOR 0.48 % 0.22 %

N/A

N/A
JIGB JPMorgan Corporate Bond R.. 0.39 % 0.14 %

N/A

USD 0.06B
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 %

+0.25 (+0.00%)

USD 105.26B
BSCQ Invesco BulletShares 2026.. 0.00 % 0.10 %

+0.02 (+0.00%)

USD 2.85B
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 %

+0.23 (+0.00%)

USD 0.26B
EFO ProShares Ultra MSCI EAFE 0.00 % 0.95 %

+0.49 (+0.00%)

USD 9.49M
EFU ProShares UltraShort MSCI.. 0.00 % 0.95 %

-0.08 (0.00%)

USD 0.68M
EFV 0.00 % 0.39 %

N/A

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

-0.08 (0.00%)

USD 0.03B
FLCO Franklin Liberty Investme.. 0.00 % 0.35 %

+0.07 (+0.00%)

USD 0.36B
FLRN SPDR® Bloomberg Investme.. 0.00 % 0.15 %

+0.02 (+0.00%)

USD 2.28B
FNDF Schwab Fundamental Intern.. 0.00 % 0.25 %

+0.23 (+0.00%)

USD 12.25B
HAWX iShares Currency Hedged M.. 0.00 % 0.03 %

+0.15 (+0.00%)

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

N/A

CAD 0.12B
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 %

+0.04 (+0.00%)

USD 2.48B
IEUR iShares Core MSCI Europe .. 0.00 % 0.10 %

+0.36 (+0.00%)

USD 4.37B
IEV iShares Europe ETF 0.00 % 0.59 %

+0.35 (+0.00%)

USD 1.68B
KROO 0.00 % 0.70 %

N/A

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

+0.08 (+0.00%)

USD 0.91B
MINT PIMCO Enhanced Short Matu.. 0.00 % 0.42 %

+0.04 (+0.00%)

USD 10.80B
PFF iShares Preferred and Inc.. 0.00 % 0.46 %

+0.16 (+0.00%)

USD 14.58B
SPIB SPDR Barclays Intermediat.. 0.00 % 0.08 %

+0.11 (+0.00%)

USD 7.74B
FIVA Fidelity® International .. 0.00 % 0.39 %

+0.20 (+0.00%)

USD 0.11B
IG Principal Exchange-Traded.. 0.00 % 0.26 %

+0.09 (+0.00%)

USD 0.08B
RIDV 0.00 % 0.00 %

N/A

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

+0.03 (+0.00%)

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

+0.17 (+0.00%)

USD 1.30B
SPEU SPDR Portfolio Europe 0.00 % 0.00 %

+0.24 (+0.00%)

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 %

+0.09 (+0.00%)

USD 2.17B
MINT PIMCO Enhanced Short Matu.. 0.00 % 0.56 %

+0.04 (+0.00%)

USD 10.80B
IGCF:CA PIMCO Investment Grade Cr.. 0.00 % 0.85 %

N/A

CAD 0.04B
IMEA:LSE 0.00 % 0.00 %

N/A

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

+1.30 (+0.00%)

USD 7.77M
VEUD:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

+0.02 (+0.00%)

USD 3.38B
VEUR:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

-0.03 (0.00%)

USD 2.60B
AFLE:PA Amundi Index Solutions - .. 0.00 % 0.00 %

N/A

USD 0.24B
AFLT:PA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.18 (+0.00%)

USD 0.33B
EEUE:PA BNP Paribas Easy MSCI Eur.. 0.00 % 0.00 %

+0.02 (+0.00%)

USD 0.70B
ERO:PA SPDR MSCI Europe UCITS ET.. 0.00 % 0.00 %

+0.25 (+0.00%)

USD 0.24B
HEU:PA HSBC ETFs Public Limited .. 0.00 % 0.00 %

N/A

USD 0.15B
MEUD:PA Lyxor Core STOXX Europe 6.. 0.00 % 0.00 %

+0.27 (+0.00%)

USD 6.94B
EUN1:F iShares STOXX Europe 50 U.. 0.00 % 0.00 %

+0.14 (+0.00%)

USD 0.57B
H4ZE:F HSBC MSCI Europe UCITS ET.. 0.00 % 0.00 %

+0.05 (+0.00%)

USD 0.16B
SLMC:F iShares MSCI Europe ESG S.. 0.00 % 0.00 %

+0.04 (+0.00%)

USD 2.76B
SLMD:F Ishares Iv Public Limited.. 0.00 % 0.00 %

+0.03 (+0.00%)

USD 2.76B
STXH:F Lyxor Index Fund - Lyxor .. 0.00 % 0.00 %

+0.44 (+0.00%)

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

+0.31 (+0.00%)

USD 0.25B
UIMF:F UBS ETF SICAV - MSCI Euro.. 0.00 % 0.00 %

+0.06 (+0.00%)

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

+0.22 (+0.00%)

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

+0.09 (+0.00%)

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

+0.04 (+0.00%)

USD 0.05B
EUN1:XETRA iShares STOXX Europe 50 U.. 0.00 % 0.00 %

+0.09 (+0.00%)

USD 0.57B
EUNZ:XETRA iShares Edge MSCI EM Mini.. 0.00 % 0.00 %

+0.01 (+0.00%)

USD 0.27B
EXSC:XETRA iShares STOXX Europe Larg.. 0.00 % 0.00 %

+0.05 (+0.00%)

USD 0.08B
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 %

+0.21 (+0.00%)

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

+0.03 (+0.00%)

USD 0.16B
LYP6:XETRA Lyxor Core STOXX Europe 6.. 0.00 % 0.00 %

+0.30 (+0.00%)

USD 6.94B
STXH:XETRA Lyxor STOXX Europe 600 DR.. 0.00 % 0.00 %

+0.26 (+0.00%)

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

+0.12 (+0.00%)

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

+0.10 (+0.00%)

USD 0.05B
1386:TSE 0.00 % 0.00 %

N/A

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

+0.02 (+0.00%)

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

+0.43 (+0.00%)

USD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Banks) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -12.70% 13% F 16% F
Dividend Return 3.97% 83% B 83% B
Total Return -8.73% 13% F 20% F
Trailing 12 Months  
Capital Gain -6.14% 18% F 25% F
Dividend Return 5.31% 60% D- 75% C
Total Return -0.83% 19% F 29% F
Trailing 5 Years  
Capital Gain -18.55% 15% F 23% F
Dividend Return 23.67% 60% D- 67% D+
Total Return 5.11% 16% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain 0.75% 25% F 38% F
Dividend Return 6.67% 39% F 49% F
Total Return 5.92% 84% B 82% B
Risk Return Profile  
Volatility (Standard Deviation) 24.13% 24% F 27% F
Risk Adjusted Return 27.65% 18% F 33% F
Market Capitalization 156.46B 98% N/A 99% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks) 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 2% 3%
Price/Book Ratio 4.67 4% 17%
Price / Cash Flow Ratio 12.70 5% 7%
Price/Free Cash Flow Ratio 12.59 33% 51%
Management Effectiveness  
Return on Equity 2.84% 8% 29%
Return on Invested Capital 3.73% 13% 25%
Return on Assets 0.21% 8% 22%
Debt to Equity Ratio 5.75% 99% 91%

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:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

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.

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.

Positive free cash flow

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

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.

Overpriced on free cash flow basis

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