HSBC:NYE-HSBC Holdings plc.

EQUITY | Banks | New York Stock Exchange

Last Closing

USD 41.42

Change

0.00 (0.00)%

Market Cap

USD 156.46B

Volume

2.06M

Analyst Target

USD 49.65
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: 2019-01-12 )

Largest Industry Peers for Banks

Symbol Name Price(Change) Market Cap
HSBC.P.A HSBC Holdings plc. ADR SER A R..

N/A

USD 20,941.54B
JPM JP Morgan Chase & Co.

N/A

USD 348.87B
BAC Bank of America Corporation

N/A

USD 282.42B
WFC Wells Fargo & Company

N/A

USD 230.10B
C Citigroup Inc.

N/A

USD 152.58B
ASB.P.D Associated Banc-Corp Depositar..

N/A

USD 147.72B
FRC.P.D First Republic Bank San Franci..

N/A

USD 132.66B
RY Royal Bank Of Canada

N/A

USD 111.45B
TD Toronto Dominion Bank (The)

N/A

USD 103.72B
HDB HDFC Bank Limited

N/A

USD 101.60B

ETFs Containing HSBC

PID Invesco International Div.. 0.00 % 0.55 %

N/A

USD 0.77B
ADRD Invesco BLDRS Developed M.. 0.00 % 0.26 %

N/A

USD 0.04B
ADRU Invesco BLDRS Europe Sele.. 0.00 % 0.30 %

N/A

USD 0.01B

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 0.75% 9% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.75% 9% F 16% F
Trailing 12 Months  
Capital Gain -24.46% 23% F 21% F
Dividend Return 4.65% 54% F 70% C-
Total Return -19.81% 26% F 23% F
Trailing 5 Years  
Capital Gain -25.98% 16% F 25% F
Dividend Return 22.52% 56% F 67% D+
Total Return -3.47% 17% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain 0.13% 26% F 43% F
Dividend Return 6.12% 42% F 55% F
Total Return 5.99% 87% B+ 84% B
Risk Return Profile  
Volatility (Standard Deviation) 24.42% 21% F 26% F
Risk Adjusted Return 25.07% 21% F 37% F
Market Capitalization 156.46B 97% A+ 99% 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% F 2% F
Price/Book Ratio 4.29 5% F 16% F
Price / Cash Flow Ratio 11.67 4% F 7% F
Price/Free Cash Flow Ratio 11.57 26% F 48% F
Management Effectiveness  
Return on Equity 2.84% 5% F 31% F
Return on Invested Capital 3.73% 8% F 25% F
Return on Assets 0.21% 7% F 24% F
Debt to Equity Ratio 5.75% 100% A+ 91% 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:
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.

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.

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.

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.

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.

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.

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.

Overpriced compared to book value

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

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.

Poor return on equity

The company management has delivered below median return on equity 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 assets

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

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.