ducovest

HSBC.P.A:NYE-HSBC Holdings plc. ADR SER A REP 1/40 PFD SER A

EQUITY | Banks | New York Stock Exchange

Last Closing

USD 26.1

Change

-0.01 (-0.04)%

Market Cap

USD 53.06B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

N/A

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.

Company Website : http://www.hsbc.com

Currency: USD

Country : GBR

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-18 )

Largest Industry Peers for Banks

ETFs Containing HSBC.P.A

N/A

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 1.28% 9% A- 14% F
Dividend Return 1.50% 66% D+ 71% C-
Total Return 2.78% 9% A- 17% F
Trailing 12 Months  
Capital Gain 0.85% 85% B 64% D
Dividend Return 5.99% 85% B 79% B-
Total Return 6.84% 88% B+ 73% C
Trailing 5 Years  
Capital Gain 3.20% 34% F 51% F
Dividend Return 30.64% 85% B 83% B
Total Return 33.85% 46% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 0.41% 37% F 47% F
Dividend Return 6.39% 49% F 59% D-
Total Return 6.03% 90% A- 85% B
Risk Return Profile  
Volatility (Standard Deviation) 1.85% 99% N/A 97% N/A
Risk Adjusted Return 345.58% 100% F 100% F
Market Capitalization 53.06B 100% F 100% F

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 118.64 4% 4%
Price/Book Ratio 2.70 9% 29%
Price / Cash Flow Ratio 7.35 7% 12%
Price/Free Cash Flow Ratio 7.29 49% 61%
Management Effectiveness  
Return on Equity 2.84% 5% 33%
Return on Invested Capital 3.73% 7% 25%
Return on Assets 0.21% 5% 26%
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:
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.

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.

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.

Positive free cash flow

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

What to not like:
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.

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.