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HSBC Holdings PLC

HSBC
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96.780USD
+0.960+1.00%
Close 07/02, 13:00ETQuotes delayed by 15 min
332.60BMarket Cap
15.73P/E TTM

TradingKey Stock Score of HSBC Holdings PLC

Currency: USD Updated: 2026-07-02

Key Insights

HSBC Holdings PLC's fundamentals are relatively stable, and its growth potential is significant.Its valuation is considered fairly valued, ranking 177 out of 396 in the Banking Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 102.50.In the medium term, the stock price is expected to trend up.Despite an average stock market performance over the past month, the company shows strong technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

HSBC Holdings PLC's Score

Industry at a Glance

Industry Ranking
177 / 396
Overall Ranking
313 / 4565
Industry
Banking Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Neutral

HSBC Holdings PLC Highlights

StrengthsRisks

HSBC Holdings plc is a British universal bank and financial services group headquartered in London, England, maintaining historical and operational ties to East Asia alongside a multinational presence. As of September 2024, it ranks as the largest Europe-based bank by total assets, surpassing BNP Paribas, with assets amounting to US$3.098 trillion. This positions HSBC as the 7th largest bank globally, following Bank of America, and as the 3rd largest non-state-owned bank worldwide.

By 2021, HSBC reported $10.8 trillion in assets under custody and $4.9 trillion in assets under administration.

The bank's origins can be traced back to a hong trading house established in British Hong Kong. It was founded in 1865 in Hong Kong, with branch openings in Shanghai during the same year, and was formally incorporated in 1866. In 1991, the current parent entity, HSBC Holdings plc, was formed in London, turning the historic Hong Kong-based bank from which it derived its name into a wholly-owned subsidiary. The following year, HSBC acquired Midland Bank, making it one of the largest domestic banks in the United Kingdom.

Today, HSBC operates offices, branches, and subsidiaries across 62 countries and territories throughout Africa, Asia, Oceania, Europe, North America, and South America, serving approximately 39 million customers. HSBC maintains a dual primary listing on the Hong Kong Stock Exchange and the London Stock Exchange, being a constituent of both the Hang Seng Index and the FTSE 100 Index, with additional listings on the New York Stock Exchange and the Bermuda Stock Exchange.

High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 69.30%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 69.30%.
Overvalued
The company’s latest PB is 1.69, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 84.72M shares, decreasing 4.87% quarter-over-quarter.
Held by Richard Pzena
Star Investor Richard Pzena holds 8.79M shares of this stock.

Analyst Rating

Based on 3 analysts
Buy
Current Rating
103.875
Target Price
+8.42%
Upside Space

FAQs

How does TradingKey generate the Stock Score of HSBC Holdings PLC?

The TradingKey Stock Score provides a comprehensive assessment of HSBC Holdings PLC based on 34 indicators derived from over 100 underlying data points.
These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of HSBC Holdings PLC’s performance and outlook.

How do we generate the financial health score of HSBC Holdings PLC?

To generate the financial health score of HSBC Holdings PLC, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns.
By integrating these comprehensive data, the financial health score not only reflects HSBC Holdings PLC's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of HSBC Holdings PLC.

How do we generate the company valuation score of HSBC Holdings PLC?

To generate the company valuation score of HSBC Holdings PLC, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare HSBC Holdings PLC’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value.
By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of HSBC Holdings PLC’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of HSBC Holdings PLC.

How do we generate the earnings forecast score of HSBC Holdings PLC?

To calculate the earnings forecast score of HSBC Holdings PLC, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:
Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.
Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.
By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.
Comparing these indicators against peers provides context for the stock’s performance and helps anchor more realistic expectations.
These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on HSBC Holdings PLC’s future.

How do we generate the price momentum score of HSBC Holdings PLC?

When generating the price momentum score for HSBC Holdings PLC, we examine momentum indicators including support and resistance levels as well as volume metrics.
Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.
This comprehensive approach can reflect market sentiment and enable rational forecasts of HSBC Holdings PLC’s prices. A higher score indicates a more stable short-term price trend for HSBC Holdings PLC.

How do we generate the institutional confidence score of HSBC Holdings PLC?

To generate the institutional confidence score of HSBC Holdings PLC, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about HSBC Holdings PLC’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of HSBC Holdings PLC.

How do we generate the risk management score of HSBC Holdings PLC?

To assess the risk management score of HSBC Holdings PLC, we examine multiple key indicators related to returns, risk, volatility, and liquidity.
The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.
These indicators together provide a multi-dimensional understanding of HSBC Holdings PLC’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of HSBC Holdings PLC.