HSBC Holdings PLC

HSBC

68.650USD

-0.520-0.75%

Close 09/12, 16:00（ET）Quotes delayed by 15 min

Score

Industry at a Glance

Industry Ranking

150 / 400

Overall Ranking

269 / 4724

Industry

Banking Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 2 analysts

Hold

Current Rating

68.500

Target Price

-0.22%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company 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 Growth

The company's revenue has grown steadily over the past 3 years, averaging 26.66% year-on-year.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 59.74.

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 1.40, at a high 3-year percentile range.

Institutional Buying

The latest institutional holdings are 76.55M shares, increasing 11.71% quarter-over-quarter.

Held by Ken Fisher

Star Investor Ken Fisher holds 17.04M shares of this stock.

The company's current financial score is 4.53, which is lower than the Banking Services industry's average of 7.33. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 17.29B, representing a year-over-year decrease of 1.04%, while its net profit experienced a year-over-year decrease of 31.93%.

Score

Industry at a Glance

Previous score

4.53

Change

0



Financials

5.64

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

4.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

4.00

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

4.00

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

4.99

Key Metrics

Free cash flow

No Data

The company’s current valuation score is 2.60, which is lower than the Banking Services industry's average of 4.39. Its current P/E ratio is 12.77, which is -24.31% below the recent high of 9.66 and 30.08% above the recent low of 8.93.

Score

Industry at a Glance

Previous score

1.80

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 150/400

No Data

The company’s current earnings forecast score is 6.00, which is lower than the Banking Services industry's average of 7.34. The average price target for HSBC Holdings PLC is 68.50, with a high of 68.50 and a low of 68.50.

Score

Industry at a Glance

Previous score

6.00

Change

0

Support & Resistance

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The company’s current price momentum score is 9.11, which is higher than the Banking Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 66.90 and the support level at 61.46, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.57

Change

-0.11

Support & Resistance

No Data

Institutional Confidence

Currency: USD Updated：2025-09-12

The company’s current institutional recognition score is 3.00, which is lower than the Banking Services industry's average of 6.35. The latest institutional shareholding proportion is 2.20%, representing a quarter-over-quarter increase of 0.17%. The largest institutional shareholder is Ken Fisher, holding a total of 17.04M shares, representing 0.49% of shares outstanding, with 1.00% increase in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

0

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Fisher Investments

Star Investors

15.61M

--

Dimensional Fund Advisors, L.P.

10.39M

-2.31%

Parametric Portfolio Associates LLC

4.90M

+1.30%

Goldman Sachs Asset Management, L.P.

3.74M

+0.87%

Fidelity Management & Research Company LLC

3.09M

+7.16%

Sanders Capital, LLC

2.97M

-0.42%

Aperio Group, LLC

2.89M

+10.24%

Northern Trust Global Investments

1.92M

+1.64%

BofA Global Research (US)

1.38M

-25.41%

Morgan Stanley Smith Barney LLC

1.39M

+0.96%

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1

2

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.71, which is higher than the Banking Services industry's average of 5.16. The company's beta value is 0.63. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.