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HSBC Holdings PLC

HSBC
74.990USD
-0.260-0.35%
Close 12/12, 16:00ETQuotes delayed by 15 min
262.13BMarket Cap
15.71P/E TTM

HSBC Holdings PLC

74.990
-0.260-0.35%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of HSBC Holdings PLC

Currency: USD Updated: 2025-12-12

Key Insights

HSBC Holdings PLC's fundamentals are relatively stable, and its growth potential is significant.Its valuation is considered fairly valued, ranking 204/404 in the Banking Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 77.72.In the medium term, the stock price is expected to remain stable.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
204 / 404
Overall Ranking
333 / 4592
Industry
Banking Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Analyst Rating

Based on 2 analysts
Hold
Current Rating
77.720
Target Price
+9.43%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

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 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 67.38B.
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 1.35, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 78.26M shares, decreasing 9.80% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 59.23K shares of this stock.

Financial Health

Currency: USD Updated: 2025-12-12

The current financial score of HSBC Holdings PLC is 4.53, ranking 391/404 in the Banking Services industry. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 17.63B, representing a year-over-year increase of 7.18%, while its net profit experienced a year-over-year increase of 20.56%.

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
Relevant data have not been disclosed by the company yet.

Quality of Earnings

4.00

Operational Efficiency

4.00

Growth Potential

4.00

Shareholder Returns

4.99

HSBC Holdings PLC's Company Valuation

Currency: USD Updated: 2025-12-12

The current valuation score of HSBC Holdings PLC is 6.93, ranking 312/404 in the Banking Services industry. Its current P/E ratio is 15.71, which is 0.33% below the recent high of 15.77 and 67.38% above the recent low of 5.13.

Score

Industry at a Glance

Previous score
6.93
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 204/404
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2025-12-12

The current earnings forecast score of HSBC Holdings PLC is 6.00, ranking 282/404 in the Banking Services industry. The average price target for HSBC Holdings PLC is 77.72, with a high of 77.72 and a low of 77.72.

Score

Industry at a Glance

Previous score
6.00
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 2 analysts
Hold
Current Rating
77.720
Target Price
+9.43%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

304
Total
4
Median
5
Average
Company name
Ratings
Analysts
HSBC Holdings PLC
HSBC
2
Wells Fargo & Co
WFC
26
JPMorgan Chase & Co
JPM
26
Bank of America Corp
BAC
26
US Bancorp
USB
25
Regions Financial Corp
RF
25
1
2
3
...
61

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.

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

Price Momentum

Currency: USD Updated: 2025-12-12

The current price momentum score of HSBC Holdings PLC is 9.66, ranking 22/404 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 77.77 and the support level at 69.89, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.73
Change
-0.07

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(1)
Neutral(1)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
0.807
Buy
RSI(14)
68.011
Neutral
STOCH(KDJ)(9,3,3)
86.962
Overbought
ATR(14)
0.987
High Vlolatility
CCI(14)
165.683
Buy
Williams %R
6.667
Overbought
TRIX(12,20)
0.149
Sell
StochRSI(14)
91.002
Overbought
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
73.224
Buy
MA10
72.420
Buy
MA20
71.172
Buy
MA50
69.991
Buy
MA100
68.068
Buy
MA200
63.054
Buy

Institutional Confidence

Currency: USD Updated: 2025-12-12

The current institutional shareholding score of HSBC Holdings PLC is 3.00, ranking 254/404 in the Banking Services industry. The latest institutional shareholding proportion is 2.28%, representing a quarter-over-quarter increase of 3.53%. The largest institutional shareholder is Ken Fisher, holding a total of 17.40M shares, representing 0.51% of shares outstanding, with 13.95% increase in holdings.

Score

Industry at a Glance

Previous score
3.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
Fisher Investments
Star Investors
17.04M
+9.16%
Dimensional Fund Advisors, L.P.
10.39M
+0.04%
Parametric Portfolio Associates LLC
4.91M
+0.23%
Goldman Sachs Asset Management, L.P.
3.73M
-0.19%
Fidelity Management & Research Company LLC
3.36M
+8.74%
Sanders Capital, LLC
2.97M
+0.10%
Aperio Group, LLC
2.94M
+1.83%
Northern Trust Global Investments
1.98M
+2.65%
Goldman Sachs International
998.47K
+2798.65%
Morgan Stanley Smith Barney LLC
1.36M
-2.75%
1
2

Risk Assessment

Currency: USD Updated: 2025-12-12

No risk assessment score is currently available for HSBC Holdings PLC. The Banking Services industry's average is 6.44. The company's beta value is 0.50. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Score

Industry at a Glance

Previous score
0.00
Change
0
Beta vs S&P 500 index
0.50
VaR
+2.35%
240-Day Maximum Drawdown
+24.20%
240-Day Volatility
+25.98%

Return

Best Daily Return
60 days
+4.65%
120 days
+4.65%
5 years
+8.77%
Worst Daily Return
60 days
-5.83%
120 days
-5.83%
5 years
-8.89%
Sharpe Ratio
60 days
+1.40
120 days
+2.40
5 years
+1.16

Risk Assessment

Maximum Drawdown
240 days
+24.20%
3 years
+24.20%
5 years
+34.61%
Return-to-Drawdown Ratio
240 days
+2.15
3 years
+1.49
5 years
+0.87
Skewness
240 days
-0.98
3 years
-1.07
5 years
-0.41

Volatility

Realised Volatility
240 days
+25.98%
5 years
+26.71%
Standardised True Range
240 days
+1.38%
5 years
+0.93%
Downside Risk-Adjusted Return
120 days
+282.46%
240 days
+282.46%
Maximum Daily Upside Volatility
60 days
+20.84%
Maximum Daily Downside Volatility
60 days
+22.30%

Liquidity

Average Turnover Rate
60 days
+0.01%
120 days
+0.01%
5 years
--
Turnover Deviation
20 days
-32.01%
60 days
-17.96%
120 days
+3.41%

Peer Comparison

Banking Services
HSBC Holdings PLC
HSBC Holdings PLC
HSBC
5.60 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
East West Bancorp Inc
East West Bancorp Inc
EWBC
8.91 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citizens Financial Group Inc
Citizens Financial Group Inc
CFG
8.84 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
Credicorp Ltd
BAP
8.81 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
AerCap Holdings NV
AerCap Holdings NV
AER
8.80 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
Wintrust Financial Corp
WTFC
8.73 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more

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.
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