HSBC Holdings
Market Cap
UK£81.7b
Last Updated
2021/01/18 02:35 UTC
Data Sources
Company Financials +
Executive Summary
HSBC Holdings plc provides banking and financial products and services worldwide. More Details
Rewards
Risk Analysis
No risks detected for HSBA from our risk checks.
Snowflake Analysis
Excellent balance sheet with moderate growth potential.
Similar Companies
Share Price & News
How has HSBC Holdings's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: HSBA is not significantly more volatile than the rest of UK stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: HSBA's weekly volatility (6%) has been stable over the past year.
Market Performance
7 Day Return
-1.2%
HSBA
-0.9%
GB Banks
-0.7%
GB Market
1 Year Return
-31.9%
HSBA
-28.2%
GB Banks
-8.5%
GB Market
Return vs Industry: HSBA underperformed the UK Banks industry which returned -28.6% over the past year.
Return vs Market: HSBA underperformed the UK Market which returned -8.7% over the past year.
Shareholder returns
| HSBA | Industry | Market | |
|---|---|---|---|
| 7 Day | -1.2% | -0.9% | -0.7% |
| 30 Day | 4.0% | 4.3% | 3.8% |
| 90 Day | 30.7% | 34.7% | 14.6% |
| 1 Year | -31.9%-31.9% | -28.0%-28.2% | -4.7%-8.5% |
| 3 Year | -42.2%-48.6% | -38.7%-44.6% | 3.9%-8.8% |
| 5 Year | 9.3%-14.8% | -3.9%-20.0% | 47.6%14.1% |
Long-Term Price Volatility Vs. Market
How volatile is HSBC Holdings's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 months ago | Simply Wall St
HSBC Holdings plc Just Recorded A 7.7% EPS Beat: Here's What Analysts Are Forecasting Next3 months ago | Simply Wall St
HSBC Holdings plc (LON:HSBA) Insiders Increased Their Holdings4 months ago | Simply Wall St
Reflecting on HSBC Holdings' (LON:HSBA) Share Price Returns Over The Last Three YearsValuation
Is HSBC Holdings undervalued compared to its fair value and its price relative to the market?
0.58x
Price to Book (PB) ratio
Share Price vs. Fair Value
Below Fair Value: HSBA (£4.03) is trading above our estimate of fair value (£2.49)
Significantly Below Fair Value: HSBA is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: HSBA is unprofitable, so we can't compare its PE Ratio to the GB Banks industry average.
PE vs Market: HSBA is unprofitable, so we can't compare its PE Ratio to the UK market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate HSBA's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: HSBA's PB Ratio (0.6x) is in line with the GB Banks industry average.
Next Steps
Future Growth
How is HSBC Holdings forecast to perform in the next 1 to 3 years based on estimates from 19 analysts?
48.6%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: HSBA is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (1%).
Earnings vs Market: HSBA is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: HSBA's is expected to become profitable in the next 3 years.
Revenue vs Market: HSBA's revenue (1.8% per year) is forecast to grow slower than the UK market (6.5% per year).
High Growth Revenue: HSBA's revenue (1.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: HSBA's Return on Equity is forecast to be low in 3 years time (7.2%).
Next Steps
Past Performance
How has HSBC Holdings performed over the past 5 years?
-10.3%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: HSBA is currently unprofitable.
Growing Profit Margin: HSBA is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: HSBA is unprofitable, and losses have increased over the past 5 years at a rate of 10.3% per year.
Accelerating Growth: Unable to compare HSBA's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: HSBA is unprofitable, making it difficult to compare its past year earnings growth to the Banks industry (-28%).
Return on Equity
High ROE: HSBA has a negative Return on Equity (0.069%), as it is currently unprofitable.
Next Steps
Financial Health
How is HSBC Holdings's financial position? (This company is analysed differently as a bank or financial institution)
Financial Position Analysis
Debt to Equity History and Analysis
Balance Sheet
Financial Institutions Analysis
Asset Level: HSBA's Assets to Equity ratio (14.8x) is moderate.
Allowance for Bad Loans: HSBA has a low allowance for bad loans (74%).
Low Risk Liabilities: 60% of HSBA's liabilities are made up of primarily low risk sources of funding.
Loan Level: HSBA has an appropriate level of Loans to Assets ratio (38%).
Low Risk Deposits: HSBA's Loans to Deposits ratio (68%) is appropriate.
Level of Bad Loans: HSBA has an appropriate level of bad loans (1.6%).
Next Steps
Dividend
What is HSBC Holdings's current dividend yield, its reliability and sustainability?
5.58%
Forecast Dividend Yield
Dividend Yield vs Market
Notable Dividend: Unable to evaluate HSBA's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate HSBA's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if HSBA's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if HSBA's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: HSBA is not paying a notable dividend for the UK market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of HSBA's dividend in 3 years as they are not forecast to pay a notable one for the UK market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
2.0yrs
Average management tenure
CEO
Noel Quinn (58 yo)
1.42yrs
Tenure
US$3,593,659
Compensation
Mr. Noel P. Quinn serves as Group Chief Executive Officer of HSBC Holdings Plc since March 17, 2020 and serves as its Member of Group Management Board. Mr. Quinn served as Interim Group Chief Executive Off...
CEO Compensation Analysis
Compensation vs Market: Noel's total compensation ($USD3.59M) is about average for companies of similar size in the UK market ($USD4.02M).
Compensation vs Earnings: Insufficient data to compare Noel's compensation with company performance.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Group CEO | 1.42yrs | US$3.59m | 0.0038% $ 3.1m | |
| Group CFO | 2yrs | US$6.46m | 0.0050% $ 4.1m | |
| Dpty Chairman & CEO of The Hongkong and Shanghai Banking Corp Ltd and Member of the Group Mgt Board | no data | no data | 0.011% $ 8.8m | |
| Chairman of Corporate and Institutional Banking & Member of the Group Management Board | no data | no data | 0.0099% $ 8.1m | |
| Member of the Group Management Board | 9yrs | no data | no data | |
| Head of Wholesale Market & Credit Risk | 7.75yrs | no data | no data | |
| Co-CEO of Global Banking & Markets and Member of Management Board | 0.83yr | no data | no data | |
| Regional CEO of Europe | no data | no data | no data | |
| Group Chief Compliance Officer & Member of the Group Management Board | no data | no data | no data | |
| CEO of HSBC UK Bank plc & Member of Group Management Board | no data | no data | no data | |
| Group Chief Human Resources Officer & Member of the Group Management Board | 2yrs | no data | no data | |
| Co-CEO of Global Banking & Markets and Member of Management Board | 0.83yr | no data | no data |
2.0yrs
Average Tenure
56yo
Average Age
Experienced Management: HSBA's management team is considered experienced (2 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Group CEO | 1.42yrs | US$3.59m | 0.0038% $ 3.1m | |
| Group CFO | 2yrs | US$6.46m | 0.0050% $ 4.1m | |
| Independent Non-Executive Director | 6.33yrs | US$830.41k | 0.00015% $ 122.6k | |
| Independent Non-Executive Director | 4.83yrs | US$262.23k | 0.00010% $ 81.7k | |
| Non-Executive Group Chairman of the Board | 3.25yrs | US$2.29m | 0.0015% $ 1.2m | |
| Senior Independent Non-Executive Director | 0.92yr | US$325.81k | 0.00025% $ 204.3k | |
| Independent Non-Executive Director | 5.5yrs | US$605.26k | 0.000060% $ 49.0k | |
| Independent Non-Executive Director | 4.33yrs | US$602.61k | 0.00066% $ 539.3k | |
| Member of European Advisory Council of Investment Banking Operations | no data | no data | no data | |
| Independent Non-Executive Director | 9.83yrs | US$394.68k | 0.000080% $ 65.4k | |
| Member of Advisory Board | no data | no data | no data | |
| Independent Non-Executive Director | 5.33yrs | US$361.57k | 0.000070% $ 57.2k |
4.6yrs
Average Tenure
66yo
Average Age
Experienced Board: HSBA's board of directors are considered experienced (4.6 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: HSBA insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
HSBC Holdings plc's company bio, employee growth, exchange listings and data sources
Key Information
- Name: HSBC Holdings plc
- Ticker: HSBA
- Exchange: LSE
- Founded: 1865
- Industry: Diversified Banks
- Sector: Banks
- Market Cap: UK£81.705b
- Shares outstanding: 20.26b
- Website: https://www.hsbc.com
Number of Employees
Location
- HSBC Holdings plc
- 8 Canada Square
- London
- Greater London
- E14 5HQ
- United Kingdom
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| HBCY.F | OTCPK (Pink Sheets LLC) | Yes | Ordinary Shares USD 0.50 | US | USD | Apr 1991 |
| HSBA | LSE (London Stock Exchange) | Yes | Ordinary Shares USD 0.50 | GB | GBP | Apr 1991 |
| HSBC.BH | BER (The Bermuda Stock Exchange) | Yes | Ordinary Shares USD 0.50 | BM | USD | Apr 1991 |
| 5 | SEHK (The Stock Exchange of Hong Kong Ltd.) | Yes | Ordinary Shares USD 0.50 | HK | HKD | Apr 1991 |
| HBC1 | XTRA (XETRA Trading Platform) | Yes | Ordinary Shares USD 0.50 | DE | EUR | Apr 1991 |
| HBC1 | DB (Deutsche Boerse AG) | Yes | Ordinary Shares USD 0.50 | DE | EUR | Apr 1991 |
| HSBAL | BATS-CHIXE (BATS 'Chi-X Europe') | Yes | Ordinary Shares USD 0.50 | GB | GBP | Apr 1991 |
| 5 | SHSC (Stock Exchange of Hong Kong Limited - Shanghai - Hong Kong Stock Connect) | Yes | Ordinary Shares USD 0.50 | HK | HKD | Apr 1991 |
| 5 | SZSC (The Stock Exchange of Hong Kong - Shenzhen - Hong Kong Stock Connect) | Yes | Ordinary Shares USD 0.50 | HK | HKD | Apr 1991 |
| HSBC | NYSE (New York Stock Exchange) | ADR EACH REPR 5 ORD USD0.50 | US | USD | Apr 1991 | |
| HBC N | BMV (Bolsa Mexicana de Valores) | ADR EACH REPR 5 ORD USD0.50 | MX | MXN | Apr 1991 | |
| HBC2 | DB (Deutsche Boerse AG) | ADR EACH REPR 5 ORD USD0.50 | DE | EUR | Apr 1991 | |
| HBC | BASE (Buenos Aires Stock Exchange) | CEDEAR EACH 2 REPR 1 ADR | AR | ARS | Jul 2001 | |
| HSEA CL | NYSE (New York Stock Exchange) | SUB CAP 8.125% | US | USD | Apr 2008 | |
| H1SB34 | BOVESPA (Bolsa de Valores de Sao Paulo) | BDR EACH 4 REPR 1 ADR | BR | BRL | Oct 2020 |
Biography
HSBC Holdings plc provides banking and financial products and services worldwide. The company operates through Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Glob...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/01/18 02:35 |
| End of Day Share Price | 2021/01/15 00:00 |
| Earnings | 2020/09/30 |
| Annual Earnings | 2019/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.