HSBA Stock Overview
HSBC Holdings plc provides banking and financial services worldwide.
HSBC Holdings Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||UK£5.37|
|52 Week High||UK£5.67|
|52 Week Low||UK£3.30|
|1 Month Change||3.07%|
|3 Month Change||3.97%|
|1 Year Change||25.67%|
|3 Year Change||-18.21%|
|5 Year Change||-24.51%|
|Change since IPO||771.30%|
Recent News & Updates
|HSBA||GB Banks||GB Market|
Return vs Industry: HSBA exceeded the UK Banks industry which returned 0.7% over the past year.
Return vs Market: HSBA exceeded the UK Market which returned -10.4% over the past year.
|HSBA Average Weekly Movement||4.5%|
|Banks Industry Average Movement||5.5%|
|Market Average Movement||5.5%|
|10% most volatile stocks in GB Market||10.8%|
|10% least volatile stocks in GB Market||2.8%|
Stable Share Price: HSBA is not significantly more volatile than the rest of UK stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: HSBA's weekly volatility (4%) has been stable over the past year.
About the Company
HSBC Holdings plc provides banking and financial services worldwide. The company operates through Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets segments. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit and debit cards, and local and international payment services; and wealth management services comprising insurance and investment products, global asset management services, investment management, and private wealth solutions.
HSBC Holdings Fundamentals Summary
|HSBA fundamental statistics|
Is HSBA overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|HSBA income statement (TTM)|
|Cost of Revenue||US$0|
Last Reported Earnings
Mar 31, 2022
Next Earnings Date
Aug 01, 2022
|Earnings per share (EPS)||0.58|
|Net Profit Margin||23.59%|
How did HSBA perform over the long term?See historical performance and comparison
5.5%Current Dividend Yield
Is HSBA undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score 4/6
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Below Fair Value
Significantly Below Fair Value
Key Valuation Metric
Which metric is best to use when looking at relative valuation for HSBA?
Other financial metrics that can be useful for relative valuation.
|What is HSBA's n/a Ratio?|
Price to Earnings Ratio vs Peers
How does HSBA's PE Ratio compare to its peers?
|HSBA PE Ratio vs Peers|
|Company||PE||Estimated Growth||Market Cap|
Price-To-Earnings vs Peers: HSBA is expensive based on its Price-To-Earnings Ratio (11.4x) compared to the peer average (7.3x).
Price to Earnings Ratio vs Industry
How does HSBA's PE Ratio compare vs other companies in the Banks Industry?
Price-To-Earnings vs Industry: HSBA is expensive based on its Price-To-Earnings Ratio (11.4x) compared to the UK Banks industry average (4.6x)
Price to Earnings Ratio vs Fair Ratio
What is HSBA's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
|Current PE Ratio||11.4x|
|Fair PE Ratio||17.8x|
Price-To-Earnings vs Fair Ratio: HSBA is good value based on its Price-To-Earnings Ratio (11.4x) compared to the estimated Fair Price-To-Earnings Ratio (17.8x).
Share Price vs Fair Value
What is the Fair Price of HSBA when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: HSBA (£5.37) is trading below our estimate of fair value (£10.37)
Significantly Below Fair Value: HSBA is trading below fair value by more than 20%.
Price to Earnings Growth Ratio
PEG Ratio: HSBA is good value based on its PEG Ratio (0.4x)
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How is HSBC Holdings forecast to perform in the next 1 to 3 years based on estimates from 18 analysts?
Future Growth Score4/6
Future Growth Score 4/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: HSBA's forecast earnings growth (29.9% per year) is above the savings rate (0.9%).
Earnings vs Market: HSBA's earnings (29.9% per year) are forecast to grow faster than the UK market (10.9% per year).
High Growth Earnings: HSBA's earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: HSBA's revenue (7.2% per year) is forecast to grow faster than the UK market (4.1% per year).
High Growth Revenue: HSBA's revenue (7.2% 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 (9%).
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How has HSBC Holdings performed over the past 5 years?
Past Performance Score5/6
Past Performance Score 5/6
Growing Profit Margin
Earnings vs Industry
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: HSBA has high quality earnings.
Growing Profit Margin: HSBA's current net profit margins (23.6%) are higher than last year (13.5%).
Past Earnings Growth Analysis
Earnings Trend: HSBA's earnings have grown by 5.1% per year over the past 5 years.
Accelerating Growth: HSBA's earnings growth over the past year (92.4%) exceeds its 5-year average (5.1% per year).
Earnings vs Industry: HSBA earnings growth over the past year (92.4%) exceeded the Banks industry 88.4%.
Return on Equity
High ROE: HSBA's Return on Equity (6.6%) is considered low.
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How is HSBC Holdings's financial position? (This company is analysed differently as a bank or financial institution)
Financial Health Score5/6
Financial Health Score 5/6
Allowance for Bad Loans
Low Risk Liabilities
Low Risk Deposits
Level of Bad Loans
Financial Position Analysis
Debt to Equity History and Analysis
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 (57%).
Low Risk Liabilities: 64% 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 (63%) is appropriate.
Level of Bad Loans: HSBA has an appropriate level of bad loans (1.7%).
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What is HSBC Holdings's current dividend yield, its reliability and sustainability?
Dividend Score 4/6
Future Dividend Coverage
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: HSBA's dividend (5.45%) is higher than the bottom 25% of dividend payers in the UK market (1.92%).
High Dividend: HSBA's dividend (5.45%) is in the top 25% of dividend payers in the UK market (5.23%)
Stability and Growth of Payments
Stable Dividend: HSBA's dividend payments have been volatile in the past 10 years.
Growing Dividend: HSBA's dividend payments have fallen over the past 10 years.
Current Payout to Shareholders
Earnings Coverage: With its reasonably low payout ratio (43.7%), HSBA's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: HSBA's dividends in 3 years are forecast to be well covered by earnings (44.3% payout ratio).
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How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Noel Quinn (59 yo)
Mr. Noel Paul Quinn has been Group Chief Executive Officer of HSBC Holdings Plc since March 17, 2020 and serves as its Member of Group Management Board. He has been Executive Director of HSBC Holdings Plc...
CEO Compensation Analysis
Compensation vs Market: Noel's total compensation ($USD6.63M) is about average for companies of similar size in the UK market ($USD5.28M).
Compensation vs Earnings: Noel's compensation has been consistent with company performance over the past year.
Experienced Management: HSBA's management team is considered experienced (2.8 years average tenure).
Experienced Board: HSBA's board of directors are considered experienced (5.4 years average tenure).
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
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
HSBC Holdings plc's employee growth, exchange listings and data sources
- Name: HSBC Holdings plc
- Ticker: HSBA
- Exchange: LSE
- Founded: 1865
- Industry: Diversified Banks
- Sector: Banks
- Implied Market Cap: UK£106.499b
- Shares outstanding: 19.82b
- Website: https://www.hsbc.com
Number of Employees
- HSBC Holdings plc
- 8 Canada Square
- Greater London
- E14 5HQ
- United Kingdom
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/06/24 00:00|
|End of Day Share Price||2022/06/24 00:00|
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.