HSHD Stock Overview

Provides banking and financial services worldwide. More details

HSHD fundamental analysis
Snowflake Score
Valuation	4/6
Future Growth	0/6
Past Performance	2/6
Financial Health	4/6
Dividends	4/6

Rewards

Trading at 54.6% below our estimate of its fair value

Risk Analysis

Earnings are forecast to decline by an average of 1.2% per year for the next 3 years

Unstable dividend track record

My Notes

Capture your thoughts, links and company narrative

HSBC Holdings plc Competitors

DBS Group Holdings

SGX:D05

S$121.6b

Oversea-Chinese Banking

SGX:O39

S$73.7b

United Overseas Bank

SGX:U11

S$59.9b

Royal Bank of Canada

TSX:RY

CA$245.4b

Price History & Performance

Summary of share price highs, lows and changes for HSBC Holdings
Historical stock prices
Current Share Price	UK£2.61
52 Week High	UK£2.62
52 Week Low	UK£2.37
Beta	0.50
1 Month Change	5.67%
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	6.10%

Recent updates

Shareholder Returns

	HSHD	SG Banks	SG Market
7D	0.8%	-1.7%	-2.1%
1Y	n/a	20.4%	12.3%

Return vs Industry: Insufficient data to determine how HSHD performed against the SG Banks industry.

Return vs Market: Insufficient data to determine how HSHD performed against the SG Market.

Price Volatility

Is HSHD's price volatile compared to industry and market?
HSHD volatility
HSHD Average Weekly Movement	1.4%
Banks Industry Average Movement	3.9%
Market Average Movement	4.5%
10% most volatile stocks in SG Market	13.5%
10% least volatile stocks in SG Market	1.9%

Stable Share Price: HSHD has not had significant price volatility in the past 3 months compared to the SG market.

Volatility Over Time: Insufficient data to determine HSHD's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1865	215,180	Georges Bahjat Elhedery	www.hsbc.com

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 plc Fundamentals Summary

How do HSBC Holdings's earnings and revenue compare to its market cap?
HSHD fundamental statistics
Market cap	S$228.67b
Earnings (TTM)	S$30.58b
Revenue (TTM)	S$78.56b

7.5x

P/E Ratio

0.9x

P/B Ratio

Is HSHD overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
HSHD income statement (TTM)
Revenue	US$57.97b
Cost of Revenue	US$0
Gross Profit	US$57.97b
Other Expenses	US$35.40b
Earnings	US$22.57b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

Feb 19, 2025

Earnings per share (EPS)	1.28
Gross Margin	100.00%
Net Profit Margin	38.93%
Debt/Equity Ratio	359.7%

How did HSHD perform over the long term?

See historical performance and comparison

Dividends

6.4%

Current Dividend Yield

50%

Payout Ratio

Does HSHD pay a reliable dividends?

See HSHD dividend history and benchmarks

When do you need to buy HSHD by to receive an upcoming dividend?
HSBC Holdings dividend dates
Ex Dividend Date	Nov 07 2024
Dividend Pay Date	Dec 24 2024
Days until Ex dividend	45 days
Days until Dividend pay date	2 days

Does HSHD pay a reliable dividends?

See HSHD dividend history and benchmarks

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/21 02:55
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

HSBC Holdings plc is covered by 74 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Grinsztajn	AlphaValue
Jesús Gómez Dominguez	Banco Santander
Neil Smith	Bankhaus Lampe KG

HSBC Holdings SGX:HSHD Stock Report