Is HSBC Holdings Stock a Good Investment?
HSBC Holdings Investment Advice | HSBC |
- Examine HSBC Holdings' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research HSBC Holdings' leadership team and their track record. Good management can help HSBC Holdings navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Diversified Banks space and any emerging trends that could impact HSBC Holdings' business and its evolving consumer preferences.
- Compare HSBC Holdings' performance and market position to its competitors. Analyze how HSBC Holdings is positioned in terms of product offerings, innovation, and market share.
- Check if HSBC Holdings pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about HSBC Holdings' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in HSBC Holdings PLC stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if HSBC Holdings PLC is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine HSBC Holdings Stock
Researching HSBC Holdings' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). The company has price-to-book (P/B) ratio of 1.11. Some equities with similar Price to Book (P/B) outperform the market in the long run. HSBC Holdings PLC has Price/Earnings To Growth (PEG) ratio of 2.59. The entity recorded earning per share (EPS) of 6.2. The firm last dividend was issued on the 7th of March 2025. HSBC Holdings had 6:1 split on the 7th of July 1999.
To determine if HSBC Holdings is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding HSBC Holdings' research are outlined below:
| Latest headline from news.sky.com: Intertek to hand boss Lacroix multimillion pound pay boost |
HSBC Holdings Quarterly Liabilities And Stockholders Equity |
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HSBC Holdings uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in HSBC Holdings PLC. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to HSBC Holdings' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 20th of February 2024 Upcoming Quarterly Report | View | |
| 6th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 20th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact HSBC Holdings' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises HSBC Holdings' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2020-10-27 | 2020-09-30 | 0.4 | 0.35 | -0.05 | 12 | ||
2022-02-22 | 2021-12-31 | 0.63 | 0.7 | 0.07 | 11 | ||
2021-02-23 | 2020-12-31 | 0.07 | 0.15 | 0.08 | 114 | ||
2021-10-25 | 2021-09-30 | 0.7692 | 0.85 | 0.0808 | 10 | ||
2020-08-03 | 2020-06-30 | 0.41 | 0.2893 | -0.1207 | 29 | ||
2024-10-29 | 2024-09-30 | 1.49 | 1.6897 | 0.1997 | 13 | ||
2020-04-28 | 2020-03-31 | 0.67 | 0.45 | -0.22 | 32 | ||
2018-05-04 | 2018-03-31 | 0.98 | 0.75 | -0.23 | 23 |
HSBC Holdings Target Price Consensus
HSBC target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. HSBC Holdings' target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 2 | Strong Buy |
Most HSBC analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand HSBC stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of HSBC Holdings PLC, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationHSBC Holdings Target Price Projection
HSBC Holdings' current and average target prices are 57.83 and 58.54, respectively. The current price of HSBC Holdings is the price at which HSBC Holdings PLC is currently trading. On the other hand, HSBC Holdings' target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
HSBC Holdings Market Quote on 24th of March 2025
Target Price
Analyst Consensus On HSBC Holdings Target Price
HSBC Holdings Analyst Ratings
HSBC Holdings' analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about HSBC Holdings stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of HSBC Holdings' financials, market performance, and future outlook by experienced professionals. HSBC Holdings' historical ratings below, therefore, can serve as a valuable tool for investors.Know HSBC Holdings' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as HSBC Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading HSBC Holdings PLC backward and forwards among themselves. HSBC Holdings' institutional investor refers to the entity that pools money to purchase HSBC Holdings' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Cooksonpeirce | 2024-12-31 | 678.4 K | Crossmark Global Holdings, Inc. | 2024-12-31 | 514.6 K | O'shaughnessy Asset Management Llc | 2024-12-31 | 402 K | Franklin Resources Inc | 2024-12-31 | 397.4 K | Natixis Advisors, Llc. | 2024-12-31 | 395.4 K | Bank Of New York Mellon Corp | 2024-12-31 | 347.6 K | Raymond James & Associates | 2024-09-30 | 320 K | Meritage Portfolio Management | 2024-12-31 | 318.8 K | Citadel Advisors Llc | 2024-12-31 | 312.5 K | Dimensional Fund Advisors, Inc. | 2024-12-31 | 10.6 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 6.5 M |
HSBC Holdings' market capitalization trends
The company currently falls under 'Mega-Cap' category with a current market capitalization of 205.29 B.Market Cap |
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HSBC Holdings' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.13 | 0.13 |
Determining HSBC Holdings' profitability involves analyzing its financial statements and using various financial metrics to determine if HSBC Holdings is a good buy. For example, gross profit margin measures HSBC Holdings' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of HSBC Holdings' profitability and make more informed investment decisions.
HSBC Holdings' Earnings Breakdown by Geography
Please note, the presentation of HSBC Holdings' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, HSBC Holdings' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of HSBC Holdings' management manipulating its earnings.
Evaluate HSBC Holdings' management efficiency
The current year's Return On Equity is expected to grow to 0.13, whereas Return On Tangible Assets are forecasted to decline to 0.01. At present, HSBC Holdings' Other Assets are projected to increase significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 298.7 B, whereas Total Assets are forecasted to decline to about 1.8 T. HSBC Holdings' management efficiency ratios could be used to measure how well HSBC Holdings manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 10.59 | 12.56 | |
| Tangible Book Value Per Share | 9.91 | 11.84 | |
| Enterprise Value Over EBITDA | 15.16 | 15.92 | |
| Price Book Value Ratio | 0.96 | 0.92 | |
| Enterprise Value Multiple | 15.16 | 15.92 | |
| Price Fair Value | 0.96 | 0.92 | |
| Enterprise Value | -106.2 B | -100.9 B |
HSBC Holdings' management has consistently demonstrated strong leadership, driving both financial growth and operational excellence. By analyzing current market trends and future growth opportunities, we assess the stock's true value and potential for investors.
Basic technical analysis of HSBC Stock
As of the 24th of March, HSBC Holdings owns the Semi Deviation of 1.08, market risk adjusted performance of 0.4491, and Downside Deviation of 1.54. HSBC Holdings PLC technical analysis makes it possible for you to employ past data patterns with the intention to determine a pattern that calculates the direction of the firm's future prices.HSBC Holdings' Outstanding Corporate Bonds
HSBC Holdings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. HSBC Holdings PLC uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most HSBC bonds can be classified according to their maturity, which is the date when HSBC Holdings PLC has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| HSBC HLDGS PLC Corp BondUS404280AF65 | View | |
| HSBC HLDGS PLC Corp BondUS404280AG49 | View | |
| HSBC HLDGS PLC Corp BondUS404280AM17 | View | |
| HSBC HLDGS PLC Corp BondUS404280AH22 | View | |
| HSBC HLDGS PLC Corp BondUS404280AJ87 | View | |
| HSBC 6375 Corp BondUS404280AT69 | View | |
| HSBC HLDGS PLC Corp BondUS404280AU33 | View | |
| HSBC HLDGS PLC Corp BondUS404280AW98 | View |
Understand HSBC Holdings' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing HSBC Holdings' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.2158 | |||
| Market Risk Adjusted Performance | 0.4491 | |||
| Mean Deviation | 0.9388 | |||
| Semi Deviation | 1.08 | |||
| Downside Deviation | 1.54 | |||
| Coefficient Of Variation | 417.36 | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.78 | |||
| Information Ratio | 0.2826 | |||
| Jensen Alpha | 0.3567 | |||
| Total Risk Alpha | 0.4104 | |||
| Sortino Ratio | 0.2451 | |||
| Treynor Ratio | 0.4391 | |||
| Maximum Drawdown | 7.68 | |||
| Value At Risk | (2.11) | |||
| Potential Upside | 2.59 | |||
| Downside Variance | 2.36 | |||
| Semi Variance | 1.16 | |||
| Expected Short fall | (0.98) | |||
| Skewness | (0.48) | |||
| Kurtosis | 1.9 |
| Risk Adjusted Performance | 0.2158 | |||
| Market Risk Adjusted Performance | 0.4491 | |||
| Mean Deviation | 0.9388 | |||
| Semi Deviation | 1.08 | |||
| Downside Deviation | 1.54 | |||
| Coefficient Of Variation | 417.36 | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.78 | |||
| Information Ratio | 0.2826 | |||
| Jensen Alpha | 0.3567 | |||
| Total Risk Alpha | 0.4104 | |||
| Sortino Ratio | 0.2451 | |||
| Treynor Ratio | 0.4391 | |||
| Maximum Drawdown | 7.68 | |||
| Value At Risk | (2.11) | |||
| Potential Upside | 2.59 | |||
| Downside Variance | 2.36 | |||
| Semi Variance | 1.16 | |||
| Expected Short fall | (0.98) | |||
| Skewness | (0.48) | |||
| Kurtosis | 1.9 |
Consider HSBC Holdings' intraday indicators
HSBC Holdings intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of HSBC Holdings stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
HSBC Holdings Corporate Filings
6K | 21st of March 2025 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
| 12th of March 2025 Certification of the accuracy of the financial statements and disclosures | ViewVerify | |
| 10th of March 2025 Other Reports | ViewVerify | |
FWP | 27th of February 2025 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
HSBC Stock media impact
Far too much social signal, news, headlines, and media speculation about HSBC Holdings that are available to investors today. That information is available publicly through HSBC media outlets and privately through word of mouth or via HSBC internal channels. However, regardless of the origin, that massive amount of HSBC data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of HSBC Holdings news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of HSBC Holdings relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to HSBC Holdings' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive HSBC Holdings alpha.
HSBC Holdings Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards HSBC Holdings can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
HSBC Holdings PLC Historical Investor Sentiment
Investor biases related to HSBC Holdings' public news can be used to forecast risks associated with an investment in HSBC. The trend in average sentiment can be used to explain how an investor holding HSBC can time the market purely based on public headlines and social activities around HSBC Holdings PLC. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
HSBC Holdings' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for HSBC Holdings and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average HSBC Holdings news discussions. The higher the estimate score, the more favorable the investor's outlook on HSBC Holdings.
HSBC Holdings Maximum Pain Price Across June 20th 2025 Option Contracts
HSBC Holdings' options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of HSBC Holdings close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of HSBC Holdings' options.
HSBC Holdings Corporate Directors
| David Nish | Senior Independent Non-Executive Director | Profile | |
| Pauline Mohr | Independent Non-Executive Director | Profile | |
| Henri Castries | Non-Executive Independent Director | Profile | |
| Manveen Kaur | Group Director | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in HSBC Holdings PLC. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Is Diversified Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HSBC Holdings. If investors know HSBC will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HSBC Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.167 | Dividend Share 0.66 | Earnings Share 6.2 | Revenue Per Share | Quarterly Revenue Growth 0.573 |
The market value of HSBC Holdings PLC is measured differently than its book value, which is the value of HSBC that is recorded on the company's balance sheet. Investors also form their own opinion of HSBC Holdings' value that differs from its market value or its book value, called intrinsic value, which is HSBC Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HSBC Holdings' market value can be influenced by many factors that don't directly affect HSBC Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between HSBC Holdings' value and its price, as these two are different measures arrived at by various means. Investors typically determine if HSBC Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HSBC Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.