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57.77 (1y: +41%)
Market Cap 211.14 B P/E(ttm) 15.80
Enterprise Value 211.14 B P/B 1.23
HBC- NYSE (USA)
HSBC Holdings PLC
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$57.77
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GuruFocus Financial Strength Rank measures how strong a companyÂ’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry		 vs
history
Cash to Debt 2.85
HBC's Cash to Debt is ranked higher than
64% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 0.85 vs. HBC: 2.85 )
HBC' s 10-Year Cash to Debt Range
Min: 0.04   Max: 2.85
Current: 2.85
0.04
2.85
Equity to Asset 0.056
HBC's Equity to Asset is ranked lower than
78% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 0.09 vs. HBC: 0.056 )
HBC' s 10-Year Equity to Asset Range
Min: 0.03   Max: 0.06
Current: 0.06
0.03
0.06
Interest Coverage No Debt
HBC's Interest Coverage is ranked lower than
75% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 10000.00 vs. HBC: No Debt )
HBC' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
F-Score: 3
Z-Score: 0.22
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyÂ’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 9/10

vs
industry		 vs
history
Operating margin (%) 19.80
HBC's Operating margin (%) is ranked lower than
63% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 25.80 vs. HBC: 19.80 )
HBC' s 10-Year Operating margin (%) Range
Min: 6.4   Max: 39.2
Current: 19.8
6.4
39.2
Net-margin (%) 16.3
HBC's Net-margin (%) is ranked lower than
62% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 18.10 vs. HBC: 16.3 )
HBC' s 10-Year Net-margin (%) Range
Min: 6.2   Max: 26.6
Current: 16.3
6.2
26.6
ROE (%) 8
HBC's ROE (%) is ranked lower than
55% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 6.80 vs. HBC: 8 )
HBC' s 10-Year ROE (%) Range
Min: 4.5   Max: 16.3
Current: 8
4.5
16.3
ROA (%) 0.5
HBC's ROA (%) is ranked lower than
78% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 0.80 vs. HBC: 0.5 )
HBC' s 10-Year ROA (%) Range
Min: 0.2   Max: 1
Current: 0.5
0.2
1
Revenue Growth (%) -1.5
HBC's Revenue Growth (%) is ranked lower than
64% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 1.70 vs. HBC: -1.5 )
HBC' s 10-Year Revenue Growth (%) Range
Min: -12.1   Max: 18
Current: -1.5
-12.1
18
EBITDA Growth (%) 35.1
HBC's EBITDA Growth (%) is ranked higher than
57% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 5.10 vs. HBC: 35.1 )
HBC' s 10-Year EBITDA Growth (%) Range
Min: -37.9   Max: 35.1
Current: 35.1
-37.9
35.1
EPS Growth (%) 21.5
HBC's EPS Growth (%) is ranked higher than
88% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 5.40 vs. HBC: 21.5 )
HBC' s 10-Year EPS Growth (%) Range
Min: -29.7   Max: 21.5
Current: 21.5
-29.7
21.5
» HBC's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

HBC Guru Trades in Q2 2012

Ken Fisher 8,191,704 sh (New)
Tweedy Browne 175,245 sh (New)
Bruce Kovner 16,000 sh (+88.24%)
David Dreman 95,718 sh (+21.33%)
Manning & Napier Advisors, Inc 237,840 sh (+2.66%)
Jean-Marie Eveillard 21,420 sh (unchged)
Jim Simons Sold Out
Pioneer Investments Sold Out
Dodge & Cox 9,692,810 sh (-2.95%)
Charles Brandes 575,462 sh (-7.53%)
Steven Cohen 5,453 sh (-67.63%)
» More
Q3 2012

HBC Guru Trades in Q3 2012

Sarah Ketterer 26,076 sh (New)
Jim Simons 49,623 sh (New)
Ken Fisher 12,769,917 sh (+55.89%)
Manning & Napier Advisors, Inc 341,820 sh (+43.72%)
Steven Cohen 6,496 sh (+19.13%)
Bruce Kovner 18,600 sh (+16.25%)
David Dreman 102,580 sh (+7.17%)
Charles Brandes 585,649 sh (+1.77%)
Jean-Marie Eveillard 21,420 sh (unchged)
Tweedy Browne 168,643 sh (-3.77%)
Dodge & Cox 9,288,805 sh (-4.17%)
» More
Q4 2012

HBC Guru Trades in Q4 2012

Sarah Ketterer 52,211 sh (+100.23%)
Bruce Kovner 26,800 sh (+44.09%)
Steven Cohen 6,626 sh (+2%)
Jean-Marie Eveillard 21,420 sh (unchged)
Manning & Napier Advisors, Inc 341,820 sh (unchged)
Jim Simons Sold Out
Tweedy Browne 167,921 sh (-0.43%)
Ken Fisher 12,267,708 sh (-3.93%)
Dodge & Cox 8,897,659 sh (-4.21%)
David Dreman 96,550 sh (-5.88%)
Charles Brandes 522,021 sh (-10.86%)
» More
Q1 2013

HBC Guru Trades in Q1 2013

Jim Simons 26,474 sh (New)
Steven Cohen 11,641 sh (+75.69%)
Sarah Ketterer 64,298 sh (+23.15%)
David Dreman 99,322 sh (+2.87%)
Ken Fisher 12,384,725 sh (+0.95%)
Manning & Napier Advisors, Inc 344,320 sh (+0.73%)
Jean-Marie Eveillard 21,420 sh (unchged)
Tweedy Browne 167,921 sh (unchged)
Bruce Kovner Sold Out
Dodge & Cox 8,791,051 sh (-1.2%)
Charles Brandes 483,641 sh (-7.35%)
» More
» Details

Insider Trades

Latest Guru Trades with HBC

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ken Fisher 2012-09-30 Add 55.89%0.57%$39.69 - $47.65 $ 57.7731%12769917
Ken Fisher 2012-06-30 New Buy1%$38.93 - $45.8 $ 57.7734%8191704
Tweedy Browne 2012-06-30 New Buy0.27%$38.93 - $45.8 $ 57.7734%175245
David Dreman 2012-06-30 Add 21.33%0.02%$38.93 - $45.8 $ 57.7734%95718
Charles Brandes 2011-12-31 Add 85.06%0.1%$35.83 - $45.4 $ 57.7745%611336
Charles Brandes 2011-09-30 Add 89.64%0.05%$37.61 - $50.29 $ 57.7730%330337
Charles Brandes 2011-06-30 Add 427.3%0.05%$48.24 - $54.73 $ 57.7711%174192
David Dreman 2011-06-30 Add 43.9%0.02%$48.24 - $54.73 $ 57.7711%68554
Richard Pzena 2011-06-30 Sold Out $48.24 - $54.73 $ 57.7711%0
Charles Brandes 2011-03-31 Reduce -49.63%0.01%$50 - $58.99 $ 57.776%33035
David Dreman 2011-03-31 Add 35.93%0.01%$50 - $58.99 $ 57.776%47641
Mario Gabelli 2011-03-31 Sold Out $50 - $58.99 $ 57.776%0
Charles Brandes 2010-12-31 Add 22.42%$50.56 - $56.92 $ 57.7710%65584
George Soros 2010-09-30 Sold Out 0.01%$45.7 - $53.74 $ 57.7714%0
David Dreman 2010-06-30 New Buy0.03%$44.37 - $54.97 $ 57.7718%27485
Steve Mandel 2010-03-31 Sold Out 3.65%$50.31 - $59.32 $ 57.777%0
George Soros 2010-03-31 New Buy0.01%$50.31 - $59.32 $ 57.777%7700
Premium More recent guru trades are included for Premium Members only!!

Preferred stocks of HSBC Holdings PLC

SymbolPriceYieldDescription
HCS26.037.80
HBCPRA0.000.00ADR

Ratios

vs
industry		 vs
history
P/E(ttm) 15.80
HBC's P/E(ttm) is ranked higher than
68% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 13.43 vs. HBC: 15.80 )
HBC' s 10-Year P/E(ttm) Range
Min: 5.91   Max: 33.48
Current: 15.8
5.91
33.48
P/B 1.23
HBC's P/B is ranked higher than
89% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 0.90 vs. HBC: 1.23 )
HBC' s 10-Year P/B Range
Min: 0.62   Max: 3.19
Current: 1.23
0.62
3.19
P/S 2.47
HBC's P/S is ranked lower than
57% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 2.20 vs. HBC: 2.47 )
HBC' s 10-Year P/S Range
Min: 0.71   Max: 5.8
Current: 2.47
0.71
5.8
PFCF 1.70
HBC's PFCF is ranked higher than
89% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 6.70 vs. HBC: 1.70 )
HBC' s 10-Year PFCF Range
Min: 1.24   Max: 46.25
Current: 1.7
1.24
46.25
EV-to-EBIT 12.46
HBC's EV-to-EBIT is ranked lower than
91% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 16.90 vs. HBC: 12.46 )
HBC' s 10-Year EV-to-EBIT Range
Min: 4.9   Max: 71.2
Current: 12.46
4.9
71.2
PEG 79
HBC's PEG is ranked lower than
96% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 1.29 vs. HBC: 79 )
HBC' s 10-Year PEG Range
Min: 0.5   Max: 92.76
Current: 79
0.5
92.76
Shiller P/E 13.82
HBC's Shiller P/E is ranked lower than
86% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 14.60 vs. HBC: 13.82 )
HBC' s 10-Year Shiller P/E Range
Min: 4.69   Max: 18.58
Current: 13.82
4.69
18.58

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 3.89
HBC's Dividend Yield is ranked higher than
82% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 2.20 vs. HBC: 3.89 )
HBC' s 10-Year Dividend Yield Range
Min: 1.9   Max: 18.39
Current: 3.89
1.9
18.39
Dividend Payout 1
HBC's Dividend Payout is ranked lower than
79% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 0.42 vs. HBC: 1 )
HBC' s 10-Year Dividend Payout Range
Min: 0.31   Max: 3.27
Current: 1
0.31
3.27
Dividend growth (3y) 2.8
HBC's Dividend growth (3y) is ranked higher than
77% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: -21.50 vs. HBC: 2.8 )
HBC' s 10-Year Dividend growth (3y) Range
Min: -34.7   Max: 26.7
Current: 2.8
-34.7
26.7
Yield on cost (5-Year) 1.11
HBC's Yield on cost (5-Year) is ranked lower than
51% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 1.92 vs. HBC: 1.11 )
HBC' s 10-Year Yield on cost (5-Year) Range
Min: 0.54   Max: 5.24
Current: 1.11
0.54
5.24
Share Buyback Rate -2.7
HBC's Share Buyback Rate is ranked lower than
54% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: -1.75 vs. HBC: -2.7 )
HBC' s 10-Year Share Buyback Rate Range
Min: -1.5   Max: -10.7
Current: -2.7

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 767.5
HBC's Price/Net Current Asset Value is ranked lower than
79% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 11.70 vs. HBC: 767.5 )
HBC' s 10-Year Price/Net Current Asset Value Range
Min: 24.2   Max: 646.9
Current: 767.5
24.2
646.9
Price/Tangible Book 1.4
HBC's Price/Tangible Book is ranked lower than
90% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 1.00 vs. HBC: 1.4 )
HBC' s 10-Year Price/Tangible Book Range
Min: 1   Max: 4.4
Current: 1.4
1
4.4
Price/DCF (Projected) 0.4
HBC's Price/DCF (Projected) is ranked lower than
86% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 0.50 vs. HBC: 0.4 )
HBC' s 10-Year Price/DCF (Projected) Range
Min: 0.2   Max: 0.7
Current: 0.4
0.2
0.7
Price/Median PS Value 1.1
HBC's Price/Median PS Value is ranked higher than
96% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 0.80 vs. HBC: 1.1 )
HBC' s 10-Year Price/Median PS Value Range
Min: 0.6   Max: 2.4
Current: 1.1
0.6
2.4
Price/Graham Number 0.7
HBC's Price/Graham Number is ranked lower than
89% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 0.80 vs. HBC: 0.7 )
HBC' s 10-Year Price/Graham Number Range
Min: 0.5   Max: 1.6
Current: 0.7
0.5
1.6
Earnings Yield (Greenblatt) 8.00
HBC's Earnings Yield (Greenblatt) is ranked lower than
86% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 5.80 vs. HBC: 8.00 )
HBC' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.4   Max: 20.4
Current: 8
1.4
20.4
Forward Rate of Return (Yacktman) 15.19
HBC's Forward Rate of Return (Yacktman) is ranked lower than
89% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 15.01 vs. HBC: 15.19 )
HBC' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 0.2   Max: 76.1
Current: 15.19
0.2
76.1

Business Description

HSBC Holdings PLC is a banking and financial services organisations in the world. Its products and services are delivered to its clients through four global businesses, Retail Bankingand Wealth Management, CommercialBanking, Global Banking and Markets, and Global Private Banking. It operates through long-established businesses and has an international network of some 7,200 offices in 85 countries and territories in six geographical regions; Europe, Hong Kong, Rest of Asia-Pacific, the Middle East, North America and Latin America.
Company Website
Industry: Banks - Global
Compare:JPM, C, TD, UBS, BCS
Traded in other countries:HBCYF.USA, PU6D.Singapore, 00005.Hong kong, HSB.France, HSBA.UK, HBC2.Germany, HBC1.Germany

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