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Also traded in: Argentina, France, Germany, Hongkong, Mexico, Singapore, UK, USA

GuruFocus Financial Strength Rank measures how strong a company’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 3.15
HBCYF's Cash-to-Debt is ranked higher than
58% of the 1482 Companies
in the Global Banks - Global industry.

( Industry Median: 1.92 vs. HBCYF: 3.15 )
Ranked among companies with meaningful Cash-to-Debt only.
HBCYF' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.04  Med: 0.2 Max: 3.29
Current: 3.15
0.04
3.29
Equity-to-Asset 0.07
HBCYF's Equity-to-Asset is ranked lower than
79% of the 1484 Companies
in the Global Banks - Global industry.

( Industry Median: 0.10 vs. HBCYF: 0.07 )
Ranked among companies with meaningful Equity-to-Asset only.
HBCYF' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.04  Med: 0.06 Max: 0.08
Current: 0.07
0.04
0.08
Interest Coverage 0.08
HBCYF's Interest Coverage is ranked lower than
98% of the 1576 Companies
in the Global Banks - Global industry.

( Industry Median: 1.67 vs. HBCYF: 0.08 )
Ranked among companies with meaningful Interest Coverage only.
HBCYF' s Interest Coverage Range Over the Past 10 Years
Min: 0.16  Med: 0.87 Max: 1.29
Current: 0.08
0.16
1.29
WACC vs ROIC
9.65%
1.49%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’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 : 4/10

vs
industry
vs
history
Operating Margin % 6.76
HBCYF's Operating Margin % is ranked lower than
89% of the 1497 Companies
in the Global Banks - Global industry.

( Industry Median: 30.60 vs. HBCYF: 6.76 )
Ranked among companies with meaningful Operating Margin % only.
HBCYF' s Operating Margin % Range Over the Past 10 Years
Min: 6.74  Med: 22.3 Max: 27.17
Current: 6.76
6.74
27.17
Net Margin % 2.99
HBCYF's Net Margin % is ranked lower than
90% of the 1496 Companies
in the Global Banks - Global industry.

( Industry Median: 21.84 vs. HBCYF: 2.99 )
Ranked among companies with meaningful Net Margin % only.
HBCYF' s Net Margin % Range Over the Past 10 Years
Min: 4.14  Med: 17.67 Max: 23.24
Current: 2.99
4.14
23.24
ROE % -0.02
HBCYF's ROE % is ranked lower than
91% of the 1495 Companies
in the Global Banks - Global industry.

( Industry Median: 8.26 vs. HBCYF: -0.02 )
Ranked among companies with meaningful ROE % only.
HBCYF' s ROE % Range Over the Past 10 Years
Min: 0.78  Med: 7.73 Max: 15.99
Current: -0.02
0.78
15.99
ROA % 0.07
HBCYF's ROA % is ranked lower than
90% of the 1504 Companies
in the Global Banks - Global industry.

( Industry Median: 0.87 vs. HBCYF: 0.07 )
Ranked among companies with meaningful ROA % only.
HBCYF' s ROA % Range Over the Past 10 Years
Min: 0.11  Med: 0.54 Max: 0.9
Current: 0.07
0.11
0.9
3-Year Revenue Growth Rate -2.00
HBCYF's 3-Year Revenue Growth Rate is ranked lower than
76% of the 1300 Companies
in the Global Banks - Global industry.

( Industry Median: 3.80 vs. HBCYF: -2.00 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
HBCYF' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -17.4  Med: 4.1 Max: 127.5
Current: -2
-17.4
127.5
3-Year EBITDA Growth Rate -18.30
HBCYF's 3-Year EBITDA Growth Rate is ranked lower than
91% of the 1210 Companies
in the Global Banks - Global industry.

( Industry Median: 6.10 vs. HBCYF: -18.30 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
HBCYF' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -32.6  Med: 1.6 Max: 79.6
Current: -18.3
-32.6
79.6
3-Year EPS without NRI Growth Rate -52.20
HBCYF's 3-Year EPS without NRI Growth Rate is ranked lower than
97% of the 1174 Companies
in the Global Banks - Global industry.

( Industry Median: 7.30 vs. HBCYF: -52.20 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
HBCYF' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -52.2  Med: 3.5 Max: 29.8
Current: -52.2
-52.2
29.8
GuruFocus has detected 4 Warning Signs with HSBC Holdings PLC $HBCYF.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» HBCYF's 10-Y Financials

Financials (Next Earnings Date: 2017-05-21 Est.)


Revenue & Net Income
Equity & Asset
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

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Preferred stocks of HSBC Holdings PLC

SymbolPriceYieldDescription
HSEA27.167.488 1/8 % Perpetual Sub Cap Secs 2008-Exch into Non-Cum Dollar Pref Shs
HSBCPRA25.965.97ADR
HSEB26.365.698 % Perp Sub Cap Secs 2010-Without Fixed Maturity Series -2-

Business Description

Industry: Banks » Banks - Global    NAICS: 522110 
Compare:NYSE:C, OTCPK:BACHY, OTCPK:ACGBY, OTCPK:CICHY, OTCPK:CMWAY, NYSE:RY, NYSE:TD, NYSE:MTU, NYSE:WBK, NYSE:SAN, OTCPK:IDCBY, NYSE:BAC, OTCPK:ANZBY, NYSE:BNS, OTCPK:NABZY, NYSE:UBS, NYSE:ING, NYSE:SMFG, NYSE:BBVA, NYSE:BMO » details
Traded in other countries:HSBC.Argentina, HSB.France, HBC1.Germany, 00005.Hongkong, HBC N.Mexico, PU6D.Singapore, HSBA.UK, HSBC.USA,
HSBC Holdings PLC provides banking and financial services through four segments namely Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking.

London-based HSBC has about 6,000 offices in just over 70 countries and is among the largest banks in the world. It operates in Europe (30% of risk-weighted assets at year-end 2015), Asia (42%), the Middle East and North Africa (5%), North America (17%), and Latin America (7%). HSBC's commercial banking division accounted for about 42% of pretax income in 2015. Global banking and markets and retail banking and wealth management accounted for 42% and 26%, respectively.

Ratios

vs
industry
vs
history
PE Ratio 216.00
HBCYF's PE Ratio is ranked lower than
99% of the 1638 Companies
in the Global Banks - Global industry.

( Industry Median: 14.36 vs. HBCYF: 216.00 )
Ranked among companies with meaningful PE Ratio only.
HBCYF' s PE Ratio Range Over the Past 10 Years
Min: 8.02  Med: 12.6 Max: 274.18
Current: 216
8.02
274.18
Forward PE Ratio 12.84
HBCYF's Forward PE Ratio is ranked higher than
68% of the 407 Companies
in the Global Banks - Global industry.

( Industry Median: 16.26 vs. HBCYF: 12.84 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 216.00
HBCYF's PE Ratio without NRI is ranked lower than
99% of the 1595 Companies
in the Global Banks - Global industry.

( Industry Median: 14.62 vs. HBCYF: 216.00 )
Ranked among companies with meaningful PE Ratio without NRI only.
HBCYF' s PE Ratio without NRI Range Over the Past 10 Years
Min: 8.02  Med: 12.58 Max: 274.18
Current: 216
8.02
274.18
Price-to-Owner-Earnings 0.06
HBCYF's Price-to-Owner-Earnings is ranked higher than
100% of the 860 Companies
in the Global Banks - Global industry.

( Industry Median: 14.74 vs. HBCYF: 0.06 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
HBCYF' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 0.15  Med: 0.76 Max: 18.73
Current: 0.06
0.15
18.73
PB Ratio 0.93
HBCYF's PB Ratio is ranked higher than
65% of the 1552 Companies
in the Global Banks - Global industry.

( Industry Median: 1.17 vs. HBCYF: 0.93 )
Ranked among companies with meaningful PB Ratio only.
HBCYF' s PB Ratio Range Over the Past 10 Years
Min: 0.62  Med: 1.09 Max: 2
Current: 0.93
0.62
2
PS Ratio 2.91
HBCYF's PS Ratio is ranked higher than
59% of the 1539 Companies
in the Global Banks - Global industry.

( Industry Median: 3.41 vs. HBCYF: 2.91 )
Ranked among companies with meaningful PS Ratio only.
HBCYF' s PS Ratio Range Over the Past 10 Years
Min: 1.55  Med: 2.79 Max: 12.22
Current: 2.91
1.55
12.22
EV-to-EBIT 15.81
HBCYF's EV-to-EBIT is ranked lower than
63% of the 1204 Companies
in the Global Banks - Global industry.

( Industry Median: 12.59 vs. HBCYF: 15.81 )
Ranked among companies with meaningful EV-to-EBIT only.
HBCYF' s EV-to-EBIT Range Over the Past 10 Years
Min: 0.3  Med: 11.75 Max: 98.7
Current: 15.81
0.3
98.7
EV-to-EBITDA 15.81
HBCYF's EV-to-EBITDA is ranked lower than
67% of the 1219 Companies
in the Global Banks - Global industry.

( Industry Median: 11.36 vs. HBCYF: 15.81 )
Ranked among companies with meaningful EV-to-EBITDA only.
HBCYF' s EV-to-EBITDA Range Over the Past 10 Years
Min: 0.3  Med: 11.75 Max: 98.7
Current: 15.81
0.3
98.7
Shiller PE Ratio 13.03
HBCYF's Shiller PE Ratio is ranked higher than
80% of the 488 Companies
in the Global Banks - Global industry.

( Industry Median: 21.69 vs. HBCYF: 13.03 )
Ranked among companies with meaningful Shiller PE Ratio only.
HBCYF' s Shiller PE Ratio Range Over the Past 10 Years
Min: 5.92  Med: 10.45 Max: 14.16
Current: 13.03
5.92
14.16

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 6.38
HBCYF's Dividend Yield % is ranked higher than
93% of the 2308 Companies
in the Global Banks - Global industry.

( Industry Median: 2.66 vs. HBCYF: 6.38 )
Ranked among companies with meaningful Dividend Yield % only.
HBCYF' s Dividend Yield % Range Over the Past 10 Years
Min: 0.78  Med: 5.45 Max: 15.38
Current: 6.38
0.78
15.38
Dividend Payout Ratio 7.29
HBCYF's Dividend Payout Ratio is ranked lower than
99% of the 1308 Companies
in the Global Banks - Global industry.

( Industry Median: 0.33 vs. HBCYF: 7.29 )
Ranked among companies with meaningful Dividend Payout Ratio only.
HBCYF' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.28  Med: 0.73 Max: 7.34
Current: 7.29
0.28
7.34
3-Year Dividend Growth Rate 2.70
HBCYF's 3-Year Dividend Growth Rate is ranked lower than
68% of the 771 Companies
in the Global Banks - Global industry.

( Industry Median: 7.60 vs. HBCYF: 2.70 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
HBCYF' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -35.2  Med: 8.6 Max: 81.8
Current: 2.7
-35.2
81.8
Forward Dividend Yield % 5.00
HBCYF's Forward Dividend Yield % is ranked higher than
98% of the 2276 Companies
in the Global Banks - Global industry.

( Industry Median: 2.87 vs. HBCYF: 5.00 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 13.17
HBCYF's 5-Year Yield-on-Cost % is ranked higher than
95% of the 2646 Companies
in the Global Banks - Global industry.

( Industry Median: 3.10 vs. HBCYF: 13.17 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
HBCYF' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.61  Med: 11.23 Max: 31.75
Current: 13.17
1.61
31.75
3-Year Average Share Buyback Ratio -2.40
HBCYF's 3-Year Average Share Buyback Ratio is ranked lower than
55% of the 997 Companies
in the Global Banks - Global industry.

( Industry Median: -1.60 vs. HBCYF: -2.40 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
HBCYF' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -10.2  Med: -3.1 Max: -1
Current: -2.4
-10.2
-1

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 1.06
HBCYF's Price-to-Tangible-Book is ranked higher than
59% of the 1534 Companies
in the Global Banks - Global industry.

( Industry Median: 1.24 vs. HBCYF: 1.06 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
HBCYF' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.96  Med: 2.38 Max: 4.38
Current: 1.06
0.96
4.38
Price-to-Intrinsic-Value-Projected-FCF 1.14
HBCYF's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
77% of the 895 Companies
in the Global Banks - Global industry.

( Industry Median: 0.81 vs. HBCYF: 1.14 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
HBCYF' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.59  Med: 1.46 Max: 2.74
Current: 1.14
0.59
2.74
Price-to-Median-PS-Value 1.05
HBCYF's Price-to-Median-PS-Value is ranked higher than
64% of the 1429 Companies
in the Global Banks - Global industry.

( Industry Median: 1.18 vs. HBCYF: 1.05 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
HBCYF' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.69  Med: 2.51 Max: 7.52
Current: 1.05
0.69
7.52
Price-to-Graham-Number 2.33
HBCYF's Price-to-Graham-Number is ranked lower than
97% of the 1344 Companies
in the Global Banks - Global industry.

( Industry Median: 0.96 vs. HBCYF: 2.33 )
Ranked among companies with meaningful Price-to-Graham-Number only.
HBCYF' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.62  Med: 1.3 Max: 2.36
Current: 2.33
0.62
2.36
Earnings Yield (Greenblatt) % 6.33
HBCYF's Earnings Yield (Greenblatt) % is ranked higher than
52% of the 1560 Companies
in the Global Banks - Global industry.

( Industry Median: 5.77 vs. HBCYF: 6.33 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
HBCYF' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 1  Med: 8.6 Max: 310.8
Current: 6.33
1
310.8
Forward Rate of Return (Yacktman) % -10.65
HBCYF's Forward Rate of Return (Yacktman) % is ranked lower than
91% of the 885 Companies
in the Global Banks - Global industry.

( Industry Median: 11.32 vs. HBCYF: -10.65 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
HBCYF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -10.7  Med: 11.9 Max: 33.7
Current: -10.65
-10.7
33.7

More Statistics

Revenue (TTM) (Mil) $59,836
EPS (TTM) $ 0.07
Beta0.87
Short Percentage of Float0.00%
52-Week Range $5.69 - 8.81
Shares Outstanding (Mil)20,191.59

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $) 55,017 51,997 54,132
EPS ($) 0.64 0.68 0.79
EPS without NRI ($) 0.64 0.68 0.79
EPS Growth Rate
(Future 3Y To 5Y Estimate)
11.80%
Dividends per Share ($) 0.51 0.51 0.51
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