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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 : 6/10

vs
industry
vs
history
Cash to Debt No Debt
HSBC's Cash to Debt is ranked higher than
99% of the 1599 Companies
in the Global Banks - Global industry.

( Industry Median: 1.98 vs. HSBC: No Debt )
Ranked among companies with meaningful Cash to Debt only.
HSBC' s Cash to Debt Range Over the Past 10 Years
Min: 0.04  Med: N/A Max: No Debt
Current: No Debt
Equity to Asset 0.07
HSBC's Equity to Asset is ranked lower than
80% of the 1608 Companies
in the Global Banks - Global industry.

( Industry Median: 0.10 vs. HSBC: 0.07 )
Ranked among companies with meaningful Equity to Asset only.
HSBC' s Equity to Asset Range Over the Past 10 Years
Min: 0.05  Med: 0.07 Max: 0.08
Current: 0.07
0.05
0.08
Interest Coverage 0.49
HSBC's Interest Coverage is ranked lower than
82% of the 1529 Companies
in the Global Banks - Global industry.

( Industry Median: 1.67 vs. HSBC: 0.49 )
Ranked among companies with meaningful Interest Coverage only.
HSBC' s Interest Coverage Range Over the Past 10 Years
Min: 0.16  Med: 0.87 Max: 1.29
Current: 0.49
0.16
1.29
F-Score: 3
WACC vs ROIC
10.85%
5.91%
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 (%) 11.56
HSBC's Operating margin (%) is ranked lower than
85% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 30.83 vs. HSBC: 11.56 )
Ranked among companies with meaningful Operating margin (%) only.
HSBC' s Operating margin (%) Range Over the Past 10 Years
Min: 6.74  Med: 23.37 Max: 31.14
Current: 11.56
6.74
31.14
Net-margin (%) 8.51
HSBC's Net-margin (%) is ranked lower than
84% of the 1619 Companies
in the Global Banks - Global industry.

( Industry Median: 22.44 vs. HSBC: 8.51 )
Ranked among companies with meaningful Net-margin (%) only.
HSBC' s Net-margin (%) Range Over the Past 10 Years
Min: 6.14  Med: 18.69 Max: 23.24
Current: 8.51
6.14
23.24
ROE (%) 2.58
HSBC's ROE (%) is ranked lower than
85% of the 1619 Companies
in the Global Banks - Global industry.

( Industry Median: 8.54 vs. HSBC: 2.58 )
Ranked among companies with meaningful ROE (%) only.
HSBC' s ROE (%) Range Over the Past 10 Years
Min: 2.58  Med: 8.47 Max: 15.99
Current: 2.58
2.58
15.99
ROA (%) 0.22
HSBC's ROA (%) is ranked lower than
85% of the 1627 Companies
in the Global Banks - Global industry.

( Industry Median: 0.89 vs. HSBC: 0.22 )
Ranked among companies with meaningful ROA (%) only.
HSBC' s ROA (%) Range Over the Past 10 Years
Min: 0.22  Med: 0.56 Max: 0.9
Current: 0.22
0.22
0.9
Revenue Growth (3Y)(%) -4.50
HSBC's Revenue Growth (3Y)(%) is ranked lower than
80% of the 1340 Companies
in the Global Banks - Global industry.

( Industry Median: 3.30 vs. HSBC: -4.50 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
HSBC' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -17.4  Med: 4.6 Max: 129.4
Current: -4.5
-17.4
129.4
EBITDA Growth (3Y)(%) -1.60
HSBC's EBITDA Growth (3Y)(%) is ranked lower than
73% of the 1229 Companies
in the Global Banks - Global industry.

( Industry Median: 5.90 vs. HSBC: -1.60 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
HSBC' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -32.6  Med: 4.3 Max: 79.6
Current: -1.6
-32.6
79.6
EPS Growth (3Y)(%) -2.30
HSBC's EPS Growth (3Y)(%) is ranked lower than
75% of the 1204 Companies
in the Global Banks - Global industry.

( Industry Median: 7.40 vs. HSBC: -2.30 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
HSBC' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -30.2  Med: 3.5 Max: 29.8
Current: -2.3
-30.2
29.8
GuruFocus has detected 7 Warning Signs with HSBC Holdings PLC $HSBC.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» HSBC's 10-Y Financials

Financials (Next Earnings Date: 2017-02-21)


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

» Details

Guru Trades

Q1 2016

HSBC Guru Trades in Q1 2016

Jim Simons 1,026,361 sh (New)
David Dreman 21,476 sh (New)
Ken Fisher 13,000,841 sh (+13.91%)
Charles Brandes 1,855,715 sh (+4.55%)
John Rogers 57,512 sh (+0.64%)
John Buckingham 39,879 sh (-0.86%)
Tweedy Browne 172,786 sh (-1.33%)
Dodge & Cox 11,255 sh (-19.64%)
Sarah Ketterer 203,175 sh (-68.39%)
» More
Q2 2016

HSBC Guru Trades in Q2 2016

Jeremy Grantham 61,500 sh (New)
Jim Simons 1,246,761 sh (+21.47%)
Tweedy Browne 179,538 sh (+3.91%)
John Buckingham 40,532 sh (+1.64%)
Charles Brandes 1,881,906 sh (+1.41%)
Ken Fisher 13,160,956 sh (+1.23%)
David Dreman 21,576 sh (+0.47%)
Dodge & Cox Sold Out
Sarah Ketterer Sold Out
John Rogers 12,750 sh (-77.83%)
» More
Q3 2016

HSBC Guru Trades in Q3 2016

NWQ Managers 361,835 sh (New)
Jeremy Grantham 237,600 sh (+286.34%)
David Dreman 22,228 sh (+3.02%)
Tweedy Browne 181,797 sh (+1.26%)
John Rogers Sold Out
John Buckingham 39,638 sh (-2.21%)
Ken Fisher 12,800,548 sh (-2.74%)
Charles Brandes 1,827,549 sh (-2.89%)
Jim Simons 8,500 sh (-99.32%)
» More
Q4 2016

HSBC Guru Trades in Q4 2016

Ken Fisher 12,868,635 sh (+0.53%)
» More
» Details

Insider Trades

Latest Guru Trades with HSBC

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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» Interactive Charts

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Preferred stocks of HSBC Holdings PLC

SymbolPriceYieldDescription
HSEA26.247.758 1/8 % Perpetual Sub Cap Secs 2008-Exch into Non-Cum Dollar Pref Shs
HSBCPRA25.386.11ADR
HSEB26.003.848 % Perp Sub Cap Secs 2010-Without Fixed Maturity Series -2-

Business Description

Industry: Banks » Banks - Global    NAICS: 522110 
Compare:NYSE:C, OTCPK:CICHF, OTCPK:ACGBF, OTCPK:BACHF, OTCPK:IDCBF, OTCPK:CMWAY, NYSE:TD, NYSE:BAC, NYSE:MTU, NYSE:WBK, OTCPK:BCDRF, NYSE:BNS, OTCPK:ANZBY, NYSE:UBS, OTCPK:NABZY, OTCPK:INGVF, NYSE:SMFG, NYSE:WFC, OTCPK:BCLYF, NYSE:BMO » details
Traded in other countries:HSBC.Argentina, HSB.France, HBC1.Germany, 00005.Hongkong, HBC N.Mexico, PU6D.Singapore, HSBA.UK, HBCYF.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.

HSBC Holdings PLC was incorporated in England on January 01, 1959. It provides banking and financial services through four segments, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The Retail Banking and Wealth Management business offers deposits, accounts services, credit and lending, asset management, wealth solutions and financial planning, broking and insurance. The Commercial Banking business offers deposits, payments and cash management, credit and lending, international trade and receivables finance, and insurance. The Global Banking and Markets provides deposits, payments and cash management, balance sheet management, credit and lending, asset and trade finance, corporate finance, markets and securities services. The Global Private banking provides deposits, account services, credit and lending, investment management, financial advisory, broking, corporate finance, alternative investments, trusts and estate planning and insurance. The Company' operates in Europe, Asia, Middle East and North Africa (excluding Saudi Arabia), North America and Latin America.

Top Ranked Articles about HSBC Holdings PLC

John Rogers Continues to Buy Morgan Stanley, Ansys Guru's multiple investments during last 2 quarters
John Rogers (Trades, Portfolio) is the founder of Ariel Investment LLC, which he started in 1983. In both fourth quarter 2015 and first quarter 2016 the guru bought shares in the following stocks: Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 42.43
HSBC's P/E(ttm) is ranked lower than
94% of the 1490 Companies
in the Global Banks - Global industry.

( Industry Median: 14.41 vs. HSBC: 42.43 )
Ranked among companies with meaningful P/E(ttm) only.
HSBC' s P/E(ttm) Range Over the Past 10 Years
Min: 8.02  Med: 12.44 Max: 43.66
Current: 42.43
8.02
43.66
Forward P/E 12.22
HSBC's Forward P/E is ranked higher than
71% of the 360 Companies
in the Global Banks - Global industry.

( Industry Median: 15.55 vs. HSBC: 12.22 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 42.43
HSBC's PE(NRI) is ranked lower than
94% of the 1487 Companies
in the Global Banks - Global industry.

( Industry Median: 14.49 vs. HSBC: 42.43 )
Ranked among companies with meaningful PE(NRI) only.
HSBC' s PE(NRI) Range Over the Past 10 Years
Min: 8.02  Med: 12.44 Max: 43.66
Current: 42.43
8.02
43.66
Price/Owner Earnings (ttm) 41.65
HSBC's Price/Owner Earnings (ttm) is ranked lower than
91% of the 876 Companies
in the Global Banks - Global industry.

( Industry Median: 14.83 vs. HSBC: 41.65 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
HSBC' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 0.15  Med: 0.6 Max: 41.71
Current: 41.65
0.15
41.71
P/B 0.93
HSBC's P/B is ranked higher than
65% of the 1602 Companies
in the Global Banks - Global industry.

( Industry Median: 1.16 vs. HSBC: 0.93 )
Ranked among companies with meaningful P/B only.
HSBC' s P/B Range Over the Past 10 Years
Min: 0.62  Med: 1.09 Max: 2
Current: 0.93
0.62
2
P/S 2.97
HSBC's P/S is ranked higher than
58% of the 1580 Companies
in the Global Banks - Global industry.

( Industry Median: 3.43 vs. HSBC: 2.97 )
Ranked among companies with meaningful P/S only.
HSBC' s P/S Range Over the Past 10 Years
Min: 1.55  Med: 2.78 Max: 12.22
Current: 2.97
1.55
12.22
EV-to-EBIT 9.34
HSBC's EV-to-EBIT is ranked higher than
64% of the 1210 Companies
in the Global Banks - Global industry.

( Industry Median: 12.67 vs. HSBC: 9.34 )
Ranked among companies with meaningful EV-to-EBIT only.
HSBC' s EV-to-EBIT Range Over the Past 10 Years
Min: 0.3  Med: 10.1 Max: 98.7
Current: 9.34
0.3
98.7
EV-to-EBITDA 9.34
HSBC's EV-to-EBITDA is ranked higher than
61% of the 1217 Companies
in the Global Banks - Global industry.

( Industry Median: 11.34 vs. HSBC: 9.34 )
Ranked among companies with meaningful EV-to-EBITDA only.
HSBC' s EV-to-EBITDA Range Over the Past 10 Years
Min: 0.3  Med: 10.1 Max: 98.7
Current: 9.34
0.3
98.7
Shiller P/E 12.62
HSBC's Shiller P/E is ranked higher than
82% of the 483 Companies
in the Global Banks - Global industry.

( Industry Median: 9999.00 vs. HSBC: 12.62 )
Ranked among companies with meaningful Shiller P/E only.
HSBC' s Shiller P/E Range Over the Past 10 Years
Min: 5.92  Med: 10.38 Max: 14
Current: 12.62
5.92
14

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 6.09
HSBC's Dividend Yield is ranked higher than
92% of the 2346 Companies
in the Global Banks - Global industry.

( Industry Median: 2.65 vs. HSBC: 6.09 )
Ranked among companies with meaningful Dividend Yield only.
HSBC' s Dividend Yield Range Over the Past 10 Years
Min: 0.78  Med: 5.42 Max: 15.38
Current: 6.09
0.78
15.38
Dividend Payout 2.43
HSBC's Dividend Payout is ranked lower than
85% of the 1313 Companies
in the Global Banks - Global industry.

( Industry Median: 0.32 vs. HSBC: 2.43 )
Ranked among companies with meaningful Dividend Payout only.
HSBC' s Dividend Payout Range Over the Past 10 Years
Min: 0.28  Med: 0.67 Max: 2.43
Current: 2.43
0.28
2.43
Dividend Growth (3y) 7.40
HSBC's Dividend Growth (3y) is ranked lower than
53% of the 728 Companies
in the Global Banks - Global industry.

( Industry Median: 8.40 vs. HSBC: 7.40 )
Ranked among companies with meaningful Dividend Growth (3y) only.
HSBC' s Dividend Growth (3y) Range Over the Past 10 Years
Min: -35.2  Med: 10 Max: 81.8
Current: 7.4
-35.2
81.8
Forward Dividend Yield 4.86
HSBC's Forward Dividend Yield is ranked higher than
87% of the 2244 Companies
in the Global Banks - Global industry.

( Industry Median: 2.84 vs. HSBC: 4.86 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 14.29
HSBC's Yield on cost (5-Year) is ranked higher than
94% of the 2639 Companies
in the Global Banks - Global industry.

( Industry Median: 3.36 vs. HSBC: 14.29 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
HSBC' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 1.83  Med: 12.72 Max: 36.09
Current: 14.29
1.83
36.09
3-Year Average Share Buyback Ratio -2.10
HSBC's 3-Year Average Share Buyback Ratio is ranked higher than
50% of the 1039 Companies
in the Global Banks - Global industry.

( Industry Median: -2.10 vs. HSBC: -2.10 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
HSBC' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -10.2  Med: -3.1 Max: -1
Current: -2.1
-10.2
-1

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 0.94
HSBC's Price/Tangible Book is ranked higher than
68% of the 1595 Companies
in the Global Banks - Global industry.

( Industry Median: 1.23 vs. HSBC: 0.94 )
Ranked among companies with meaningful Price/Tangible Book only.
HSBC' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.64  Med: 1.43 Max: 4.38
Current: 0.94
0.64
4.38
Price/Projected FCF 1.17
HSBC's Price/Projected FCF is ranked lower than
78% of the 883 Companies
in the Global Banks - Global industry.

( Industry Median: 0.78 vs. HSBC: 1.17 )
Ranked among companies with meaningful Price/Projected FCF only.
HSBC' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.59  Med: 1.35 Max: 2.74
Current: 1.17
0.59
2.74
Price/Median PS Value 1.07
HSBC's Price/Median PS Value is ranked higher than
57% of the 1458 Companies
in the Global Banks - Global industry.

( Industry Median: 1.14 vs. HSBC: 1.07 )
Ranked among companies with meaningful Price/Median PS Value only.
HSBC' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.59  Med: 3.07 Max: 7.52
Current: 1.07
0.59
7.52
Price/Graham Number 1.35
HSBC's Price/Graham Number is ranked lower than
75% of the 1405 Companies
in the Global Banks - Global industry.

( Industry Median: 0.95 vs. HSBC: 1.35 )
Ranked among companies with meaningful Price/Graham Number only.
HSBC' s Price/Graham Number Range Over the Past 10 Years
Min: 0.56  Med: 0.9 Max: 2.05
Current: 1.35
0.56
2.05
Earnings Yield (Greenblatt) (%) 10.66
HSBC's Earnings Yield (Greenblatt) (%) is ranked higher than
73% of the 1598 Companies
in the Global Banks - Global industry.

( Industry Median: 5.70 vs. HSBC: 10.66 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
HSBC' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 1  Med: 9.9 Max: 310.8
Current: 10.66
1
310.8
Forward Rate of Return (Yacktman) (%) -5.51
HSBC's Forward Rate of Return (Yacktman) (%) is ranked lower than
85% of the 867 Companies
in the Global Banks - Global industry.

( Industry Median: 11.21 vs. HSBC: -5.51 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
HSBC' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -5.51  Med: 11.9 Max: 33.7
Current: -5.51
-5.51
33.7

More Statistics

Revenue (TTM) (Mil) $63,427
EPS (TTM) $ 1.10
Beta0.86
Short Percentage of Float0.15%
52-Week Range $28.62 - 43.07
Shares Outstanding (Mil)3,962.60

Analyst Estimate

Dec16 Dec17 Dec18
Revenue (Mil $) 55,100 55,517 52,671
EPS ($) 3.44 3.26 3.52
EPS w/o NRI ($) 3.44 3.26 3.52
EPS Growth Rate
(3Y to 5Y Estimate)
11.80%
Dividends Per Share ($) 2.55 2.55 2.55
» More Articles for HSBC

Headlines

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IVA International Increases Stake in HSBC Holdings Dec 14 2015 
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Guru's Pile Into Commodities. Time to Follow Suit? Sep 14 2015 
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