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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 : 7/10

vs
industry
vs
history
Cash to Debt No Debt
HSBC's Cash to Debt is ranked higher than
99% of the 1134 Companies
in the Global Banks - Global industry.

( Industry Median: 3.18 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: 5001.23 Max: No Debt
Current: No Debt
Equity to Asset 0.07
HSBC's Equity to Asset is ranked lower than
78% of the 1602 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 No Debt
HSBC's Interest Coverage is ranked higher than
100% of the 1585 Companies
in the Global Banks - Global industry.

( Industry Median: 1.62 vs. HSBC: No Debt )
Ranked among companies with meaningful Interest Coverage only.
HSBC' s Interest Coverage Range Over the Past 10 Years
Min: 0.19  Med: 0.78 Max: 1.29
Current: No Debt
0.19
1.29
F-Score: 2
WACC vs ROIC
11.05%
17.15%
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 (%) 22.29
HSBC's Operating margin (%) is ranked lower than
71% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 31.11 vs. HSBC: 22.29 )
Ranked among companies with meaningful Operating margin (%) only.
HSBC' s Operating margin (%) Range Over the Past 10 Years
Min: 6.43  Med: 23.66 Max: 33.63
Current: 22.29
6.43
33.63
Net-margin (%) 18.18
HSBC's Net-margin (%) is ranked lower than
65% of the 1620 Companies
in the Global Banks - Global industry.

( Industry Median: 22.40 vs. HSBC: 18.18 )
Ranked among companies with meaningful Net-margin (%) only.
HSBC' s Net-margin (%) Range Over the Past 10 Years
Min: 6.16  Med: 19.24 Max: 25.07
Current: 18.18
6.16
25.07
ROE (%) 6.57
HSBC's ROE (%) is ranked lower than
63% of the 1615 Companies
in the Global Banks - Global industry.

( Industry Median: 8.20 vs. HSBC: 6.57 )
Ranked among companies with meaningful ROE (%) only.
HSBC' s ROE (%) Range Over the Past 10 Years
Min: 5.06  Med: 9.37 Max: 17.74
Current: 6.57
5.06
17.74
ROA (%) 0.49
HSBC's ROA (%) is ranked lower than
72% of the 1625 Companies
in the Global Banks - Global industry.

( Industry Median: 0.87 vs. HSBC: 0.49 )
Ranked among companies with meaningful ROA (%) only.
HSBC' s ROA (%) Range Over the Past 10 Years
Min: 0.23  Med: 0.58 Max: 1.13
Current: 0.49
0.23
1.13
Revenue Growth (3Y)(%) -5.70
HSBC's Revenue Growth (3Y)(%) is ranked lower than
81% of the 1336 Companies
in the Global Banks - Global industry.

( Industry Median: 2.80 vs. HSBC: -5.70 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
HSBC' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -13.3  Med: 5.95 Max: 131.4
Current: -5.7
-13.3
131.4
EBITDA Growth (3Y)(%) -7.40
HSBC's EBITDA Growth (3Y)(%) is ranked lower than
81% of the 1226 Companies
in the Global Banks - Global industry.

( Industry Median: 5.80 vs. HSBC: -7.40 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
HSBC' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -32.6  Med: 5.15 Max: 80.1
Current: -7.4
-32.6
80.1
EPS Growth (3Y)(%) -8.90
HSBC's EPS Growth (3Y)(%) is ranked lower than
83% of the 1211 Companies
in the Global Banks - Global industry.

( Industry Median: 7.40 vs. HSBC: -8.90 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
HSBC' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -30.2  Med: 5.40 Max: 29.8
Current: -8.9
-30.2
29.8
» HSBC's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-08-03)


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

» Details

Guru Trades

Q2 2015

HSBC Guru Trades in Q2 2015

Jim Simons 484,393 sh (+126.99%)
Sarah Ketterer 499,958 sh (+32.51%)
John Rogers 40,745 sh (+6.11%)
Tweedy Browne 170,173 sh (+3.52%)
Charles Brandes 1,907,232 sh (+3.48%)
John Buckingham 46,250 sh (+3.08%)
Ken Fisher 11,999,611 sh (+1.40%)
David Dreman 84,556 sh (-9.90%)
Dodge & Cox 63,212 sh (-71.63%)
» More
Q3 2015

HSBC Guru Trades in Q3 2015

Sarah Ketterer 655,128 sh (+31.04%)
John Rogers 43,207 sh (+6.04%)
John Buckingham 47,865 sh (+3.49%)
Tweedy Browne 172,314 sh (+1.26%)
Charles Brandes 1,884,134 sh (-1.21%)
Ken Fisher 11,460,868 sh (-4.49%)
Jim Simons 341,961 sh (-29.40%)
Dodge & Cox 20,405 sh (-67.72%)
David Dreman 24,712 sh (-70.77%)
» More
Q4 2015

HSBC Guru Trades in Q4 2015

John Rogers 57,148 sh (+32.27%)
Tweedy Browne 175,109 sh (+1.62%)
David Dreman Sold Out
Jim Simons Sold Out
Ken Fisher 11,412,871 sh (-0.42%)
Sarah Ketterer 642,785 sh (-1.88%)
Charles Brandes 1,775,008 sh (-5.79%)
John Buckingham 40,226 sh (-15.96%)
Dodge & Cox 14,005 sh (-31.36%)
» More
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
» 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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Preferred stocks of HSBC Holdings PLC

SymbolPriceYieldDescription
HSEA27.847.30
HSBCPRA26.195.92ADR
HSEB26.830.008 % Perp Sub Cap Secs 2010-Without Fixed Maturity Series -2-

Business Description

Industry: Banks » Banks - Global
Compare:NYSE:C, OTCPK:BACHY, OTCPK:ACGBY, NYSE:BAC, OTCPK:CMWAY, NYSE:RY, NYSE:TD, OTCPK:CICHY, NYSE:WBK, NYSE:SAN, NYSE:MTU, NYSE:BNS, OTCPK:ANZBY, OTCPK:IDCBY, OTCPK:NABZY, OTCPK:BCMXY, NYSE:UBS, NYSE:ING, NYSE:BMO, NYSE:SMFG » 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) 12.38
HSBC's P/E(ttm) is ranked higher than
51% of the 1682 Companies
in the Global Banks - Global industry.

( Industry Median: 12.67 vs. HSBC: 12.38 )
Ranked among companies with meaningful P/E(ttm) only.
HSBC' s P/E(ttm) Range Over the Past 10 Years
Min: 8.02  Med: 12.42 Max: 103.42
Current: 12.38
8.02
103.42
Forward P/E 9.95
HSBC's Forward P/E is ranked higher than
73% of the 443 Companies
in the Global Banks - Global industry.

( Industry Median: 12.61 vs. HSBC: 9.95 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 12.38
HSBC's PE(NRI) is ranked higher than
53% of the 1537 Companies
in the Global Banks - Global industry.

( Industry Median: 12.86 vs. HSBC: 12.38 )
Ranked among companies with meaningful PE(NRI) only.
HSBC' s PE(NRI) Range Over the Past 10 Years
Min: 8.02  Med: 12.42 Max: 100.4
Current: 12.38
8.02
100.4
Price/Owner Earnings (ttm) 14.02
HSBC's Price/Owner Earnings (ttm) is ranked lower than
99.99% of the 851 Companies
in the Global Banks - Global industry.

( Industry Median: 12.62 vs. HSBC: 14.02 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
HSBC' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 0.3  Med: 14.70 Max: 21.18
Current: 14.02
0.3
21.18
P/B 0.72
HSBC's P/B is ranked higher than
73% of the 1759 Companies
in the Global Banks - Global industry.

( Industry Median: 1.04 vs. HSBC: 0.72 )
Ranked among companies with meaningful P/B only.
HSBC' s P/B Range Over the Past 10 Years
Min: 0.61  Med: 1.12 Max: 2.07
Current: 0.72
0.61
2.07
P/S 2.10
HSBC's P/S is ranked higher than
68% of the 1761 Companies
in the Global Banks - Global industry.

( Industry Median: 2.94 vs. HSBC: 2.10 )
Ranked among companies with meaningful P/S only.
HSBC' s P/S Range Over the Past 10 Years
Min: 1.53  Med: 2.90 Max: 12.22
Current: 2.1
1.53
12.22
EV-to-EBIT 1.39
HSBC's EV-to-EBIT is ranked higher than
98% of the 1650 Companies
in the Global Banks - Global industry.

( Industry Median: 12.90 vs. HSBC: 1.39 )
Ranked among companies with meaningful EV-to-EBIT only.
HSBC' s EV-to-EBIT Range Over the Past 10 Years
Min: 0.2  Med: 15.30 Max: 95.4
Current: 1.39
0.2
95.4
EV-to-EBITDA 1.39
HSBC's EV-to-EBITDA is ranked higher than
98% of the 1649 Companies
in the Global Banks - Global industry.

( Industry Median: 12.75 vs. HSBC: 1.39 )
Ranked among companies with meaningful EV-to-EBITDA only.
HSBC' s EV-to-EBITDA Range Over the Past 10 Years
Min: 0.2  Med: 14.80 Max: 93.3
Current: 1.39
0.2
93.3
PEG 1.06
HSBC's PEG is ranked lower than
58% of the 731 Companies
in the Global Banks - Global industry.

( Industry Median: 1.13 vs. HSBC: 1.06 )
Ranked among companies with meaningful PEG only.
HSBC' s PEG Range Over the Past 10 Years
Min: 0.35  Med: 0.91 Max: 250.8
Current: 1.06
0.35
250.8
Shiller P/E 8.70
HSBC's Shiller P/E is ranked higher than
90% of the 491 Companies
in the Global Banks - Global industry.

( Industry Median: 17.16 vs. HSBC: 8.70 )
Ranked among companies with meaningful Shiller P/E only.
HSBC' s Shiller P/E Range Over the Past 10 Years
Min: 5.92  Med: 10.32 Max: 13.25
Current: 8.7
5.92
13.25

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 7.79
HSBC's Dividend Yield is ranked higher than
94% of the 2235 Companies
in the Global Banks - Global industry.

( Industry Median: 2.98 vs. HSBC: 7.79 )
Ranked among companies with meaningful Dividend Yield only.
HSBC' s Dividend Yield Range Over the Past 10 Years
Min: 0.78  Med: 5.06 Max: 15.38
Current: 7.79
0.78
15.38
Dividend Payout 0.88
HSBC's Dividend Payout is ranked lower than
93% of the 1294 Companies
in the Global Banks - Global industry.

( Industry Median: 0.33 vs. HSBC: 0.88 )
Ranked among companies with meaningful Dividend Payout only.
HSBC' s Dividend Payout Range Over the Past 10 Years
Min: 0.09  Med: 0.60 Max: 5.1
Current: 0.88
0.09
5.1
Dividend Growth (3y) 24.40
HSBC's Dividend Growth (3y) is ranked higher than
78% of the 733 Companies
in the Global Banks - Global industry.

( Industry Median: 8.40 vs. HSBC: 24.40 )
Ranked among companies with meaningful Dividend Growth (3y) only.
HSBC' s Dividend Growth (3y) Range Over the Past 10 Years
Min: -35.2  Med: 12.55 Max: 81.9
Current: 24.4
-35.2
81.9
Forward Dividend Yield 7.79
HSBC's Forward Dividend Yield is ranked higher than
93% of the 2109 Companies
in the Global Banks - Global industry.

( Industry Median: 3.21 vs. HSBC: 7.79 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 15.81
HSBC's Yield on cost (5-Year) is ranked higher than
94% of the 2505 Companies
in the Global Banks - Global industry.

( Industry Median: 3.58 vs. HSBC: 15.81 )
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: 1.58  Med: 10.27 Max: 31.2
Current: 15.81
1.58
31.2
3-Year Average Share Buyback Ratio -2.50
HSBC's 3-Year Average Share Buyback Ratio is ranked lower than
52% of the 1042 Companies
in the Global Banks - Global industry.

( Industry Median: -2.00 vs. HSBC: -2.50 )
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: -4.30 Max: -1
Current: -2.5
-10.2
-1

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 0.72
HSBC's Price/Tangible Book is ranked higher than
74% of the 1747 Companies
in the Global Banks - Global industry.

( Industry Median: 1.12 vs. HSBC: 0.72 )
Ranked among companies with meaningful Price/Tangible Book only.
HSBC' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.64  Med: 1.57 Max: 4.38
Current: 0.72
0.64
4.38
Price/Projected FCF 0.63
HSBC's Price/Projected FCF is ranked lower than
71% of the 973 Companies
in the Global Banks - Global industry.

( Industry Median: 0.67 vs. HSBC: 0.63 )
Ranked among companies with meaningful Price/Projected FCF only.
HSBC' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.55  Med: 0.96 Max: 2.75
Current: 0.63
0.55
2.75
Price/Median PS Value 0.73
HSBC's Price/Median PS Value is ranked higher than
97% of the 1684 Companies
in the Global Banks - Global industry.

( Industry Median: 1.01 vs. HSBC: 0.73 )
Ranked among companies with meaningful Price/Median PS Value only.
HSBC' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.56  Med: 2.96 Max: 7.23
Current: 0.73
0.56
7.23
Price/Graham Number 0.63
HSBC's Price/Graham Number is ranked higher than
68% of the 1552 Companies
in the Global Banks - Global industry.

( Industry Median: 0.84 vs. HSBC: 0.63 )
Ranked among companies with meaningful Price/Graham Number only.
HSBC' s Price/Graham Number Range Over the Past 10 Years
Min: 0.55  Med: 0.99 Max: 2.05
Current: 0.63
0.55
2.05
Earnings Yield (Greenblatt) (%) 71.90
HSBC's Earnings Yield (Greenblatt) (%) is ranked higher than
98% of the 1803 Companies
in the Global Banks - Global industry.

( Industry Median: 7.20 vs. HSBC: 71.90 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
HSBC' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 1  Med: 6.60 Max: 514.5
Current: 71.9
1
514.5
Forward Rate of Return (Yacktman) (%) -1.77
HSBC's Forward Rate of Return (Yacktman) (%) is ranked lower than
72% of the 844 Companies
in the Global Banks - Global industry.

( Industry Median: 13.22 vs. HSBC: -1.77 )
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: -1.8  Med: 13.10 Max: 35
Current: -1.77
-1.8
35

More Statistics

Revenue (TTM) (Mil) $68,922
EPS (TTM) $ 3.00
Beta0.99
Short Percentage of Float0.20%
52-Week Range $28.62 - 46.38
Shares Outstanding (Mil)3,937.02

Analyst Estimate

Dec16 Dec17 Dec18
Revenue (Mil $) 57,961 58,880 59,495
EPS ($) 3.22 3.30 3.51
EPS w/o NRI ($) 3.22 3.30 3.51
EPS Growth Rate
(3Y to 5Y Estimate)
11.80%
Dividends Per Share ($) 2.23 2.27 2.30
» More Articles for HSBC

Headlines

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