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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 No Debt
HSBC's Cash to Debt is ranked higher than
98% of the 1088 Companies
in the Global Banks - Global industry.

( Industry Median: 1.69 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: 9999.00 Max: No Debt
Current: No Debt
Equity to Asset 0.08
HSBC's Equity to Asset is ranked lower than
71% of the 1578 Companies
in the Global Banks - Global industry.

( Industry Median: 0.10 vs. HSBC: 0.08 )
Ranked among companies with meaningful Equity to Asset only.
HSBC' s Equity to Asset Range Over the Past 10 Years
Min: 0.04  Med: 0.07 Max: 0.08
Current: 0.08
0.04
0.08
Interest Coverage 0.81
HSBC's Interest Coverage is ranked lower than
99.99% of the 1429 Companies
in the Global Banks - Global industry.

( Industry Median: 1.82 vs. HSBC: 0.81 )
Ranked among companies with meaningful Interest Coverage only.
HSBC' s Interest Coverage Range Over the Past 10 Years
Min: 0.16  Med: 0.78 Max: 1.29
Current: 0.81
0.16
1.29
F-Score: 5
WACC vs ROIC
9.20%
19.66%
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 : 5/10

vs
industry
vs
history
Operating margin (%) 25.82
HSBC's Operating margin (%) is ranked lower than
68% of the 1590 Companies
in the Global Banks - Global industry.

( Industry Median: 30.86 vs. HSBC: 25.82 )
Ranked among companies with meaningful Operating margin (%) only.
HSBC' s Operating margin (%) Range Over the Past 10 Years
Min: 6.74  Med: 24.77 Max: 33.63
Current: 25.82
6.74
33.63
Net-margin (%) 21.02
HSBC's Net-margin (%) is ranked lower than
57% of the 1593 Companies
in the Global Banks - Global industry.

( Industry Median: 22.37 vs. HSBC: 21.02 )
Ranked among companies with meaningful Net-margin (%) only.
HSBC' s Net-margin (%) Range Over the Past 10 Years
Min: 6.14  Med: 19.52 Max: 24.19
Current: 21.02
6.14
24.19
ROE (%) 7.95
HSBC's ROE (%) is ranked lower than
68% of the 1589 Companies
in the Global Banks - Global industry.

( Industry Median: 8.01 vs. HSBC: 7.95 )
Ranked among companies with meaningful ROE (%) only.
HSBC' s ROE (%) Range Over the Past 10 Years
Min: 5.06  Med: 9.37 Max: 17.77
Current: 7.95
5.06
17.77
ROA (%) 0.59
HSBC's ROA (%) is ranked lower than
75% of the 1598 Companies
in the Global Banks - Global industry.

( Industry Median: 0.86 vs. HSBC: 0.59 )
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: 0.59
0.23
1.13
Revenue Growth (3Y)(%) -1.20
HSBC's Revenue Growth (3Y)(%) is ranked lower than
65% of the 1284 Companies
in the Global Banks - Global industry.

( Industry Median: 2.10 vs. HSBC: -1.20 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
HSBC' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -17.4  Med: 4.95 Max: 133.5
Current: -1.2
-17.4
133.5
EBITDA Growth (3Y)(%) -7.40
HSBC's EBITDA Growth (3Y)(%) is ranked lower than
76% of the 1167 Companies
in the Global Banks - Global industry.

( Industry Median: 6.40 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: 0  Med: 2.70 Max: 31.5
Current: -7.4
0
31.5
EPS Growth (3Y)(%) -8.60
HSBC's EPS Growth (3Y)(%) is ranked lower than
75% of the 1165 Companies
in the Global Banks - Global industry.

( Industry Median: 7.60 vs. HSBC: -8.60 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
HSBC' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -29.2  Med: 4.35 Max: 29.5
Current: -8.6
-29.2
29.5
» HSBC's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2015

HSBC Guru Trades in Q1 2015

Jim Simons 213,400 sh (+177.24%)
John Rogers 38,400 sh (+82.69%)
Charles Brandes 1,843,018 sh (+37.23%)
John Buckingham 44,869 sh (+2.52%)
Ken Fisher 11,833,413 sh (+0.03%)
James Barrow Sold Out
Tweedy Browne 164,382 sh (-1.92%)
David Dreman 93,850 sh (-6.13%)
Dodge & Cox 222,820 sh (-58.60%)
Sarah Ketterer 377,310 sh (-69.48%)
» More
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%)
Jim Simons Sold Out
David Dreman Sold Out
Ken Fisher 11,412,871 sh (-0.42%)
Charles Brandes 1,775,008 sh (-5.79%)
John Buckingham 40,226 sh (-15.96%)
» 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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Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of HSBC Holdings PLC

SymbolPriceYieldDescription
HSEA25.807.88
HSBCPRA23.896.49ADR

Top Ranked Articles about HSBC Holdings PLC

Guru Stocks at 52-Week Lows: HSBC, AXP, RL, SNI, CNP
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 9.02
HSBC's P/E(ttm) is ranked higher than
73% of the 2227 Companies
in the Global Banks - Global industry.

( Industry Median: 12.73 vs. HSBC: 9.02 )
Ranked among companies with meaningful P/E(ttm) only.
HSBC' s P/E(ttm) Range Over the Past 10 Years
Min: 4.93  Med: 12.14 Max: 35.98
Current: 9.02
4.93
35.98
Forward P/E 7.07
HSBC's Forward P/E is ranked higher than
98% of the 1342 Companies
in the Global Banks - Global industry.

( Industry Median: 9.05 vs. HSBC: 7.07 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 9.02
HSBC's PE(NRI) is ranked higher than
72% of the 1697 Companies
in the Global Banks - Global industry.

( Industry Median: 12.19 vs. HSBC: 9.02 )
Ranked among companies with meaningful PE(NRI) only.
HSBC' s PE(NRI) Range Over the Past 10 Years
Min: 4.8  Med: 12.01 Max: 34.07
Current: 9.02
4.8
34.07
P/B 0.70
HSBC's P/B is ranked higher than
74% of the 2260 Companies
in the Global Banks - Global industry.

( Industry Median: 1.00 vs. HSBC: 0.70 )
Ranked among companies with meaningful P/B only.
HSBC' s P/B Range Over the Past 10 Years
Min: 0.67  Med: 1.15 Max: 2.07
Current: 0.7
0.67
2.07
P/S 1.67
HSBC's P/S is ranked higher than
96% of the 2511 Companies
in the Global Banks - Global industry.

( Industry Median: 2.50 vs. HSBC: 1.67 )
Ranked among companies with meaningful P/S only.
HSBC' s P/S Range Over the Past 10 Years
Min: 0.57  Med: 2.17 Max: 2.74
Current: 1.67
0.57
2.74
PFCF 9.61
HSBC's PFCF is ranked lower than
54% of the 1363 Companies
in the Global Banks - Global industry.

( Industry Median: 8.00 vs. HSBC: 9.61 )
Ranked among companies with meaningful PFCF only.
HSBC' s PFCF Range Over the Past 10 Years
Min: 1.49  Med: 5.83 Max: 23.72
Current: 9.61
1.49
23.72
POCF 9.20
HSBC's POCF is ranked lower than
57% of the 1543 Companies
in the Global Banks - Global industry.

( Industry Median: 7.06 vs. HSBC: 9.20 )
Ranked among companies with meaningful POCF only.
HSBC' s POCF Range Over the Past 10 Years
Min: 1.4  Med: 5.76 Max: 21.08
Current: 9.2
1.4
21.08
EV-to-EBIT 0.64
HSBC's EV-to-EBIT is ranked higher than
100% of the 2177 Companies
in the Global Banks - Global industry.

( Industry Median: 12.38 vs. HSBC: 0.64 )
Ranked among companies with meaningful EV-to-EBIT only.
HSBC' s EV-to-EBIT Range Over the Past 10 Years
Min: 0.8  Med: 7.75 Max: 31.4
Current: 0.64
0.8
31.4
EV-to-EBITDA 0.55
HSBC's EV-to-EBITDA is ranked higher than
100% of the 2182 Companies
in the Global Banks - Global industry.

( Industry Median: 11.15 vs. HSBC: 0.55 )
Ranked among companies with meaningful EV-to-EBITDA only.
HSBC' s EV-to-EBITDA Range Over the Past 10 Years
Min: 0.7  Med: 6.90 Max: 24.2
Current: 0.55
0.7
24.2
PEG 0.87
HSBC's PEG is ranked higher than
53% of the 653 Companies
in the Global Banks - Global industry.

( Industry Median: 9999.00 vs. HSBC: 0.87 )
Ranked among companies with meaningful PEG only.
HSBC' s PEG Range Over the Past 10 Years
Min: 0.85  Med: 1.15 Max: 53.23
Current: 0.87
0.85
53.23
Shiller P/E 6.72
HSBC's Shiller P/E is ranked higher than
89% of the 675 Companies
in the Global Banks - Global industry.

( Industry Median: 14.91 vs. HSBC: 6.72 )
Ranked among companies with meaningful Shiller P/E only.
HSBC' s Shiller P/E Range Over the Past 10 Years
Min: 5.81  Med: 10.08 Max: 13.93
Current: 6.72
5.81
13.93

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 7.82
HSBC's Dividend Yield is ranked higher than
91% of the 2412 Companies
in the Global Banks - Global industry.

( Industry Median: 3.03 vs. HSBC: 7.82 )
Ranked among companies with meaningful Dividend Yield only.
HSBC' s Dividend Yield Range Over the Past 10 Years
Min: 2.58  Med: 5.10 Max: 15.38
Current: 7.82
2.58
15.38
Dividend Payout 0.65
HSBC's Dividend Payout is ranked higher than
84% of the 1441 Companies
in the Global Banks - Global industry.

( Industry Median: 0.34 vs. HSBC: 0.65 )
Ranked among companies with meaningful Dividend Payout only.
HSBC' s Dividend Payout Range Over the Past 10 Years
Min: 0.1  Med: 0.60 Max: 5.1
Current: 0.65
0.1
5.1
Dividend Growth (3y) 24.40
HSBC's Dividend Growth (3y) is ranked higher than
83% of the 730 Companies
in the Global Banks - Global industry.

( Industry Median: 5.00 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 6.51
HSBC's Forward Dividend Yield is ranked higher than
86% of the 2191 Companies
in the Global Banks - Global industry.

( Industry Median: 3.26 vs. HSBC: 6.51 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 16.52
HSBC's Yield on cost (5-Year) is ranked higher than
94% of the 2446 Companies
in the Global Banks - Global industry.

( Industry Median: 3.42 vs. HSBC: 16.52 )
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: 5.23  Med: 10.35 Max: 31.2
Current: 16.52
5.23
31.2
3-Year Average Share Buyback Ratio -2.10
HSBC's 3-Year Average Share Buyback Ratio is ranked lower than
53% of the 1061 Companies
in the Global Banks - Global industry.

( Industry Median: -1.70 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: -9.4  Med: -3.45 Max: -1.6
Current: -2.1
-9.4
-1.6

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 0.63
HSBC's Price/Tangible Book is ranked higher than
93% of the 2171 Companies
in the Global Banks - Global industry.

( Industry Median: 38.57 vs. HSBC: 0.63 )
Ranked among companies with meaningful Price/Tangible Book only.
HSBC' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.78  Med: 1.80 Max: 4.38
Current: 0.63
0.78
4.38
Price/Projected FCF 0.37
HSBC's Price/Projected FCF is ranked higher than
94% of the 1316 Companies
in the Global Banks - Global industry.

( Industry Median: 0.80 vs. HSBC: 0.37 )
Ranked among companies with meaningful Price/Projected FCF only.
HSBC' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.31  Med: 0.54 Max: 1.59
Current: 0.37
0.31
1.59
Price/Median PS Value 0.28
HSBC's Price/Median PS Value is ranked higher than
99% of the 2067 Companies
in the Global Banks - Global industry.

( Industry Median: 0.93 vs. HSBC: 0.28 )
Ranked among companies with meaningful Price/Median PS Value only.
HSBC' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.34  Med: 1.60 Max: 3.06
Current: 0.28
0.34
3.06
Price/Peter Lynch Fair Value 1.24
HSBC's Price/Peter Lynch Fair Value is ranked higher than
63% of the 603 Companies
in the Global Banks - Global industry.

( Industry Median: 0.81 vs. HSBC: 1.24 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
HSBC' s Price/Peter Lynch Fair Value Range Over the Past 10 Years
Min: 0.41  Med: 1.08 Max: 3.24
Current: 1.24
0.41
3.24
Price/Graham Number 0.47
HSBC's Price/Graham Number is ranked higher than
95% of the 2007 Companies
in the Global Banks - Global industry.

( Industry Median: 0.77 vs. HSBC: 0.47 )
Ranked among companies with meaningful Price/Graham Number only.
HSBC' s Price/Graham Number Range Over the Past 10 Years
Min: 0.59  Med: 1.01 Max: 2.05
Current: 0.47
0.59
2.05
Earnings Yield (Greenblatt) (%) 154.46
HSBC's Earnings Yield (Greenblatt) (%) is ranked higher than
98% of the 1519 Companies
in the Global Banks - Global industry.

( Industry Median: 7.20 vs. HSBC: 154.46 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
HSBC' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 3.2  Med: 12.95 Max: 129.7
Current: 154.46
3.2
129.7
Forward Rate of Return (Yacktman) (%) 14.89
HSBC's Forward Rate of Return (Yacktman) (%) is ranked higher than
63% of the 869 Companies
in the Global Banks - Global industry.

( Industry Median: 14.65 vs. HSBC: 14.89 )
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: 10.1  Med: 24.00 Max: 57.1
Current: 14.89
10.1
57.1

More Statistics

Revenue(Mil) $72846
EPS $ 3.75
Beta1.02
Short Percentage of Float0.18%
52-Week Range $30.39 - 50.26
Shares Outstanding(Mil)3936.98

Analyst Estimate

Dec15 Dec16 Dec17
Revenue(Mil) 61,712 60,804 61,057
EPS($) 4.11 4.14 4.34
EPS without NRI($) 4.11 4.14 4.34

Business Description

Industry: Banks » Banks - Global
Compare:JPM, C, TD, UBS, BCS » 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 was incorporated in England on 1 January, 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 and provides transactional banking services to enable customers to manage their day-to-day finances and save for the future. The Company offers credit facilities to assist customers in their short or longer-term borrowing requirements; and provides financial advisory, broking, insurance and investment services. Commercial Banking business is segmented into large corporates, mid-market companies and Business Banking. This provides an appropriate level of support to companies with more sophisticated needs and SMEs as they grow both domestically and internationally, and ensures a clear focus on internationally aspirant customers. Global Banking and Markets provides tailored financial solutions to major government, corporate and institutional clients internationally. Global Private banking provides investment management and trustee solutions to high net worth individuals and their families in the Group's priority markets. The Company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.
» More Articles for HSBC

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