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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 3.05
HSBC's Cash to Debt is ranked higher than
80% of the 1256 Companies
in the Global Banks - Global industry.

( Industry Median: 1.32 vs. HSBC: 3.05 )
HSBC' s 10-Year Cash to Debt Range
Min: 0.04   Max: No Debt
Current: 3.05

Equity to Asset 0.07
HSBC's Equity to Asset is ranked higher than
57% of the 1647 Companies
in the Global Banks - Global industry.

( Industry Median: 0.09 vs. HSBC: 0.07 )
HSBC' s 10-Year Equity to Asset Range
Min: 0.05   Max: 0.07
Current: 0.07

0.05
0.07
Interest Coverage 1.07
HSBC's Interest Coverage is ranked higher than
64% of the 1502 Companies
in the Global Banks - Global industry.

( Industry Median: 1.25 vs. HSBC: 1.07 )
HSBC' s 10-Year Interest Coverage Range
Min: 0.16   Max: 1.07
Current: 1.07

0.16
1.07
F-Score: 3
Z-Score: 0.17
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 (%) 24.49
HSBC's Operating margin (%) is ranked higher than
67% of the 1646 Companies
in the Global Banks - Global industry.

( Industry Median: 29.41 vs. HSBC: 24.49 )
HSBC' s 10-Year Operating margin (%) Range
Min: 6.74   Max: 63.36
Current: 24.49

6.74
63.36
Net-margin (%) 23.77
HSBC's Net-margin (%) is ranked higher than
79% of the 1665 Companies
in the Global Banks - Global industry.

( Industry Median: 21.71 vs. HSBC: 23.77 )
HSBC' s 10-Year Net-margin (%) Range
Min: 6.14   Max: 53.6
Current: 23.77

6.14
53.6
ROE (%) 8.91
HSBC's ROE (%) is ranked higher than
79% of the 1668 Companies
in the Global Banks - Global industry.

( Industry Median: 8.17 vs. HSBC: 8.91 )
HSBC' s 10-Year ROE (%) Range
Min: 4.55   Max: 22.72
Current: 8.91

4.55
22.72
ROA (%) 0.61
HSBC's ROA (%) is ranked higher than
67% of the 1668 Companies
in the Global Banks - Global industry.

( Industry Median: 0.74 vs. HSBC: 0.61 )
HSBC' s 10-Year ROA (%) Range
Min: 0.23   Max: 1.46
Current: 0.61

0.23
1.46
ROC (Joel Greenblatt) (%) 153.97
HSBC's ROC (Joel Greenblatt) (%) is ranked higher than
87% of the 1618 Companies
in the Global Banks - Global industry.

( Industry Median: 73.28 vs. HSBC: 153.97 )
HSBC' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 17.83   Max: 161.39
Current: 153.97

17.83
161.39
Revenue Growth (%) -19.00
HSBC's Revenue Growth (%) is ranked higher than
51% of the 1450 Companies
in the Global Banks - Global industry.

( Industry Median: 1.00 vs. HSBC: -19.00 )
HSBC' s 10-Year Revenue Growth (%) Range
Min: -19   Max: 27.1
Current: -19

-19
27.1
EBITDA Growth (%) -11.70
HSBC's EBITDA Growth (%) is ranked higher than
57% of the 1306 Companies
in the Global Banks - Global industry.

( Industry Median: 6.50 vs. HSBC: -11.70 )
HSBC' s 10-Year EBITDA Growth (%) Range
Min: -43.5   Max: 40.1
Current: -11.7

-43.5
40.1
EPS Growth (%) -6.80
HSBC's EPS Growth (%) is ranked higher than
59% of the 1296 Companies
in the Global Banks - Global industry.

( Industry Median: 9.20 vs. HSBC: -6.80 )
HSBC' s 10-Year EPS Growth (%) Range
Min: -32   Max: 29.4
Current: -6.8

-32
29.4
» HSBC's 10-Y Financials

Financials


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

» Details

Guru Trades

Q3 2013

HSBC Guru Trades in Q3 2013

John Rogers 11,736 sh (New)
Sarah Ketterer 98,304 sh (+18.66%)
John Buckingham 39,349 sh (+16.23%)
David Dreman 119,279 sh (+5.61%)
Ken Fisher 12,462,411 sh (+0.72%)
Jean-Marie Eveillard 21,420 sh (unchged)
Tweedy Browne 167,735 sh (-0.03%)
Dodge & Cox 9,540,648 sh (-0.2%)
Jim Simons 412,174 sh (-59.04%)
» More
Q4 2013

HSBC Guru Trades in Q4 2013

Steven Cohen 5,904 sh (New)
Charles Brandes 703,517 sh (New)
John Rogers 36,584 sh (+211.72%)
Sarah Ketterer 303,508 sh (+208.74%)
Jim Simons 1,128,374 sh (+173.76%)
Tweedy Browne 176,684 sh (+5.34%)
Dodge & Cox 9,552,988 sh (+0.13%)
Jean-Marie Eveillard 21,420 sh (unchged)
Ken Fisher 12,459,489 sh (-0.02%)
John Buckingham 37,503 sh (-4.69%)
David Dreman 85,636 sh (-28.21%)
» More
Q1 2014

HSBC Guru Trades in Q1 2014

Charles Brandes 1,297,878 sh (+84.48%)
John Rogers 64,954 sh (+77.55%)
Steven Cohen 8,835 sh (+49.64%)
David Dreman 111,212 sh (+29.87%)
John Buckingham 43,045 sh (+14.78%)
Sarah Ketterer 335,218 sh (+10.45%)
Dodge & Cox 9,573,110 sh (+0.21%)
Jean-Marie Eveillard Sold Out
Ken Fisher 12,319,600 sh (-1.12%)
Tweedy Browne 168,795 sh (-4.47%)
Jim Simons 439,474 sh (-61.05%)
» More
Q2 2014

HSBC Guru Trades in Q2 2014

Jim Simons 719,074 sh (+63.62%)
Sarah Ketterer 391,613 sh (+16.82%)
John Rogers 69,804 sh (+7.47%)
Charles Brandes 1,357,784 sh (+4.62%)
Dodge & Cox 9,883,660 sh (+3.24%)
John Buckingham 43,805 sh (+1.77%)
Tweedy Browne 171,302 sh (+1.49%)
Ken Fisher 12,486,527 sh (+1.35%)
David Dreman 108,509 sh (-2.43%)
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Charles Brandes 2014-03-31 Add 84.48%0.38%$49.23 - $55.96 $ 53.31%1297878
David Dreman 2014-03-31 Add 29.87%0.1%$49.23 - $55.96 $ 53.31%111212
Jean-Marie Eveillard 2014-03-31 Sold Out $49.23 - $55.96 $ 53.31%0
Charles Brandes 2013-12-31 New Buy0.48%$53.01 - $56.51 $ 53.3-3%703517
David Dreman 2013-12-31 Reduce -28.21%0.16%$53.01 - $56.51 $ 53.3-3%85636
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of HSBC Holdings PLC

SymbolPriceYieldDescription
HSEA26.257.70
HSBCPRA0.006.07ADR

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Ratios

vs
industry
vs
history
P/E(ttm) 12.90
HSBC's P/E(ttm) is ranked higher than
77% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 15.10 vs. HSBC: 12.90 )
HSBC' s 10-Year P/E(ttm) Range
Min: 4.76   Max: 16.74
Current: 12.9

4.76
16.74
P/B 1.10
HSBC's P/B is ranked higher than
72% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 1.20 vs. HSBC: 1.10 )
HSBC' s 10-Year P/B Range
Min: 0.67   Max: 2.42
Current: 1.1

0.67
2.42
P/S 3.00
HSBC's P/S is ranked higher than
66% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 3.06 vs. HSBC: 3.00 )
HSBC' s 10-Year P/S Range
Min: 1.51   Max: 14.98
Current: 3

1.51
14.98
PFCF 42.00
HSBC's PFCF is ranked higher than
57% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 24.14 vs. HSBC: 42.00 )
HSBC' s 10-Year PFCF Range
Min: 1.47   Max: 42.9
Current: 42

1.47
42.9
EV-to-EBIT 5.82
HSBC's EV-to-EBIT is ranked higher than
95% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 18.09 vs. HSBC: 5.82 )
HSBC' s 10-Year EV-to-EBIT Range
Min: 1.5   Max: 92.2
Current: 5.82

1.5
92.2
PEG 0.70
HSBC's PEG is ranked higher than
91% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 9999.00 vs. HSBC: 0.70 )
HSBC' s 10-Year PEG Range
Min: 0.33   Max: 2.2
Current: 0.7

0.33
2.2
Shiller P/E 10.40
HSBC's Shiller P/E is ranked higher than
93% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 55.69 vs. HSBC: 10.40 )
HSBC' s 10-Year Shiller P/E Range
Min: 4.94   Max: 18.51
Current: 10.4

4.94
18.51

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 4.60
HSBC's Dividend Yield is ranked higher than
100% of the 1412 Companies
in the Global Banks - Global industry.

( Industry Median: 2.46 vs. HSBC: 4.60 )
HSBC' s 10-Year Dividend Yield Range
Min: 1.94   Max: 14.67
Current: 4.6

1.94
14.67
Dividend Payout 0.59
HSBC's Dividend Payout is ranked higher than
65% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 0.49 vs. HSBC: 0.59 )
HSBC' s 10-Year Dividend Payout Range
Min: 0.1   Max: 2.28
Current: 0.59

0.1
2.28
Dividend growth (3y) 17.70
HSBC's Dividend growth (3y) is ranked higher than
87% of the 977 Companies
in the Global Banks - Global industry.

( Industry Median: 5.40 vs. HSBC: 17.70 )
HSBC' s 10-Year Dividend growth (3y) Range
Min: -44.7   Max: 81.8
Current: 17.7

-44.7
81.8
Yield on cost (5-Year) 6.73
HSBC's Yield on cost (5-Year) is ranked higher than
99% of the 1425 Companies
in the Global Banks - Global industry.

( Industry Median: 2.70 vs. HSBC: 6.73 )
HSBC' s 10-Year Yield on cost (5-Year) Range
Min: 2.84   Max: 21.46
Current: 6.73

2.84
21.46
Share Buyback Rate -13.50
HSBC's Share Buyback Rate is ranked higher than
55% of the 1238 Companies
in the Global Banks - Global industry.

( Industry Median: -1.90 vs. HSBC: -13.50 )
HSBC' s 10-Year Share Buyback Rate Range
Min: -1.6   Max: -14.6
Current: -13.5

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.30
HSBC's Price/Tangible Book is ranked higher than
100% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 1.40 vs. HSBC: 1.30 )
HSBC' s 10-Year Price/Tangible Book Range
Min: 0.98   Max: 4.42
Current: 1.3

0.98
4.42
Price/DCF (Projected) 0.40
HSBC's Price/DCF (Projected) is ranked higher than
93% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 1.60 vs. HSBC: 0.40 )
HSBC' s 10-Year Price/DCF (Projected) Range
Min: 0.15   Max: 0.98
Current: 0.4

0.15
0.98
Price/Median PS Value 0.30
HSBC's Price/Median PS Value is ranked higher than
98% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 1.10 vs. HSBC: 0.30 )
HSBC' s 10-Year Price/Median PS Value Range
Min: 0.21   Max: 3.14
Current: 0.3

0.21
3.14
Price/Peter Lynch Fair Value 1.20
HSBC's Price/Peter Lynch Fair Value is ranked higher than
89% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 9999.00 vs. HSBC: 1.20 )
HSBC' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.35   Max: 33.5
Current: 1.2

0.35
33.5
Price/Graham Number 0.80
HSBC's Price/Graham Number is ranked higher than
100% of the 1831 Companies
in the Global Banks - Global industry.

( Industry Median: 1.00 vs. HSBC: 0.80 )
HSBC' s 10-Year Price/Graham Number Range
Min: 0.6   Max: 3.06
Current: 0.8

0.6
3.06
Earnings Yield (Greenblatt) 17.10
HSBC's Earnings Yield (Greenblatt) is ranked higher than
92% of the 1599 Companies
in the Global Banks - Global industry.

( Industry Median: 6.90 vs. HSBC: 17.10 )
HSBC' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.1   Max: 66.9
Current: 17.1

1.1
66.9
Forward Rate of Return (Yacktman) 37.12
HSBC's Forward Rate of Return (Yacktman) is ranked higher than
88% of the 1295 Companies
in the Global Banks - Global industry.

( Industry Median: 15.09 vs. HSBC: 37.12 )
HSBC' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 19.4   Max: 42.8
Current: 37.12

19.4
42.8

Business Description

Industry: Banks » Banks - Global
Compare:JPM, C, TD, UBS, BCS » details
Traded in other countries:HBCYF.USA, PU6D.Singapore, 00005.Hongkong, HSB.France, HSBA.UK, HBC2.Germany, HBC1.Germany
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 Banking and Wealth Management, Commercial Banking, 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.
» More Articles for NYSE:HSBC

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