Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-25), HSBC Holdings's 3-1 Month Momentum % is 4.64%.
The industry rank for HSBC Holdings's 3-1 Month Momentum % or its related term are showing as below:
HSBC's 3-1 Month Momentum % is ranked better than 72% of 1575
companies
in the Banks industry
Industry Median: 2.41
vs HSBC: 4.64
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
HSBC Holdings 3-1 Month Momentum % Related Terms
HSBC vs JPM, BAC, WFC: 3-1 Month Momentum % Comparison
For the Banks - Diversified subindustry, HSBC Holdings's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
HSBC Holdings 3-1 Month Momentum % vs Banks Industry
For the Banks industry and Financial Services sector, HSBC Holdings's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where HSBC Holdings's 3-1 Month Momentum % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
HSBC Holdings (HSBC) has a 3-1 Month Momentum % of 4.64% as of Jul. 25, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on HSBC Holdings and its competitors. According to the industry distribution chart, HSBC Holdings ranks #441 out of 1575 companies in the Banks industry, placing it in the top 28%.
Is HSBC Holdings' 3-1 Month Momentum % too high?
HSBC Holdings' current 3-1 Month Momentum % is 4.64%. The Banks industry median 3-1 Month Momentum % is 2.41. HSBC Holdings' value of 4.64% is 92.5% above this industry median. Based on the distribution chart, HSBC Holdings ranks #441 out of 1575 companies in the Banks industry, which is above the industry midpoint. Overall, HSBC Holdings has a GF Score™ of 57/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does HSBC Holdings' 3-1 Month Momentum % compare to JPM and BAC?
According to the Banks industry distribution chart, HSBC Holdings ranks #441 out of 1575 companies for 3-1 Month Momentum %. This puts HSBC Holdings in the upper half of its industry. The industry median 3-1 Month Momentum % is 2.41. HSBC Holdings' value of 4.64% is 92.5% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for a Banks company?
The median 3-1 Month Momentum % among Banks companies is 2.41, based on 1,575 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. HSBC Holdings's current 3-1 Month Momentum % of 4.64% is 92.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on HSBC Holdings and its competitors. For the Banks industry, the median 3-1 Month Momentum % is 2.41 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. HSBC Holdings's current 3-1 Month Momentum % is 4.64%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is HSBC Holdings stock overvalued right now?
Based on GuruFocus' analysis, HSBC Holdings (HSBC) is currently considered Significantly Overvalued. The stock's GF Value™ is $55.80, compared to a current price of $103.40 — trading 85.3% above its estimated fair value. The current 3-1 Month Momentum % is 4.64% and 92.5% above the Banks industry median of 2.41. HSBC Holdings' overall GF Score™ is 57/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For HSBC Holdings (HSBC), the current 3-1 Month Momentum % is 4.64% as of Jul. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is HSBC Holdings (HSBC) Overvalued in 2026?
Based on GuruFocus' analysis, HSBC Holdings stock appears to be overvalued.
The current stock price of $103.40 is trading 85.3% above its estimated GF Value™ of $55.80.
GuruFocus considers HSBC Holdings to be Significantly Overvalued.
Key valuation signals for HSBC:
3-1 Month Momentum %: 4.64%
GF Value™: $55.80 vs. price of $103.40 (85.3% above fair value)
Industry Position: 92.5% above the Banks median (#441 of 1575)
No single metric tells the full story. See the HSBC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Established in 1865 in Hong Kong, London-based HSBC is one of the largest banks in the world, with assets of USD 3 trillion and over 40 million customers worldwide. It operates in more than 50 countries with over 200,000 full-time staff. Hong Kong and the United Kingdom are its two largest markets. The bank offers retail, commercial and institutional banking, global banking and markets, wealth management, and private banking.
57GF Score
Get the complete analysis for HSBC
3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
HSBC has been successfully added to your 
