HSBC$71.16
$71.0
Chart
Performance
Key Stats
AI HSBC Summary
Powered by LiveAIAI Scoreboard
Powered by LiveAIOverall Analysis
BuyHSBC Holdings plc exhibits strong fundamental metrics, particularly in profitability and a robust balance sheet. While dividend yield is attractive, current technicals suggest a cautious approach due to short-term overbought conditions. Thematic exposure to global banking and emerging markets is positive.
Thematic
HSBC benefits from its global reach, serving as a key player in international trade finance and wealth management. Its exposure to emerging markets presents growth opportunities, though geopolitical risks and regulatory changes are factors to monitor.
Fundamental
HSBC demonstrates strong profitability and a solid balance sheet, with a very attractive dividend yield. Its valuation ratios are reasonable given its market position and earnings stability. Revenue and net income have shown resilience.
Technical
HSBC's stock is currently trading below key moving averages and exhibiting weak momentum indicators across multiple timeframes, suggesting potential downside risk in the short to medium term.
| Factor | Score |
|---|---|
| Global Financial Services | 85 |
| Emerging Markets Exposure | 70 |
| Wealth & Personal Banking Growth | 75 |
| Regulatory Landscape | 50 |
| Interest Rate Sensitivity | 65 |
| Factor | Score |
|---|---|
| Valuation | 70 |
| Profitability | 90 |
| Growth | 65 |
| Balance Sheet Health | 75 |
| Cash Flow | 85 |
| Dividend Yield | 95 |
| Factor | Score |
|---|---|
| Trend Analysis | 30 |
| Momentum | 40 |
| Volume Confirmation | 50 |
| Support & Resistance | 50 |
| Short-term Oscillators (15m) | 40 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Attractive P/E Ratio
The TTM P/E ratio is 16.0, which is favorable compared to the industry average and historical valuations, suggesting potential undervaluation.
Strong Year-to-Date Performance
The stock has shown a strong YTD performance of 38.87%, indicating positive investor sentiment and market momentum.
Bearish Points (8)
High Price-to-Sales Ratio
The TTM Price-to-Sales (P/S) ratio of 4.4 might indicate that the stock is relatively expensive compared to its revenue generation.
Significant Debt Load
The company carries a substantial debt of $242.3B (2024Q4), which could pose a risk if interest rates rise or revenue declines, impacting its ability to service debt.
Calendar
May 2025
9
Ex-Dividend Date
June 2025
20
Next Dividend Date
July 2025
30
Next Earnings Date
H: $
A: $
L: $
H: 16.92B
A: 16.66B
L: 16.41B
Profile
HSBC Holdings plc engages in the provision of banking and financial products and services worldwide. It operates through three segments: Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit and debit cards, and local and international payment services; and wealth management services comprising insurance and investment products, global asset management services, and investment management and private wealth solutions. This segment serves personal banking and high net worth individuals. The Commercial Banking segment provides credit and lending, treasury management, payment, cash management, commercial insurance, and investment services; commercial cards; international trade and receivables finance services; foreign exchange products; capital raising services on debt and equity markets; and advisory services. It serves small and medium sized enterprises, mid-market enterprises, and corporates. The Global Banking and Markets segment offers financing, advisory, and transaction services; and credit, rates, foreign exchange, equities, money markets, and securities services; and investment services. It serves government, corporate and institutional clients, and private investors. The company was founded in 1865 and is based in London, the United Kingdom.
Seasonals
Price Target
65.00 USD
The 39 analysts offering 1 year price forecasts for HSBC have a max estimate of 67.00 and a min estimate of 63.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
Related Companies
Powered by LiveAIWeight: 98
Direct global competitor in commercial banking, investment banking, asset management, and wealth management, with significant international operations mirroring HSBC's global reach.
Weight: 97
Major global financial institution competing across retail banking, corporate and investment banking, and wealth management, particularly strong in key markets where HSBC also operates.
Weight: 96
Direct global competitor with a vast international network, strong presence in emerging markets, and offerings across institutional and consumer banking, similar to HSBC's diversified model.
Weight: 95
Highly similar business model to HSBC, with a strong focus on emerging markets across Asia, Africa, and the Middle East, making it a direct competitor in many of HSBC's core growth regions.