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Company Analysis

HSBC Holdings, plc. HSBC

A comprehensive view of key metrics, scores, and financial health for HSBC Holdings, plc.

Overview of HSBC Holdings plc

HSBC NYQ
Financial Services Banks - Diversified Mega Cap
HSBC Holdings plc (HSBC), is a Mega Cap company, in the Banks - Diversified industry, last closed at $78.19, about 26.7% overvalued vs fair value, +35.2% 1Y return, placing in the top 10% of its sector.
$78.19
-4.83%
As of March 13, 2026
Previous close • Vol 90d: 29.3%
52-Week Range
Market Cap
$295.08B
Enterprise Value
$146.50B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.hsbc.com
HQ London
Employees 208,720
Fiscal year Dec 31

Next Events

Dividend Apr 30
Earnings May 5

Fair Value Snapshot

Bear Base Bull
$32
$57
$107
Current: $78.19 -27% vs base

Engine Room Money Flow™

Mega Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$108.6B
7.7%%
Interest Expense
$63.2B
Net Interest Income
$32.7B
-8.6%%
Total Revenue
$147.9B
119.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
12.4%
Good

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$17.1B
74.6% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
1
Active Leaks
0/1
Improving
0
High Impact
1
Critical
Moat Analysis Bank Specialized

Competitive Advantage Assessment

Evaluating HSBC Holdings, plc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
47
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Deposit Franchise

Developing
37
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Banks (Regional & Diversified) vs Industry Peers 91% Coverage
Trade-Off Triangle Visualization A ternary plot showing HSBC's balance between Growth (43.9%), Profitability (24.3%), and Safety (31.8%). Growth 44% Safety 32% Profitability 24%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

68th percentile vs peers
69
Key Signals
Rev Growth YoY 1.19 96p Revenue CAGR 3Y 40.1% 96p Asset Growth YoY -0.7% 6p
Strengths
  • Rev Growth Yoy in top 20% of peers (1.19, 96th percentile)
  • Revenue Cagr 3Y in top 20% of peers (40.1%, 96th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Growth above peer median with strong metric coverage (72%)
Risks
  • Asset Growth Yoy in bottom 20% of peers (-0.7%)

Profitability

38th percentile vs peers
38
Key Signals
Strengths
Risks
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Safety

50th percentile vs peers
50
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for HSBC Holdings, plc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$57.29
- - -
-26.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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