Hsbc Holdings Plc Stock Performance
| HSBC Stock | USD 44.65 0.20 0.45% |
On a scale of 0 to 100, HSBC Holdings holds a performance score of 12. The company owns a Beta (Systematic Risk) of 0.35, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, HSBC Holdings' returns are expected to increase less than the market. However, during the bear market, the loss of holding HSBC Holdings is expected to be smaller as well. Please check HSBC Holdings' treynor ratio, expected short fall, and the relationship between the jensen alpha and potential upside , to make a quick decision on whether HSBC Holdings' current price history will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in HSBC Holdings PLC are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of rather fragile fundamental drivers, HSBC Holdings exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.13) | Five Day Return 1.46 | Year To Date Return 10.79 | Ten Year Return (13.27) | All Time Return 94.27 |
Forward Dividend Yield 0.0685 | Payout Ratio 0.0181 | Last Split Factor 6:1 | Forward Dividend Rate 3.05 | Dividend Date 2024-04-25 |
1 | HSBC to sell Argentina business in latest market exit | 04/09/2024 |
2 | Why HSBC Holdings Shares Are Falling Today | 04/16/2024 |
3 | HSBC Continental Europe Post Stabilisation Notice | 04/19/2024 |
| HSBC Holdings dividend paid on 25th of April 2024 | 04/25/2024 |
4 | BNY Mellon Plans to Divest Canada Unit to Computershare | 04/29/2024 |
5 | Earnings call HSBC reports 12.7B Q1 profit, CEO Noel Quinn to retire | 04/30/2024 |
6 | HSBC Stock Earnings HSBC Holdings Reported Results for Q1 2024 | 05/01/2024 |
7 | JPMorgan raises HSBC shares target on strong earnings outlook | 05/02/2024 |
| Begin Period Cash Flow | 521.7 B |
HSBC |
HSBC Holdings Relative Risk vs. Return Landscape
If you would invest 3,841 in HSBC Holdings PLC on February 6, 2024 and sell it today you would earn a total of 624.00 from holding HSBC Holdings PLC or generate 16.25% return on investment over 90 days. HSBC Holdings PLC is currently generating 0.2524% in daily expected returns and assumes 1.6119% risk (volatility on return distribution) over the 90 days horizon. In different words, 14% of stocks are less volatile than HSBC, and 95% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
HSBC Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HSBC Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HSBC Holdings PLC, and traders can use it to determine the average amount a HSBC Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1566
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.61 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.25 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average HSBC Holdings is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of HSBC Holdings by adding it to a well-diversified portfolio.
HSBC Holdings Fundamentals Growth
HSBC Stock prices reflect investors' perceptions of the future prospects and financial health of HSBC Holdings, and HSBC Holdings fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on HSBC Stock performance.
| Return On Equity | 0.12 | ||||
| Return On Asset | 0.0081 | ||||
| Profit Margin | 0.41 % | ||||
| Operating Margin | 0.59 % | ||||
| Current Valuation | 489.44 B | ||||
| Shares Outstanding | 3.77 B | ||||
| Price To Earning | 20.12 X | ||||
| Price To Book | 0.83 X | ||||
| Price To Sales | 2.72 X | ||||
| Revenue | 63.02 B | ||||
| Gross Profit | 50.51 B | ||||
| EBITDA | 32.79 B | ||||
| Net Income | 30.35 B | ||||
| Cash And Equivalents | 1.14 T | ||||
| Cash Per Share | 14.49 X | ||||
| Total Debt | 235.16 B | ||||
| Debt To Equity | 0.59 % | ||||
| Book Value Per Share | 9.28 X | ||||
| Cash Flow From Operations | 39.11 B | ||||
| Earnings Per Share | 5.80 X | ||||
| Market Capitalization | 167.39 B | ||||
| Total Asset | 3.04 T | ||||
| Retained Earnings | 152.15 B | ||||
About HSBC Holdings Performance
To evaluate HSBC Holdings PLC Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when HSBC Holdings generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare HSBC Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand HSBC Holdings PLC market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents HSBC's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.00 | 0.00 | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.01 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.13 | 0.13 |
Things to note about HSBC Holdings PLC performance evaluation
Checking the ongoing alerts about HSBC Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HSBC Holdings PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| On 25th of April 2024 HSBC Holdings paid $ 1.55 per share dividend to its current shareholders | |
| Latest headline from investing.com: JPMorgan raises HSBC shares target on strong earnings outlook |
- Analyzing HSBC Holdings' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether HSBC Holdings' stock is overvalued or undervalued compared to its peers.
- Examining HSBC Holdings' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating HSBC Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of HSBC Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of HSBC Holdings' stock. These opinions can provide insight into HSBC Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in HSBC Holdings PLC. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. Note that the HSBC Holdings PLC information on this page should be used as a complementary analysis to other HSBC Holdings' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
Complementary Tools for HSBC Stock analysis
When running HSBC Holdings' price analysis, check to measure HSBC Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HSBC Holdings is operating at the current time. Most of HSBC Holdings' value examination focuses on studying past and present price action to predict the probability of HSBC Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HSBC Holdings' price. Additionally, you may evaluate how the addition of HSBC Holdings to your portfolios can decrease your overall portfolio volatility.
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Is HSBC Holdings' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HSBC Holdings. If investors know HSBC will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HSBC Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.038 | Dividend Share 0.61 | Earnings Share 5.8 | Revenue Per Share 3.6775 | Quarterly Revenue Growth 0.015 |
The market value of HSBC Holdings PLC is measured differently than its book value, which is the value of HSBC that is recorded on the company's balance sheet. Investors also form their own opinion of HSBC Holdings' value that differs from its market value or its book value, called intrinsic value, which is HSBC Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HSBC Holdings' market value can be influenced by many factors that don't directly affect HSBC Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between HSBC Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if HSBC Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HSBC Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.