Hsbc Holdings Plc Stock Z Score

HSBC Stock

USD 40.41 0.43 1.08%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out HSBC Holdings Piotroski F Score and HSBC Holdings Valuation analysis.

At present, HSBC Holdings' Invested Capital is projected to increase slightly based on the last few years of reporting. The current year's Return On Capital Employed is expected to grow to 0.02, whereas Capital Surpluse is forecasted to decline to about 13.8 B. At present, HSBC Holdings' Income Before Tax is projected to increase significantly based on the last few years of reporting. The current year's Other Operating Expenses is expected to grow to about 34 B, whereas Income Tax Expense is forecasted to decline to about 3.2 B.

HSBC Holdings PLC Company Z Score Analysis

HSBC Holdings' Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

HSBC Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for HSBC Holdings is extremely important. It helps to project a fair market value of HSBC Stock properly, considering its historical fundamentals such as Z Score. Since HSBC Holdings' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of HSBC Holdings' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of HSBC Holdings' interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Total Liab	Total Current Assets	Retained Earnings	Net Receivables	Common Stock	Accounts Payable	Long Term Debt	Intangible Assets	Property Plant Equipment	Short Term Investments	Treasury Stock	Good Will	Net Tangible Assets	Long Term Investments	Short Long Term Debt	Short Term Debt	Deferred Long Term Liab	Long Term Debt Total	Capital Surpluse	Earning Assets	Current Deferred Revenue	Net Invested Capital	Capital Stock
Total Assets		0.96	-0.34	0.28	0.62	0.94	0.11	0.93	0.0	0.82	-0.14	-0.11	0.18	-0.89	-0.61	0.23	0.37	-0.35	-0.3	0.41	0.42	0.28	0.35	0.1	0.37	0.25
Total Stockholder Equity	0.96		-0.27	0.38	0.49	0.97	0.23	0.97	0.15	0.75	-0.21	-0.23	0.17	-0.92	-0.55	0.06	0.3	-0.45	-0.43	0.35	0.26	0.11	0.19	-0.03	0.37	0.31
Net Debt	-0.34	-0.27		0.3	-0.74	-0.33	0.21	-0.31	0.6	-0.53	-0.71	-0.44	0.02	0.16	0.61	-0.31	-0.62	0.35	0.32	-0.55	-0.61	-0.33	-0.49	-0.33	-0.14	-0.09
Total Liab	0.28	0.38	0.3		-0.36	0.31	0.06	0.31	0.79	-0.13	-0.47	-0.68	-0.35	-0.42	0.31	-0.36	-0.43	0.11	0.01	-0.43	-0.59	-0.54	-0.61	-0.43	-0.22	0.3
Total Current Assets	0.62	0.49	-0.74	-0.36		0.57	-0.09	0.56	-0.69	0.77	0.45	0.36	0.13	-0.49	-0.87	0.54	0.67	-0.37	-0.29	0.69	0.82	0.63	0.76	0.63	0.1	-0.24
Retained Earnings	0.94	0.97	-0.33	0.31	0.57		0.2	0.97	0.02	0.82	-0.16	-0.25	0.08	-0.9	-0.69	0.22	0.44	-0.59	-0.57	0.5	0.39	0.24	0.35	0.15	0.26	0.14
Net Receivables	0.11	0.23	0.21	0.06	-0.09	0.2		0.31	0.16	0.22	0.06	0.01	0.4	-0.21	-0.15	-0.51	0.25	-0.32	-0.32	0.21	0.01	-0.11	-0.08	-0.19	0.45	0.26
Common Stock	0.93	0.97	-0.31	0.31	0.56	0.97	0.31		0.06	0.79	-0.14	-0.24	0.19	-0.95	-0.68	0.05	0.44	-0.56	-0.54	0.43	0.32	0.16	0.26	0.07	0.27	0.15
Accounts Payable	0.0	0.15	0.6	0.79	-0.69	0.02	0.16	0.06		-0.43	-0.72	-0.73	-0.26	-0.19	0.63	-0.6	-0.66	0.27	0.17	-0.64	-0.84	-0.72	-0.82	-0.69	-0.12	0.31
Long Term Debt	0.82	0.75	-0.53	-0.13	0.77	0.82	0.22	0.79	-0.43		0.19	0.15	0.22	-0.64	-0.86	0.43	0.75	-0.52	-0.44	0.81	0.78	0.57	0.71	0.37	0.42	0.08
Intangible Assets	-0.14	-0.21	-0.71	-0.47	0.45	-0.16	0.06	-0.14	-0.72	0.19		0.8	0.27	0.29	-0.33	0.06	0.45	-0.12	-0.09	0.36	0.49	0.3	0.33	0.27	0.22	0.12
Property Plant Equipment	-0.11	-0.23	-0.44	-0.68	0.36	-0.25	0.01	-0.24	-0.73	0.15	0.8		0.61	0.37	-0.16	0.13	0.28	0.13	0.21	0.25	0.52	0.38	0.38	0.2	0.54	0.25
Short Term Investments	0.18	0.17	0.02	-0.35	0.13	0.08	0.4	0.19	-0.26	0.22	0.27	0.61		-0.12	-0.17	-0.26	0.22	-0.04	0.01	0.08	0.2	0.07	0.09	-0.22	0.68	0.32
Treasury Stock	-0.89	-0.92	0.16	-0.42	-0.49	-0.9	-0.21	-0.95	-0.19	-0.64	0.29	0.37	-0.12		0.57	0.02	-0.25	0.41	0.41	-0.23	-0.14	-0.05	-0.11	-0.04	-0.09	-0.03
Good Will	-0.61	-0.55	0.61	0.31	-0.87	-0.69	-0.15	-0.68	0.63	-0.86	-0.33	-0.16	-0.17	0.57		-0.49	-0.86	0.71	0.63	-0.82	-0.81	-0.61	-0.79	-0.6	-0.09	0.31
Net Tangible Assets	0.23	0.06	-0.31	-0.36	0.54	0.22	-0.51	0.05	-0.6	0.43	0.06	0.13	-0.26	0.02	-0.49		0.39	-0.2	-0.1	0.58	0.73	0.72	0.82	0.7	-0.16	-0.44
Long Term Investments	0.37	0.3	-0.62	-0.43	0.67	0.44	0.25	0.44	-0.66	0.75	0.45	0.28	0.22	-0.25	-0.86	0.39		-0.64	-0.57	0.84	0.8	0.57	0.79	0.43	0.21	-0.2
Short Long Term Debt	-0.35	-0.45	0.35	0.11	-0.37	-0.59	-0.32	-0.56	0.27	-0.52	-0.12	0.13	-0.04	0.41	0.71	-0.2	-0.64		0.99	-0.64	-0.41	-0.21	-0.41	-0.26	-0.05	0.17
Short Term Debt	-0.3	-0.43	0.32	0.01	-0.29	-0.57	-0.32	-0.54	0.17	-0.44	-0.09	0.21	0.01	0.41	0.63	-0.1	-0.57	0.99		-0.54	-0.28	-0.09	-0.29	-0.17	0.02	0.16
Deferred Long Term Liab	0.41	0.35	-0.55	-0.43	0.69	0.5	0.21	0.43	-0.64	0.81	0.36	0.25	0.08	-0.23	-0.82	0.58	0.84	-0.64	-0.54		0.88	0.6	0.84	0.51	0.25	-0.2
Long Term Debt Total	0.42	0.26	-0.61	-0.59	0.82	0.39	0.01	0.32	-0.84	0.78	0.49	0.52	0.2	-0.14	-0.81	0.73	0.8	-0.41	-0.28	0.88		0.84	0.96	0.65	0.31	-0.19
Capital Surpluse	0.28	0.11	-0.33	-0.54	0.63	0.24	-0.11	0.16	-0.72	0.57	0.3	0.38	0.07	-0.05	-0.61	0.72	0.57	-0.21	-0.09	0.6	0.84		0.87	0.57	0.19	-0.27
Earning Assets	0.35	0.19	-0.49	-0.61	0.76	0.35	-0.08	0.26	-0.82	0.71	0.33	0.38	0.09	-0.11	-0.79	0.82	0.79	-0.41	-0.29	0.84	0.96	0.87		0.72	0.15	-0.36
Current Deferred Revenue	0.1	-0.03	-0.33	-0.43	0.63	0.15	-0.19	0.07	-0.69	0.37	0.27	0.2	-0.22	-0.04	-0.6	0.7	0.43	-0.26	-0.17	0.51	0.65	0.57	0.72		-0.31	-0.57
Net Invested Capital	0.37	0.37	-0.14	-0.22	0.1	0.26	0.45	0.27	-0.12	0.42	0.22	0.54	0.68	-0.09	-0.09	-0.16	0.21	-0.05	0.02	0.25	0.31	0.19	0.15	-0.31		0.76
Capital Stock	0.25	0.31	-0.09	0.3	-0.24	0.14	0.26	0.15	0.31	0.08	0.12	0.25	0.32	-0.03	0.31	-0.44	-0.2	0.17	0.16	-0.2	-0.19	-0.27	-0.36	-0.57	0.76

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To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict HSBC Holdings

According to the company's disclosures, HSBC Holdings PLC has a Z Score of 0.0. This is 100.0% lower than that of the Banks sector and about the same as Financials (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

HSBC Holdings Institutional Holders

Institutional Holdings refers to the ownership stake in HSBC Holdings that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of HSBC Holdings' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing HSBC Holdings' value.

		Shares
Royal Bank Of Canada	2023-12-31	920.2 K
Jane Street Group, Llc	2023-12-31	813.7 K
American Century Companies Inc	2023-12-31	775.9 K
Citadel Advisors Llc	2023-09-30	768.8 K
Fmr Inc	2023-12-31	680.6 K
Envestnet Asset Management Inc	2023-12-31	647.2 K
Wells Fargo & Co	2023-12-31	646.5 K
Fidelity International Ltd	2023-12-31	610.2 K
Cooksonpeirce	2023-12-31	609.5 K
Dimensional Fund Advisors, Inc.	2023-12-31	11.6 M
Goldman Sachs Group Inc	2023-12-31	9.9 M

HSBC Fundamentals

	Return On Equity	0.13
	Return On Asset	0.0082
	Profit Margin	0.42 %
	Operating Margin	(0.12) %
	Current Valuation	320.74 B
	Shares Outstanding	3.78 B
	Shares Owned By Institutions	1.50 %
	Number Of Shares Shorted	9.2 M
	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	8.82 X
	Cash Flow From Operations	39.11 B
	Short Ratio	2.46 X
	Earnings Per Share	5.70 X
	Price To Earnings To Growth	0.44 X
	Target Price	49.99
	Number Of Employees	220.86 K
	Beta	0.59
	Market Capitalization	153.28 B
	Total Asset	3.04 T
	Retained Earnings	152.15 B
	Annual Yield	0.08 %
	Five Year Return	6.08 %
	Net Asset	3.04 T
	Last Dividend Paid	0.61

About HSBC Holdings Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze HSBC Holdings PLC's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of HSBC Holdings using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of HSBC Holdings PLC based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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When determining whether HSBC Holdings PLC offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of HSBC Holdings' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Hsbc Holdings Plc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Hsbc Holdings Plc Stock:

How To Invest In HSBC

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Is HSBC Stock a good investment?

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What is HSBC Holdings' Net Worth?

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Largest Banks - Diversified Companies

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Largest Financial Services Companies

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Check out HSBC Holdings Piotroski F Score and HSBC Holdings Valuation analysis.

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 Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

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

1.896

Dividend Share

0.61

Earnings Share

5.7

Revenue Per Share

3.6163

Quarterly Revenue Growth

(0.54)

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.

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Hsbc Holdings Plc Stock Z Score

HSBC Holdings PLC Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

HSBC Z Score Driver Correlations

HSBC Holdings Institutional Holders

HSBC Fundamentals

About HSBC Holdings Fundamental Analysis

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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