Hsbc Holdings Plc Stock Buy Hold or Sell Recommendation
| HSBC Stock | USD 46.64 0.46 1.00% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding HSBC Holdings PLC is 'Strong Buy'. Macroaxis provides HSBC Holdings buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HSBC positions.
Check out HSBC Holdings Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as HSBC and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards HSBC Holdings PLC. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.
HSBC |
Execute HSBC Holdings Buy or Sell Advice
The HSBC recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on HSBC Holdings PLC. Macroaxis does not own or have any residual interests in HSBC Holdings PLC or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute HSBC Holdings' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
HSBC Holdings Trading Alerts and Improvement Suggestions
| On 27th of September 2024 HSBC Holdings paid $ 0.5 per share dividend to its current shareholders | |
| Latest headline from telegraph.co.uk: How Britain turned nasty and left workers to pay the price |
HSBC Holdings Returns Distribution Density
The distribution of HSBC Holdings' historical returns is an attempt to chart the uncertainty of HSBC Holdings' future price movements. The chart of the probability distribution of HSBC Holdings daily returns describes the distribution of returns around its average expected value. We use HSBC Holdings PLC price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of HSBC Holdings returns is essential to provide solid investment advice for HSBC Holdings.
| Mean Return | 0.21 | Value At Risk | -2.13 | Potential Upside | 2.03 | Standard Deviation | 1.24 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of HSBC Holdings historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
HSBC Stock Institutional Investors
| Shares | Royal Bank Of Canada | 2024-06-30 | 883.6 K | American Century Companies Inc | 2024-06-30 | 850.8 K | Cooksonpeirce | 2024-06-30 | 697.4 K | Grantham, Mayo, Van Otterloo & Co., Llc | 2024-06-30 | 494.1 K | Franklin Resources Inc | 2024-06-30 | 465.9 K | Renaissance Technologies Corp | 2024-06-30 | 449.4 K | Crossmark Global Holdings, Inc. | 2024-06-30 | 432.6 K | Envestnet Asset Management Inc | 2024-06-30 | 431.4 K | Natixis Advisors, Llc. | 2024-06-30 | 413.8 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 12.9 M | Dimensional Fund Advisors, Inc. | 2024-06-30 | 11.2 M |
HSBC Holdings Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (19.2B) | 174.6B | 105.7B | (52.4B) | (30.7B) | (29.2B) | |
| Free Cash Flow | 26.1B | 178.7B | 100.7B | 22.0B | 35.4B | 32.7B | |
| Depreciation | 10.5B | 5.2B | 4.3B | 3.9B | 3.5B | 3.1B | |
| Other Non Cash Items | (2.3B) | (906M) | 510M | 50.5B | (4.3B) | (4.1B) | |
| Capital Expenditures | 3.6B | 3.5B | 3.6B | 4.4B | 3.7B | 2.7B | |
| Net Income | 13.3B | 8.8B | 18.9B | 17.5B | 30.3B | 15.3B | |
| End Period Cash Flow | 293.7B | 468.3B | 574.0B | 521.7B | 490.9B | 515.5B | |
| Dividends Paid | 9.8B | 2.0B | 6.4B | 7.0B | 12.2B | 7.2B | |
| Investments | (32.7B) | (22.4B) | 28.1B | (34.5B) | (62.9B) | (59.8B) | |
| Net Borrowings | (4.2B) | (3.5B) | (864M) | 5.5B | 5.0B | 5.2B | |
| Change To Netincome | 7.3B | (18.5B) | 19.6B | 52.4B | 60.2B | 63.2B |
HSBC Holdings Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to HSBC Holdings or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that HSBC Holdings' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a HSBC stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.95 | |
σ | Overall volatility | 1.24 | |
Ir | Information ratio | 0.11 |
HSBC Holdings Volatility Alert
HSBC Holdings PLC has relatively low volatility with skewness of -0.63 and kurtosis of 0.99. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure HSBC Holdings' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact HSBC Holdings' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.HSBC Holdings Fundamentals Vs Peers
Comparing HSBC Holdings' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze HSBC Holdings' direct or indirect competition across all of the common fundamentals between HSBC Holdings and the related equities. This way, we can detect undervalued stocks with similar characteristics as HSBC Holdings or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of HSBC Holdings' fundamental indicators could also be used in its relative valuation, which is a method of valuing HSBC Holdings by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare HSBC Holdings to competition |
| Fundamentals | HSBC Holdings | Peer Average |
| Return On Equity | 0.13 | -0.31 |
| Return On Asset | 0.0081 | -0.14 |
| Profit Margin | 0.41 % | (1.27) % |
| Operating Margin | 0.49 % | (5.51) % |
| Current Valuation | 459.19 B | 16.62 B |
| Shares Outstanding | 3.63 B | 571.82 M |
| Shares Owned By Institutions | 1.80 % | 39.21 % |
| Number Of Shares Shorted | 7.46 M | 4.71 M |
| Price To Earning | 20.12 X | 28.72 X |
| Price To Book | 0.87 X | 9.51 X |
| Price To Sales | 2.89 X | 11.42 X |
| Revenue | 63.02 B | 9.43 B |
| Gross Profit | 50.51 B | 27.38 B |
| EBITDA | 32.79 B | 3.9 B |
| Net Income | 30.35 B | 570.98 M |
| Cash And Equivalents | 1.14 T | 2.7 B |
| Cash Per Share | 14.49 X | 5.01 X |
| Total Debt | 235.16 B | 5.32 B |
| Debt To Equity | 0.59 % | 48.70 % |
| Book Value Per Share | 9.66 X | 1.93 K |
| Cash Flow From Operations | 39.11 B | 971.22 M |
| Short Ratio | 6.01 X | 4.00 X |
| Earnings Per Share | 6.10 X | 3.12 X |
| Price To Earnings To Growth | 3.08 X | 4.89 X |
| Target Price | 56.0 | |
| Number Of Employees | 215.18 K | 18.84 K |
| Beta | 0.52 | -0.15 |
| Market Capitalization | 167.54 B | 19.03 B |
| Total Asset | 3.04 T | 29.47 B |
| Retained Earnings | 152.15 B | 9.33 B |
| Annual Yield | 0.04 % | |
| Five Year Return | 6.08 % | |
| Net Asset | 3.04 T |
HSBC Holdings Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as HSBC . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 9514.33 | |||
| Daily Balance Of Power | 0.9583 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 46.87 | |||
| Day Typical Price | 46.79 | |||
| Period Momentum Indicator | 0.46 | |||
| Relative Strength Index | 49.35 |
About HSBC Holdings Buy or Sell Advice
When is the right time to buy or sell HSBC Holdings PLC? Buying financial instruments such as HSBC Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having HSBC Holdings in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out HSBC Holdings Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Is Diversified Banks space 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 0.167 | Dividend Share 0.61 | Earnings Share 6.1 | Revenue Per Share 3.885 | Quarterly Revenue Growth 0.061 |
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.