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HSBC Holdings plc (HBCYF)

USD18.88 +0.03 (+0.16%)
GB OTC Financial Services Banks - Diversified
Address 8 Canada Square E14 5HQ
London, ENG, GB
CEO Georges Bahjat El-Hedery
Website hsbc.com
IPO 2009-02-13
CIK 1089113 ISIN GB0005405286

Explore sections of this company profile

Also trades on Deutsche Börse · HBC1.DE (EUR) Hong Kong Stock Exchange · 0005.HK (HKD) London Stock Exchange · HSBA.L (GBp) New York Stock Exchange · HSBC (USD) Other OTC · HBCYF (USD)
Description

HSBC Holdings Plc engages in the provision of banking and financial services. It operates through the following business segments: Hong Kong, the United Kingdom (UK), Corporate and Institutional Banking (CIB), International Wealth and Premier Banking (IWPB), and Corporate Centre. The Hong Kong segment consists of retail banking and wealth and commercial banking of HSBC Hong Kong and Hang Seng Bank. The UK segment covers UK personal banking and commercial banking, including HSBC Innovation Bank. The CIB segment was formed from the integration of the commercial banking business outside the UK and Hong Kong with the global banking and markets business. The IWPB segment refers to premier banking outside of Hong Kong and the UK, the Private Bank, and wealth manufacturing businesses of asset management and insurance. The Corporate Centre segment is involved in central treasury, including balance sheet management, other legacy businesses, interests in associates and joint ventures, central stewardship costs, and the UK bank levy. The company was founded on January 1, 1959 and is headquartered in London, the United Kingdom.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD18.88 +0.03 (+0.16%)
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Volume Profile
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Liquidity & share structure
Average Volume
13.4K
Beta
0.58
Float Shares
16.79B
Free Float %
97.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.78% -5.91% -4.34% +0.00% +18.70% +9.55% +50.09% +132.43% +176.08% +185.24% +45.15%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (17 ratings, all time) Hold
Price Targets & DCF
Current price
18.88
DCF (Unlevered) 68.65 +263.6%
DCF (Levered) 137.23 +626.8%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.12
Distress
Piotroski F-Score
5 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
  • Revenue growth
    +5.2% Q1'26: -6.5% (vs Q1'25)
  • EPS growth
    -3.2% Q1'26: +2.6% (vs Q1'25)
  • FCF margin
    Q1'26: +0.0% (vs Q1'25)
  • EBIT margin
    Q1'26: +26.7% (vs Q1'25)
  • ROIC
    Q1'26: +6.7% (vs Q1'25)
  • Share dilution
    +27.9% Q1'26: +28.7% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 12.70× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.56) × ERP
WACC = 46% × Ke + 54% × Kd (12.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 70.09 Current price: 18.88
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
11 Rev. Ana.
7 EPS Ana.
Dec 2027
12 Rev. Ana.
3 EPS Ana.
Dec 2028
6 Rev. Ana.
4 EPS Ana.
Dec 2029
11 Rev. Ana.
3 EPS Ana.
Dec 2030
6 Rev. Ana.
3 EPS Ana.
Revenue
72.24B
est: 59.82B (+20.8%)
73.69B
est: 52.68B (+39.9%)
64.13B
est: 51.85B (+23.7%)
63.77B
est: 54.96B (+16.0%)
53.34B
est: 55.07B (-3.1%)
41.61B
est: 50.27B (-17.2%)
49.90B
est: 49.77B (+0.3%)
46.36B
est: 52.85B (-12.3%)
56.35B
est: 66.06B (-14.7%)
143.29B
est: 66.09B (+116.8%)
150.80B
est: 68.89B (+118.9%)
73.63B
72.25B – 74.66B
+6.9% YoY
76.74B
74.94B – 78.84B
+4.2% YoY
80.42B
78.73B – 82.10B
+4.8% YoY
83.21B
81.45B – 84.94B
+3.5% YoY
87.65B
85.80B – 89.48B
+5.3% YoY
EBITDA
est: 21.17B (-100.0%)
est: 18.65B (-100.0%)
est: 18.35B (-100.0%)
est: 19.45B (-100.0%)
est: 19.49B (-100.0%)
est: 17.79B (-100.0%)
23.19B
est: 17.61B (+31.7%)
20.91B
est: 18.71B (+11.8%)
33.81B
est: 23.38B (+44.6%)
36.39B
est: 25.99B (+40.0%)
29.61B
est: 27.09B (+9.3%)
28.95B
28.41B – 29.36B
+6.9% YoY
30.18B
29.47B – 31.00B
+4.2% YoY
31.62B
30.96B – 32.28B
+4.8% YoY
32.72B
32.03B – 33.40B
+3.5% YoY
34.47B
33.74B – 35.19B
+5.3% YoY
EBIT
-2.18B
est: 16.57B (-113.2%)
-5.21B
est: 14.59B (-135.7%)
-1.86B
est: 14.36B (-113.0%)
-1.93B
est: 15.22B (-112.7%)
-10.52B
est: 15.25B (-169.0%)
-5.24B
est: 13.92B (-137.6%)
18.91B
est: 13.78B (+37.2%)
17.06B
est: 14.64B (+16.5%)
30.35B
est: 18.30B (+65.9%)
32.31B
est: 22.39B (+44.3%)
27.60B
est: 23.34B (+18.2%)
24.94B
24.48B – 25.29B
+6.9% YoY
26.00B
25.39B – 26.71B
+4.2% YoY
27.25B
26.67B – 27.81B
+4.8% YoY
28.19B
27.59B – 28.78B
+3.5% YoY
29.69B
29.07B – 30.31B
+5.3% YoY
Net Income
13.52B
est: 14.70B (-8.0%)
2.48B
est: 10.76B (-77.0%)
10.80B
est: 12.76B (-15.4%)
13.73B
est: 13.45B (+2.0%)
7.38B
est: 12.96B (-43.0%)
5.23B
est: 5.14B (+1.8%)
13.92B
est: 12.89B (+8.0%)
15.56B
est: 14.58B (+6.7%)
23.53B
est: 23.83B (-1.3%)
23.98B
est: 30.40B (-21.1%)
22.78B
est: 34.37B (-33.7%)
39.60B
38.52B – 40.68B
+15.2% YoY
43.46B
42.27B – 44.64B
+9.7% YoY
47.39B
46.09B – 48.68B
+9.0% YoY
50.59B
49.20B – 51.96B
+6.8% YoY
60.28B
58.63B – 61.91B
+19.1% YoY
SGA
17.66B
est: 11.92B (+48.2%)
16.47B
est: 10.50B (+57.0%)
15.71B
est: 10.33B (+52.0%)
15.35B
est: 10.95B (+40.2%)
13.83B
est: 10.97B (+26.0%)
11.12B
est: 10.01B (+11.0%)
11.59B
est: 9.92B (+16.9%)
11.09B
est: 10.53B (+5.3%)
10.38B
est: 13.16B (-21.1%)
10.50B
est: 11.39B (-7.8%)
19.99B
est: 11.87B (+68.4%)
12.69B
12.45B – 12.87B
+6.9% YoY
13.22B
12.91B – 13.59B
+4.2% YoY
13.86B
13.57B – 14.15B
+4.8% YoY
14.34B
14.04B – 14.64B
+3.5% YoY
15.10B
14.79B – 15.42B
+5.3% YoY
EPS
0.65
est: 0.80 (-18.3%)
0.07
est: 0.58 (-88.0%)
0.48
est: 0.69 (-30.4%)
0.69
est: 0.73 (-5.2%)
0.37
est: 0.70 (-47.2%)
0.19
est: 0.28 (-31.6%)
0.62
est: 0.70 (-11.1%)
0.72
est: 0.79 (-8.7%)
1.15
est: 1.29 (-10.8%)
1.25
est: 1.29 (-2.8%)
1.21
est: 1.45 (-16.8%)
1.68
1.63 – 1.72
+15.2% YoY
1.84
1.79 – 1.89
+9.7% YoY
2.00
1.95 – 2.06
+9.0% YoY
2.14
2.08 – 2.20
+6.8% YoY
2.55
2.48 – 2.62
+19.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B 3/5 5/5 4/5 3/5 1/5 2/5 1/5
2026-05-11 B 3/5 5/5 4/5 3/5 1/5 2/5 1/5
2026-05-06 B 3/5 5/5 4/5 3/5 1/5 2/5 1/5
2026-05-05 B 3/5 5/5 4/5 3/5 1/5 2/5 2/5
2026-05-04 B 3/5 5/5 4/5 3/5 1/5 2/5 2/5
2026-05-01 B 3/5 5/5 4/5 3/5 1/5 2/5 2/5
2026-04-30 B 3/5 5/5 4/5 3/5 1/5 2/5 2/5
2026-04-29 B+ 3/5 5/5 4/5 3/5 1/5 3/5 2/5
2026-04-28 B+ 3/5 5/5 4/5 3/5 1/5 3/5 2/5
2026-04-27 B+ 3/5 5/5 4/5 3/5 1/5 3/5 2/5
2026-04-24 B+ 3/5 5/5 4/5 3/5 1/5 3/5 2/5
2026-04-23 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-22 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-21 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-20 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-17 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-16 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
10.05B
OE per share TTM
0.56
Owner's Yield
2.43%
Maintenance CapEx ratio
6.21%
Maint CapEx / Avg PPE
16.5%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
3
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 HSBC Holdings plc 115.06M 8.80% 115.06M 115.06M HC Incorporated in England with limited liability 2024-12-10
2 The Vanguard Group - 23-1945930 35.06M 14.84% 1.27B 1.39B IA Delaware 2018-01-30
3 THE KILLEN GROUP, INC. 980.4K 4.60% 1.19B 1.31B IA Delaware 2017-01-24

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
131.0K
Shares Outstanding
17.18B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 6-K
2026-05-06 6-K
2026-05-06 6-K
2026-05-06 6-K
2026-05-05 6-K
2026-05-01 6-K
2026-04-30 6-K
2026-04-30 6-K
2026-04-23 6-K
2026-04-22 6-K

Executive team

NameTitleCompensationGender
Georges Elhedery Group Chief Financial Officer, Member of the Group Management Board & Executive Director 7M male
Manveen Kaur Group Chief Financial Officer & Executive Director 4M female
Edward J. Welsh Global Head of Business Services male
Enzo Cotroneo Head of Securities Services for Australia & New Zealand
Hugo Heath Vice Chairman of Global Banking & Co-head of Corporate Finance male
Juan Marotta Wholesale Banking Head of Latin America and Regional CEO of Brazil, Chile
Michael Roberts Chief Executive Officer of HSBC Bank plc & Corporate and Institutional Banking, Member of the Group Management Board male
Nico Du Venage Head of Global Markets for South Africa male
Patrick Michael Nolan Global Head of Corporate Banking male
Pradeep Menon MD & Global Head of Data Engineering male
Richard Blackburn Group Chief Risk & Compliance Officer and Member of Grp Mgmt Board male
Robert F. Hoyt Group Chief Legal Officer & Member of the Group Management Board male
ESG Rating
B
BANKS - DIVERSIFIED
Rank: 20 out of 24
2026
E (Environmental)
61.2 / 55.7
Company / Sector avg.
S (Social)
60.6 / 63.1
Company / Sector avg.
G (Governance)
58.6 / 56.9
Company / Sector avg.
ESG Total
60.1 / 58.6
Company / Sector avg.
ESG Score History BANKS - DIVERSIFIED
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits