HSBC Holdings plc HSBC FINANCIAL
Company Overview
HSBC Holdings plc engages in the provision of banking and financial products and services worldwide. It operates through four segments: Hong Kong, UK, Corporate and Institutional Banking, and International Wealth and Premier Banking. The Hong Kong segment is involved in the retail banking and wealth and commercial banking of HSBC Hong Kong and Hang Seng Bank. The UK segment engages in UK retail banking and wealth, as well as first direct and M&S Bank, UK Commercial Banking, and HSBC Innovation Bank. The Corporate and Institutional Banking segment is involved in transaction banking and capital markets. The International Wealth and Premier Banking segment is involved in the business comprising premier banking outside of Hong Kong and the UK, its private bank, asset management, and insurance businesses. The company was founded in 1865 and is headquartered in London, the United Kingdom.
Why Investors Should Care
Net profit has compounded at 12.7% per year over the last five years.
Trades at an undemanding P/E of 15.2.
Maintains a net profit margin of 37.8%.
Offers a dividend yield of 3.65%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $71.02B (+5.4% YoY); net profit $22.29B.
- Trailing 12 Months Year-on-year growth — revenue +25.4%, earnings -7.1%.
- 5-Year Trend Long-term compounding — revenue CAGR 9.8%, profit CAGR 12.7%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 9.75% |
| 1 Year: | 25.40% |
Compounded Profit Growth
| 5 Years: | 12.72% |
| 1 Year: | -7.06% |
Stock Price Performance
| 1 Year: | +71.58% |
| 6 Months: | +29.12% |
| 3 Months: | +16.65% |
| 1 Month: | +2.93% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)61.88 · Neutral
P/E of 15.18 is above the sector median of 12.89 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 37.8%.
- Profit CAGR of 12.7% over 5 years.
- Attractive dividend yield of 3.65%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
| 9 | GS The Goldman Sachs Group, Inc. SPXR3KFINANCIAL | 1,036.53 | 16.00 | $301.81B | 2.10% | - | 16.90% | - | 2.21% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|
| Revenue | 17.74B | 17.66B | 17.90B | 17.72B | 19.12B |
| Cost of Revenue | - | - | - | - | - |
| Gross Profit | - | - | - | - | - |
| Operating Expenses | 7.91B | 8.27B | 8.38B | 8.50B | 8.54B |
| Operating Income | - | - | - | - | - |
| EBITDA | - | - | - | - | - |
| Interest Expense | 16.11B | 16.08B | 15.58B | 15.31B | 14.71B |
| Pretax Income | 9.48B | 6.33B | 7.29B | 6.80B | 9.38B |
| Tax Provision | 1.91B | 1.46B | 1.79B | 1.61B | 1.98B |
| Net Income | 7.32B | 4.73B | 5.28B | 4.94B | 7.34B |
| Diluted EPS | 1.95 | - | 1.40 | - | 2.00 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | 53.72B | 64.53B | 67.40B | 71.02B |
| Cost of Revenue | - | - | - | - | - |
| Gross Profit | - | - | - | - | - |
| Operating Expenses | - | 29.53B | 31.94B | 32.93B | 33.06B |
| Operating Income | - | - | - | - | - |
| EBITDA | - | - | - | - | - |
| Interest Expense | - | 22.45B | 65.07B | 75.90B | 63.08B |
| Pretax Income | - | 17.06B | 30.35B | 32.31B | 29.91B |
| Tax Provision | - | 809.00M | 5.79B | 7.31B | 6.78B |
| Net Income | - | 15.56B | 23.53B | 23.98B | 22.29B |
| Diluted EPS | - | 3.70 | 5.70 | 6.20 | 6.00 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total Assets | - | 2.95T | 3.04T | 3.02T | 3.23T |
| Current Assets | - | - | - | - | - |
| Cash & Equivalents | - | 369.62B | 338.76B | 303.56B | 307.74B |
| Inventory | - | - | - | - | - |
| Receivables | - | - | - | - | - |
| Total Liabilities | - | 2.76T | 2.85T | 2.82T | 3.03T |
| Current Liabilities | - | - | - | - | - |
| Long Term Debt | - | - | - | - | - |
| Total Debt | - | 204.24B | 235.16B | 242.35B | 256.14B |
| Total Equity | - | 177.83B | 185.33B | 184.97B | 198.22B |
| Shares Outstanding | - | 20.29B | 19.26B | 17.95B | 17.18B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | 19.36B | 39.11B | 65.31B | 29.77B |
| Investing Cash Flow | - | -27.40B | -62.91B | -76.56B | -37.07B |
| Financing Cash Flow | - | -6.29B | -17.56B | -26.46B | -21.96B |
| Capital Expenditure | - | -4.41B | -3.69B | -3.89B | -4.66B |
| Free Cash Flow | - | 14.95B | 35.42B | 61.42B | 25.11B |
| Net Change in Cash | - | -14.33B | -41.36B | -37.72B | -29.26B |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - |
| Net Margin % | - | 29.0% | 36.5% | 35.6% | 31.4% |
| ROE % | - | 8.7% | 12.7% | 13.0% | 11.2% |
| ROCE % | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 0.54% | 18.57M | $1.89B |
| 2 | Dimensional Fund Advisors LP | 0.29% | 9.81M | $999.23M |
| 3 | Morgan Stanley | 0.24% | 8.08M | $822.53M |
| 4 | Goldman Sachs Group Inc | 0.16% | 5.66M | $576.15M |
| 5 | FMR, LLC | 0.13% | 4.34M | $441.59M |
| 6 | Northern Trust Corporation | 0.09% | 3.01M | $306.72M |
| 7 | Sanders Capital, LLC | 0.08% | 2.63M | $268.06M |
| 8 | Blackrock Inc. | 0.07% | 2.48M | $252.55M |
| 9 | Bank of America Corporation | 0.07% | 2.40M | $244.35M |
| 10 | American Century Companies Inc | 0.05% | 1.67M | $169.64M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for HSBC
HSBC's 8,100 S&P Target Needs a 25% Earnings Sprint - finance.yahoo.com
<a href="https://news.google.com/rss/articles/CBMijgFBVV95cUxOSFlGMU5GMW83bURTYkNiUUJZLVA3dWhRMlNJTkQybG81OWxyYUd2TlM4ME5oWGs3dU85Ym14ajNVUS1lUUx4SkFGeWZ3RE9LV1UxYkRkU0ZCWkJuR1dnVl9RWmlBM2UyaHcySnZwQjBnRkFaZUN5ZWdKS2F2Um1vaVNoMW1WV2Z2aFktdn…
HSBC (NYSE: HSBC) updates on $555.1M share buy-back - Stock Titan
<a href="https://news.google.com/rss/articles/CBMiswFBVV95cUxQWTgxNk5MeFFTT3h1a1hFTzlBa0l4R2w2d3Blem5Eemp0NnZrdGRpOVZqc3htWk9pWVVIOENYWDlSa0hfN2VtVXRKLUNCQjRXZEZ6S0Fkdi1ZazhHd2tyTWJOb2FmY1dhRmp2Um9CWHpZbjJuOTBGMWZuY1NBWHhLV0JJVXlwVkpSbjJHWF…
US Stocks Look Undervalued Given AI Potential, HSBC’s Sels Says - Bloomberg.com
<a href="https://news.google.com/rss/articles/CBMiswFBVV95cUxPbm5ITkxCMXdMMDU2SVoxNC1JdnBlck94dkhqM05ZUVNIRjFvMEUxN3QxNVFTcFc2czRpZW92R3NDaGxRYVk0YUV2Y0pidkZwREZkNkpNbkpJY2tBNXZwWVVaeENCYjBfMEl5Sjh5TnlwaDNhUnZSQUhVWlhmYVozRlk0ZFFpX2dpSTNMUn…
Global markets keep shrugging off shocks. Here's what could break that streak, according to HSBC - CNBC
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HSBC Hikes S&P 500’s 2026 Price Target, Sees About 5% More Upside On Strong Earnings - Stocktwits
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HSBC reiterates Buy rating on Apple stock, keeps $366 price target - Investing.com
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HSBC — Frequently Asked Questions
What is the current share price of HSBC Holdings plc (HSBC)?
As of 2026-09-19 21:16 PDT, HSBC Holdings plc (HSBC) trades at $106.26 on NYSE. Its 52-week range is $61.03 to $107.34.
What is the market capitalisation of HSBC?
HSBC Holdings plc (HSBC) has a market capitalisation of $363.70B on NYSE.
What is the P/E ratio of HSBC?
HSBC trades at a trailing price-to-earnings (P/E) ratio of 15.18. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 8.08.
Does HSBC pay a dividend?
HSBC Holdings plc (HSBC) currently offers a dividend yield of 3.65%.
What is the return on equity (ROE) of HSBC?
HSBC has a return on equity (ROE) of 13.10%.
Is HSBC a good stock to buy?
This page provides a data-driven analysis of HSBC Holdings plc (HSBC), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.