(HBC1) HSBC Holdings - Overview
Sector: Financial Services | Industry: Banks - Diversified | Exchange: XETRA (Germany) | Market Cap: 251.271m EUR | Total Return: 74.6% in 12m
Banking, Loans, Investments, Trading, Payments
Total Rating 67
Safety 76
Buy Signal 0.66
Banks - Diversified
Industry Rotation: +13.6
Industry Rotation: +13.6
Market Cap:
289B
Avg Turnover: 2.48M EUR
Avg Turnover: 2.48M EUR
ATR:
2.91%
Peers RS (IBD): 82.4
Peers RS (IBD): 82.4
Risk 5d forecast
Volatility28.2%
Rel. Tail Risk-5.47%
Reward TTM
Sharpe Ratio2.18
Alpha49.62
Character TTM
Beta0.758
Beta Downside1.354
Drawdowns 3y
Max DD26.10%
CAGR/Max DD1.55
EPS (Earnings per Share)
EPS CAGR: 17.91%
EPS Trend: 7.5%
EPS Trend: 7.5%
Qual. Beats: 0
Revenue
Rev. CAGR: 36.97%
Rev. Trend: 57.9%
Rev. Trend: 57.9%
Last SUE: 4.00
Qual. Beats: 1
Qual. Beats: 1
Warnings
No concerns identified
Tailwinds
Garp
Description: HBC1 HSBC Holdings
HSBC Holdings plc (HBC1) is a diversified bank offering a range of financial services globally.
The company operates through three core segments. Wealth and Personal Banking provides retail banking and wealth management products, serving individuals including high net worth clients. This segment is typical for banks seeking to capture deposit funding and offer fee-based wealth services.
Commercial Banking focuses on businesses, providing lending, treasury, and payment solutions. This segment often involves managing credit risk across various business sizes.
Global Banking and Markets serves government, corporate, and institutional clients with financing, advisory, and trading services. This segment is characteristic of large banks with international operations.
Further analysis of HSBCs financial performance and market position is available on ValueRay.
- Asian economic growth drives commercial banking revenue
- Interest rate changes impact net interest income
- Global regulatory compliance costs remain significant
- UK retail banking performance affects overall profitability
Piotroski VR‑10 (Strict)
3.0
| Net Income: 22.35b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.00 > 0.02 and ΔFCF/TA -1.74 > 1.0 |
| NWC/Revenue: -78.30% < 20% (prev -2.50k%; Δ 2.43k% < -1%) |
| CFO/TA 0.00 > 3% & CFO 11.06b > Net Income 22.35b |
| Net Debt (256.67b) to EBITDA (29.61b): 8.67 < 3 |
| Current Ratio: 0.67 > 1.5 & < 3 |
| Outstanding Shares: last quarter (17.61b) vs 12m ago -19.22% < -2% |
| Gross Margin: 57.44% > 18% (prev 0.00%; Δ 5.74k% > 0.5%) |
| Asset Turnover: 4.82% > 50% (prev 2.03%; Δ 2.79% > 0%) |
| Interest Coverage Ratio: 0.44 > 6 (EBITDA TTM 29.61b / Interest Expense TTM 63.28b) |
Altman Z''
0.05
| A: -0.04 (Total Current Assets 243.26b - Total Current Liabilities 361.34b) / Total Assets 3238.42b |
| B: 0.05 (Retained Earnings 169.89b / Total Assets 3238.42b) |
| C: 0.01 (EBIT TTM 27.60b / Avg Total Assets 3127.74b) |
| D: 0.06 (Book Value of Equity 177.69b / Total Liabilities 3053.16b) |
| Altman-Z'' Score: 0.05 = B |
What is the price of HBC1 shares?
As of April 08, 2026, the stock is trading at EUR 14.54 with a total of 159,223 shares traded.
Over the past week, the price has changed by +3.59%, over one month by +3.03%, over three months by +8.57% and over the past year by +74.61%.
Over the past week, the price has changed by +3.59%, over one month by +3.03%, over three months by +8.57% and over the past year by +74.61%.
Is HBC1 a buy, sell or hold?
HSBC Holdings has no consensus analysts rating.
What are the forecasts/targets for the HBC1 price?
| Analysts Target Price | - | - |
HSBC Holdings (HBC1) - Fundamental Data Overview
as of 06 April 2026
Market Cap USD = 289.46b (251.27b EUR * 1.152 EUR.USD)Market Cap USD = 289.46b (251.27b EUR * 1.152 EUR.USD)
P/E Trailing = 14.0769
P/E Forward = 10.2249
P/S = 3.9743
P/B = 1.4679
P/EG = 1.1357
Revenue TTM = 150.81b USD
EBIT TTM = 27.60b USD
EBITDA TTM = 29.61b USD
Long Term Debt = 138.60b USD (estimated: total debt 499.94b - short term 361.34b)
Short Term Debt = 361.34b USD (from shortTermDebt, last quarter)
Debt = 499.94b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 256.67b USD (from netDebt column, last quarter)
Enterprise Value = 546.14b USD (289.46b + Debt 499.94b - CCE 243.26b)
Interest Coverage Ratio = 0.44 (Ebit TTM 27.60b / Interest Expense TTM 63.28b)
EV/FCF = 57.03x (Enterprise Value 546.14b / FCF TTM 9.58b)
FCF Yield = 1.75% (FCF TTM 9.58b / Enterprise Value 546.14b)
FCF Margin = 6.35% (FCF TTM 9.58b / Revenue TTM 150.81b)
Net Margin = 14.82% (Net Income TTM 22.35b / Revenue TTM 150.81b)
Gross Margin = 57.44% ((Revenue TTM 150.81b - Cost of Revenue TTM 64.19b) / Revenue TTM)
Gross Margin QoQ = 66.99% (prev 53.46%)
Tobins Q-Ratio = 0.17 (Enterprise Value 546.14b / Total Assets 3238.42b)
Interest Expense / Debt = 3.10% (Interest Expense 15.51b / Debt 499.94b)
Taxrate = 39.31% (1.77b / 4.49b)
NOPAT = 16.75b (EBIT 27.60b * (1 - 39.31%))
Current Ratio = 0.67 (Total Current Assets 243.26b / Total Current Liabilities 361.34b)
Debt / Equity = 2.81 (Debt 499.94b / totalStockholderEquity, last quarter 177.80b)
Debt / EBITDA = 8.67 (Net Debt 256.67b / EBITDA 29.61b)
Debt / FCF = 26.80 (Net Debt 256.67b / FCF TTM 9.58b)
Total Stockholder Equity = 188.15b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.71% (Net Income 22.35b / Total Assets 3238.42b)
RoE = 11.88% (Net Income TTM 22.35b / Total Stockholder Equity 188.15b)
RoCE = 8.45% (EBIT 27.60b / Capital Employed (Equity 188.15b + L.T.Debt 138.60b))
RoIC = 4.95% (NOPAT 16.75b / Invested Capital 338.46b)
WACC = 4.36% (E(289.46b)/V(789.40b) * Re(8.65%) + D(499.94b)/V(789.40b) * Rd(3.10%) * (1-Tc(0.39)))
Discount Rate = 8.65% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -4.04%
[DCF] Terminal Value 80.82% ; FCFF base≈30.31b ; Y1≈19.90b ; Y5≈9.10b
[DCF] Fair Price = 1.88 (EV 288.90b - Net Debt 256.67b = Equity 32.23b / Shares 17.15b; r=6.0% [WACC]; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: 7.50 | EPS CAGR: 17.91% | SUE: N/A | # QB: 0
Revenue Correlation: 57.86 | Revenue CAGR: 36.97% | SUE: 4.0 | # QB: 1