HSBC Holdings plc (HSBC)

NYSE: HSBC · USD

$86.4

+0.37 (+0.4%)· Recorded snapshot

Market cap	295.4B
Revenue (ttm)	67.6B
Net income (ttm)	26.4B
EPS (ttm)	$7.00
Shares out	17.1B
P/E (trailing)	12.3x
P/E (forward)	10.6x
Dividend	$3.73 (4.32%)
Volume	2,028,884
Beta	0.58

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 67.6B
Net income (ttm): 26.4B
EPS (ttm): $7.00
P/E (trailing): 12.3x
P/E (forward): 10.6x
Market cap: 295.4B

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	적극 매수
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	적극 매수
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	보유

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E10.6

P25 n/aP50 n/aP75 n/a

Trailing P/E12.3

P25 n/aP50 n/aP75 n/a

ROE14.2

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All HSBC indicators

Market & fundamental data

Available fields

220

Groups with data

Currency

USD

Showing 220 of 220 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001089113
Company name	HSBC Holdings plc
Country	United Kingdom
Country code	US
CUSIP number	404280406
Earnings date	2026-10-27
Earnings time	bmo
Employees	211,479
Employees change	175
Employees growth	0.08%
Exchange	NYSE
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-05-09
Fiscal year end	December
Founded	1865
Industry	Banks - Diversified
Is primary listing	No
Is SPAC	No
ISIN number	US4042804066
Last 10-K release date	2026-02-26
Last earnings date	2026-10-27
Last refreshed	2026-10-28
Last stock split date	1999-07-06
Last stock split type	Forward
Market cap	$295.4B
Market cap category	Mega-Cap
Next earnings date	2027-02-24
Options	Yes
Price	$86.38
Price currency	USD
Sector	Financials
SIC code	6035
Stock price date	2026-10-28
Symbol	HSBC
Website	https://www.hsbc.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	51.42x
Average P/E ratio (10Y)	26.21x
Average P/E ratio (3Y)	10.34x
Average P/E ratio (5Y)	9.56x
Earnings yield	8.1%
FCF yield	-24.65%
Forward P/E	10.63x
Forward P/S	3.77x
Graham number	100.05565
Graham upside	16.17%
Industry forward P/E	11.84x
Industry P/E	13.41x
Lynch fair value	$142.12
Lynch upside	65%
P/B ratio	1.5x
P/E ratio	12.34x
P/S ratio	4.35x
Price / tangible book value	1.61x
Sector forward P/E	13.61x
Sector P/E	15.65x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
Effective tax rate	21.91%
Operating margin	49.15%
Pretax margin	53.16%
Profit margin	41.03%
Profit per employee	$125,001
Profitable years	26
Revenue per employee	$319,857
ROA	0.84%
ROA (5Y)	0.69%
ROE	14.22%
ROE (5Y)	10.69%
Tax / revenue	11.64%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	65.03%
EPS growth (Q)	46.79%
EPS growth (QoQ)	-7.68%
EPS growth 10Y	24.04%
EPS growth 3Y	4.24%
EPS growth 5Y	22.69%
EPS growth years	0
Net income growth	56.88%
Net income growth (Q)	42.92%
Net income growth (QoQ)	-7.78%
Net income growth 3Y	-0.66%
Net income growth 5Y	18.36%
Net income growth years	0
Revenue growth	18.75%
Revenue growth (Q)	6.37%
Revenue growth (QoQ)	-1.21%
Revenue growth 10Y	3.9%
Revenue growth 3Y	2.35%
Revenue growth 5Y	6.43%
Revenue growth years	1

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-1.9B
EPS	$7.00
FCF per share	$-4.23
Financing cash flow	$139.1B
Free cash flow	$-72.5B
Gross profit	$67.6B
Income taxes	$7.9B
Investing cash flow	$-64B
Net borrowing	$-111M
Net cash flow	$-4.6B
Net income	$26.4B
Operating income	$33.2B
Revenue	$67.6B

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Book value per share	$10.12
Debt / equity	4.34
Net cash (debt)	$336.3B
Net cash / market cap	114.34%
Net cash growth	-10.16%
Net debt / equity	-1.71
Piotroski F-Score	2
Shareholders' equity	$196.3B
Tangible book value	$183.2B
Tangible book value per share	$9.38
Total assets	$3.4T
Total cash	$1.2T
Total debt	$851.9B
Total liabilities	$3.2T
WACC	1.91%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working capital	$-1.1T

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	3.82%
Dividend growth	13.72%
Dividend growth (10Y)	3.88%
Dividend growth (3Y)	20.44%
Dividend growth (5Y)	27.9%
Dividend growth years	5
Dividend payment date	2026-09-25
Dividend payment years	36
Dividend payout frequency	Quarterly
Dividend per share	$3.73
Dividend yield	4.32%
Ex-dividend date	2026-08-14
Last dividend	$0.50
Payout ratio	48.17%
Shareholder yield	8.16%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	126.98%
10Y return CAGR	14.57%
10Y total return	289.6%
150-day SMA	$95.97
15Y price change	92.51%
15Y return CAGR	10.35%
15Y total return	338%
1D price change	0.43%
1M price change	-14.49%
1M total return	-14.49%
1W price change	-6.92%
1W total return	-6.92%
1Y price change	28.45%
1Y return CAGR	34.37%
1Y total return	34.34%
20-day SMA	$93.17
200-day SMA	$93.37
20Y price change	-9.38%
20Y return CAGR	4.86%
20Y total return	158.49%
3M price change	-16.98%
3M total return	-16.58%
3Y price change	135.14%
3Y return CAGR	42.23%
3Y total return	187.77%
50-day SMA	$99.10
50-day SMA vs 200-day SMA	50over200
52-week high	$107.92
52-week high date	2026-08-03
52-week low	$67.56
52-week low date	2025-11-20
5Y price change	183.76%
5Y return CAGR	30.8%
5Y total return	282.78%
6M price change	-4.05%
6M total return	-3.06%
All-time high	$107.92
All-time high date	2026-08-03
All-time low	$0.49
All-time low date	1998-03-04
Average true range (ATR)	$2.04
Average volume	2M
Beta (5Y)	0.58
Change from 52-week high	-19.96%
Change from 52-week low	27.86%
Change from all-time high	-20.01%
Change from all-time low	17,577.66%
Change from open	-0.17%
Day's gap	0.6%
Dollar volume	$175.3M
High price	$86.83
Low price	$85.73
Monthly RSI	58.29
Open price	$86.53
Position in 52-week range	59.09%
Premarket change	0.66%
Premarket close	$86.01
Premarket price	$86.58
Premarket volume	146.9K
Previous close	$86.01
Price vs 150-day SMA	-10.05%
Price vs 20-day SMA	-7.35%
Price vs 200-day SMA	-7.55%
Price vs 50-day SMA	-12.9%
Relative volume	1
RSI	25.66
Sharpe ratio	1.06
Sharpe ratio (3Y)	1.36
Sharpe ratio (5Y)	1.02
Sortino ratio	1.86
Sortino ratio (3Y)	2.16
Sortino ratio (5Y)	1.69
Volume	2M
Weekly RSI	38.13
YTD price change	9.72%
YTD total return	13.97%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	16.9B
Float percentage	98.79%
Shares change (QoQ)	-0.1%
Shares change (YoY)	-3.82%
Shares held by insiders	0.02%
Shares held by institutions	59.07%
Shares outstanding	17.1B
Short % of float	0.03%
Short % of shares	0.03%
Short ratio	3.6 days

Other indicators

Additional ticker metrics that do not fit the primary research groupings.

Metric	Value
Page views	183

Deeper analysis on HSBC

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Frequently asked questions

About this HSBC report

Is a complete HSBC research report available?

No complete published report is available for HSBC Holdings plc (HSBC) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

HSBC Holdings plc (HSBC)

Price

Financial snapshot

Fair-value bridge

Latest news · HSBC

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All HSBC indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Other indicators

Deeper analysis on HSBC

Frequently asked questions