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HSBC Holdings plc (HSBC) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

HSBC Holdings plc

HSBCMarket cap $335BPrice $97.6

Country🇬🇧United Kingdom

SectorFinancials

IndustryBanks

Operates one of the world's largest banking networks across 60+ countries, connecting Asia to Europe and beyond. Processes over $4 trillion in payments annually, making it the financial backbone of global trade.

In Bastion Portfolios?

52W Return+54%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+11%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)+10%–

Rev CAGR (5y)+8%6

Earnings Forecast

EPS Growth Y+1+44%9

EPS Growth Y+2+8%6

EPS Growth Y+3+4%5

Quality

Margins

EBIT Margin0%5

Net Income Margin38%10

Free Cash Flow Margin-108%1

Debt

Net Debt/EBITDAna–

Efficiency

ROE11%5

ROA1%3

Earnings Stability88

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)501

P/BV1.77

EV Multiples

EV/EBITDA Fwd08

EV/EBIT Fwd08

Yield

Free Cash Flow Yield0.0%7

Dividend Yield2.0%5

Momentum

Short term

1 month return-9%3

3 month return+1%7

YTD return+29%8

Mid term

Price vs 52wHigh91%8

1 year return+44%9

Long term

3 year return+195%9

5 year return+367%10

Risk Shield

Price Risk

Beta1.04

Volatility27%8

Free Cash Flow

Free Cash Flow Margin-108%1

Free Cash Flow Yield0.0%7

Quality

ROCE4%3

Earnings Stability88

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

HSBCHSBC Holdings

Revenue FY25$63.2B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+11%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+10%–

Revenue, next 5Y, CAGR+8%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+44%9

EPS growth, FY27E+8%6

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 10%/yr).

WATCH

Revenue is set to grow 10%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 11%/yr over the last 3 years and is set to keep growing around 10%/yr.

Over five years revenue is set to grow 8%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here.

03Price Momentum

Is the market behind it right now?

HSBCHSBC Holdings

Total return Current305%

Price return Current143%

MOMENTUM RATING↗

STRONG83 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%3

3-month return+1%7

YTD return+29%8

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+44%9

3-year return+195%9

5-year return+367%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +195% over three years and +367% over five, ahead of 90% of the market.

It's up 44% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+1%) and so far this year (+29%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over the past month (-9%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on HSBC. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

HSBCHSBC Holdings

Revenue FY25$63.2B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+11%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+10%–

Revenue, next 5Y, CAGR+8%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+44%9

EPS growth, FY27E+8%6

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 10%/yr).

WATCH

Revenue is set to grow 10%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 11%/yr over the last 3 years and is set to keep growing around 10%/yr.

Over five years revenue is set to grow 8%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here.

03Price Momentum

Is the market behind it right now?

HSBCHSBC Holdings

Total return Current305%

Price return Current143%

MOMENTUM RATING↗

STRONG83 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%3

3-month return+1%7

YTD return+29%8

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+44%9

3-year return+195%9

5-year return+367%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +195% over three years and +367% over five, ahead of 90% of the market.

It's up 44% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+1%) and so far this year (+29%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over the past month (-9%).

BOTTOM LINE

Momentum Leader

04Value

Are you paying a fair price for it?

Stop guessing on HSBC. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community