HSBC Holdings (UK) Performance
| HSBA Stock | 732.70 0.80 0.11% |
HSBC Holdings has a performance score of 11 on a scale of 0 to 100. The company owns a Beta (Systematic Risk) of -0.0965, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning HSBC Holdings are expected to decrease at a much lower rate. During the bear market, HSBC Holdings is likely to outperform the market. HSBC Holdings PLC now owns a risk of 1.21%. Please check out HSBC Holdings PLC mean deviation, downside deviation, standard deviation, as well as the relationship between the semi deviation and coefficient of variation , to decide if HSBC Holdings PLC will be following its current price history.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in HSBC Holdings PLC are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, HSBC Holdings may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Forward Dividend Yield 0.0655 | Payout Ratio 0.5195 | Last Split Factor 3:1 | Forward Dividend Rate 0.48 | Ex Dividend Date 2024-11-07 |
1 | Hsbc Holdings PLC Grows Stock Position in TXO Partners, L.P. - MarketBeat | 09/26/2024 |
2 | Hsbc Holdings PLC Sells 44,312 Shares of Beacon Roofing Supply, Inc. - MarketBeat | 09/30/2024 |
3 | Hsbc Holdings PLC Has 137,000 Stock Position in Comstock Resources, Inc. - MarketBeat | 10/07/2024 |
| Begin Period Cash Flow | 521.7 B |
HSBC |
HSBC Holdings Relative Risk vs. Return Landscape
If you would invest 65,671 in HSBC Holdings PLC on September 2, 2024 and sell it today you would earn a total of 7,599 from holding HSBC Holdings PLC or generate 11.57% return on investment over 90 days. HSBC Holdings PLC is generating 0.1733% of daily returns and assumes 1.2121% volatility on return distribution over the 90 days horizon. Simply put, 10% of stocks are less volatile than HSBC, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
HSBC Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HSBC Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HSBC Holdings PLC, and traders can use it to determine the average amount a HSBC Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.143
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.21 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average HSBC Holdings is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of HSBC Holdings by adding it to a well-diversified portfolio.
HSBC Holdings Fundamentals Growth
HSBC Stock prices reflect investors' perceptions of the future prospects and financial health of HSBC Holdings, and HSBC Holdings fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on HSBC Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0081 | ||||
| Profit Margin | 0.41 % | ||||
| Operating Margin | 0.49 % | ||||
| Current Valuation | (239.47 B) | ||||
| Shares Outstanding | 17.99 B | ||||
| Price To Book | 0.87 X | ||||
| Price To Sales | 2.27 X | ||||
| Revenue | 63.02 B | ||||
| Gross Profit | 50.51 B | ||||
| EBITDA | 32.79 B | ||||
| Net Income | 23.53 B | ||||
| Total Debt | 235.16 B | ||||
| Book Value Per Share | 9.66 X | ||||
| Cash Flow From Operations | 39.11 B | ||||
| Earnings Per Share | 0.96 X | ||||
| Total Asset | 3.04 T | ||||
| Retained Earnings | 152.15 B | ||||
About HSBC Holdings Performance
Assessing HSBC Holdings' fundamental ratios provides investors with valuable insights into HSBC Holdings' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the HSBC Holdings is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
HSBC Holdings is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about HSBC Holdings PLC performance evaluation
Checking the ongoing alerts about HSBC Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HSBC Holdings PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| HSBC Holdings PLC is unlikely to experience financial distress in the next 2 years |
- Analyzing HSBC Holdings' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether HSBC Holdings' stock is overvalued or undervalued compared to its peers.
- Examining HSBC Holdings' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating HSBC Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of HSBC Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of HSBC Holdings' stock. These opinions can provide insight into HSBC Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for HSBC Stock Analysis
When running HSBC Holdings' price analysis, check to measure HSBC Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HSBC Holdings is operating at the current time. Most of HSBC Holdings' value examination focuses on studying past and present price action to predict the probability of HSBC Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HSBC Holdings' price. Additionally, you may evaluate how the addition of HSBC Holdings to your portfolios can decrease your overall portfolio volatility.