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HSBC Holdings PLC HBCYF

Morningstar Rating
$8.04 −0.11 (1.35%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

HBCYF is trading at a 14% discount.
Price
$8.09
Fair Value
$9.81
Uncertainty
Very High
1-Star Price
$82.39
5-Star Price
$1.85
Economic Moat
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Capital Allocation
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News

Trading Information

Previous Close Price
$8.15
Day Range
$7.958.28
52-Week Range
$6.958.40
Bid/Ask
$7.84 / $8.22
Market Cap
$151.91 Bil
Volume/Avg
8,188 / 10,855

Key Statistics

Price/Earnings (Normalized)
11.08
Price/Sales
2.58
Dividend Yield (Trailing)
7.47%
Dividend Yield (Forward)
7.47%
Total Yield
10.23%

Company Profile

Established in 1865 in Hong Kong, London-based HSBC is one of the largest banks in the world, with assets of USD 3 trillion and 40 million customers worldwide. It operates across 64 countries with around 220,000 full-time staff. Key regions include Asia, Europe, the Middle East and North Africa, and North America. The United Kingdom and Hong Kong are the two largest markets for the bank. The bank offers retail, commercial and institutional banking, global banking and markets, wealth management, and private banking.
Sector
Financial Services
Industry
Banks - Diversified
Stock Style Box
Large Value
Total Number of Employees
220,861

Competitors

Valuation

Metric
HBCYF
C
JPM
Price/Earnings (Normalized)
11.0811.7611.87
Price/Book Value
0.950.611.89
Price/Sales
2.581.503.74
Price/Cash Flow
8.264.538.39
Price/Earnings
HBCYF
C
JPM

Financial Strength

Metric
HBCYF
C
JPM
Quick Ratio
Current Ratio
Interest Coverage
Quick Ratio
No chart available

Profitability

Metric
HBCYF
C
JPM
Return on Assets (Normalized)
0.79%0.41%1.29%
Return on Equity (Normalized)
13.76%5.31%17.36%
Return on Invested Capital (Normalized)
Return on Assets
HBCYF
C
JPM
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Banks - Diversified Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
JPM
JPMorgan Chase & CoYrfstfgmlgHcvkx$525.3 Bil
BAC
Bank of America CorpHxdbmqrWlx$283.7 Bil
WFC
Wells Fargo & CoDlcfcbgsNtrwb$199.5 Bil
HSBC
HSBC Holdings PLC ADRKpbxtybLqxp$153.3 Bil
RY
Royal Bank of CanadaZlpbkmbxbSdl$138.7 Bil
MUFG
Mitsubishi UFJ Financial Group Inc ADRCmrrgtsfWprw$118.2 Bil
C
Citigroup IncTljngtdcGrw$111.7 Bil
TD
The Toronto-Dominion BankQqldccdrNlk$104.5 Bil
UBS
UBS Group AGWghqgwjmqYbbtvr$92.2 Bil
SAN
Banco Santander SA ADRNryrXpnllyp$74.6 Bil

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