HSBC Holdings PLC HBCYF

Morningstar Rating
$17.86 +0.15 (0.86%)
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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 LOCK|y>XDh premium.
Price
$17.71
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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News

Trading Information

Previous Close Price
$17.71
Day Range
$17.83–17.86
52-Week Range
$13.10–22.07
Bid/Ask
$10.78 / $22.00
Shares Outstanding
17.09B
Market Cap
$306.27B
Volume/Avg
3,692 / 20,932

Key Statistics

Price/Earnings (Normalized)
8.62
Price/Sales
4.11
Dividend Yield (Trailing)
4.24%
Dividend Yield (Forward)
2.26%
Dividend Payment Schedule
Apr, Jun, Sep, Dec
Total Yield
4.39%

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 over 40 million customers worldwide. It operates in over 50 countries with over 200,000 full-time staff. Hong Kong and the United Kingdom are its two largest markets. 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
204,330

Competitors

Valuation

Metric
HBCYF
D05
C
Price/Earnings (Normalized)
8.6217.9711.44
Price/Book Value
1.552.901.07
Price/Sales
4.118.722.35
Price/Cash Flow
6.0815.607.50
Price/Earnings
HBCYF
D05
C

Financial Strength

Metric
HBCYF
D05
C
Quick Ratio
———
Current Ratio
———
Interest Coverage
———
Quick Ratio
No chart available

Profitability

Metric
HBCYF
D05
C
Return on Assets (Normalized)
0.84%1.19%0.75%
Return on Equity (Normalized)
15.18%15.97%10.89%
Return on Invested Capital (Normalized)
———
Return on Assets
HBCYF
D05
C

Banks - Diversified Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
JPMorgan Chase & Co
JPM
LOCK|zTn>S?zyLOCK|T^$$912B
Bank of America Corp
BAC
LOCK|@@bQ&nLOCK|$t$350B
HSBC Holdings PLC ADR
HSBC
LOCK|WsD>Y^pLOCK|#zqS$309B
Royal Bank of Canada
RY
LOCK|hSp>BL>LLOCK|w&$283B
Wells Fargo & Co
WFC
LOCK|?Z&#DHWLOCK|ZJ$258B
Mitsubishi UFJ Financial Group Inc ADR
MUFG
LOCK|#!&$X$sLOCK|c#Q$248B
Citigroup Inc
C
LOCK|xHJRMd>LOCK|PHy$206B
The Toronto-Dominion Bank
TD
LOCK|KTTwgr@LOCK|^B$204B
Banco Santander SA ADR
SAN
LOCK|p%!hGVLOCK|HjnkT$182B
UBS Group AG Registered Shares
UBS
LOCK|c<f^L$WLOCK|&!L@$151B

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