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HSBC Holdings PLC ADR (HSBC)



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Upturn Advisory Summary
08/28/2025: HSBC (4-star) is a STRONG-BUY. BUY since 76 days. Profits (12.15%). Updated daily EoD!
1 Year Target Price $67.75
1 Year Target Price $67.75
1 | Strong Buy |
1 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 30.98% | Avg. Invested days 63 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 224.87B USD | Price to earnings Ratio 12.84 | 1Y Target Price 67.75 |
Price to earnings Ratio 12.84 | 1Y Target Price 67.75 | ||
Volume (30-day avg) 2 | Beta 0.5 | 52 Weeks Range 40.00 - 66.05 | Updated Date 08/29/2025 |
52 Weeks Range 40.00 - 66.05 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 1.02% | Basic EPS (TTM) 5.05 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-30 | When Before Market | Estimate 1.63 | Actual 1.3103 |
Profitability
Profit Margin 33.67% | Operating Margin (TTM) 46.56% |
Management Effectiveness
Return on Assets (TTM) 0.64% | Return on Equity (TTM) 10.13% |
Valuation
Trailing PE 12.84 | Forward PE 9.75 | Enterprise Value 1896101052416 | Price to Sales(TTM) 4 |
Enterprise Value 1896101052416 | Price to Sales(TTM) 4 | ||
Enterprise Value to Revenue 0.73 | Enterprise Value to EBITDA - | Shares Outstanding 3469100032 | Shares Floating 34236600120 |
Shares Outstanding 3469100032 | Shares Floating 34236600120 | ||
Percent Insiders - | Percent Institutions 2.26 |
Upturn AI SWOT
HSBC Holdings PLC ADR

Company Overview
History and Background
HSBC Holdings PLC ADR represents shares of HSBC Holdings PLC, a British multinational universal bank and financial services holding company. Founded in 1865 in Hong Kong, initially as The Hongkong and Shanghai Banking Corporation, it aimed to finance trade between Europe and Asia. Over time, it expanded globally through organic growth and acquisitions, becoming one of the world's largest banking and financial services organizations.
Core Business Areas
- Retail Banking and Wealth Management: Provides a range of banking services to individuals and small businesses, including current and savings accounts, credit cards, loans, and wealth management products.
- Commercial Banking: Offers banking solutions to medium-sized enterprises, including lending, trade finance, cash management, and insurance services.
- Global Banking and Markets: Provides financial services to large corporations, governments, and institutional investors, including investment banking, capital markets, and transaction banking.
- Global Private Banking: Offers private banking and wealth management services to high-net-worth individuals and families.
Leadership and Structure
HSBC Holdings PLC is led by a Board of Directors, which oversees the executive management team. The Chief Executive Officer is responsible for the day-to-day operations of the company. The organizational structure is divided into global business lines and geographic regions, reflecting its global presence.
Top Products and Market Share
Key Offerings
- Current and Savings Accounts: Offers a variety of current and savings accounts tailored to different customer needs. Competitors include JPM, BAC, WFC.
- Credit Cards: Provides a range of credit cards with various rewards and benefits. Competitors include JPM, BAC, AXP.
- Commercial Lending: Offers loans and other financing solutions to businesses of all sizes. Competitors include JPM, BAC, C.
- Investment Banking: Provides advisory and underwriting services for corporations and institutions. Competitors include GS, MS, JPM.
Market Dynamics
Industry Overview
The banking industry is currently characterized by increasing regulation, digitalization, and competition from fintech companies. Global economic conditions and interest rate environments also play a significant role.
Positioning
HSBC is positioned as a leading global bank with a strong presence in Asia, Europe, and North America. Its competitive advantages include its global network, brand recognition, and diverse range of products and services.
Total Addressable Market (TAM)
The total addressable market for global banking and financial services is estimated to be in the trillions of USD. HSBC is positioned to capture a significant portion of this TAM through its diverse product offerings and global reach.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Extensive international network
- Diverse range of products and services
- Strong capital position
- Established presence in Asia
Weaknesses
- Complex organizational structure
- Exposure to global economic volatility
- Higher operating costs compared to some competitors
- Reputational risks associated with past regulatory issues
- Dependence on Asian markets.
Opportunities
- Expansion into new markets
- Increased digitalization and automation
- Growth in wealth management
- Rising demand for sustainable finance
- Technological innovation to deliver better customer value.
Threats
- Increasing competition from fintech companies
- Stringent regulatory requirements
- Economic downturns
- Geopolitical risks
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- JPM
- BAC
- C
- WFC
- GS
- MS
Competitive Landscape
HSBC competes with a range of global banks and financial institutions. Its advantages include its global network and diverse product offerings. Disadvantages may include higher operating costs and complex organizational structure.
Major Acquisitions
Republic New York Corporation
- Year: 1999
- Acquisition Price (USD millions): 10300
- Strategic Rationale: Expansion into the US private banking market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends require real-time financial data, which is unavailable.
Future Projections: Future growth projections require analyst estimates and real-time financial data, which is unavailable.
Recent Initiatives: Recent initiatives include focusing on growth in Asia, investing in digital transformation, and enhancing sustainability efforts.
Summary
HSBC is a large global bank with a strong presence in Asia and a diverse range of services. It benefits from its brand and international network, but faces challenges from regulation, fintech competition, and geopolitical risks. Growth opportunities exist in digital transformation and wealth management. The company needs to manage its costs and navigate global economic uncertainties.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, news articles.
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is an estimate and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About HSBC Holdings PLC ADR
Exchange NYSE | Headquaters - | ||
IPO Launch date 1999-07-16 | CEO, Member of the Group Management Board & Executive Director Mr. Georges Bahjat Elhedery | ||
Sector Financial Services | Industry Banks - Diversified | Full time employees 211130 | Website https://www.hsbc.com |
Full time employees 211130 | Website https://www.hsbc.com |
HSBC Holdings plc engages in the provision of banking and financial products and services worldwide. It operates through three segments: Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit and debit cards, and local and international payment services; and wealth management services comprising insurance and investment products, global asset management services, and investment management and private wealth solutions. This segment serves personal banking and high net worth individuals. The Commercial Banking segment provides credit and lending, treasury management, payment, cash management, commercial insurance, and investment services; commercial cards; international trade and receivables finance services; foreign exchange products; capital raising services on debt and equity markets; and advisory services. It serves small and medium sized enterprises, mid-market enterprises, and corporates. The Global Banking and Markets segment offers financing, advisory, and transaction services; and credit, rates, foreign exchange, equities, money markets, and securities services; and investment services. It serves government, corporate and institutional clients, and private investors. The company was founded in 1865 and is based in London, the United Kingdom.

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