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Upturn AI SWOT - About
HSBC 
HSBC Holdings PLC ADR (HSBC)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
09/17/2025: HSBC (4-star) is a STRONG-BUY. BUY since 89 days. Simulated Profits (20.54%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
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 40.78% | Avg. Invested days 65 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 238.34B USD | Price to earnings Ratio 13.65 | 1Y Target Price 67.75 |
Price to earnings Ratio 13.65 | 1Y Target Price 67.75 | ||
Volume (30-day avg) 2 | Beta 0.52 | 52 Weeks Range 41.35 - 69.94 | Updated Date 09/17/2025 |
52 Weeks Range 41.35 - 69.94 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 0.95% | Basic EPS (TTM) 5.05 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 13.65 | Forward PE 9.58 | Enterprise Value 2039800266752 | Price to Sales(TTM) 4.24 |
Enterprise Value 2039800266752 | Price to Sales(TTM) 4.24 | ||
Enterprise Value to Revenue 0.91 | Enterprise Value to EBITDA - | Shares Outstanding 3456649984 | Shares Floating 34248082140 |
Shares Outstanding 3456649984 | Shares Floating 34248082140 | ||
Percent Insiders - | Percent Institutions 2.27 |
Upturn AI SWOT
HSBC Holdings PLC ADR
Company Overview
History and Background
HSBC Holdings PLC was founded in 1865 in Hong Kong and Shanghai to finance trade between Europe and Asia. It has grown into one of the world's largest banking and financial services organizations, evolving through strategic acquisitions and expansions.
Core Business Areas
- Retail Banking and Wealth Management: Provides a range of banking services, including current and savings accounts, mortgages, personal loans, credit cards, and wealth management solutions.
- Commercial Banking: Offers financial services to small, medium-sized, and large enterprises, including lending, trade finance, cash management, and insurance.
- Global Banking and Markets: Provides investment banking, global markets, and securities services to corporations, governments, and institutions.
- Global Private Banking: Offers wealth management and banking solutions to high-net-worth individuals and families.
Leadership and Structure
The leadership team includes the Group Chairman and the Group Chief Executive Officer, supported by a board of directors and various executive committees. The organizational structure is based on global business lines and geographical regions.
Top Products and Market Share
Key Offerings
- Retail Banking Services: Includes current accounts, savings accounts, mortgages, and personal loans. HSBC has a significant presence in many Asian and European markets. Competitors include JPMorgan Chase, Bank of America and Citigroup
- Commercial Banking Services: Lending, trade finance, and cash management services for businesses. HSBC is a major player in international trade finance. Competitors include Standard Chartered, BNP Paribas and Deutsche Bank
- Investment Banking Services: Advisory services, underwriting, and trading. HSBC competes with Goldman Sachs, Morgan Stanley, and JP Morgan Chase.
Market Dynamics
Industry Overview
The banking industry is currently facing challenges from rising interest rates, increased competition from fintech companies, and regulatory changes.
Positioning
HSBC is positioned as a global bank with a strong presence in Asia. Its competitive advantages include its international network, brand recognition, and diverse range of services.
Total Addressable Market (TAM)
The global banking market is estimated to be worth trillions of dollars. HSBC is well-positioned to capture a significant share of this market, particularly in Asia.
Upturn SWOT Analysis
Strengths
- Global presence and brand recognition
- Strong capital position
- Diversified business model
- Extensive network in Asia
Weaknesses
- Complex regulatory environment
- Exposure to geopolitical risks
- High operating costs
- Reputational risks
Opportunities
- Growing demand for financial services in emerging markets
- Increasing adoption of digital banking
- Expanding wealth management business
- Strategic acquisitions and partnerships
Threats
- Increased competition from fintech companies
- Economic downturns and financial crises
- Cybersecurity threats
- Changes in regulations
Competitors and Market Share
Key Competitors
- JPM
- BAC
- C
- BCS
- DB
Competitive Landscape
HSBC has a strong global presence, particularly in Asia, but faces intense competition from other major banks and fintech companies. Its international network and diverse range of services are key advantages.
Major Acquisitions
Republic New York Corporation
- Year: 1999
- Acquisition Price (USD millions): 10300
- Strategic Rationale: Expanded HSBC's private banking and wealth management capabilities, particularly in the Americas.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can be discussed when Financial data above is populated
Future Projections: Future growth projections can be discussed when Financial data above is populated
Recent Initiatives: Recent initiatives include investments in digital banking, expansion in Asia, and cost-cutting measures.
Summary
HSBC is a global banking giant with a significant presence in Asia. Its strengths lie in its international network and diversified business model. However, it faces challenges from increased competition and regulatory complexities. Strategic initiatives and continued focus on growth markets will be crucial for its future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- HSBC Holdings PLC Annual Reports
- Industry Reports
- Market Analysis Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a financial advisor.
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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