Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
HSBC logo HSBC
Upturn stock ratingUpturn stock rating
HSBC logo

HSBC Holdings PLC ADR (HSBC)

Upturn stock ratingUpturn stock rating
$64.82
Last Close (24-hour delay)
Profit since last BUY12.15%
upturn advisory
Strong Buy
BUY since 76 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/28/2025: HSBC (4-star) is a STRONG-BUY. BUY since 76 days. Profits (12.15%). Updated daily EoD!

Upturn Star Rating

rating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Number of Analysts

rating

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

Analysts Price Target For last 52 week
$67.75 Target price
52w Low $40
Current$64.82
52w High $66.05

Analysis of Past Performance

Type Stock
Historic Profit 30.98%
Avg. Invested days 63
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

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

ai summary icon Upturn AI SWOT

HSBC Holdings PLC ADR

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 211130

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.