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Upturn AI SWOT - About
HSBC 
HSBC Holdings PLC ADR (HSBC)
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Upturn Advisory Summary
10/31/2025: HSBC (4-star) is currently NOT-A-BUY. Pass it for now.
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 $75.36
1 Year Target Price $75.36
| 1 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 33.08% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 242.64B USD | Price to earnings Ratio 14.75 | 1Y Target Price 75.36 |
Price to earnings Ratio 14.75 | 1Y Target Price 75.36 | ||
Volume (30-day avg) 2 | Beta 0.5 | 52 Weeks Range 42.35 - 72.21 | Updated Date 11/2/2025 |
52 Weeks Range 42.35 - 72.21 | Updated Date 11/2/2025 | ||
Dividends yield (FY) 0.94% | Basic EPS (TTM) 4.75 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-28 | When Before Market | Estimate 1.6 | Actual 1.4002 |
Profitability
Profit Margin 30.52% | Operating Margin (TTM) 39.95% |
Management Effectiveness
Return on Assets (TTM) 0.59% | Return on Equity (TTM) 9.29% |
Valuation
Trailing PE 14.75 | Forward PE 9.83 | Enterprise Value 836927815680 | Price to Sales(TTM) 4.19 |
Enterprise Value 836927815680 | Price to Sales(TTM) 4.19 | ||
Enterprise Value to Revenue 1.01 | Enterprise Value to EBITDA - | Shares Outstanding 3438533059 | Shares Floating 16908759320 |
Shares Outstanding 3438533059 | Shares Floating 16908759320 | ||
Percent Insiders - | Percent Institutions 2.28 |
Upturn AI SWOT
HSBC Holdings PLC ADR
Company Overview
History and Background
HSBC Holdings PLC was established in 1865 to finance trade between Europe and Asia. Formally established in 1991 as a holding company, it has evolved into 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, including current and savings accounts, mortgages, credit cards, and personal loans, as well as wealth management services, including investment products, insurance, and financial planning.
- Commercial Banking: Offers a range of financial solutions to businesses, including lending, trade finance, cash management, and insurance.
- Global Banking and Markets: Provides investment banking and capital markets services to corporations, governments, and institutions worldwide.
- Global Private Banking: Offers wealth management and banking services to high-net-worth individuals and families.
Leadership and Structure
Group Chairman: Mark E. Tucker; Group Chief Executive Officer: Noel Quinn. The organizational structure includes global business lines and regional operations managed by executive committees.
Top Products and Market Share
Key Offerings
- Current and Savings Accounts: Provides everyday banking solutions. Market share data varies regionally; HSBC is a major player in many Asian and European markets. Competitors include JPMorgan Chase, Citigroup, and Barclays.
- Mortgages: Offers residential and commercial mortgages. Market share data varies regionally; HSBC is a major player in many Asian and European markets. Competitors include JPMorgan Chase, Citigroup, and Barclays.
- Credit Cards: Provides a range of credit card products. Market share data varies regionally; HSBC is a major player in many Asian and European markets. Competitors include JPMorgan Chase, Citigroup, and Barclays.
- Wealth Management: Offers investment products, insurance, and financial planning. HSBC competes with firms like UBS, Morgan Stanley, and Goldman Sachs. Revenue from wealth management contributes significantly to overall group revenue.
Market Dynamics
Industry Overview
The banking industry is characterized by increasing regulatory scrutiny, technological disruption, and evolving customer expectations. Globalization and macroeconomic factors significantly impact performance.
Positioning
HSBC is positioned as a global bank with a strong presence in Asia. Its competitive advantages include its extensive international network and diverse product offerings.
Total Addressable Market (TAM)
The global banking market is worth trillions of dollars. HSBC is well-positioned to capture a significant portion of this TAM due to its international presence and diverse service offerings.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Extensive international network
- Diverse range of financial products and services
- Strong capital base
- Significant presence in high-growth Asian markets
Weaknesses
- Complex organizational structure
- Exposure to regulatory and compliance risks
- Geographic concentration in certain markets
- Past instances of regulatory fines and penalties
- Vulnerable to global macroeconomic conditions
Opportunities
- Expanding into new high-growth markets
- Leveraging digital technologies to improve efficiency and customer experience
- Increasing cross-selling opportunities across business lines
- Growing wealth management business in emerging markets
- Expanding sustainable finance offerings
Threats
- Increasing competition from fintech companies
- Rising interest rates and inflation
- Geopolitical risks and trade tensions
- Cybersecurity threats
- Regulatory changes and increased compliance costs
Competitors and Market Share
Key Competitors
- JPM
- BAC
- C
- WFC
Competitive Landscape
HSBC faces strong competition from global and regional banks. Its strengths are its international network and brand recognition, but it needs to adapt to technological changes and regulatory challenges.
Major Acquisitions
Republic New York Corporation
- Year: 1999
- Acquisition Price (USD millions): 10300
- Strategic Rationale: Expanded HSBC's private banking presence in key markets.
Household International
- Year: 2003
- Acquisition Price (USD millions): 14800
- Strategic Rationale: Diversified into the US consumer finance market (later divested).
Growth Trajectory and Initiatives
Historical Growth: HSBC's growth has been steady in the past few years, with a focus on expanding in Asia.
Future Projections: Analysts project continued growth for HSBC, driven by its focus on Asia and wealth management.
Recent Initiatives: Recent initiatives include investments in digital banking and expansion in the Asian markets.
Summary
HSBC is a global financial institution with a strong presence in Asia. Its strengths lie in its international network and brand recognition. It faces challenges in adapting to technological changes and navigating regulatory complexities, however, recent financial performance shows improvement and expansion in Asia is promising.
Similar Stocks
Sources and Disclaimers
Data Sources:
- HSBC Holdings PLC Annual Reports
- Financial News Articles
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data is subject to change.
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 212409 | Website https://www.hsbc.com |
Full time employees 212409 | 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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