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Upturn AI SWOT - About
HSBC 
HSBC Holdings PLC ADR (HSBC)
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Upturn Advisory Summary
06/02/2025: HSBC (4-star) is a STRONG-BUY. BUY since 15 days. Profits (3.00%). 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
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Year Target Price $65
Year Target Price $65
| 1 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.84% | Avg. Invested days 55 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/02/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 212.49B USD | Price to earnings Ratio 11.16 | 1Y Target Price 65 |
Price to earnings Ratio 11.16 | 1Y Target Price 65 | ||
Volume (30-day avg) 2 | Beta 0.49 | 52 Weeks Range 37.05 - 61.15 | Updated Date 06/30/2025 |
52 Weeks Range 37.05 - 61.15 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 3.29% | Basic EPS (TTM) 5.45 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 35.73% | Operating Margin (TTM) 51.99% |
Management Effectiveness
Return on Assets (TTM) 0.72% | Return on Equity (TTM) 10.96% |
Valuation
Trailing PE 11.16 | Forward PE 9.47 | Enterprise Value 703379734528 | Price to Sales(TTM) 3.66 |
Enterprise Value 703379734528 | Price to Sales(TTM) 3.66 | ||
Enterprise Value to Revenue 0.5 | Enterprise Value to EBITDA - | Shares Outstanding 3493720064 | Shares Floating 17381955080 |
Shares Outstanding 3493720064 | Shares Floating 17381955080 | ||
Percent Insiders - | Percent Institutions 2.2 |
Analyst Ratings
Rating 2 | Target Price 65 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
HSBC Holdings PLC ADR
Company Overview
History and Background
HSBC Holdings PLC was founded in 1865 in Hong Kong to finance trade between Europe and Asia. It evolved into a global banking and financial services organization through organic growth and acquisitions.
Core Business Areas
- Wealth and Personal Banking: Provides retail banking, wealth management, and insurance services to individuals and families.
- Commercial Banking: Offers financial services and solutions to small and medium-sized enterprises (SMEs) and mid-market enterprises.
- Global Banking and Markets: Provides investment banking, global markets, and transaction banking services to corporations and institutions.
- Corporate Centre: Includes central and head office functions.
Leadership and Structure
The Group Chairman is Mark E. Tucker. The Group Chief Executive Officer is Noel Quinn. HSBC operates under a board of directors and various executive committees.
Top Products and Market Share
Key Offerings
- Retail Banking: Includes current and savings accounts, mortgages, personal loans, and credit cards. Competitors include JPMorgan Chase (JPM), Bank of America (BAC), and Citigroup (C). Market Share difficult to attribute to the entire retail operations.
- Commercial Lending: Offers loans, trade finance, and other financial services to businesses. Competitors include Wells Fargo (WFC) and regional banks. Market Share difficult to attribute to the entire commercial operations.
- Investment Banking: Provides advisory services for mergers and acquisitions, underwriting, and capital markets solutions. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JP Morgan Chase (JPM). Market Share difficult to attribute to the entire investment banking operations.
Market Dynamics
Industry Overview
The global banking industry is currently facing challenges from regulatory changes, low interest rates, and increasing competition from fintech companies.
Positioning
HSBC is one of the world's largest banking and financial services organizations. It has a strong presence in Asia, Europe, and North America, giving it a competitive advantage in global markets.
Total Addressable Market (TAM)
The global banking TAM is estimated at trillions of dollars annually. HSBC is well-positioned to capture a significant portion of this TAM due to its global reach and diverse service offerings.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Extensive international network
- Strong capital base
- Diversified revenue streams
- Established presence in key growth markets like Asia
Weaknesses
- Complex regulatory environment
- Exposure to emerging market risks
- High operating costs
- Reputational risks from past misconduct
- Sensitivity to global economic downturns
Opportunities
- Growth in emerging markets
- Expansion of wealth management services
- Increased adoption of digital banking
- Acquisitions of smaller banks and fintech companies
- Increasing interest rates
Threats
- Intensified competition from fintech companies
- Economic slowdowns in key markets
- Regulatory changes and compliance costs
- Cybersecurity threats
- Geopolitical instability
Competitors and Market Share
Key Competitors
- JPM
- BAC
- CITI
- WFC
Competitive Landscape
HSBC's global presence and strong capital base give it an advantage over smaller regional banks. However, it faces intense competition from larger US banks like JPMorgan Chase and Bank of America.
Major Acquisitions
AXA Singapore
- Year: 2022
- Acquisition Price (USD millions): 575
- Strategic Rationale: Strengthen HSBC's wealth and insurance business in Asia.
Growth Trajectory and Initiatives
Historical Growth: HSBC's growth has been driven by expansion in Asia and strategic acquisitions.
Future Projections: Analysts predict moderate growth for HSBC, driven by emerging markets and digital banking initiatives.
Recent Initiatives: HSBC has been investing heavily in digital transformation and expanding its presence in Asia.
Summary
HSBC is a global banking giant with a strong presence in Asia. It boasts a robust capital base and diversified revenue streams, but faces challenges from regulatory complexities and increasing competition. Strategic investments in digital transformation and emerging markets are crucial for future growth. Despite these strengths, HSBC's exposure to economic downturns and geopolitical risks must be carefully monitored.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Analyst Estimates
- Company Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified 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 211940 | Website https://www.hsbc.com |
Full time employees 211940 | 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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