Full history for every metric is available with a Kvantra account
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total net revenue | $bn | 49 | 64 | 54 | 65 | 67 | 70 | 74 | - |
| Operating profit | $bn | 30 | 34 | ||||||
| Net profit | $bn | 5 | 14 | 16 | 24 | 24 | 22 | 25 | 30 |
| EPS reported | $ | 1.22 | 1.39 | ||||||
| Operating cashflow per share | $ | 1.71 | 0.00 | ||||||
| Capex per share | $ | 0.27 | 0.00 | ||||||
| FCF per share | $ | 1.44 | 0.00 | ||||||
| Free cash flow | $bn | 25 | 0 | ||||||
| Net debt | $bn | -113 | -500 | ||||||
| Book value equity | $bn | 178 | 197 | ||||||
| Book value per share | $ | 10.12 | 11.37 | ||||||
| Number of shares | m | 17,547 | 17,293 | ||||||
| DPS (TTM paid) | $ | 0.66 | 0.74 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 12.95 | 13.82 | ||||||
| P/B LTM | x | 1.55 | 1.67 | ||||||
| P/S LTM | x | 3.95 | 4.44 | ||||||
| P/FCF LTM | x | 10.96 | 0.00 | ||||||
| EV/EBITDA LTM | x | 15.27 | -4.33 | ||||||
| EV/Sales LTM | x | 3.96 | -2.32 | ||||||
| Earnings Yield LTM | % | 7.72% | 7.24% | ||||||
| FCF Yield | % | 9.12% | 0.00% | ||||||
| Quality | |||||||||
| ROE | % | 12.55% | 13.03% | ||||||
| ROIC | % | 0.72% | 1.81% | ||||||
| Operating margin | % | 22.30% | 24.99% | ||||||
| Gross margin | % | 52.96% | 54.86% | ||||||
| FCF/Sales | % | 18.72% | 0.00% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | -1.61% | +38.88% | ||||||
| Sales Growth YoY | % | +3.41% | +7.03% | ||||||
| Net Income Growth YoY | % | -7.06% | +34.68% | ||||||
| FCF Growth | % | -59.13% | - | ||||||
| Operating Profit Growth | % | -7.43% | +26.56% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | 4.21% | 3.89% | ||||||
| Dividend Growth | % | -20.28% | +13.13% | ||||||
| Payout Ratio | % | 54.10% | 0.00% | ||||||
| FCF/Debt | x | 0.05 | 0.00 | ||||||
| Net Debt/EBITDA | x | 7.36 | -2.39 | ||||||
| EBIT/Net interest | x | 0.46 | 0.55 | ||||||
| Net debt/market cap | % | -41.15% | -152.32% | ||||||
| Net debt/Equity | x | -0.64 | -2.54 | ||||||
| Gross debt/equity | x | 2.81 | 0.68 | ||||||
ETFs that hold HSBC Holdings
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| Vanguard Total International Stock ETF | VXUS | 7 | 0.77% |
| Vanguard FTSE Developed Markets ETF | VEA | 4 | 1.05% |
| iShares Core MSCI EAFE ETF | IEFA | 2 | 1.36% |
| Vanguard FTSE All-World ex-US ETF | VEU | 6 | 0.84% |
| iShares MSCI EAFE ETF | EFA | 2 | 1.59% |
| Schwab International Equity ETF | SCHF | 4 | 1.17% |
| iShares Core MSCI Total International Stock ETF | IXUS | 5 | 0.81% |
| Vanguard FTSE Europe ETF | VGK | 2 | 2.16% |
| iShares Core MSCI International Developed Markets ETF | IDEV | 2 | 1.20% |
| iShares MSCI EAFE Value ETF | EFV | 1 | 3.12% |
Funds with HSBC Holdings among their ten largest holdings, largest fund first.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
Company overview
HSBC Holdings plc is a multinational financial institution delivering banking and diverse financial solutions across the globe. Its operations are structured into three primary divisions: Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets. The Wealth and Personal Banking division caters to individuals and high-net-worth clients, supplying a range of retail banking offerings such as checking and savings accounts, home loans, personal lending, credit/debit cards, and payment processing for both domestic and international transactions. Additionally, it provides comprehensive wealth management services, encompassing insurance, investment vehicles, global asset management, investment management, and bespoke private wealth strategies. Its Commercial Banking arm supports small to medium-sized enterprises, mid-market companies, and large corporations with a suite of services including credit facilities, treasury solutions, payment and cash management, commercial insurance, investment opportunities, business credit cards, global trade and receivables financing, foreign exchange, capital market access for debt and equity, and strategic advisory. The Global Banking and Markets division delivers financing, consulting, and transactional capabilities, alongside a broad spectrum of financial instruments covering credit, interest rates, currency exchange, equities, money market operations, and securities services. This segment also undertakes principal investment activities, serving governmental bodies, corporate entities, institutional investors, and private investment groups. Established in 1865, HSBC Holdings plc maintains its headquarters in London, United Kingdom.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
HSBC Holdings plc (HSBA.L)
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| Vanguard Total International Stock ETF | VXUS | 7 | 0.77% |
| Vanguard FTSE Developed Markets ETF | VEA | 4 | 1.05% |
| iShares Core MSCI EAFE ETF | IEFA | 2 | 1.36% |
| Vanguard FTSE All-World ex-US ETF | VEU | 6 | 0.84% |
| iShares MSCI EAFE ETF | EFA | 2 | 1.59% |
| Schwab International Equity ETF | SCHF | 4 | 1.17% |
| iShares Core MSCI Total International Stock ETF | IXUS | 5 | 0.81% |
| Vanguard FTSE Europe ETF | VGK | 2 | 2.16% |
| iShares Core MSCI International Developed Markets ETF | IDEV | 2 | 1.20% |
| iShares MSCI EAFE Value ETF | EFV | 1 | 3.12% |
Funds with HSBC Holdings among their ten largest holdings, largest fund first.
Based on consensus from external analysts. Not Kvantra's opinion.
HSBC Holdings plc is a multinational financial institution delivering banking and diverse financial solutions across the globe. Its operations are structured into three primary divisions: Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets. The Wealth and Personal Banking division caters to individuals and high-net-worth clients, supplying a range of retail banking offerings such as checking and savings accounts, home loans, personal lending, credit/debit cards, and payment processing for both domestic and international transactions. Additionally, it provides comprehensive wealth management services, encompassing insurance, investment vehicles, global asset management, investment management, and bespoke private wealth strategies. Its Commercial Banking arm supports small to medium-sized enterprises, mid-market companies, and large corporations with a suite of services including credit facilities, treasury solutions, payment and cash management, commercial insurance, investment opportunities, business credit cards, global trade and receivables financing, foreign exchange, capital market access for debt and equity, and strategic advisory. The Global Banking and Markets division delivers financing, consulting, and transactional capabilities, alongside a broad spectrum of financial instruments covering credit, interest rates, currency exchange, equities, money market operations, and securities services. This segment also undertakes principal investment activities, serving governmental bodies, corporate entities, institutional investors, and private investment groups. Established in 1865, HSBC Holdings plc maintains its headquarters in London, United Kingdom.
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