HSBC Competitors

H1SB34 Stock

BRL 67.18 0.54 0.81%

HSBC Holdings plc competes with T Mobile, Monster Beverage, Charter Communications, Home Depot, and United Airlines; as well as few others. The company operates under Financial Services sector and is part of Banks—Diversified industry. Analyzing HSBC Holdings competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of HSBC Holdings to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out HSBC Holdings Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of HSBC Holdings competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
65.38	66.64	67.90

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Intrinsic

Valuation

Low	Real	High
52.80	54.06	73.30

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Naive

Forecast

Low	Next	High
63.52	64.78	66.04

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Bollinger

Band Projection (param)

Lower	Middle Band	Upper
61.49	65.28	69.06

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Please note, it is not enough to conduct a financial or market analysis of a single entity such as HSBC Holdings. Your research has to be compared to or analyzed against HSBC Holdings' peers to derive any actionable benefits. When done correctly, HSBC Holdings' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in HSBC Holdings plc.

HSBC Holdings Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between HSBC Holdings and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of HSBC and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of HSBC Holdings plc does not affect the price movement of the other competitor.

	T1MU34	M1NS34	CHCM34	HOME34	U1AL34	RSUL4	VERZ34
T1MU34		0.9	0.74	0.82	0.97	-0.71	0.3	T1MU34
M1NS34	0.9		0.58	0.8	0.94	-0.73	0.49	M1NS34
CHCM34	0.74	0.58		0.36	0.66	-0.37	-0.2	CHCM34
HOME34	0.82	0.8	0.36		0.84	-0.75	0.62	HOME34
U1AL34	0.97	0.94	0.66	0.84		-0.8	0.39	U1AL34
RSUL4	-0.71	-0.73	-0.37	-0.75	-0.8		-0.41	RSUL4
VERZ34	0.3	0.49	-0.2	0.62	0.39	-0.41		VERZ34
	T1MU34	M1NS34	CHCM34	HOME34	U1AL34	RSUL4	VERZ34

Click cells to compare fundamentals

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High positive correlations

U1AL34	+ 0.97	T1MU34
U1AL34	+ 0.94	M1NS34
M1NS34	+ 0.9	T1MU34
U1AL34	+ 0.84	HOME34
HOME34	+ 0.82	T1MU34
HOME34	+ 0.8	M1NS34

High negative correlations

RSUL4	- 0.8	U1AL34
RSUL4	- 0.75	HOME34
RSUL4	- 0.73	M1NS34
RSUL4	- 0.71	T1MU34
VERZ34	- 0.41	RSUL4
RSUL4	- 0.37	CHCM34

Risk-Adjusted Indicators

There is a big difference between HSBC Stock performing well and HSBC Holdings Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze HSBC Holdings' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
T1MU34	0.90	0.38	0.20	(1.30)	0.71	(1.11)	2.54	(1.67)	5.99
M1NS34	1.36	0.31	0.13	3.07	1.39	(1.63)	2.83	(2.38)	9.83
CHCM34	1.69	0.21	0.09	0.43	1.57	(1.82)	4.23	(3.11)	17.68
HOME34	1.21	0.30	0.10	(1.51)	1.66	(1.30)	2.40	(2.20)	18.08
U1AL34	2.07	1.37	0.60	(3.78)	0.72	(2.83)	6.59	(2.28)	18.77
RSUL4	0.98	(0.16)	0.00	(0.49)	0.00	0.00	1.96	(2.22)	6.19
VERZ34	1.08	0.19	0.04	(0.30)	1.39	(1.09)	2.78	(2.36)	7.91

Unable to evaluate fundamental data of [T1MU34.SA, M1NS34.SA, CHCM34.SA, HOME34.SA, U1AL34.SA, RSUL4.SA, VERZ34.SA] at this time. Please try again later

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HSBC Holdings Competitive Analysis

The better you understand HSBC Holdings competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, HSBC Holdings' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across HSBC Holdings' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	H1SB34	T1MU34	M1NS34	CHCM34	HOME34	U1AL34	RSUL4	VERZ34
	0.81 67.18 HSBC	2.02 686.80 T1MU34	1.06 39.13 Monster	0.51 37.35 Charter	1.27 84.82 Home	2.35 276.48 United	1.03 59.00 Metalrgica	2.21 41.12 Verizon
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Solid	Good	OK	OK	Very Strong	Very Weak	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Under Valued	Over Valued	Over Valued	Over Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Hold	Buy	Strong Hold	Strong Sell	Hold	Cautious Hold	Strong Sell
Current Ratio	N/A	0.94 X	4.45 X	0.47 X	1.04 X	1.13 X	0.46 X	0.89 X
Net Asset	2.96 T	206.56 B	7.8 B	144.52 B	71.88 B	68.17 B	284.02 M	379.68 B
Profit Margin	0.29 %	0.03 %	0.19 %	0.09 %	0.11 %	0.02 %	0.16 %	0.16 %
EBITDA	N/A	23.1 B	1.85 B	20.92 B	25.95 B	1.5 B	116.72 M	48.98 B
Operating Margin	0.32 %	0.16 %	0.26 %	0.23 %	0.15 %	0.06 %	0.25 %	0.21 %
Price To Book	3.45 X	2.54 X	7.73 X	6.50 X	260.01 X	2.74 X	3.54 X	1.79 X
Current Valuation	N/A	1.49 T	259.19 B	839.88 B	2.05 T	167.14 B	421.78 M	1.74 T
Five Year Return	N/A	N/A	N/A	N/A	N/A	N/A	N/A	4.16 %
Beta	0.63	0.56	0.88	1.13	0.94	1.44	-0.25	0.35
Number Of Employees	219.7 K	10	3.46 K	101.7 K	500 K	92.8 K	951	117.1 K
Shares Outstanding	79.87 B	2.47 B	4.18 B	9.16 B	28.54 B	653.86 M	2.41 M	25.2 B
Cash Flow From Operations	8.61 B	13.92 B	1.16 B	14.93 B	16.57 B	2.07 B	34.85 M	37.14 B
Annual Yield	0.04 %	N/A	N/A	N/A	0.02 %	N/A	0.03 %	0.06 %
Total Debt	569.63 B	68.57 B	20.77 M	96.09 B	36.6 B	30.36 B	10.03 M	140.68 B
Return On Equity	0.0703	0.0373	0.19	0.38	0.15	0.12	0.66	0.25
Z Score	3.6	7.8	N/A	1.8	29.6	1.2	8.8	3.6
Return On Asset	0.0046	0.0391	0.13	0.0544	0.2	0.0228	0.2	0.0475
Book Value Per Share	2.00 X	28.22 X	1.63 X	1.02 X	0.05 X	41.78 X	20.90 X	3.62 X
Total Asset	2.96 T	206.56 B	7.8 B	144.52 B	71.88 B	68.17 B	284.02 M	379.68 B
Last Dividend Paid	0.27	N/A	N/A	N/A	7.6	N/A	N/A	2.59
Debt To Equity	N/A	1.64 %	0 %	3.71 %	N/A	6.77 %	0.73 %	2.40 %
Shares Owned By Institutions	N/A	N/A	0.01 %	0.01 %	N/A	N/A	16.61 %	0.02 %
Market Capitalization	3.86 T	938.47 B	283.94 B	322.46 B	1.71 T	85.73 B	136.16 M	891.37 B
Price To Earning	4.46 X	57.16 X	4.51 X	38.78 X	41.16 X	N/A	4.73 X	12.85 X
Price To Earnings To Growth	2.90 X	0.47 X	3.42 X	0.29 X	1.71 X	N/A	N/A	5.47 X
Price To Sales	70.57 X	11.61 X	44.41 X	4.87 X	11.35 X	1.64 X	0.44 X	6.06 X
Net Income	13.92 B	3.02 B	1.38 B	5.05 B	16.43 B	(1.96 B)	88.79 M	21.26 B
Earnings Per Share	0.76 X	5.40 X	1.49 X	2.63 X	3.06 X	5.89 X	10.83 X	4.46 X
Shares Owned By Insiders	N/A	N/A	N/A	N/A	N/A	N/A	62.65 %	N/A
Revenue	63.64 B	80.12 B	5.54 B	54.02 B	151.16 B	24.63 B	322.2 M	136.84 B
Cash And Equivalents	1.07 T	7.79 B	2.55 B	1.71 B	1.88 B	12.97 B	782 K	4.84 B
Cash Per Share	263.22 X	3.12 X	0.60 X	0.16 X	1.71 X	80.20 X	13.00 X	0.19 X
Gross Profit	50.48 B	47.56 B	3.11 B	24.48 B	50.83 B	13.1 B	120.42 M	77.7 B
Day Typical Price	67.68	688.15	39.08	37.54	84.5	275.15	58.61	41.09
Accumulation Distribution	43.3	5.89	19.07	44.29	49.65	2.91	19.83	558.49
Market Facilitation Index	9.0E-4	0.004	2.0E-4	6.0E-4	7.0E-4	0.0197	0.0012	0.0
Daily Balance Of Power	0.3375	3.358025	1.078947	0.1827	0.6347	1.592965	0.5128	1.236111
Period Momentum Indicator	0.54	13.6	0.41	0.19	1.06	6.34	0.6	0.89
Rate Of Daily Change	1.01	1.02	1.01	1.01	1.01	1.02	1.01	1.02
Day Median Price	67.93	688.83	39.05	37.64	84.34	274.49	58.42	41.08
Price Action Indicator	(0.48)	4.77	0.29	(0.19)	1.01	5.16	0.89	0.48
Relative Strength Index	73.18	73.34	65.44	75.85	54.03	74.19	44.46	44.86
Coefficient Of Variation	597.76	331.12	528.02	975.43	687.68	220.89	(1,024)	935.6
Mean Deviation	0.9747	0.9027	1.36	1.69	1.21	2.07	0.981	1.08
Jensen Alpha	0.2195	0.3756	0.3107	0.2072	0.2982	1.37	(0.16)	0.194
Total Risk Alpha	0.0581	0.2164	0.1223	(0.04)	0.0544	1.0	(0.29)	(0.02)
Sortino Ratio	0.0917	0.1962	0.1318	0.09	0.0982	0.6048	N/A	0.0406
Downside Variance	1.6	1.85	3.15	3.69	4.02	4.33	N/A	2.59
Standard Deviation	1.26	1.2	1.74	2.62	2.01	2.99	1.33	1.5
Kurtosis	1.42	0.5744	0.975	10.41	11.73	4.64	0.5535	0.8921
Potential Upside	1.93	2.54	2.83	4.23	2.4	6.59	1.96	2.78
Treynor Ratio	(0.95)	(1.30)	3.07	0.4323	(1.51)	(3.78)	(0.49)	(0.30)
Maximum Drawdown	7.71	5.99	9.83	17.68	18.08	18.77	6.19	7.91
Variance	1.6	1.44	3.03	6.85	4.04	8.94	1.77	2.26
Market Risk Adjusted Performance	(0.94)	(1.29)	3.08	0.4423	(1.50)	(3.77)	(0.48)	(0.29)
Risk Adjusted Performance	0.1301	0.2312	0.1483	0.0844	0.1158	0.3485	(0.07)	0.0855
Skewness	(0.35)	(0.13)	(0.39)	2.31	0.6976	1.56	(0.54)	(0.23)
Semi Deviation	1.05	0.7111	1.39	1.57	1.66	0.7193	N/A	1.39
Information Ratio	0.0918	0.2225	0.1346	0.0661	0.0979	0.4208	(0.17)	0.0434
Value At Risk	(2.14)	(1.67)	(2.38)	(3.11)	(2.20)	(2.28)	(2.22)	(2.36)
Expected Short fall	(1.09)	(1.11)	(1.63)	(1.82)	(1.30)	(2.83)	N/A	(1.09)
Downside Deviation	1.27	1.36	1.78	1.92	2.0	2.08	N/A	1.61
Semi Variance	1.09	0.5057	1.92	2.47	2.75	0.5173	N/A	1.92

HSBC Holdings Competition Performance Charts

Five steps to successful analysis of HSBC Holdings Competition

HSBC Holdings' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by HSBC Holdings plc in relation to its competition. HSBC Holdings' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of HSBC Holdings in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact HSBC Holdings' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to HSBC Holdings plc, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your HSBC Holdings position

In addition to having HSBC Holdings in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Trading theme has 61 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Trading Theme or any other thematic opportunities.

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Additional Information and Resources on Investing in HSBC Stock

When determining whether HSBC Holdings plc offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of HSBC Holdings' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Hsbc Holdings Plc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Hsbc Holdings Plc Stock:

How To Invest In HSBC

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Is HSBC Stock a good investment?

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What is HSBC Holdings' Net Worth?

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Check out HSBC Holdings Correlation with its peers.

You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

Please note, there is a significant difference between HSBC Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if HSBC Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HSBC Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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HSBC Competitors

Specify up to 10 symbols:

HSBC Holdings Competition Correlation Matrix

Risk-Adjusted Indicators

HSBC Holdings Competitive Analysis

HSBC Holdings Competition Performance Charts

Five steps to successful analysis of HSBC Holdings Competition

Complement your HSBC Holdings position

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Additional Information and Resources on Investing in HSBC Stock

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