HSBC Competitors

Stocks . USA . 
Stock . HSBC Holdings PLC
HSBC Stock  USD 86.79  2.63  2.94%   
HSBC Holdings PLC competes with Royal Bank, Wells Fargo, Goldman Sachs, Citigroup, and Mitsubishi UFJ; as well as few others. The company conducts business under Banks sector and is part of Financials 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.

HSBC Holdings vs Morgan Stanley Correlation

Poor diversification

The correlation between HSBC Holdings PLC and MS is 0.71 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding HSBC Holdings PLC and MS in the same portfolio, assuming nothing else is changed.

Moving together with HSBC Stock

  0.81RY Royal BankPairCorr
  0.96BMO Bank of MontrealPairCorr

Moving against HSBC Stock

  0.47HNHPF Hon Hai PrecisionPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
88.2389.6591.07
Details
Intrinsic
Valuation
LowRealHigh
80.4892.4893.90
Details
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.

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.

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
HSBC RY WFC GS C MUFG BAC MS
 2.94 
 86.79 
HSBC
 2.08 
 169.35 
Royal
 2.99 
 86.29 
Wells
 4.24 
 904.55 
Goldman
 5.32 
 111.15 
Citigroup
 0.10 
 19.60 
Mitsubishi
 2.47 
 52.52 
Bank
 4.88 
 168.06 
Morgan
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)
Solid
Solid
Soft
Good
Good
Solid
Soft
Fair
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Tiny
Tiny
Low
Tiny
Tiny
Tiny
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Under Valued
Under Valued
Under Valued
Fairly Valued
Under Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Strong Buy
Buy
Strong Buy
Hold
Strong Buy
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Buy
Strong Hold
Strong Buy
Buy
Strong Buy
Strong Hold
Strong Hold
Current Ratio
N/A
N/A
N/A
1.70 X
N/A
N/A
N/A
2.00 X
Net Asset
3.02 T
2.33 T
2.15 T
1.81 T
2.66 T
413.11 T
3.41 T
1.22 T
Profit Margin
0.31 %
0.33 %
0.27 %
0.29 %
0.19 %
0.23 %
0.28 %
0.24 %
EBITDA
36.39 B
28.73 B
29.35 B
21.81 B
23.1 B
2.97 T
36.61 B
26.56 B
Operating Margin
0.40 %
0.45 %
0.32 %
0.38 %
0.22 %
0.35 %
0.36 %
0.39 %
Current Valuation
1.17 T
(38.41 B)
123.27 B
133.12 B
(300.39 B)
(32.5 T)
203.35 B
186.77 B
Price To Book
1.60 X
2.63 X
1.67 X
2.27 X
1.07 X
1.61 X
1.44 X
2.81 X
Retained Earnings
152.4 B
96.94 B
228.87 B
153.41 B
215.13 B
14.85 T
261.69 B
104.99 B
Five Year Return
6.08 %
3.82 %
3.29 %
1.82 %
3.01 %
4.12 %
2.06 %
2.52 %
Beta
0.44
1.01
1.06
1.31
1.14
0.16
1.27
1.18
Number Of Employees
212.41 K
96.63 K
205.2 K
47.4 K
226 K
150.8 K
213.21 K
82.99 K
Shares Outstanding
3.43 B
1.4 B
3.09 B
299.93 M
1.75 B
11.31 B
7.21 B
1.58 B
Cash Flow From Operations
65.31 B
55.22 B
3.04 B
(13.21 B)
(19.67 B)
6.42 B
(8.8 B)
1.36 B
Annual Yield
0.02 %
0.03 %
0.02 %
0.02 %
0.02 %
0.03 %
0.02 %
0.02 %
Total Debt
242.35 B
834.96 B
193.03 B
619 B
715.8 B
89.4 T
365.9 B
360.49 B
Return On Equity
0.0929
0.15
0.12
0.14
0.0683
0.0611
0.1
0.16
Return On Asset
0.0059
0.0091
0.0105
0.0099
0.0058
0.0033
0.0092
0.0125
Number Of Shares Shorted
6.12 M
8.15 M
32 M
6.09 M
25.77 M
7.26 M
90.33 M
14.1 M
Book Value Per Share
9.94 X
67.14 X
53.19 X
357.46 X
110.01 X
12.20 X
38.44 X
62.98 X
Total Asset
3.02 T
2.33 T
2.15 T
1.81 T
2.66 T
413.11 T
3.41 T
1.22 T
Debt To Equity
0.59 %
15.61 %
8.26 %
4.86 %
0.91 %
26.32 %
7.37 %
3.42 %
Short Ratio
4.13 X
4.64 X
1.93 X
2.54 X
1.82 X
2.26 X
2.41 X
2.11 X
Target Price
85.44
164.12
101.27
950.5
134.62
17.47
62.23
195.52
Last Dividend Paid
0.66
6.04
1.7
14.0
2.32
74.0
1.08
3.93
Shares Owned By Institutions
2.39 %
49.13 %
80.55 %
75.35 %
80.84 %
3.19 %
71.73 %
63.18 %
Market Capitalization
307.24 B
242.98 B
279.22 B
273.83 B
210.04 B
221.94 B
393.24 B
280.8 B
Price To Earning
20.12 X
12.27 X
12.32 X
10.21 X
6.50 X
16.55 X
11.71 X
13.51 X
Price To Earnings To Growth
2.76 X
2.37 X
1.90 X
1.67 X
0.90 X
1.43 X
1.04 X
2.03 X
Price To Sales
5.30 X
3.90 X
3.49 X
4.61 X
2.77 X
0.04 X
3.66 X
3.99 X
Net Income
32.31 B
20.37 B
19.96 B
14.28 B
12.68 B
2.55 T
27.13 B
13.53 B
Earnings Per Share
4.75 X
10.22 X
6.26 X
49.12 X
6.71 X
1.08 X
3.70 X
10.14 X
Shares Owned By Insiders
N/A
0.02 %
0.09 %
0.50 %
0.25 %
N/A
7.97 %
24.04 %
Revenue
143.29 B
137.36 B
123.53 B
125.1 B
168.3 B
12.43 T
188.75 B
116.11 B
Cash And Equivalents
1.14 T
701.08 B
358.38 B
176.73 B
990.92 B
141.25 T
733.43 B
100.95 B
Cash Per Share
14.49 X
503.75 X
94.05 X
N/A
511.61 X
N/A
91.42 X
325.70 X
Gross Profit
57.98 B
62.24 B
80.04 B
49.23 B
75.72 B
5.85 T
107.42 B
61.2 B
Day Typical Price
87.47
170.82
87.36
925.62
113.76
19.73
52.75
170.75
Accumulation Distribution
125956.0
38024.14
773288.0
207457.0
1.3 M
186680.0
2.2 M
1.1 M
Daily Balance Of Power
(0.81)
(0.63)
(0.64)
(0.62)
(0.76)
(0.03)
(0.62)
(0.64)
Period Momentum Indicator
(2.63)
(3.60)
(2.66)
(40.04)
(6.24)
(0.02)
(1.33)
(8.62)
Rate Of Daily Change
0.97
0.98
0.97
0.96
0.95
1.0
0.98
0.95
Day Median Price
87.81
171.56
87.9
936.16
115.06
19.8
52.86
172.1
Price Action Indicator
(2.33)
(4.00)
(2.93)
(51.63)
(7.03)
(0.21)
(1.01)
(8.35)
Coefficient Of Variation
482.86
381.48
6543.15
797.77
1114.62
388.32
(42,689)
2089.66
Mean Deviation
1.09
0.7811
1.16
1.47
1.44
1.22
1.03
1.29
Jensen Alpha
0.2287
0.2121
(0.07)
0.1024
0.0478
0.3317
(0.09)
(0.01)
Total Risk Alpha
0.1665
0.159
(0.12)
0.0625
(0)
0.2616
(0.13)
(0.08)
Sortino Ratio
0.1543
0.1911
(0.03)
0.0791
0.0437
0.1961
N/A
4.0E-4
Downside Variance
2.11
0.8137
3.17
3.93
4.64
2.83
N/A
2.86
Standard Deviation
1.47
0.9658
1.53
1.9
1.95
1.59
1.32
1.7
Kurtosis
0.9264
(0.27)
0.5853
0.1705
1.46
0.6817
0.3085
1.29
Potential Upside
2.26
1.68
2.23
3.73
3.43
2.37
1.73
2.55
Treynor Ratio
0.3164
0.553
0.0118
0.1286
0.0996
0.412
(0.01)
0.0592
Maximum Drawdown
7.49
4.03
8.11
8.38
9.9
7.11
5.67
9.47
Variance
2.16
0.9327
2.35
3.59
3.8
2.54
1.75
2.9
Market Risk Adjusted Performance
0.3264
0.563
0.0218
0.1386
0.1096
0.422
(0)
0.0692
Risk Adjusted Performance
0.1727
0.2145
0.0171
0.1075
0.0787
0.214
0.002
0.0441
Skewness
0.1737
(0.11)
(0.39)
(0.05)
(0.13)
(0.24)
(0.55)
0.2766
Semi Deviation
1.11
0.6237
1.71
1.71
1.92
1.27
N/A
1.61
Information Ratio
0.1522
0.1785
(0.04)
0.0828
0.0483
0.2069
(0.06)
4.0E-4
Value At Risk
(2.29)
(1.43)
(2.85)
(2.74)
(3.34)
(2.34)
(2.47)
(2.45)
Expected Short fall
(1.19)
(0.90)
(1.03)
(1.47)
(1.39)
(1.37)
N/A
(1.31)
Downside Deviation
1.45
0.9021
1.78
1.98
2.15
1.68
N/A
1.69
Semi Variance
1.24
0.3891
2.92
2.93
3.69
1.6
N/A
2.58

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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Run Small Growth Funds Thematic Idea Now

Small Growth Funds
Small Growth Funds Theme
Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. The Small Growth Funds theme has 42 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 Small Growth Funds Theme or any other thematic opportunities.
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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
Details
Is HSBC Stock a good investment?
Details
What is HSBC Holdings' Net Worth?
Details
Largest Diversified Banks Companies
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Largest Banks - Diversified Companies
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Check out HSBC Holdings Correlation with its peers.
You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Will Diversified Banks sector continue expanding? Could HSBC diversify its offerings? Factors like these will boost the valuation of HSBC Holdings. Market participants price HSBC higher when confident in its future expansion prospects. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every HSBC Holdings data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
HSBC Holdings PLC's market price often diverges from its book value, the accounting figure shown on HSBC's balance sheet. Smart investors calculate HSBC Holdings' intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since HSBC Holdings' trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
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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