HSBC Competitors
| HSBC Stock | USD 87.19 1.70 1.99% |
HSBC Holdings vs Morgan Stanley Correlation
Average diversification
The correlation between HSBC Holdings PLC and MS is 0.1 (i.e., Average 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
Moving against HSBC Stock
At present, HSBC Holdings' Return On Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Equity is expected to grow to 0.13, whereas Return On Capital Employed is forecasted to decline to 0.01. At present, HSBC Holdings' Non Currrent Assets Other are projected to increase significantly based on the last few years of reporting. The current year's Other Assets is expected to grow to about 2.8 T, whereas Total Assets are forecasted to decline to about 1.8 T.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.
| 0.33 | 0.76 | 0.82 | 0.55 | 0.16 | 0.39 | RY | ||
| 0.33 | 0.35 | 0.67 | -0.37 | 0.95 | 0.66 | WFC | ||
| 0.76 | 0.35 | 0.78 | 0.54 | 0.19 | 0.78 | GS | ||
| 0.82 | 0.67 | 0.78 | 0.28 | 0.56 | 0.7 | C | ||
| 0.55 | -0.37 | 0.54 | 0.28 | -0.43 | 0.02 | MUFG | ||
| 0.16 | 0.95 | 0.19 | 0.56 | -0.43 | 0.54 | BAC | ||
| 0.39 | 0.66 | 0.78 | 0.7 | 0.02 | 0.54 | MS | ||
High positive correlations
| High negative correlations
|
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| RY | 0.80 | 0.10 | 0.09 | 0.19 | 0.89 | 1.46 | 4.67 | |||
| WFC | 1.32 | (0.07) | 0.00 | (0.01) | 0.00 | 2.59 | 9.12 | |||
| GS | 1.46 | 0.05 | 0.03 | 0.06 | 2.27 | 3.73 | 12.10 | |||
| C | 1.57 | 0.08 | 0.05 | 0.07 | 2.24 | 3.88 | 11.32 | |||
| MUFG | 1.25 | 0.13 | 0.07 | 0.17 | 1.61 | 2.37 | 8.08 | |||
| BAC | 1.10 | (0.11) | 0.00 | (0.05) | 0.00 | 1.86 | 7.62 | |||
| MS | 1.40 | (0.05) | (0.01) | 0.01 | 2.18 | 2.74 | 11.97 |
Cross Equities Net Income Analysis
Compare HSBC Holdings PLC and related stocks such as Royal Bank, Wells Fargo, and Goldman Sachs Group Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RY | 5.6 B | 5.6 B | 5.6 B | 5.6 B | 5.6 B | 299.4 M | 334.3 M | 376.7 M | 12.9 B | 11.4 B | 16 B | 15.8 B | 14.6 B | 16.2 B | 20.4 B | 376.7 M | 357.9 M |
| WFC | 107.6 M | 15.9 B | 18.9 B | 21.9 B | 23.1 B | 22.9 B | 21.9 B | 22.2 B | 22.4 B | 19.7 B | 3.4 B | 22.1 B | 13.7 B | 19.1 B | 19.7 B | 21.3 B | 22.4 B |
| GS | 2.7 B | 4.4 B | 7.5 B | 8 B | 8.5 B | 6.1 B | 7.4 B | 4.3 B | 10.5 B | 8.5 B | 9.5 B | 21.6 B | 11.3 B | 8.5 B | 14.3 B | 17.2 B | 8.8 B |
| C | 45.9 M | 11.1 B | 7.4 B | 13.7 B | 7.3 B | 17.2 B | 14.9 B | (6.8 B) | 18 B | 19.4 B | 11 B | 22 B | 14.8 B | 9.2 B | 12.7 B | 14.3 B | 9.2 B |
| BAC | 1.1 B | 1.4 B | 2.8 B | 11.4 B | 4.8 B | 15.9 B | 17.9 B | 18.2 B | 28.1 B | 27.4 B | 17.9 B | 32 B | 27.5 B | 26.5 B | 27.1 B | 30.6 B | 32.2 B |
| MS | 105.9 M | 4.1 B | 66 M | 2.9 B | 3.5 B | 6.1 B | 6 B | 6.1 B | 8.7 B | 9 B | 11 B | 15 B | 11 B | 9.1 B | 13.4 B | 16.9 B | 17.7 B |
HSBC Holdings PLC and related stocks such as Royal Bank, Wells Fargo, and Goldman Sachs Group Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in HSBC Holdings PLC financial statement analysis. It represents the amount of money remaining after all of HSBC Holdings PLC operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.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 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.
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.Did You Try This Idea?
Run Russia On Wall Street Thematic Idea Now
Russia On Wall Street
Cross-sector and cross-instrument bundle of publicly traded Russian entities that are expected to be listed on USA exchanges or over the counter. The Russia On Wall Street theme has 23 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 Russia On Wall Street Theme or any other thematic opportunities.
| View All Next | Launch |
Check out HSBC Holdings Correlation with its peers. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
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.
Quarterly Earnings Growth 23.979 | Dividend Share 0.75 | Earnings Share 6 | Revenue Per Share | Quarterly Revenue Growth 0.584 |
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.
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.