Hsbc Holdings Plc Stock Buy Hold or Sell Recommendation

HSBC Stock  USD 38.99  0.71  1.79%   
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding HSBC Holdings PLC is 'Hold'. Macroaxis provides HSBC Holdings buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HSBC positions. The advice algorithm takes into account all of HSBC Holdings' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting HSBC Holdings' buy or sell advice are summarized below:
Real Value
45.65
Target Price
52.92
Hype Value
38.99
Market Value
38.99
Naive Value
39.66
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell HSBC Holdings PLC given historical horizon and risk tolerance towards HSBC Holdings. When Macroaxis issues a 'buy' or 'sell' recommendation for HSBC Holdings PLC, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out HSBC Holdings Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual companies such as HSBC and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards HSBC Holdings PLC. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics.

Execute HSBC Holdings Buy or Sell Advice

The HSBC recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on HSBC Holdings PLC. Macroaxis does not own or have any residual interests in HSBC Holdings PLC or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute HSBC Holdings' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell HSBC HoldingsBuy HSBC Holdings
Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Almost mirrors the marketDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

Strong BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon HSBC Holdings PLC has a Risk Adjusted Performance of 0.0225, Jensen Alpha of (0.08), Total Risk Alpha of (0.32), Sortino Ratio of (0.04) and Treynor Ratio of 0.0378
HSBC Holdings PLC trade advice module can be used to check and cross-verify current advice provided by analysts reviewing the entity's potential to grow using all of fundamental, technical, data market data available today. To make sure HSBC Holdings PLC is not overpriced, please check out all HSBC Holdings PLC fundamentals, including its current valuation, price to sales, cash per share, as well as the relationship between the number of shares shorted and ebitda . Given that HSBC Holdings PLC has a price to earning of 20.12 X, we strongly advise you to confirm HSBC Holdings market performance and probability of bankruptcy to ensure the company can sustain itself for few more years given your latest risk tolerance and investing horizon.

HSBC Holdings Trading Alerts and Improvement Suggestions

Latest headline from businesswire.com: HSBC Bank Plc UK Regulatory Announcement Early Repurchase

HSBC Holdings Returns Distribution Density

The distribution of HSBC Holdings' historical returns is an attempt to chart the uncertainty of HSBC Holdings' future price movements. The chart of the probability distribution of HSBC Holdings daily returns describes the distribution of returns around its average expected value. We use HSBC Holdings PLC price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of HSBC Holdings returns is essential to provide solid investment advice for HSBC Holdings.
Mean Return
0.05
Value At Risk
-2.04
Potential Upside
1.69
Standard Deviation
1.60
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of HSBC Holdings historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

HSBC Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as HSBC Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading HSBC Holdings PLC backward and forwards among themselves. HSBC Holdings' institutional investor refers to the entity that pools money to purchase HSBC Holdings' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Clark Capital Management Group Inc2023-12-31
1.1 M
Royal Bank Of Canada2023-12-31
920.2 K
American Century Companies Inc2023-12-31
775.9 K
Citadel Advisors Llc2023-09-30
768.8 K
Fmr Inc2023-12-31
680.6 K
Envestnet Asset Management Inc2023-12-31
647.2 K
Wells Fargo & Co2023-12-31
646.5 K
Fidelity International Ltd2023-12-31
610.2 K
Cooksonpeirce2023-12-31
609.5 K
Dimensional Fund Advisors, Inc.2023-12-31
11.6 M
Goldman Sachs Group Inc2023-12-31
9.9 M
Note, although HSBC Holdings' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

HSBC Holdings Cash Flow Accounts

201920202021202220232024 (projected)
Change In Cash(19.2B)174.6B105.7B(52.4B)(30.7B)(29.2B)
Free Cash Flow26.1B178.7B100.7B22.0B35.4B32.7B
Depreciation10.5B5.2B4.3B3.9B3.5B3.1B
Other Non Cash Items(2.3B)(906M)510M50.5B(4.3B)(4.1B)
Capital Expenditures3.6B3.5B3.6B4.4B3.7B2.7B
Net Income13.3B8.8B18.9B17.5B30.3B15.3B
End Period Cash Flow293.7B468.3B574.0B521.7B490.9B515.5B
Dividends Paid9.8B2.0B6.4B7.0B(12.2B)(11.6B)
Investments(32.7B)(22.4B)28.1B(34.5B)(62.9B)(59.8B)
Net Borrowings(4.2B)(3.5B)(864M)5.5B5.0B5.2B
Change To Netincome7.3B(18.5B)19.6B52.4B60.2B63.2B

HSBC Holdings Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to HSBC Holdings or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that HSBC Holdings' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a HSBC stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.08
β
Beta against NYSE Composite0.95
σ
Overall volatility
1.65
Ir
Information ratio -0.06

HSBC Holdings Volatility Alert

HSBC Holdings PLC currently demonstrates below-average downside deviation. It has Information Ratio of -0.06 and Jensen Alpha of -0.08. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure HSBC Holdings' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact HSBC Holdings' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

HSBC Holdings Implied Volatility

HSBC Holdings' implied volatility exposes the market's sentiment of HSBC Holdings PLC stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if HSBC Holdings' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that HSBC Holdings stock will not fluctuate a lot when HSBC Holdings' options are near their expiration.

HSBC Holdings Fundamentals Vs Peers

Comparing HSBC Holdings' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze HSBC Holdings' direct or indirect competition across all of the common fundamentals between HSBC Holdings and the related equities. This way, we can detect undervalued stocks with similar characteristics as HSBC Holdings or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of HSBC Holdings' fundamental indicators could also be used in its relative valuation, which is a method of valuing HSBC Holdings by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare HSBC Holdings to competition
FundamentalsHSBC HoldingsPeer Average
Return On Equity0.13-0.31
Return On Asset0.0082-0.14
Profit Margin0.42 %(1.27) %
Operating Margin(0.12) %(5.51) %
Current Valuation321.69 B16.62 B
Shares Outstanding3.8 B571.82 M
Shares Owned By Institutions1.49 %39.21 %
Number Of Shares Shorted7.68 M4.71 M
Price To Earning20.12 X28.72 X
Price To Book0.81 X9.51 X
Price To Sales2.63 X11.42 X
Revenue63.02 B9.43 B
Gross Profit50.51 B27.38 B
EBITDA32.79 B3.9 B
Net Income30.35 B570.98 M
Cash And Equivalents1.14 T2.7 B
Cash Per Share14.49 X5.01 X
Total Debt235.16 B5.32 B
Debt To Equity0.59 %48.70 %
Book Value Per Share8.82 X1.93 K
Cash Flow From Operations39.11 B971.22 M
Short Ratio5.07 X4.00 X
Earnings Per Share5.70 X3.12 X
Price To Earnings To Growth0.44 X4.89 X
Target Price49.99
Number Of Employees220.86 K18.84 K
Beta0.59-0.15
Market Capitalization148.09 B19.03 B
Total Asset3.04 T29.47 B
Retained Earnings152.15 B9.33 B
Z Score0.58.72
Annual Yield0.08 %
Five Year Return6.08 %

HSBC Holdings Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as HSBC . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About HSBC Holdings Buy or Sell Advice

When is the right time to buy or sell HSBC Holdings PLC? Buying financial instruments such as HSBC Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total99.0B100.4B235.2B246.9B
Total Assets3.0T3.0T3.0T1.7T

Use Investing Ideas to Build Portfolios

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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Tips ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Tips ETFs theme has 25 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 Tips ETFs 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:
Check out HSBC Holdings Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the HSBC Holdings PLC information on this page should be used as a complementary analysis to other HSBC Holdings' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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When running HSBC Holdings' price analysis, check to measure HSBC Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HSBC Holdings is operating at the current time. Most of HSBC Holdings' value examination focuses on studying past and present price action to predict the probability of HSBC Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HSBC Holdings' price. Additionally, you may evaluate how the addition of HSBC Holdings to your portfolios can decrease your overall portfolio volatility.
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Is HSBC Holdings' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HSBC Holdings. If investors know HSBC will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HSBC Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
1.896
Dividend Share
0.61
Earnings Share
5.7
Revenue Per Share
3.6163
Quarterly Revenue Growth
(0.54)
The market value of HSBC Holdings PLC is measured differently than its book value, which is the value of HSBC that is recorded on the company's balance sheet. Investors also form their own opinion of HSBC Holdings' value that differs from its market value or its book value, called intrinsic value, which is HSBC Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HSBC Holdings' market value can be influenced by many factors that don't directly affect HSBC Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic 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.