HSBC Competitors
| HSBC Stock | USD 40.39 0.41 1.03% |
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HSBC |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of HSBC Holdings' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
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.
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High positive correlations
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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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| ING | 0.99 | 0.19 | 0.10 | 0.34 | 1.57 | 2.24 | 7.82 | |||
| NWG | 1.26 | 0.41 | 0.32 | 0.43 | 0.82 | 2.82 | 9.53 | |||
| SAN | 1.17 | 0.18 | 0.07 | 1.30 | 1.73 | 2.41 | 8.70 | |||
| UBS | 1.06 | (0.12) | 0.00 | (0.09) | 0.00 | 1.98 | 7.87 | |||
| CS | 3.04 | (1.31) | 0.00 | (2.01) | 0.00 | 3.53 | 53.23 | |||
| BCS | 1.30 | 0.35 | 0.22 | 0.37 | 1.21 | 2.33 | 14.41 | |||
| C | 1.02 | 0.11 | 0.11 | 0.14 | 1.06 | 2.28 | 8.13 | |||
| BBVA | 1.15 | 0.34 | 0.25 | 0.48 | 1.00 | 3.04 | 8.27 | |||
| BAC | 1.01 | 0.10 | 0.08 | 0.13 | 1.16 | 2.07 | 7.07 | |||
| WFC | 0.97 | 0.30 | 0.32 | 0.38 | 0.58 | 1.79 | 8.55 |
Cross Equities Net Income Analysis
Compare HSBC Holdings PLC and related stocks such as ING Group NV, Natwest Group PLC, and Banco Santander SA Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ING | 1.8 B | 4.7 B | 3.3 B | 4.6 B | 1.3 B | 4 B | 4.7 B | 4.9 B | 4.7 B | 4.8 B | 2.5 B | 4.8 B | 3.7 B | 7.3 B | 7.7 B |
| NWG | 228.2 M | (2 B) | (5.7 B) | (8.6 B) | (2.8 B) | (1.6 B) | (5.3 B) | 1.4 B | 2.2 B | 3.5 B | (434 M) | 3.3 B | 3.6 B | 4.6 B | 4.9 B |
| SAN | 227.4 M | 7 B | 2.2 B | 4.4 B | 5.8 B | 6.6 B | 6.2 B | 6.6 B | 7.8 B | 6.5 B | (7.7 B) | 8.1 B | 9.6 B | 11.1 B | 11.6 B |
| UBS | 4 B | 4.5 B | (2.8 B) | 3.8 B | 3.8 B | 6.3 B | 3.2 B | 1.2 B | 4.9 B | 4.3 B | 6.6 B | 7.5 B | 7.6 B | 27.9 B | 29.2 B |
| BCS | 692 M | 3 B | (1 B) | 540 M | 76 M | (49 M) | 2.1 B | (1.3 B) | 2.1 B | 3.3 B | 2.4 B | 7 B | 5.9 B | 5.3 B | 5.5 B |
| C | 45.9 M | 11.1 B | 7.5 B | 13.9 B | 7.3 B | 17.2 B | 14.9 B | (6.2 B) | 18 B | 19.4 B | 11 B | 22 B | 14.8 B | 9.2 B | 8.6 B |
| BBVA | 742.7 M | 3 B | 1.7 B | 2.2 B | 2.6 B | 2.6 B | 3.5 B | 3.5 B | 5.3 B | 3.5 B | 3.8 B | 4.7 B | 6.4 B | 8 B | 8.4 B |
| BAC | 1.1 B | 1.4 B | 2.8 B | 9.2 B | 4.5 B | 14.4 B | 16.1 B | 16.6 B | 26.7 B | 27.4 B | 17.9 B | 32 B | 27.5 B | 26.5 B | 27.8 B |
| WFC | 107.6 M | 15.9 B | 18 B | 20.9 B | 21.8 B | 21.5 B | 20.4 B | 20.6 B | 20.7 B | 19.7 B | 1.8 B | 22.1 B | 13.7 B | 19.1 B | 20.1 B |
| JPM | 390.2 M | 19 B | 19.9 B | 16.6 B | 20.1 B | 22.7 B | 22.8 B | 22.6 B | 30.7 B | 36.4 B | 29.1 B | 48.3 B | 37.7 B | 49.6 B | 52 B |
| TD | 790.5 M | 6.4 B | 6.5 B | 7.8 B | 7.9 B | 8.8 B | 10.4 B | 11.3 B | 11.7 B | 11.9 B | 14.3 B | 17.4 B | 10.8 B | 12.4 B | 6.3 B |
| NU | (28.6 M) | (28.6 M) | (28.6 M) | (28.6 M) | (28.6 M) | (28.6 M) | (28.6 M) | (28.6 M) | (28.6 M) | (92.5 M) | (171.5 M) | (165.3 M) | (364.6 M) | 1 B | 1.1 B |
| BMO | 825 M | 4.1 B | 4.2 B | 4.3 B | 2.2 B | 1.3 B | 2.5 B | 5.2 B | 5.8 B | 5.1 B | 7.8 B | 13.5 B | 4.4 B | 5.2 B | 3.7 B |
| CM | 749 M | 3.3 B | 3.4 B | 3.2 B | 3.6 B | 4.3 B | 4.7 B | 5.3 B | 5.1 B | 3.8 B | 6.4 B | 6.2 B | 5 B | 5.7 B | 2.9 B |
| BNS | 3 B | 3 B | 3 B | 3 B | 3 B | 6.1 B | 6 B | 6.1 B | 8.4 B | 6.8 B | 9.6 B | 9.9 B | 7.4 B | 6.1 B | 5.4 B |
HSBC Holdings PLC and related stocks such as ING Group NV, Natwest Group PLC, and Banco Santander SA 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.
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Check out HSBC Holdings Correlation with its peers. 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 Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
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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.