HSBC
NEUTRALAt a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
P/E is low, but the Graham Number suggests the stock is overvalued based on defensive metrics.
- Low Forward P/E
- PEG ratio near 1.0
- Trades at a significant premium to Graham Number ($41.8)
- High P/B ratio
Growth rates are high but lack consistency and predictability.
- Massive YoY earnings and revenue growth
- Negative Q/Q revenue growth (-22.82%)
- Unreliable earnings surprises
Price action has decoupled from earnings delivery.
- Strong 5Y and 1Y price performance
- Poor earnings track record over last 5 quarters
The low F-Score is a primary red flag for long-term stability.
- Positive ROE (11.62%)
- Piotroski F-Score of 2/9 indicates weak financial health
Dividend strength is one of the few stable pillars of the investment.
- Consistent yield
- Healthy payout ratio
- Yield is moderate, not exceptional
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for HSBC and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
HSBC
HSBC Holdings plc
Primary
|
+295.2% | +210.4% | +68.1% | +38.6% | +13.6% | -1.8% |
|
BAC
Bank of America Corporation
Peer
|
+39.4% | +84.3% | +19.4% | -4.5% | -1.6% | +1.3% |
|
GS
The Goldman Sachs Group, Inc.
Peer
|
+208.5% | +198.4% | +89.2% | +20.0% | +10.2% | +5.2% |
|
WFC
Wells Fargo & Company
Peer
|
+131.9% | +136.1% | +40.3% | +10.9% | +16.9% | +5.8% |
|
MS
Morgan Stanley
Peer
|
+146.9% | +106.9% | +44.8% | +4.7% | -1.5% | -0.8% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Quarterly Earnings History
EPS performance vs analyst estimates
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
HSBC
HSBC Holdings plc
|
NEUTRAL | $311.7B | 14.99 | 11.6% | 35.2% | $89.96 | |
|
BAC
Bank of America Corporation
|
NEUTRAL | $349.86B | 13.21 | 10.2% | 28.4% | $48.75 | Compare |
|
GS
The Goldman Sachs Group, Inc.
|
NEUTRAL | $269.39B | 17.7 | 13.9% | 28.9% | $907.8 | Compare |
|
WFC
Wells Fargo & Company
|
NEUTRAL | $267.34B | 13.84 | 11.7% | 26.7% | $86.64 | Compare |
|
MS
Morgan Stanley
|
NEUTRAL | $261.31B | 16.12 | 15.6% | 24.0% | $164.57 | Compare |
SEC Filings
Recent regulatory filings from the SEC EDGAR database
HSBC filed its 20-F annual report on February 26, 2026, providing a comprehensive overview of its global financial performance and operational results. The filing details the company's key financial highlights and outlines the systemic, regulatory, and market risks inherent to its international banking operations.
Wall Street Analysts
Professional analyst ratings and price targets
Past News Coverage
Recent headlines mentioning HSBC from our newsroom.