Hsbc holdings plc HSBC.US Value Analysis

US StockFinancials
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HSBC Value Score

3

24

15

Limited Growth
  • AI analysis rates HSBC  with a lower value score of 2.
  • It is mainly due to  potential higher debt, along with potential value may be lower.
  • Over the past 3 months, HSBC has maintained an average value rating of 2.2, slightly lower than the rating of 2.9 over the past 3 years, indicating slight decrease in enterprise value.
  • Compared to all stocks in the Financials sector, HSBC has a medium value rating.

HSBC Value Reference Factors

The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.

Update to 2025/05/03 (Weekly Update)

HSBC Financial Forecast

Unit : USD

Update to 2025/5/9 (Quarterly Update)

HSBC Earnings Table

Unit : USD

QTRNon-GAAP EPSEPS YoYEPS Surprise %SalesSales YoYSales Surprise %NPM
Current
1.95
242.1%
21.9%
35.31B
-8.1%
112.3%
2.1%
2024Q3
1.45
-14.7%
2.8%
16.96B
-15.3%
2.2%
38.5%
2024Q2
1.7
-34.6%
13.3%
16.93B
2.4%
5.8%
32.2%
2024Q1
1.65
43.5%
2.5%
16.52B
-21.7%
2.5%
61.1%
2023Q3
0.57
18.8%
-36.7%
38.42B
280.6%
149.2%
38.4%

Update to 2025/5/10 (Quarterly Update)

HSBC Historical Value Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

HSBC Value Strategy Backtest

The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.

Entry
Exit

The Backtest Result of HSBC from 2007/01 till Now

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Cumulative Return
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Annual Return
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Volatility
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Sharpe Ratio

Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from January, 2007 to May, 2025. (Total Trades: 0)

HSBCSectorUS Overall Market
Wining Rate-59%54%
Avg Return-53.4%72.8%
Avg Profit-105.3%165.9%
Avg Loss--21.8%-34.6%
Avg Risk-Reward Ratio-484.1%479.2%

Update to 2025/5/9 (Daily Update)

Top 10 High Relevance to HSBC Value Score