HSBC Value Score




Limited Growth
  • AI analysis rates HSBC  with a medium value score of 3.
  • It is mainly due to  adequate operating cash flow, but with concerns regarding potential higher debt.
  • Over the past 3 months, HSBC has maintained a consecutive value rating of 3.0, slightly higher than the rating of 2.5 over the past 3 years, indicating higher growth opportunities for 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 2024/02/23 (Weekly Update)

HSBC Financial Forecast

Unit : USD

Update to 2024/5/23 (Quarterly Update)

HSBC Earnings Table

No related data records

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.


The Backtest Result of HSBC from 2007/01 till Now

Cumulative Return
Annual Return
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, 2024. (Total Trades: 1)

HSBCSectorUS Overall Market
Wining Rate-60%56%
Avg Return-3.6%28.2%57%
Avg Profit-61.8%130%
Avg Loss-3.6%-23.2%-35.6%
Avg Risk-Reward Ratio-266.6%364.8%

Update to 2024/5/23 (Daily Update)

Top 10 High Relevance to HSBC Value Score