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Company Analysis HSBC Holdings plc
1. Summary
Advantages
- Price (12.9 $) is less than fair price (14.96 $)
- Dividends (7.23%) are higher than the sector average (5.13%).
- The stock's return over the last year (42.15%) is higher than the sector average (15.53%).
Disadvantages
- Current debt level 8.03% has increased over 5 years from 4.76%.
- The company's current efficiency (ROE=12.95%) is lower than the sector average (ROE=131.98%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| HSBC Holdings plc | Financials | Index | |
|---|---|---|---|
| 7 days | 8.4% | -1.1% | 2.2% |
| 90 days | 8.2% | 2.4% | 9.9% |
| 1 year | 42.1% | 15.5% | 16.8% |
HBCYF vs Sector: HSBC Holdings plc has outperformed the "Financials" sector by 26.62% over the past year.
HBCYF vs Market: HSBC Holdings plc has outperformed the market by 25.39% over the past year.
Stable price: HBCYF is not significantly more volatile than the rest of the market on "OTC" over the last 3 months, with typical variations of +/- 5% per week.
Long period: HBCYF with weekly volatility of 0.8106% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (12.9 $) is lower than the fair price (14.96 $).
Price not significantly lower than the fair price: The current price (12.9 $) is slightly lower than the fair price by 16%.
4.2. P/E
P/E vs Sector: The company's P/E (7.56) is lower than that of the sector as a whole (60.87).
P/E vs Market: The company's P/E (7.56) is lower than that of the market as a whole (59.87).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.9431) is lower than that of the sector as a whole (1.63).
P/BV vs Market: The company's P/BV (0.9431) is lower than that of the market as a whole (3.17).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.69) is lower than that of the sector as a whole (2.85).
P/S vs Market: The company's P/S indicator (2.69) is lower than that of the market as a whole (3.43).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (-2.84) is lower than that of the sector as a whole (157.59).
EV/Ebitda vs Market: The company's EV/Ebitda (-2.84) is lower than that of the market as a whole (40.12).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 71.72% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (71.72%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-6.77%).
5.4. ROE
ROE vs Sector: The company's ROE (12.95%) is lower than that of the sector as a whole (131.98%).
ROE vs Market: The company's ROE (12.95%) is lower than that of the market as a whole (41.73%).
5.5. ROA
ROA vs Sector: The company's ROA (0.7919%) is lower than that of the sector as a whole (118.36%).
ROA vs Market: The company's ROA (0.7919%) is lower than that of the market as a whole (29.55%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (8.29%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (11%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 7.23% is higher than the average for the sector '5.13%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 7.23% has been steadily paid over the past 7 years, DSI=0.86.
Weak dividend growth: The company's dividend yield 7.23% has been growing weakly or stagnant over the past 5 years. Growth over only 4 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (71.31%) are at a comfortable level.
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