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Upturn AI SWOT - About
HSBC 
HSBC Holdings PLC ADR (HSBC)
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Upturn Advisory Summary
03/27/2025: HSBC (5-star) is a STRONG-BUY. BUY since 144 days. Profits (37.82%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 60.41% | Avg. Invested days 63 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 204.96B USD | Price to earnings Ratio 9.32 | 1Y Target Price 64.5 |
Price to earnings Ratio 9.32 | 1Y Target Price 64.5 | ||
Volume (30-day avg) 3718383 | Beta 0.49 | 52 Weeks Range 36.62 - 60.01 | Updated Date 03/30/2025 |
52 Weeks Range 36.62 - 60.01 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 12.46% | Basic EPS (TTM) 6.2 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 39.15% | Operating Margin (TTM) 29.03% |
Management Effectiveness
Return on Assets (TTM) 0.83% | Return on Equity (TTM) 12.99% |
Valuation
Trailing PE 9.32 | Forward PE 9.06 | Enterprise Value 600811765760 | Price to Sales(TTM) 3.35 |
Enterprise Value 600811765760 | Price to Sales(TTM) 3.35 | ||
Enterprise Value to Revenue 2.87 | Enterprise Value to EBITDA - | Shares Outstanding 3547840000 | Shares Floating 16093595059 |
Shares Outstanding 3547840000 | Shares Floating 16093595059 | ||
Percent Insiders - | Percent Institutions 1.58 |
Analyst Ratings
Rating 4.5 | Target Price 58.54 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
HSBC Holdings PLC ADR
Company Overview
History and Background
HSBC Holdings PLC was established in 1865 to finance trade between Europe and Asia. It has grown into one of the world's largest banking and financial services organizations, expanding globally through acquisitions and organic growth.
Core Business Areas
- Retail Banking and Wealth Management: Provides a range of banking services to individuals and small businesses, including current and savings accounts, mortgages, personal loans, credit cards, and wealth management products. Operates in the US through HSBC Bank USA.
- Commercial Banking: Offers financial services and solutions to businesses of all sizes, including lending, trade finance, cash management, and insurance. Serves the US market through HSBC Bank USA.
- Global Banking and Markets: Provides investment banking and capital markets services to corporations, governments, and institutions. Includes advisory, underwriting, trading, and risk management services.
- Global Private Banking: Offers wealth management and banking services to high-net-worth individuals and families globally.
Leadership and Structure
HSBC Holdings PLC is led by a board of directors and an executive management team. Noel Quinn is the Group Chief Executive. The organizational structure comprises global businesses and regional management teams.
Top Products and Market Share
Key Offerings
- Retail Banking Services: HSBC offers a comprehensive suite of retail banking products, including savings and checking accounts, credit cards, and mortgages. Competitors include JPMorgan Chase (JPM) and Bank of America (BAC). Market share varies by region.
- Commercial Lending: HSBC provides lending and other financial solutions to businesses. Competitors include Citigroup (C) and Wells Fargo (WFC). Market share data is not readily available for the specific subset.
- Investment Banking: HSBC's investment banking arm offers advisory, underwriting, and trading services. Competitors include Goldman Sachs (GS) and Morgan Stanley (MS). Market share data fluctuates.
- Wealth Management: Provides a broad range of services from private banking to financial advising. Key competitors include UBS (UBS) and Morgan Stanley (MS). Market share data fluctuates.
Market Dynamics
Industry Overview
The banking industry is undergoing significant transformation due to technological advancements, increasing regulatory scrutiny, and evolving customer expectations. Interest rates, economic growth, and geopolitical events greatly impact the overall banking industry's dynamics.
Positioning
HSBC is positioned as a global bank with a strong presence in Asia and Europe. Its competitive advantages include its international network, brand recognition, and expertise in trade finance.
Total Addressable Market (TAM)
The global banking market is valued in the trillions of dollars. HSBC is positioned to capitalize on the continued growth of the financial services industry and is particularly strong in Asia.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Extensive international network
- Strong capital base
- Diversified business model
- Leading position in trade finance
Weaknesses
- Complex regulatory environment
- Geographic concentration in Asia
- Exposure to geopolitical risks
- Vulnerability to economic downturns
- Operational inefficiencies
Opportunities
- Growth in emerging markets
- Expansion of digital banking services
- Increasing demand for wealth management services
- Strategic acquisitions
- Adoption of innovative technologies
Threats
- Increasing competition from fintech companies
- Cybersecurity risks
- Economic slowdown
- Regulatory changes
- Geopolitical instability
Competitors and Market Share
Key Competitors
- JPM
- BAC
- C
- WFC
Competitive Landscape
HSBC competes with other global banks on product offerings, geographic reach, and brand recognition. It possesses a strong international network, but struggles against US focused banks within the US.
Major Acquisitions
Republic New York Corporation
- Year: 1999
- Acquisition Price (USD millions): 10300
- Strategic Rationale: Expanded HSBC's private banking and wealth management business.
Growth Trajectory and Initiatives
Historical Growth: HSBC's growth has been driven by expansion in Asia and strategic acquisitions. Revenue growth has been uneven due to economic cycles.
Future Projections: Analysts project moderate revenue growth for HSBC, driven by growth in emerging markets and digital banking initiatives.
Recent Initiatives: Recent initiatives include investments in digital technology, cost-cutting measures, and expansion of wealth management services.
Summary
HSBC is a global financial powerhouse with a strong brand and international network. While it faces challenges from regulations and economic uncertainties, its growth potential in emerging markets and digital banking is significant. It needs to focus on improving operational efficiency and mitigating geopolitical risks. The bank's diversified business model provides stability, but continued investment in technology is essential for sustained growth.
Similar Companies
- JPM
- BAC
- C
- MS
- GS
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Articles
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About HSBC Holdings PLC ADR
Exchange NYSE | Headquaters - | ||
IPO Launch date 1999-07-16 | CEO, Member of the Group Management Board & Executive Director Mr. Georges Bahjat Elhedery | ||
Sector Financial Services | Industry Banks - Diversified | Full time employees 211304 | Website https://www.hsbc.com |
Full time employees 211304 | Website https://www.hsbc.com | ||
HSBC Holdings plc engages in the provision of banking and financial products and services worldwide. It operates through three segments: Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit and debit cards, and local and international payment services; and wealth management services comprising insurance and investment products, global asset management services, and investment management and private wealth solutions. This segment serves personal banking and high net worth individuals. The Commercial Banking segment provides credit and lending, treasury management, payment, cash management, commercial insurance, and investment services; commercial cards; international trade and receivables finance services; foreign exchange products; capital raising services on debt and equity markets; and advisory services. It serves small and medium sized enterprises, mid-market enterprises, and corporates. The Global Banking and Markets segment offers financing, advisory, and transaction services; and credit, rates, foreign exchange, equities, money markets, and securities services; and investment services. It serves government, corporate and institutional clients, and private investors. The company was founded in 1865 and is based in London, the United Kingdom.
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