Financials HSBC Holdings plc

Equities

HSBA

GB0005405286

Banks

Market Closed - London S.E. 11:35:22 2024-04-26 am EDT 5-day change 1st Jan Change
663.6 GBX +0.26% Intraday chart for HSBC Holdings plc +2.69% +4.42%

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 159,002 104,963 122,091 123,096 153,588 153,497 - -
Enterprise Value (EV) 1 159,002 104,963 122,091 123,096 153,588 153,497 153,497 153,497
P/E ratio 26.2 x 27.3 x 9.79 x 8.43 x 7.1 x 6.26 x 7.05 x 6.67 x
Yield 6.5% 2.9% 4.12% 5.13% 7.54% 9.61% 7.57% 7.8%
Capitalization / Revenue 2.87 x 2.08 x 2.46 x 2.38 x 2.33 x 2.37 x 2.41 x 2.39 x
EV / Revenue 2.87 x 2.08 x 2.46 x 2.38 x 2.33 x 2.37 x 2.41 x 2.39 x
EV / EBITDA - - - - - - - -
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Price to Book 0.89 x 0.6 x 0.69 x 0.73 x 0.85 x 0.87 x 0.81 x 0.75 x
Nbr of stocks (in thousands) 20,258,598 20,261,513 20,114,611 19,735,210 18,986,604 18,570,439 - -
Reference price 2 7.849 5.180 6.070 6.237 8.089 8.266 8.266 8.266
Announcement Date 2/18/20 2/23/21 2/22/22 2/21/23 2/21/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 55,409 50,366 49,552 51,727 66,058 64,796 63,683 64,205
EBITDA - - - - - - - -
EBIT 1 22,614 18,907 14,932 18,397 33,988 32,850 30,725 29,794
Operating Margin 40.81% 37.54% 30.13% 35.57% 51.45% 50.7% 48.25% 46.4%
Earnings before Tax (EBT) 1 13,347 8,777 18,906 17,528 30,348 33,016 29,224 28,615
Net income 1 5,969 3,898 12,607 14,822 22,432 24,995 20,948 20,888
Net margin 10.77% 7.74% 25.44% 28.65% 33.96% 38.57% 32.89% 32.53%
EPS 2 0.3000 0.1900 0.6200 0.7400 1.140 1.320 1.173 1.239
Free Cash Flow - - - - - - - -
FCF margin - - - - - - - -
FCF Conversion (EBITDA) - - - - - - - -
FCF Conversion (Net income) - - - - - - - -
Dividend per Share 2 0.5100 0.1500 0.2500 0.3200 0.6100 0.7940 0.6254 0.6450
Announcement Date 2/18/20 2/23/21 2/22/22 2/21/23 2/21/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2020 S1 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4
Net sales 1 26,477 12,012 11,989 12,464 12,772 11,616 14,875 20,171 16,705 16,161 13,021 16,701 15,516 15,363 15,275
EBITDA - - - - - - - - - - - - - - -
EBIT 11,535 4,212 2,445 4,152 4,665 3,641 5,939 12,585 8,845 8,193 4,376 - - - -
Operating Margin 43.57% 35.06% 20.39% 33.31% 36.53% 31.34% 39.93% 62.39% 52.95% 50.7% 33.61% - - - -
Earnings before Tax (EBT) 1 4,318 5,403 2,664 4,166 5,010 3,147 5,205 12,886 8,771 7,714 977 12,040 - - -
Net income 1,977 3,543 1,788 2,803 5,486 1,913 4,620 10,327 6,639 5,619 -153 - - - -
Net margin 7.47% 29.5% 14.91% 22.49% 42.95% 16.47% 31.06% 51.2% 39.74% 34.77% -1.18% - - - -
EPS 2 0.1000 0.1700 0.0900 0.1400 0.2800 0.1000 0.2200 0.5200 0.3400 0.2900 -0.0100 0.5171 0.2996 0.2673 0.2389
Dividend per Share 2 - - 0.1800 - 0.0900 - 0.2300 0.1000 0.1000 0.1000 0.3100 0.3100 - - -
Announcement Date 8/3/20 10/25/21 2/22/22 4/26/22 8/1/22 10/25/22 2/21/23 5/2/23 8/1/23 10/30/23 2/21/24 - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt - - - - - - - -
Net Cash position - - - - - - - -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow - - - - - - - -
ROE (net income / shareholders' equity) 6.35% 2.05% 7.1% 8.7% 13.6% 13.8% 12.1% 11.8%
ROA (Net income/ Total Assets) 0.45% 0.14% 0.5% 0.5% 0.75% 0.82% 0.71% 0.69%
Assets 1 1,339,242 2,849,624 2,505,864 2,964,400 2,994,127 3,053,975 2,958,811 3,029,403
Book Value Per Share 2 8.770 8.620 8.760 8.500 9.510 9.550 10.30 11.00
Cash Flow per Share - - - - - - - -
Capex - - - - - - - -
Capex / Sales - - - - - - - -
Announcement Date 2/18/20 2/23/21 2/22/22 2/21/23 2/21/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Trading Rating
Investor Rating
ESG Refinitiv
C+
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
18
Last Close Price
8.266 USD
Average target price
9.85 USD
Spread / Average Target
+19.17%
Consensus
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