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HSBC

Neutral signalScored 2026-10-06 Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.

Research, not advice.

À propos

HSBC Holdings plc

Nom
HSBC Holdings plc
Secteur
Financial Services
Industrie
Banks - Diversified
Bourse
NYSE
Capitalisation
$310.5B
Employés
209,000
PDG
Georges Bahjat El-Hedery
Site web
https://www.hsbc.com
Marché
BACBCSCDBINGJPM

HSBC Holdings plc functions as a prominent global entity, delivering a full spectrum of banking and financial services around the world. Its operations are structured into three key divisions: Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets. The Wealth and Personal Banking unit is dedicated to individual customers, supplying a broad array of retail banking offerings. This includes essential services like current and savings accounts, various lending products such as mortgages and personal loans, a selection of credit and debit cards, and convenient local and international payment facilities. Furthermore, this segment provides in-depth wealth management solutions, encompassing insurance and investment products, worldwide asset management expertise, and tailored private wealth strategies for both general banking clients and affluent individuals. The Commercial Banking division targets businesses across the size spectrum. It extends crucial services such as credit and financing, treasury and cash flow management, payment processing, business insurance, and investment support. Additionally, it offers corporate cards, international trade and receivables financing, foreign exchange transactions, capital-raising capabilities via debt and equity markets, and strategic advisory services. Its client base spans from small and medium-sized enterprises to larger corporations. Lastly, the Global Banking and Markets segment focuses on advanced financial services for major organizations and investors. It provides sophisticated financing, expert advisory, and transaction execution across various asset classes, including credit, interest rates, foreign exchange, equities, and money market instruments, along with comprehensive securities services. This division also undertakes principal investment activities, serving governmental bodies, corporate entities, institutional clients, and high-net-worth private investors. Founded in 1865, HSBC Holdings plc maintains its central operations in London, United Kingdom.

Price (1 year)

Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.

Decouvert par les declarations du Congres

Insiders
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Total bought
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Avg buy (VWAP, 90d window) —

Total sold
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Avg sell (VWAP, 90d window) —

Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.

Last activity
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Last synced
2026-10-06 10:56:08 Synced via automated research pipeline

Sign in to request a sync of this company's price history and timing levels.

Insider holdings as a share of total assets aren't available for this company.

Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.

Recent Form 4

Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.

No Form 4 filings for this company in this window.

Congressional trades

STOCK Act disclosures (90-day window)

Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.

No STOCK Act disclosures for this company in this window.

Recent trades

DateRepresentativeTypeAmount
2026-01-09Ro KhannaPurchase$1,001 - $15,000
2025-10-14Lisa C. McClainSale (Full)$1,001 - $15,000
2025-06-17Lisa C. McClainPurchase$1,001 - $15,000
2025-04-21Bruce WestermanSale (Full)$1,001 - $15,000
2025-03-03Bruce WestermanPurchase$1,001 - $15,000
2025-02-27Vicente GonzalezSale$15,001 - $50,000
2024-03-08Ro KhannaPurchase$1,001 - $15,000
2023-10-13Ro KhannaPurchase$1,001 - $15,000
2023-07-10Daniel GoldmanSale (Full)$100,001 - $250,000
2023-06-22Ro KhannaPurchase$100,001 - $250,000
2023-06-22Ro KhannaPurchase$1,001 - $15,000
2023-05-30Ro KhannaPurchase$15,001 - $50,000
2023-04-14Ro KhannaSale$1,001 - $15,000
2023-03-10Ro KhannaPurchase$1,001 - $15,000
2023-02-27Daniel GoldmanPurchase$1,001 - $15,000
2023-02-10Ro KhannaPurchase$15,001 - $50,000
2021-02-16Peter MeijerSale (Full)$1,001 - $15,000
2020-11-13Greg GianforteSale (Partial)$50,001 - $100,000
2020-10-22Katherine M. ClarkSale (Full)$1,001 - $15,000
2020-03-26Josh S. GottheimerSale (Full)$1,001 - $15,000
2020-03-18Greg GianfortePurchase$15,001 - $50,000
2020-01-13Greg GianfortePurchase$250,001 - $500,000
2019-12-11Greg GianforteSale (Partial)$100,001 - $250,000
2019-12-10Greg GianforteSale (Partial)$15,001 - $50,000
2019-12-10Greg GianfortePurchase$100,001 - $250,000
2019-11-27Josh S. GottheimerPurchase$1,001 - $15,000
2019-10-11Greg GianfortePurchase$100,001 - $250,000
2019-09-10Greg GianforteSale (Full)$100,001 - $250,000
2019-06-24Donna ShalalaSale (Full)$1,001 - $15,000
2017-07-11John Henry RutherfordPurchase$1,001 - $15,000

Signal

Neutral signalScored 2026-10-06 Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.

HSBC presents a weak overall profile driven by a low liquidity score (35) and an absent catalyst signal (35), with no identifiable event-driven trigger to justify a near-term position.

The first sentence of the analysis written for HSBC on 2026-10-06 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.

Neutral signal Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.

Factor checklist — research, not advice

A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.

  • Insider Unavailable or mixed. No open-market purchase or sale value stored
  • Congress Unavailable or mixed. 1 purchase disclosure year to date, a thin reading
  • Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
  • Timing Unavailable or mixed. No stored price series
  • Financial indicators Unavailable or mixed. Current ratio 0.33 · operating margin 22% — readings disagree

Market snapshot

Financial ratios

MetricTrend2025-12-312024-12-312023-12-312022-12-312021-12-31
Gross Profit Margin53.0%47.0%49.8%70.5%86.9%
Ebit Margin22.3%22.5%23.4%22.4%25.6%
Ebitda Margin26.0%25.4%26.1%27.4%31.4%
Operating Profit Margin22.3%22.5%23.4%22.4%25.6%
Pretax Profit Margin22.3%22.5%23.4%22.4%25.6%
Continuous Operations Profit Margin17.2%17.4%19.0%21.3%19.9%
Net Profit Margin16.6%16.7%18.2%20.4%18.8%
Bottom Line Profit Margin15.7%16.0%17.3%18.8%17.0%
Current Ratio0.3280.1640.18028.33740.363
Quick Ratio0.3280.1640.18028.33740.363
Solvency Ratio0.0090.0100.0090.0070.007
Cash Ratio0.1550.1560.16828.33740.363
Price To Earnings Ratio13.0037.9777.1128.6569.726
Price To Earnings Growth Ratio-5.3750.9090.1220.5370.043
Forward Price To Earnings Growth Ratio-5.3750.9090.1220.5370.043
Price To Earnings Diluted Ratio13.0037.9777.1128.6569.726
Price To Earnings Diluted Growth Ratio-5.3750.9090.1220.5370.043
Price To Book Ratio1.3830.9890.8570.6960.614
Price To Sales Ratio2.0451.2761.2271.6241.647
Price To Free Cash Flow Ratio10.9222.9774.4875.6171.209
Price To Operating Cash Flow Ratio9.2122.8004.0634.6801.168
Debt To Assets Ratio0.0790.0800.1400.0690.134
Debt To Equity Ratio1.2921.3102.3021.1481.995
Debt To Capital Ratio0.5640.5670.6970.5350.666
Long Term Debt To Capital Ratio0.5640.5670.5590.5350.532
Financial Leverage Ratio16.31016.31116.39616.68214.920
Working Capital Turnover Ratio-0.094-0.096-0.2310.2030.200
Operating Cash Flow Ratio0.0150.0360.0222.1409.967
Operating Cash Flow Sales Ratio0.2220.4560.3020.3471.411
Free Cash Flow Operating Cash Flow Ratio0.8430.9400.9060.8330.966
Debt Service Coverage Ratio0.4450.3830.0750.8950.068
Interest Coverage Ratio0.4740.4260.4660.7601.949
Short Term Operating Cash Flow Coverage Ratio0.0000.0000.1260.0000.390
Operating Cash Flow Coverage Ratio0.1160.2690.0920.1290.264
Capital Expenditure Coverage Ratio6.38616.80510.5855.99429.260
Dividend Paid And Capex Coverage Ratio1.8333.1122.4612.32310.486
Dividend Payout Ratio0.5200.7130.5180.4480.459
Enterprise Value Multiple6.3923.8668.459-1.0584.087

Sparkline shows each ratio oldest → newest (left → right).

How the latest year compares

For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower

MetricCurrentvs 1Y agovs 5Y avg
Gross Profit Margin 53.0% ▲5.9% ▼-8.5%
Ebit Margin 22.3% ▼-0.2% ▼-0.9%
Ebitda Margin 26.0% ▲0.6% ▼-1.3%
Operating Profit Margin 22.3% ▼-0.2% ▼-0.9%
Pretax Profit Margin 22.3% ▼-0.2% ▼-0.9%
Continuous Operations Profit Margin 17.2% ▼-0.2% ▼-1.7%
Net Profit Margin 16.6% ▼-0.1% ▼-1.5%
Bottom Line Profit Margin 15.7% ▼-0.3% ▼-1.2%
Current Ratio 0.328 ▲0.164 ▼-13.546
Quick Ratio 0.328 ▲0.164 ▼-13.546
Solvency Ratio 0.009 ▼-0.001 ▲0.001
Cash Ratio 0.155 ▼-0.002 ▼-13.681
Price To Earnings Ratio 13.003 ▲5.026 ▲3.708
Price To Earnings Growth Ratio -5.375 ▼-6.284 ▼-4.622
Forward Price To Earnings Growth Ratio -5.375 ▼-6.284 ▼-4.622
Price To Earnings Diluted Ratio 13.003 ▲5.026 ▲3.708
Price To Earnings Diluted Growth Ratio -5.375 ▼-6.284 ▼-4.622
Price To Book Ratio 1.383 ▲0.395 ▲0.475
Price To Sales Ratio 2.045 ▲0.769 ▲0.481
Price To Free Cash Flow Ratio 10.922 ▲7.945 ▲5.880
Price To Operating Cash Flow Ratio 9.212 ▲6.412 ▲4.827
Debt To Assets Ratio 0.079 ▼-0.001 ▼-0.021
Debt To Equity Ratio 1.292 ▼-0.018 ▼-0.317
Debt To Capital Ratio 0.564 ▼-0.003 ▼-0.042
Long Term Debt To Capital Ratio 0.564 ▼-0.003 ▲0.012
Financial Leverage Ratio 16.310 ▼-0.001 ▲0.186
Working Capital Turnover Ratio -0.094 ▲0.002 ▼-0.090
Operating Cash Flow Ratio 0.015 ▼-0.021 ▼-2.421
Operating Cash Flow Sales Ratio 0.222 ▼-0.234 ▼-0.326
Free Cash Flow Operating Cash Flow Ratio 0.843 ▼-0.097 ▼-0.054
Debt Service Coverage Ratio 0.445 ▲0.061 ▲0.071
Interest Coverage Ratio 0.474 ▲0.048 ▼-0.341
Short Term Operating Cash Flow Coverage Ratio 0.000 0.000 ▼-0.103
Operating Cash Flow Coverage Ratio 0.116 ▼-0.153 ▼-0.058
Capital Expenditure Coverage Ratio 6.386 ▼-10.419 ▼-7.420
Dividend Paid And Capex Coverage Ratio 1.833 ▼-1.279 ▼-2.210
Dividend Payout Ratio 0.520 ▼-0.193 ▼-0.012
Enterprise Value Multiple 6.392 ▲2.526 ▲2.043

Key metrics

MetricTrend20252024202320222021
Market cap$274.20B$182.85B$158.92B$123.70B$121.79B
Enterprise value$222.60B$140.69B$286.04B-$22.11B$94.79B
EV / Sales1.66x0.98x2.21x-0.29x1.28x
EV / Op. cash flow7.48x2.15x7.31x-0.84x0.91x
EV / Free cash flow8.87x2.29x8.08x-1.00x0.94x
EV / EBITDA6.39x3.87x8.46x-1.06x4.09x
Net debt / EBITDA-1.48x-1.16x3.76x-6.97x-1.16x
Current ratio0.33x0.16x0.18x28.34x40.36x
Income quality0.99x2.02x1.66x1.51x5.52x
Graham number$18$17$16$13$12
Graham net-net-$686-$687-$650-$610-$577
Tax burden74.5%74.2%77.5%91.2%73.6%
Interest burden100.0%100.0%100.0%100.0%100.0%
Working capital-$1335.47B-$1520.41B-$1459.24B$337.70B$411.97B
Invested capital-$1309.76B-$1496.41B-$1433.82B$361.70B$442.85B
Return on assets0.7%0.8%0.8%0.5%0.5%
Operating ROA1.0%1.1%1.0%0.6%0.6%
Return on tangible assets0.7%0.8%0.8%0.5%0.5%
Return on equity11.2%13.0%12.7%8.7%7.0%
Return on invested capital1.9%2.1%0.9%1.2%0.9%
Return on capital employed2.4%2.7%2.4%0.6%0.6%
Earnings yield8.1%13.1%14.8%12.6%11.4%
Free cash flow yield9.2%33.6%22.3%17.8%82.7%
Capex / Op. cash flow15.7%6.0%9.4%16.7%3.4%
Capex / Depreciation94.8%95.2%106.6%113.9%83.2%
Capex / Sales3.5%2.7%2.9%5.8%4.8%
SG&A / Sales8.9%7.3%8.0%14.2%15.7%
R&D / Sales0.0%0.0%0.0%0.0%0.0%
Stock comp / Sales0.5%0.4%0.4%0.5%0.6%
Intangibles / Total assets0.4%0.4%0.4%0.4%0.7%
Days sales outstanding2d0d0d0d0d
Days payables outstanding0d0d0d0d0d
Operating cycle2d0d0d0d0d
Cash conversion cycle2d0d0d0d0d

Change by theme

Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.

Change over 1 year

Valuation
Market cap ▲+50.0%EV / Sales ▲+69.1%EV / EBITDA ▲+65.3%EV / Op. cash flow ▲+5.324Earnings yield ▼-0.050Graham number ▲+1.001
Profitability
Return on equity ▼-0.017Return on assets ▼-0.001Return on invested capital ▼-0.002Return on capital employed ▼-0.003Operating ROA ▼-0.001Income quality ▼-1.026Tax burden ▲+0.003
Efficiency
Days sales outstanding n/aDays payables outstanding n/aOperating cycle n/aCash conversion cycle n/aCapex / Sales ▲+0.008R&D / Sales n/a
Balance-sheet strength
Current ratio ▲+0.164Net debt / EBITDA ▼-0.323Working capital ▲+184942000000.000Invested capital ▲+186659000000.000Intangibles / Total assets -0.000

Change over 5 years

Valuation
Market cap ▲+125.1%EV / Sales ▲+29.5%EV / EBITDA ▲+56.4%EV / Op. cash flow ▲+6.570Earnings yield ▼-0.033Graham number ▲+5.754
Profitability
Return on equity ▲+0.042Return on assets ▲+0.002Return on invested capital ▲+0.010Return on capital employed ▲+0.018Operating ROA ▲+0.003Income quality ▼-4.522Tax burden ▲+0.009
Efficiency
Days sales outstanding n/aDays payables outstanding n/aOperating cycle n/aCash conversion cycle n/aCapex / Sales ▼-0.013R&D / Sales n/a
Balance-sheet strength
Current ratio ▼-40.035Net debt / EBITDA ▼-0.318Working capital ▼-1747440000000.000Invested capital ▼-1752604000000.000Intangibles / Total assets ▼-0.003

Employee count

Peer market caps

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