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
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2026-10-06 10:56:08
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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
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-01-09 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-10-14 | Lisa C. McClain | Sale (Full) | $1,001 - $15,000 |
| 2025-06-17 | Lisa C. McClain | Purchase | $1,001 - $15,000 |
| 2025-04-21 | Bruce Westerman | Sale (Full) | $1,001 - $15,000 |
| 2025-03-03 | Bruce Westerman | Purchase | $1,001 - $15,000 |
| 2025-02-27 | Vicente Gonzalez | Sale | $15,001 - $50,000 |
| 2024-03-08 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-10-13 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-07-10 | Daniel Goldman | Sale (Full) | $100,001 - $250,000 |
| 2023-06-22 | Ro Khanna | Purchase | $100,001 - $250,000 |
| 2023-06-22 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-05-30 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2023-04-14 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2023-03-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-02-27 | Daniel Goldman | Purchase | $1,001 - $15,000 |
| 2023-02-10 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2021-02-16 | Peter Meijer | Sale (Full) | $1,001 - $15,000 |
| 2020-11-13 | Greg Gianforte | Sale (Partial) | $50,001 - $100,000 |
| 2020-10-22 | Katherine M. Clark | Sale (Full) | $1,001 - $15,000 |
| 2020-03-26 | Josh S. Gottheimer | Sale (Full) | $1,001 - $15,000 |
| 2020-03-18 | Greg Gianforte | Purchase | $15,001 - $50,000 |
| 2020-01-13 | Greg Gianforte | Purchase | $250,001 - $500,000 |
| 2019-12-11 | Greg Gianforte | Sale (Partial) | $100,001 - $250,000 |
| 2019-12-10 | Greg Gianforte | Sale (Partial) | $15,001 - $50,000 |
| 2019-12-10 | Greg Gianforte | Purchase | $100,001 - $250,000 |
| 2019-11-27 | Josh S. Gottheimer | Purchase | $1,001 - $15,000 |
| 2019-10-11 | Greg Gianforte | Purchase | $100,001 - $250,000 |
| 2019-09-10 | Greg Gianforte | Sale (Full) | $100,001 - $250,000 |
| 2019-06-24 | Donna Shalala | Sale (Full) | $1,001 - $15,000 |
| 2017-07-11 | John Henry Rutherford | Purchase | $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.
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
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 53.0% | 47.0% | 49.8% | 70.5% | 86.9% | |
| Ebit Margin | 22.3% | 22.5% | 23.4% | 22.4% | 25.6% | |
| Ebitda Margin | 26.0% | 25.4% | 26.1% | 27.4% | 31.4% | |
| Operating Profit Margin | 22.3% | 22.5% | 23.4% | 22.4% | 25.6% | |
| Pretax Profit Margin | 22.3% | 22.5% | 23.4% | 22.4% | 25.6% | |
| Continuous Operations Profit Margin | 17.2% | 17.4% | 19.0% | 21.3% | 19.9% | |
| Net Profit Margin | 16.6% | 16.7% | 18.2% | 20.4% | 18.8% | |
| Bottom Line Profit Margin | 15.7% | 16.0% | 17.3% | 18.8% | 17.0% | |
| Current Ratio | 0.328 | 0.164 | 0.180 | 28.337 | 40.363 | |
| Quick Ratio | 0.328 | 0.164 | 0.180 | 28.337 | 40.363 | |
| Solvency Ratio | 0.009 | 0.010 | 0.009 | 0.007 | 0.007 | |
| Cash Ratio | 0.155 | 0.156 | 0.168 | 28.337 | 40.363 | |
| Price To Earnings Ratio | 13.003 | 7.977 | 7.112 | 8.656 | 9.726 | |
| Price To Earnings Growth Ratio | -5.375 | 0.909 | 0.122 | 0.537 | 0.043 | |
| Forward Price To Earnings Growth Ratio | -5.375 | 0.909 | 0.122 | 0.537 | 0.043 | |
| Price To Earnings Diluted Ratio | 13.003 | 7.977 | 7.112 | 8.656 | 9.726 | |
| Price To Earnings Diluted Growth Ratio | -5.375 | 0.909 | 0.122 | 0.537 | 0.043 | |
| Price To Book Ratio | 1.383 | 0.989 | 0.857 | 0.696 | 0.614 | |
| Price To Sales Ratio | 2.045 | 1.276 | 1.227 | 1.624 | 1.647 | |
| Price To Free Cash Flow Ratio | 10.922 | 2.977 | 4.487 | 5.617 | 1.209 | |
| Price To Operating Cash Flow Ratio | 9.212 | 2.800 | 4.063 | 4.680 | 1.168 | |
| Debt To Assets Ratio | 0.079 | 0.080 | 0.140 | 0.069 | 0.134 | |
| Debt To Equity Ratio | 1.292 | 1.310 | 2.302 | 1.148 | 1.995 | |
| Debt To Capital Ratio | 0.564 | 0.567 | 0.697 | 0.535 | 0.666 | |
| Long Term Debt To Capital Ratio | 0.564 | 0.567 | 0.559 | 0.535 | 0.532 | |
| Financial Leverage Ratio | 16.310 | 16.311 | 16.396 | 16.682 | 14.920 | |
| Working Capital Turnover Ratio | -0.094 | -0.096 | -0.231 | 0.203 | 0.200 | |
| Operating Cash Flow Ratio | 0.015 | 0.036 | 0.022 | 2.140 | 9.967 | |
| Operating Cash Flow Sales Ratio | 0.222 | 0.456 | 0.302 | 0.347 | 1.411 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.843 | 0.940 | 0.906 | 0.833 | 0.966 | |
| Debt Service Coverage Ratio | 0.445 | 0.383 | 0.075 | 0.895 | 0.068 | |
| Interest Coverage Ratio | 0.474 | 0.426 | 0.466 | 0.760 | 1.949 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.126 | 0.000 | 0.390 | |
| Operating Cash Flow Coverage Ratio | 0.116 | 0.269 | 0.092 | 0.129 | 0.264 | |
| Capital Expenditure Coverage Ratio | 6.386 | 16.805 | 10.585 | 5.994 | 29.260 | |
| Dividend Paid And Capex Coverage Ratio | 1.833 | 3.112 | 2.461 | 2.323 | 10.486 | |
| Dividend Payout Ratio | 0.520 | 0.713 | 0.518 | 0.448 | 0.459 | |
| Enterprise Value Multiple | 6.392 | 3.866 | 8.459 | -1.058 | 4.087 |
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
| Metric | Current | vs 1Y ago | vs 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
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| 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 / Sales | 1.66x | 0.98x | 2.21x | -0.29x | 1.28x | |
| EV / Op. cash flow | 7.48x | 2.15x | 7.31x | -0.84x | 0.91x | |
| EV / Free cash flow | 8.87x | 2.29x | 8.08x | -1.00x | 0.94x | |
| EV / EBITDA | 6.39x | 3.87x | 8.46x | -1.06x | 4.09x | |
| Net debt / EBITDA | -1.48x | -1.16x | 3.76x | -6.97x | -1.16x | |
| Current ratio | 0.33x | 0.16x | 0.18x | 28.34x | 40.36x | |
| Income quality | 0.99x | 2.02x | 1.66x | 1.51x | 5.52x | |
| Graham number | $18 | $17 | $16 | $13 | $12 | |
| Graham net-net | -$686 | -$687 | -$650 | -$610 | -$577 | |
| Tax burden | 74.5% | 74.2% | 77.5% | 91.2% | 73.6% | |
| Interest burden | 100.0% | 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 assets | 0.7% | 0.8% | 0.8% | 0.5% | 0.5% | |
| Operating ROA | 1.0% | 1.1% | 1.0% | 0.6% | 0.6% | |
| Return on tangible assets | 0.7% | 0.8% | 0.8% | 0.5% | 0.5% | |
| Return on equity | 11.2% | 13.0% | 12.7% | 8.7% | 7.0% | |
| Return on invested capital | 1.9% | 2.1% | 0.9% | 1.2% | 0.9% | |
| Return on capital employed | 2.4% | 2.7% | 2.4% | 0.6% | 0.6% | |
| Earnings yield | 8.1% | 13.1% | 14.8% | 12.6% | 11.4% | |
| Free cash flow yield | 9.2% | 33.6% | 22.3% | 17.8% | 82.7% | |
| Capex / Op. cash flow | 15.7% | 6.0% | 9.4% | 16.7% | 3.4% | |
| Capex / Depreciation | 94.8% | 95.2% | 106.6% | 113.9% | 83.2% | |
| Capex / Sales | 3.5% | 2.7% | 2.9% | 5.8% | 4.8% | |
| SG&A / Sales | 8.9% | 7.3% | 8.0% | 14.2% | 15.7% | |
| R&D / Sales | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Stock comp / Sales | 0.5% | 0.4% | 0.4% | 0.5% | 0.6% | |
| Intangibles / Total assets | 0.4% | 0.4% | 0.4% | 0.4% | 0.7% | |
| Days sales outstanding | 2d | 0d | 0d | 0d | 0d | |
| Days payables outstanding | 0d | 0d | 0d | 0d | 0d | |
| Operating cycle | 2d | 0d | 0d | 0d | 0d | |
| Cash conversion cycle | 2d | 0d | 0d | 0d | 0d |
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
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-10-06 Ant International and HSBC Expand Real-Time Treasury Management Services to the Middle East ABU DHABI, United Arab Emirates & SINGAPORE--(BUSINESS WIRE)--Ant International announced an expanded collaboration with HSBC to enhance real-time treasury management services in the Middle East.
- 2026-10-05 Goldman Sachs Top European Stock Picks Have a Hidden Perk for Income Investors Goldman Sachs handpicks European stocks with the highest conviction for outperformance, and four of October''s top selections carry a benefit most growth-focused investors overlook entirely.
- 2026-10-02 HSBC hires Cantor''s Paras Jain to lead global TMT banking, sources say HSBC is expanding its technology, media and telecommunications investment banking franchise with a senior hire, Paras Jain from Cantor Fitzgerald, according to people familiar with the matter.
- 2026-10-02 HSBC Continental Europe: Post Stabilisation Notice PARIS, Oct. 02, 2026 (GLOBE NEWSWIRE) -- Glencore Capital Finance DAC HSBC (contact: [email protected] ) hereby gives notice that no stabilisation was undertaken by the Stabilisation Manager(s) named below in relation to the offer of the following securities. Issuer: Glencore Capital Finance DAC Guarantor (if any): Glencore plc, Glencore International AG, Glencore (Schweiz) AG Aggregate nominal amount: EUR 600,000,000 Description: 4.314% due 3rd September 2034 Offer price: 100 Stabilising Manager: HSBC Continental Europe This announcement is for information purposes only and does not constitute an invitation or offer to underwrite, subscribe for or otherwise acquire or dispose of any securities of the Issuer in any jurisdiction.
- 2026-09-28 HSBC Adopts Nasdaq Calypso''s Enhanced Exchange-Traded Derivatives Platform LONDON and NEW YORK, Sept. 28, 2026 (GLOBE NEWSWIRE) -- Partnering with Nasdaq, HSBC has adopted Nasdaq Calypso for the bank''s exchange-traded derivatives (ETD) clearing platform, providing HSBC with a fully integrated set of clearing capabilities.
- 2026-09-25 HSBC Upgrades Synopsys to Buy, Sees 28% Earnings Growth Through 2028 HSBC just flipped its rating on Synopsys with a price target that towers above Wall Street consensus, and the reasoning behind it reframes the chip design giant as something the market may not have priced in yet.
- 2026-09-25 The UK’s First Tokenized Deposit Transfers: What You Need to Know Britain''s biggest banks just moved real mortgage money across a blockchain and released it automatically when a property transfer confirmed, and the Bank of England is backing the technology over stablecoins for a reason that could reshape how sterling moves between institutions.
- 2026-09-24 HSBC plans India equity broking return after 13 years amid IPO boom, sources say HSBC is re-entering India''s equity broking business after an absence of more than a decade, seeking to capitalise on a robust pipeline of share sales and rising demand from wealthy clients for equity market products, two people with direct knowledge of the matter said.
- 2026-09-23 HSBC addresses the concerns that are gripping the stock market — and dismisses most of them Strategists at the bank recommend leaning into technology stocks, especially in the U.S. and Asia, and European banks.
- 2026-09-22 AI story is stronger in Asia than in the US, says HSBC''s Herald van der Linde Ahead of the Trump-Xi summit, HSBC''s Herald van der Linde says Asia offers a stronger AI investment case than the U.S., led by cash-generative companies in Korea and Taiwan. He also highlights China''s strength in optical components, while flagging weak confidence, property pressure and demographic headwinds.