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HSBC Holdings, plc. (HSBC) Stock Analysis

SellModerate Confidence

Financial Services · Banks - Diversified

HSBC Holdings plc engages in the provision of banking and financial products and services worldwide. It operates through four segments: Hong Kong, UK, Corporate and Institutional Banking, and International Wealth and Premier Banking. The Hong Kong segment is involved in the... Read more

$81.20+11.2% upside
Score 6.1/10Target $90.31Reward/Risk 1.2:1

TrendMatrix rates HSBC Holdings, plc. (HSBC) as Sell with moderate confidence. The stock trades at $81.20 with +11.2% upside to the $90.31 price target. Overall score: 6.1/10 across 10 analysis dimensions. Reward/risk ratio: 1.2:1.

Passes 2/4 gates (clean insider activity, no SEC red flags). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

Val8.1Qual4.5Grw10.0Mom2.6Sent5.1Ins4.7Peer5.9Tech6.3Risk7.56.1OVERALL

Investment Thesis

+ Sector modifier (): +1.2
+ Attractive valuation
+ Strong growth profile
- Analyst target reached - limited upside remaining
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5)
- Consecutive earnings misses (3)

Fundamentals

P/E (TTM)13.2
P/E (Fwd)8.4
Mkt Cap$272.5B
EV/EBITDA
Profit Mgn35.2%
ROE11.6%
Rev Growth58.4%
Beta0.47
Dividend4.70%
Analysts21
Frequently Asked Questions
Is HSBC stock a buy right now?

TrendMatrix rates HSBC Holdings, plc. (HSBC) as Sell with moderate confidence. Score 6.1/10.

What is the HSBC stock price target?

Take-profit target: $90.31 (+11.2% upside). Reward/risk ratio: 1.2:1. Stop-loss: $73.92.

What are the risks of investing in HSBC?

Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5); Consecutive earnings misses (3).

Is HSBC overvalued or undervalued?

HSBC Holdings, plc. trades at a P/E of 13.2 (forward 8.4). TrendMatrix value score: 8.1/10. Verdict: Sell.

What do analysts say about HSBC?

21 analysts cover HSBC with a consensus score of 3.6/5. Average price target: $95.

What does HSBC Holdings, plc. do?HSBC Holdings plc engages in the provision of banking and financial products and services worldwide. It operates...

HSBC Holdings plc engages in the provision of banking and financial products and services worldwide. It operates through four segments: Hong Kong, UK, Corporate and Institutional Banking, and International Wealth and Premier Banking. The Hong Kong segment is involved in the retail banking and wealth and commercial banking of HSBC Hong Kong and Hang Seng Bank. The UK segment engages in UK retail banking and wealth, as well as first direct and M&S Bank, UK Commercial Banking, and HSBC Innovation Bank. The Corporate and Institutional Banking segment is involved in transaction banking and capital markets. The International Wealth and Premier Banking segment is involved in the business comprising premier banking outside of Hong Kong and the UK, its private bank, asset management, and insurance businesses. The company was founded in 1865 and is headquartered in London, the United Kingdom.

Related stocks: ING (ING Group, N.V.) · TD (Toronto Dominion Bank (The)) · BNS (Bank Nova Scotia Halifax Pfd 3) · BCS (Barclays PLC) · CM (Canadian Imperial Bank of Comme)
45 NEUTRAL
<20d<50d200dGOLDEN CROSSSupp $76.21Res $92.15

Price Targets

$74
$90
Upside+11.2%
Reward/Risk1.2:1

Position Sizing

ConvictionNONE
Suggested %0.5%
Max %1%
RegimeRISK_OFF

Risk Alerts

! V8: Target reached (-0.4% upside)
! MOMENTUM:2.6<5.0
! ASYMMETRY:-0.1=NEGATIVE
RANGE BOUNDSuitability: Moderate
Insider activity: OK
No SEC red flags
Momentum 2.6<5.0
Risk/Reward -0.1=NEGATIVE