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HSBC (HSBC)

(Real Time Quote from BATS)

$41.88 USD

41.88
143,445

+0.07 (0.17%)

Updated Apr 26, 2024 09:57 AM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

B Value F Growth D Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Bottom 42% (147 out of 252)

Industry: Banks - Foreign

Zacks Premium FeatureView All Zacks #1 Ranked Stocks

Better trading starts here.

Balance Sheet

Research for HSBC

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for HSBC Holdings plc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 944,229 851,209 947,448 816,746 697,815
Receivables NA NA NA NA NA
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 0 0 0 0 0
Total Current Assets NA NA NA NA NA
Net Property & Equipment 0 0 0 0 0
Investments & Advances 741,845 782,751 715,343 865,523 749,161
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 7,754 7,498 4,624 4,483 4,632
Intangibles 12,487 21,321 20,622 20,443 20,163
Deposits & Other Assets 280,925 274,015 140,952 157,366 137,435
Total Assets NA NA NA NA NA
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 172,100 127,747 126,670 111,901 304,810
Accounts Payable NA NA NA NA NA
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 139,383 134,375 124,476 129,314 120,306
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 214,576 199,680 230,406 232,705 83,170
Total Current Liabilities NA NA NA NA NA
Mortgages 0 0 0 0 0
Deferred Taxes/Income 1,238 2,422 4,673 4,313 3,375
Convertible Debt 0 0 0 0 0
Long-Term Debt 118,871 100,439 99,044 117,443 129,155
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 515,089 568,814 354,167 458,633 383,531
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities NA NA NA NA NA
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 9,631 10,147 10,316 10,347 10,319
Capital Surplus 14,738 14,664 14,602 14,277 13,959
Retained Earnings 143,241 142,927 150,918 149,405 138,806
Other Equity 25,000 28,290 30,941 30,966 29,584
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 192,610 196,028 206,777 204,995 192,668
Total Liabilities & Shareholder's Equity NA NA NA NA NA
Total Common Equity 192,610 196,028 206,777 204,995 192,668
Shares Outstanding 3,829.30 3,947.90 4,122.70 4,073.50 4,052.00
Book Value Per Share 50.30 49.65 50.16 50.32 47.55

Fiscal Year End for HSBC Holdings plc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 944,229 899,838 936,128 920,330
Receivables NA NA NA NA NA
Notes Receivable NA 0 0 NA 0
Inventories NA 0 0 NA 0
Other Current Assets NA 0 0 NA 0
Total Current Assets NA NA NA NA NA
Net Property & Equipment NA 0 0 NA 0
Investments & Advances NA 741,845 700,645 752,481 627,551
Other Non-Current Assets NA 0 0 NA 0
Deferred Charges NA 7,754 0 8,248 0
Intangibles NA 12,487 0 11,925 0
Deposits & Other Assets NA 280,925 377,275 272,215 367,700
Total Assets NA NA NA NA NA
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 172,100 181,146 170,110 286,311
Accounts Payable NA NA NA NA NA
Current Portion Long-Term Debt NA 0 0 NA 0
Current Portion Capital Leases NA 0 0 NA 0
Accrued Expenses NA 139,383 0 157,196 0
Income Taxes Payable NA 0 0 NA 0
Other Current Liabilities NA 214,576 221,292 220,846 77,340
Total Current Liabilities NA NA NA NA NA
Mortgages NA 0 0 NA 0
Deferred Taxes/Income NA 1,238 0 976 0
Convertible Debt NA 0 0 NA 0
Long-Term Debt NA 118,871 89,107 108,757 85,351
Non-Current Capital Leases NA 0 0 NA 0
Other Non-Current Liabilities NA 703,880 527,462 663,559
Minority Interest (Liabilities) NA 0 0 NA 0
Total Liabilities NA NA NA NA NA
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 NA 0
Common Stock (Par) NA 9,631 0 10,073 0
Capital Surplus NA 14,738 0 14,737 0
Retained Earnings NA 143,241 0 139,968 0
Other Equity NA 25,000 0 26,873 0
Treasury Stock NA 0 0 NA 0
Total Shareholder's Equity NA 192,610 189,840 191,651 197,523
Total Liabilities & Shareholder's Equity NA NA NA NA NA
Total Common Equity 0 192,610 189,840 291,650 197,523
Shares Outstanding 3,781.60 3,829.30 4,007.00 4,029.30 3,995.70
Book Value Per Share 0.00 50.30 47.38 72.38 49.43