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HSBC Holdings PLC, HSBA, (GB0005405286) PDF Free Download

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HSBC Holdings PLC, HSBA, (GB0005405286) PDF Free Download

HSBC Holdings PLC, HSBA, (GB0005405286) PDF free Download. Think more deeply and widely.

Report as of 23 Feb 2025
HSBC Holdings PLC, HSBA, (GB0005405286)
Growth of 10,000 (Total return, GBP, since 31 Dec 2021)
10,000
13,500
17,000
20,500
24,000
Volume
0
600,000,000
1,200,000,000
Yearly Performance % (GBP)
Trailing Returns % (GBP)
1 Week 1 Month 3 Months 6 Months YTD 1 Year 3 Years 5 Years
1.9 7.3 21.9 36.7 12.8 61.1 22.9 12.9
Financials (USD)
Financials 5 Yr Trend 2022 2023 2024
Net Revenue 67,013.00 63,019.00 67,396.00
Net Interest Income 32,610.00 35,796.00 32,733.00
Fee Income 11,010.00 11,259.00 11,610.00
Operating Income (Mil) ---
Operating Margin % ---
Income before income taxes
(Mil)
17,528.00 30,348.00 32,309.00
Net Income (Mil) 16,035.00 23,533.00 23,979.00
Operating Cash Flow (Mil) 26,434.00 39,111.00 65,305.00
Free Cash Flow (Mil) 22,024.00 35,416.00 61,419.00
Basic Earn. Per Share 0.75 1.15 1.25
Dividend Per Share 0.27 0.52 0.62
Profitability and Valuation (USD)
Financials 5 Yr Trend 2022 2023 2024
Return on Assets % 0.50 0.75 0.76
Return on Equity % 7.69 12.03 12.38
Return on Invested Capital % ---
Price / Earnings 10.54 5.86 8.08
Price / Sales 3.57 2.07 2.87
Price / Book 0.70 0.85 0.92
2022 2023 2024 2025-01
19.78 31.45 33.737.69
2018 2019 2020 2021 2022 2023 2024 2025-01
-10.73 -2.38 -35.99 22.62 19.78 31.45 33.73 7.69
21 Feb 2025
Company Profile
Established in 1865 in Hong Kong, London-based HSBC is one
of the largest banks in the world, with assets of USD 3 trillion
and 40 million customers worldwide. It operates in around 60
countries with more than 200,000 full-time staff. The United
Kingdom and Hong Kong are its two largest markets. The bank
offers retail, commercial and institutional banking, global
banking and markets, wealth management, and private
banking.
Key Stats
Website https://www.hsbc.com
Headquarter Country United Kingdom
Employees 211,000
Market Cap 21 Feb 2025) GBP 157.79Bil
Morningstar Sector Financial Services
Morningstar Industry Banks - Diversified
Stock Style 1 Large-Value
Fiscal Year Ends December
Board of Directors and Management
Chief Executive Officer Mr. Georges Elhedery
Chief Financial Officer Ms. Pam Kaur
Source:RNA, Fiscal Year:2025
Dividends (USD)
Ex Date Payment Type Currency Amount
06/03/2025 25/04/2025 Cash USD 0.36
07/11/2024 19/12/2024 Cash GBP 0.08
15/08/2024 27/09/2024 Cash GBP 0.08
09/05/2024 21/06/2024 Cash GBP 0.08
09/05/2024 21/06/2024 Special GBP 0.16
07/03/2024 25/04/2024 Cash GBP 0.25
© 2025 Morningstar. All Rights Reserved. The information, data, analyses and opinions (“Information”) contained herein: (1) includes the proprietary information of Morningstar and Morningstar’s third party licensors;
(2) may not be copied or redistributed except as specifically authorised;(3) do not constitute investment advice;(4) are provided solely for informational purposes; and (5) may be drawn from fund data published on various
dates. Page 1 of 2
Report as of 23 Feb 2025
HSBC Holdings PLC, HSBA, (GB0005405286)
Compound Annual Growth Rates (USD)
1Y 3Y 5Y 10Y
Revenue % 6.95 1.94 -1.00 -0.86
Earnings/Share % 8.77 25.99 32.82 6.04
Dividend Yield % 17.31 41.15 3.85 2.29
Stock Total Return %
61.14 22.88 12.88 7.25
Profitability Analysis (USD)
Current 3 Yr
Avg
5 Yr
Avg
10 Yr
Avg
Return on Equity % 12.38 10.70 8.11 6.31
Return on Assets % 0.76 0.67 0.51 0.42
Return on Invested Capital %
- - - -
Inventory Turnover - - - -
Rev/Employee - - - -
Comp. Exp/Rev - - - -
Net Margin % 34.00 30.57 23.55 18.05
Financial Position (USD, Mil)
2023 2024
Loans (Gross) - -
Allowances - -
Net Loans 1,092,258 1,070,119
Securities - -
Trading Assets 254,204 284,491
Intangibles 12,487 12,384
Other 1,933,932 1,934,545
Total Assets 3,038,677 3,017,048
Deposits 1,721,587 1,771,105
Short-Term Debt - -
Long Term Debt (Mil) - -
Other - -
Total Liabilities - -
Preferred Stock - -
Total Equity (Mil) 185,329 184,973
Quarterly Results (USD)
Revenue Mil Q1 Q2 Q3 Q4
Most Recent
17,335.00 20,272.00 16,926.00 16,749.00
Prior Year
20,092.00 16,468.00 15,765.00 13,613.00
Revenue Growth
%
Q1 Q2 Q3 Q4
Most Recent 27.34 16.94 -16.51 -1.05
Prior Year -4.74 -18.04 -4.27 -13.65
Earnings Per
Share
Q1 Q2 Q3 Q4
Most Recent 0.54 0.34 0.34 0.02
Prior Year 0.52 0.34 0.29 0.00
Options & Futures
Instrument Yes/No
Options No
Forwards No
Futures No
Market Cap
£157.80Bil
Morningstar Sector
Financial Services
Morningstar Industry
Banks - Diversified
Index
FTSE 100 TR GBP
50
100
150
200
250
300
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025-01
29.60 22.80 -10.73 -2.38 -35.99 22.62 19.78 31.45 33.73 7.69 Equity
19.07 11.95 -8.73 17.32 -11.55 18.44 4.70 7.93 9.66 6.20 Index
(GBP)
5.8 5.2 5.8 6.7 - 3.6 4.2 6.7 6.1 Dividend Yield %
130,498 153,345 129,610 122,159 77,165 92,565 102,977 122,302 140,849
Market Cap (GBP, Mil)
2016 2017 2018 2019 2020 2021 2022 2023 2024 Financials
43,800.00 42,616.00 49,609.00 54,695.00 41,756.00 36,188.00 55,059.00
100,868.00 108,631.00
Interest Income
12,601.00 12,819.00 19,120.00 24,233.00 14,178.00
9,699.00
22,449.00 65,072.00 75,898.00
Interest Expense
31,199.00 29,797.00 30,489.00 30,462.00 27,578.00 26,489.00 32,610.00 35,796.00 32,733.00
Net Interest Income
12,072.00 11,982.00 11,897.00 11,194.00 10,859.00 12,080.00 11,010.00 11,259.00 11,610.00
Fee Income
31,000.00 34,241.00 33,307.00 40,399.00 35,305.00 37,133.00 34,403.00 27,223.00 34,663.00
Other Income
62,199.00 64,038.00 63,796.00 70,861.00 62,883.00 63,622.00 67,013.00 63,019.00 67,396.00
Net Revenue
2,479.00
10,798.00 13,727.00
7,383.00 5,229.00
13,917.00 16,035.00 23,533.00 23,979.00
Net Income (Mil)
0.07 0.48 0.63 0.30 0.19 0.62 0.75 1.15 1.25 Basic Earn. Per Share
0.51 0.51 0.50 0.51 0.00 0.22 0.27 0.52 0.62 Dividend Per Share
19,845 20,072 19,983 20,233 20,242 20,302 19,986 19,600 18,485 Avg. Diluted Shares
Outstanding (Mil)
7.58 6.99 7.29 7.00 6.91 7.12 7.38 7.46 8.56 Book Value/Share
2,374,986.00 2,521,771.00 2,558,124.00 2,715,152.00 2,984,164.00 2,957,939.00 2,966,530.00 3,038,677.00 3,017,048.00
Total Assets
- - - - - - - - - Total Liabilities
175,386.00 190,250.00 186,253.00 183,955.00 196,443.00 198,250.00 187,484.00 185,329.00 184,973.00
Stockholders' equity
(USD)
2016 2017 2018 2019 2020 2021 2022 2023 2024 Profitability
0.05 0.40 0.50 0.23 0.14 0.42 0.50 0.75 0.76 Return on Assets %
0.71 5.30 6.70 3.22 2.05 6.39 7.69 12.03 12.38 Return on Equity %
2.09 15.12 19.76 8.42 6.20 19.82 22.12 35.60 34.00 Net Margin %
0.03 0.03 0.03 0.03 0.02 0.02 0.02 0.02 0.02 Asset Turnover
13.54 13.26 13.73 14.76 15.19 14.92 15.82 16.40 16.31 Financial Leverage
2016 2017 2018 2019 2020 2021 2022 2023 2024 Financial Health
1,012,725.00 1,117,082.00 1,085,601.00 1,138,114.00 1,150,057.00 1,162,031.00 1,060,621.00 1,092,258.00 1,070,119.00
Net Loan
165,429.00 170,724.00 229,626.00 272,428.00 252,079.00 223,644.00 204,239.00 235,159.00 242,347.00
Long Term Debt (Mil)
1,402,372.00 1,510,421.00 1,451,462.00 1,526,983.00 1,761,406.00 1,842,096.00 1,676,252.00 1,721,587.00 1,771,105.00
Total Deposits
0.94 0.90 1.23 1.48 1.28 1.13 1.09 1.27 1.31 Debt/Equity
(USD)
Valuation Analysis
Current 3 Yr
Avg
5 Yr
Avg
10 Yr
Avg
Price/Earnings 9.05 8.16 - 10.19
Forward Price/Earnings
8.98 6.91 8.19 9.81
Price/Cash Flow 3.18 6.37 4.57 -
Dividend Yield % 5.43 5.67 - -
Price/Book 1.08 0.82 0.73 0.82
Price/Sales 3.08 2.84 2.96 3.27
PEG Ratio 2.57 1.20 1.86 1.86
© 2025 Morningstar. All Rights Reserved. The information, data, analyses and opinions (“Information”) contained herein: (1) includes the proprietary information of Morningstar and Morningstar’s third party licensors;
(2) may not be copied or redistributed except as specifically authorised;(3) do not constitute investment advice;(4) are provided solely for informational purposes; and (5) may be drawn from fund data published on various
dates. Page 2 of 2