HSBC Holdings Stock Performance

HSBC
 Stock
  

USD 30.56  0.04  0.13%   

The company owns a Beta (Systematic Risk) of 0.9343, which attests to possible diversification benefits within a given portfolio. Let's try to break down what HSBC Holdings's beta means in this case. HSBC Holdings returns are very sensitive to returns on the market. As the market goes up or down, HSBC Holdings is expected to follow. Even though it is essential to pay attention to HSBC Holdings PLC existing price patterns, it is always good to be careful when utilizing equity price patterns. Our approach to determining any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. HSBC Holdings exposes twenty-seven different technical indicators, which can help you to evaluate its performance. HSBC Holdings PLC has an expected return of -0.0217%. Please be advised to check out HSBC Holdings PLC downside deviation, treynor ratio, expected short fall, as well as the relationship between the jensen alpha and potential upside to decide if HSBC Holdings PLC performance from the past will be repeated in the future.
  
HSBC Holdings Performance
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Over the last 90 days HSBC Holdings PLC has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong fundamental drivers, HSBC Holdings is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more

Structure and Payout Changes

Forward Dividend Yield
0.0445
Payout Ratio
0.4091
Last Split Factor
6:1
Forward Dividend Rate
1.35
Dividend Date
2022-09-29
Ex Dividend Date
2022-08-18

HSBC Holdings Price Channel

Begin Period Cash Flow468323000000.00
Total Cashflows From Investing Activities27536000000.00

HSBC Holdings Relative Risk vs. Return Landscape

If you would invest  3,147  in HSBC Holdings PLC on September 10, 2022 and sell it today you would lose (91.50)  from holding HSBC Holdings PLC or give up 2.91% of portfolio value over 90 days. HSBC Holdings PLC is currently does not generate positive expected returns and assumes 2.2424% risk (volatility on return distribution) over the 90 days horizon. In different words, 19% of stocks are less volatile than HSBC Holdings, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Daily Expected Return (%)  
       Risk (%)  
Given the investment horizon of 90 days HSBC Holdings is expected to under-perform the market. In addition to that, the company is 1.5 times more volatile than its market benchmark. It trades about -0.01 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.0 per unit of volatility.

HSBC Holdings Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for HSBC Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HSBC Holdings PLC, and traders can use it to determine the average amount a HSBC Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0097

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Negative ReturnsHSBC
Estimated Market Risk
 2.24
  actual daily
 
 19 %
of total potential
 
1919
Expected Return
 -0.02
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.01
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average HSBC Holdings is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of HSBC Holdings by adding it to a well-diversified portfolio.

About HSBC Holdings Performance

To evaluate HSBC Holdings PLC Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when HSBC Holdings generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare HSBC Holdings Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand HSBC Holdings PLC market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents HSBC Holdings's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-503.7 M-543.5 M
Return on Average Assets 0.47  0.51 
Return on Average Equity 7.05  7.60 
Return on Invested Capital 0.006  0.005723 
Return on Sales 0.28  0.24 

Things to note about HSBC Holdings PLC

Checking the ongoing alerts about HSBC Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HSBC Holdings PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

HSBC Holdings Alerts

Equity Alerts and Improvement Suggestions

HSBC Holdings PLC generated a negative expected return over the last 90 days
Latest headline from news.google.com: HSBC chief denies Beijing is behind Ping An push to split bank - Financial Times
Please check Risk vs Return Analysis. Note that the HSBC Holdings PLC information on this page should be used as a complementary analysis to other HSBC Holdings' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

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When running HSBC Holdings PLC price analysis, check to measure HSBC Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HSBC Holdings is operating at the current time. Most of HSBC Holdings' value examination focuses on studying past and present price action to predict the probability of HSBC Holdings' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move HSBC Holdings' price. Additionally, you may evaluate how the addition of HSBC Holdings to your portfolios can decrease your overall portfolio volatility.
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Is HSBC Holdings' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HSBC Holdings. If investors know HSBC Holdings will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HSBC Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
(0.43) 
Market Capitalization
121.5 B
Quarterly Revenue Growth YOY
(0.17) 
Return On Assets
0.0046
Return On Equity
0.0703
The market value of HSBC Holdings PLC is measured differently than its book value, which is the value of HSBC Holdings that is recorded on the company's balance sheet. Investors also form their own opinion of HSBC Holdings' value that differs from its market value or its book value, called intrinsic value, which is HSBC Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HSBC Holdings' market value can be influenced by many factors that don't directly affect HSBC Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between HSBC Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine HSBC Holdings value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HSBC Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.