Valuation

HSBCHSBC Holdings plc.

StockNYSEUnited KingdomFinancialsEU retail: available

+0.4% today · +29.0% over a year

4/10 A 1–10 summary of how an instrument compares with similar ones (same sector and region) by published rules. It describes today's data; it is not a price forecast. More in the glossary → «Balanced» — higher than 43% of the instruments we score

Priced higher than most peers (P/E 70.3). Dividend yield 1.74%.

HSBC Holdings plc. (HSBC) valuation against sector peers: P/E 70.3 (sector median 14.0), P/B 7.5, free-cash-flow yield 1.9%.

Ratios vs sector

Medians of Financials companies in the same region (stocks and REITs).

Lower P/E, P/B, P/S and EV/EBIT mean cheaper; higher yields, returns and margins mean more for the price. Negative multiples (losses) are left out of the medians.
MetricHSBCSector medianvs median
P/E70.314.0 · n=50401% above
P/B7.51.7 · n=55333% above
P/S—3.2 · n=48—
EV/EBIT—16.7 · n=9—
Free-cash-flow yield1.9%7.1% · n=3573% below
Dividend yield1.74%2.66% · n=14635% below
Return on equity12.1%13.7% · n=6912% below
Return on invested capital—20.5% · n=14—
Gross margin—33.7% · n=8—
Net debt / EBITDA—−1.24 · n=13—

Value factor: 6 of 100 within the peer group. Full score breakdown →

Sector peers

The largest companies of the same sector and region.

BCSBarclays PLC38.73.1—7.1%2.7%1/10
HSBAHSBC Holdings plc14.01.5—9.6%1.7%8/10
RYRoyal Bank of Canada19.72.9——2.4%10/10
8306Mitsubishi UFJ Financial Group, Inc.23.62.1—−9.0%2.9%4/10
MUFGMitsubishi UFJ Financial Group Inc.23.32.1—−9.1%0.0%7/10
TDToronto Dominion Bank14.22.4——1.9%10/10
SANBanco Santander SA11.61.4—−13.2%2.3%5/10
UBSUBS Group20.11.7——4.1%1/10
UBSGUBS Group AG20.01.7——2.4%2/10
BBVABanco Bilbao Vizcaya Argentaria S.A.12.22.1—11.0%6.0%5/10

Fiscal-year history

From annual SEC filings; each bar is a fiscal year, labelled by the year it ended.

Filings: U.S. SEC EDGAR · ratios computed by AI-Stock Invest from public filings and end-of-day prices · latest period 31 Dec 2025 · filed 26 Feb 2026