Company context

HSBC Holdings Plc

LSE:HSBA

Major Banks · benchmarked against Major Banks inside the VXUS constituent company universe.

Active tabPeers

Current readMixed

Last close1,540.80

1M return+5.13%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries7868 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

LSE:HSBA 1W +3.15%, 1M +5.13%, 3M +14.13%, 6M +18.03%, 1Y +61.27%, 3Y +161.24%; TSX:RY 1W -1.81%, 1M +0.81%, 3M +20.60%, 6M +26.83%, 1Y +60.28%, 3Y +133.51%; MIL:ISP 1W +1.00%, 1M +3.51%, 3M +12.57%, 6M +10.40%, 1Y +20.83%, 3Y +165.79%; TSE:8316 1W +0.64%, 1M +4.04%, 3M +24.67%, 6M +25.15%, 1Y +84.15%, 3Y +242.34%; TSX:TD 1W -2.01%, 1M -0.44%, 3M +16.69%, 6M +29.14%, 1Y +68.97%, 3Y +100.07%; BME:BBVA 1W +2.04%, 1M +1.23%, 3M +22.17%, 6M +16.49%, 1Y +39.93%, 3Y +221.53%; BME:SAN 1W +1.57%, 1M -3.02%, 3M +19.13%, 6M +17.79%, 1Y +47.14%, 3Y +243.04%; TSE:8306 1W +0.80%, 1M +8.55%, 3M +27.15%, 6M +27.04%, 1Y +75.11%, 3Y +245.91%; ASX:ANZ 1W -1.49%, 1M +1.91%, 3M +1.31%, 6M -5.56%, 1Y +7.44%, 3Y +43.43%; TSX:BMO 1W -1.42%, 1M +1.06%, 3M +22.72%, 6M +29.64%, 1Y +61.98%, 3Y +113.41%; TSX:BNS 1W -1.95%, 1M -0.03%, 3M +17.77%, 6M +17.84%, 1Y +58.86%, 3Y +93.37%

Company1W1M3M

6M

1Y

3Y

LSE:HSBA+3.15%+5.13%+14.13%+18.03%+61.27%+161.24%

TSX:RY-1.81%+0.81%+20.60%+26.83%+60.28%+133.51%

MIL:ISP+1.00%+3.51%+12.57%+10.40%+20.83%+165.79%

TSE:8316+0.64%+4.04%+24.67%+25.15%+84.15%+242.34%

TSX:TD-2.01%-0.44%+16.69%+29.14%+68.97%+100.07%

BME:BBVA+2.04%+1.23%+22.17%+16.49%+39.93%+221.53%

BME:SAN+1.57%-3.02%+19.13%+17.79%+47.14%+243.04%

TSE:8306+0.80%+8.55%+27.15%+27.04%+75.11%+245.91%

ASX:ANZ-1.49%+1.91%+1.31%-5.56%+7.44%+43.43%

TSX:BMO-1.42%+1.06%+22.72%+29.64%+61.98%+113.41%

TSX:BNS-1.95%-0.03%+17.77%+17.84%+58.86%+93.37%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

TSE:8316+84.15% 1Y · +242.34% 3Y

TSE:8306+75.11% 1Y · +245.91% 3Y

TSX:TD+68.97% 1Y · +100.07% 3Y

TSX:BMO+61.98% 1Y · +113.41% 3Y

Risk and quality spread

BME:BBVAGM n/a · ROE +19.38%

TSX:RYGM n/a · ROE +16.21%

MIL:ISPGM n/a · ROE +15.95%

BME:SANGM n/a · ROE +12.63%

Valuation screen

BME:SANP/E 11.04 · FCF yield n/a

MIL:ISPP/E 11.83 · FCF yield n/a

BME:BBVAP/E 11.95 · FCF yield n/a

LSE:HSBAP/E 16.73 · FCF yield n/a

Valuation versus growth

P/E against 1Y return

LSE:HSBA P/E 16.73 1Y +61.27%, TSX:RY P/E 19.35 1Y +60.28%, MIL:ISP P/E 11.83 1Y +20.83%, TSE:8316 P/E 17.19 1Y +84.15%, TSX:TD P/E 20.06 1Y +68.97%, BME:BBVA P/E 11.95 1Y +39.93%, BME:SAN P/E 11.04 1Y +47.14%, TSE:8306 P/E 17.25 1Y +75.11%, ASX:ANZ P/E 18.25 1Y +7.44%, TSX:BMO P/E 19.35 1Y +61.98%, TSX:BNS P/E 17.06 1Y +58.86%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

LSE:HSBAHSBC Holdings Plc

16.7326th pctile4.7738th pctilen/an/an/an/a+11.85%39th pctile2.4553rd pctile

TSX:RYRoyal Bank of Canada

19.3514th pctile6.060th pctile+9.19%0th pctilen/an/a+16.21%86th pctile2.7743rd pctile

MIL:ISPIntesa Sanpaolo S.p.A.

11.8386th pctile3.0671st pctilen/an/an/an/a+15.95%71st pctile2.7457th pctile

TSE:8316Sumitomo Mitsui Financial Group, Inc.

17.1943rd pctile4.7929th pctilen/an/an/an/a+10.38%0th pctile3.7014th pctile

TSX:TDToronto-Dominion Bank

20.060th pctile4.4157th pctile+16.23%100th pctilen/an/a+11.91%43rd pctile2.22100th pctile

BME:BBVABanco Bilbao Vizcaya Argentaria, S.A.

11.9571st pctile2.35100th pctilen/an/an/an/a+19.38%100th pctile2.5571st pctile

BME:SANBanco Santander, S.A.

11.04100th pctile2.3786th pctilen/an/an/an/a+12.63%57th pctile4.090th pctile

TSE:8306Mitsubishi UFJ Financial Group, Inc.

17.2529th pctile5.7014th pctilen/an/an/an/a+11.34%14th pctile3.5229th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.