HSBC Balance Sheet Analysis From 2010 to 2024

HSBC Stock  USD 41.69  0.20  0.48%   
Most indicators from HSBC Holdings' financial ratios are interrelated and interconnected. However, analyzing financial ratios indicators one by one will only give a small insight into HSBC Holdings PLC current financial condition. On the other hand, looking into the entire matrix of financial ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out HSBC Holdings Valuation and HSBC Holdings Correlation analysis.
  
At present, HSBC Holdings' Issuance Of Capital Stock is projected to decrease significantly based on the last few years of reporting. The current year's Enterprise Value Over EBITDA is expected to grow to 4.60, whereas Tax Provision is forecasted to decline to about 3.2 B.
Most indicators from HSBC Holdings' fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into HSBC Holdings PLC current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out HSBC Holdings Valuation and HSBC Holdings Correlation analysis.
At present, HSBC Holdings' Issuance Of Capital Stock is projected to decrease significantly based on the last few years of reporting. The current year's Enterprise Value Over EBITDA is expected to grow to 4.60, whereas Tax Provision is forecasted to decline to about 3.2 B.
 2021 2022 2023 2024 (projected)
Income Tax Expense4.2B858M5.8B3.2B
Income Before Tax18.9B17.5B30.3B31.9B

HSBC Holdings fundamental ratios Correlations

0.40.960.73-0.340.530.64-0.150.690.570.950.280.280.620.940.110.540.930.20.00.82-0.14-0.110.18-0.050.92
0.40.280.640.130.450.450.080.130.460.3-0.12-0.130.480.38-0.190.330.350.29-0.210.4-0.41-0.27-0.10.730.51
0.960.280.62-0.270.40.53-0.280.760.440.990.380.380.490.970.230.580.970.150.150.75-0.21-0.230.17-0.170.91
0.730.640.62-0.440.760.560.390.380.750.66-0.28-0.280.890.680.080.30.71-0.01-0.530.790.20.260.40.380.74
-0.340.13-0.27-0.44-0.83-0.05-0.58-0.28-0.82-0.290.310.3-0.74-0.330.210.22-0.310.420.6-0.53-0.71-0.440.02-0.09-0.32
0.530.450.40.76-0.830.30.580.331.00.42-0.35-0.340.940.51-0.3-0.010.47-0.22-0.660.70.410.24-0.080.50.57
0.640.450.530.56-0.050.3-0.06-0.10.320.470.110.10.460.47-0.160.540.440.46-0.080.41-0.090.160.21-0.030.44
-0.150.08-0.280.39-0.580.58-0.06-0.240.51-0.23-0.84-0.830.59-0.14-0.12-0.67-0.19-0.64-0.980.330.770.750.220.54-0.01
0.690.130.760.38-0.280.33-0.1-0.240.360.810.340.350.290.790.310.260.8-0.090.170.62-0.22-0.390.02-0.060.78
0.570.460.440.75-0.821.00.320.510.360.45-0.28-0.270.940.54-0.310.050.51-0.16-0.610.70.370.19-0.10.470.59
0.950.30.990.66-0.290.420.47-0.230.810.450.340.340.510.980.30.510.990.070.10.8-0.17-0.220.19-0.130.93
0.28-0.120.38-0.280.31-0.350.11-0.840.34-0.280.341.0-0.370.30.060.530.30.520.81-0.14-0.49-0.69-0.35-0.510.13
0.28-0.130.38-0.280.3-0.340.1-0.830.35-0.270.341.0-0.360.310.060.520.310.50.79-0.13-0.47-0.68-0.35-0.50.14
0.620.480.490.89-0.740.940.460.590.290.940.51-0.37-0.360.57-0.090.090.56-0.17-0.690.770.450.360.130.440.63
0.940.380.970.68-0.330.510.47-0.140.790.540.980.30.310.570.20.430.970.010.020.82-0.16-0.250.080.030.96
0.11-0.190.230.080.21-0.3-0.16-0.120.31-0.310.30.060.06-0.090.20.030.31-0.270.160.220.060.010.4-0.260.21
0.540.330.580.30.22-0.010.54-0.670.260.050.510.530.520.090.430.030.520.820.550.04-0.52-0.40.08-0.30.32
0.930.350.970.71-0.310.470.44-0.190.80.510.990.30.310.560.970.310.520.050.060.79-0.14-0.240.19-0.060.93
0.20.290.15-0.010.42-0.220.46-0.64-0.09-0.160.070.520.5-0.170.01-0.270.820.050.54-0.31-0.56-0.34-0.08-0.23-0.07
0.0-0.210.15-0.530.6-0.66-0.08-0.980.17-0.610.10.810.79-0.690.020.160.550.060.54-0.43-0.72-0.73-0.26-0.57-0.11
0.820.40.750.79-0.530.70.410.330.620.70.8-0.14-0.130.770.820.220.040.79-0.31-0.430.190.150.220.240.9
-0.14-0.41-0.210.2-0.710.41-0.090.77-0.220.37-0.17-0.49-0.470.45-0.160.06-0.52-0.14-0.56-0.720.190.80.27-0.03-0.17
-0.11-0.27-0.230.26-0.440.240.160.75-0.390.19-0.22-0.69-0.680.36-0.250.01-0.4-0.24-0.34-0.730.150.80.61-0.03-0.2
0.18-0.10.170.40.02-0.080.210.220.02-0.10.19-0.35-0.350.130.080.40.080.19-0.08-0.260.220.270.61-0.290.1
-0.050.73-0.170.38-0.090.5-0.030.54-0.060.47-0.13-0.51-0.50.440.03-0.26-0.3-0.06-0.23-0.570.24-0.03-0.03-0.290.21
0.920.510.910.74-0.320.570.44-0.010.780.590.930.130.140.630.960.210.320.93-0.07-0.110.9-0.17-0.20.10.21
Click cells to compare fundamentals

HSBC Holdings Account Relationship Matchups

HSBC Holdings fundamental ratios Accounts

201920202021202220232024 (projected)
Total Assets2.7T3.0T3.0T3.0T3.0T1.7T
Net Debt(29.9B)(191.1B)(308.1B)(233.9B)(70.8B)(67.2B)
Cash159.1B308.6B407.2B334.3B305.9B321.2B
Other Assets1.3T1.5T1.5T1.6T1.6T1.0T
Total Liab129.2B117.4B99.0B2.8T235.2B223.4B
Total Current Assets295.7B318.9B407.2B350.1B305.9B321.2B
Retained Earnings136.7B140.6B144.5B152.1B152.1B104.8B
Net Receivables136.7B10.3B970M1.2B1.4B1.3B
Common Stock10.3B10.3B10.3B10.1B9.6B8.5B
Other Liab155.5B170.0B176.9B172.6B155.3B292.1B
Accounts Payable19.2B17.4B20.4B26.0B35.7B33.9B
Intangible Assets14.6B14.6B15.6B17.2B8.2B11.3B
Other Current Assets486.6B617.9B740.1B751.6B793.7B884.2B
Good Will5.6B5.9B5.0B4.2B4.3B4.1B
Other Current Liab(319.0B)(282.0B)(287.9B)(272.9B)209.1B219.5B
Net Tangible Assets142.9B153.6B155.2B166.2B191.1B163.2B
Short Term Debt299.9B264.7B267.5B246.9B310.1B205.1B

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
When determining whether HSBC Holdings PLC offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of HSBC Holdings' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Hsbc Holdings Plc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Hsbc Holdings Plc Stock:
Check out HSBC Holdings Valuation and HSBC Holdings Correlation 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 the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

Complementary Tools for HSBC Stock analysis

When running HSBC Holdings' 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 the 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.
FinTech Suite
Use AI to screen and filter profitable investment opportunities
Transaction History
View history of all your transactions and understand their impact on performance
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
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 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
1.896
Dividend Share
0.61
Earnings Share
5.7
Revenue Per Share
3.6163
Quarterly Revenue Growth
(0.54)
The market value of HSBC Holdings PLC is measured differently than its book value, which is the value of HSBC 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 if HSBC Holdings is a good investment 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.