Profitability
Weight: 25%
C-
45
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 0.6%
- Operating Margin Trend -1.04 pp/yr
HSBC
HSBC Holdings plc
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A-
82
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 12.1%
- 5yr Share-Count CAGR -3.6%
Growth Quality
Weight: 10%
A+
97
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 17.6%
- 5yr EPS CAGR 18.2%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A
90
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 2.98x
Balance Sheet
Weight: 30%
D-
29
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 5.5%
- Interest Coverage (EBIT/Int) 0.43x
Stability
Weight: 10%
D+
43
- EPS Volatility (σ/μ) 0.61
- Piotroski F-Score 4
- Negative-Revenue Years (5) 1/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.1 of 1 gurus held; 1 added.
- Holders
- 1
- Avg Δ position
- +14.1%
- New buys
- 0
- Full exits
- 0
- Wood increased +14%