Profitability
Weight: 25%
B+
80
Scored using efficiency ratio — bank-archetype substitution.
- Efficiency Ratio (FY2025) 57.9%
- Efficiency Ratio Trend -2.71 pp/yr
HSBC
HSBC Holdings plc
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 15%
B
74
- 5yr Avg ROE 10.5%
- 5yr Share-Count CAGR -2.8%
Growth Quality
Weight: 15%
A-
85
Scored using revenue growth cross-checked against efficiency-ratio trend — bank-archetype substitution.
- 5yr Revenue CAGR 11.6%
- Efficiency Ratio Trend (growth quality check) -2.71 pp/yr
- Revenue-Growth Years (5) 3/5
Cash Generation
Weight: 15%
F
4
Scored using efficiency-ratio stability — bank-archetype substitution.
- Efficiency Ratio Stability (σ) 0.12
Balance Sheet
Weight: 20%
C-
46
Scored using equity-to-assets — bank-archetype substitution.
- Equity / Assets 6.1%
Stability
Weight: 10%
C-
48
- EPS Volatility (σ/μ) 0.61
- Negative-Revenue Years (5) 2/5
- Piotroski F-Score 7
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.1 of 1 gurus held; 1 added.
- Holders
- 1
- Avg Δ position
- +46.8%
- New buys
- 0
- Full exits
- 0
- Wood increased +47%