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HSBC

HSBC Holdings plc Financial Services As of 2026-06-18

Quality Above avg

Valuation Fair

Risk Lower vol

Active signals Active 52-week adjusted-price high

94.97 Close (USD)

+19.81% 60-day

Quality is above average. Operating margin sits near the 77th percentile. TTM ROE is about 11.3%.
Valuation is middle-of-pack. TTM P/E is near the 68th percentile.
Recent volatility is comparatively low. 60-day annualized volatility is in the 29th percentile. Average 20-day dollar volume is about $167.1M.
Signals are active now. 52-week adjusted-price high currently holds; the tables below show what followed in this stock’s own history.

Factor profile

Factor radar Neutral Valuation

Valuation

Indicators in this group are ranked by market percentile; lower valuation and volatility are better.

44 Neutral

TTM P/E 15.7

Pricey

Price / book —

N/A

Free-cash-flow yield (%) —

N/A

Historical evidence

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

52-week adjusted-price high

Active

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

20 historical occurrences (since 2017-01-26)

120 days after: historical avg +13.53%

20-day +2.73%

60-day +5.65%

120-day +13.53%

20-day

60-day

120-day

Win

73.7%

57.9%

78.9%

Sample

Median

+2.14%

+6.29%

+13.55%

Excess

+1.3%

+3.69%

+9.45%

Beat mkt rate

63.2%

68.4%

Over 19 occurrences, 120-day forward avg gained 13.53%, beat the market by 9.45 pts; win rate 78.9%.

Valuation regime and forward returns

Daily TTM P/E is converted into an expanding own-history percentile, then grouped into five valuation regimes. Forward returns use adjusted prices over the next 240 trading days.

0-20 +23.1%

20-40 +31.7%

40-60 +21.3%

60-80 +17.8% Now

80-100 Insufficient data

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	720	+23.1%	+21.1%	92.8%	+11.2%
20-40	210	+31.7%	+42.3%	82.9%	+22.1%
40-60	130	+21.3%	+12.3%	77.7%	+4.8%
60-80 You are here	128	+17.8%	+18%	85.9%	-25.5%
80-100	0	Insufficient data

Quarterly EPS is aligned by SEC filing date before it is forward-filled to daily prices. The expanding percentile uses only information available up to each day.

Current TTM P/E is about 15.70, placing it in the 64.8 own-history percentile, inside the 60-80 bucket.

Valuation × momentum analogs

Each historical day is grouped by own-history P/E tercile and 60-day momentum direction, then tested for the next 120-trading-day adjusted return.

Valuation

Momentum

Cheap (own-history bottom third)

Middle

Expensive (own-history top third)

60-day momentum up

+8.9%

Win rate 76.6% Excess +5.2%

586d

Now

+16.7%

Win rate 75.7% Excess +7.7%

247d

-4.9%

Win rate 19.4% Excess -18.5%

31d

60-day momentum down

+15.9%

Win rate 79.1% Excess +10.3%

302d

+13.3%

Win rate 83% Excess -20%

106d

+17.8%

Win rate 97.2% Excess -27.8%

36d

Currently in “Middle × 60-day momentum up”: across 247 historical days, 120-day forward avg gained 16.7%, win rate 75.7%, beat the market by 7.7%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Market-wide momentum baseline

Across 94,913 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.35%, a 58.1% positive-return rate, and +3.05 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

Top-quintile 6-month momentum

Pending

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

16 times historically; 60-day forward avg +4.61%, win rate 60%, beating the market by +0.53 pts on average.

Filed revenue acceleration

Pending

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

11 times historically; 60-day forward avg -1.85%, win rate 27.3%, beating the market by -5.72 pts on average.

EPS surprise beat

Pending

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

9 times historically; 60-day forward avg +2.66%, win rate 55.6%, beating the market by -0.89 pts on average.

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Method and limits

Returns use us_price:adj_close, adjusted for splits and dividends where available.
Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.