Stock comparison
HSBC Holdings
MSCI
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
HSBC
HSBC Holdings
Market cap
$316.25B
Sector
Financials
MSCI
MSCI
Market cap
$42.85B
Sector
Financials
Overall winner
MSCI MSCI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | HSBC | MSCI | Winner |
|---|---|---|---|
| Warren Buffett | 56D | 80A | MSCI |
| Benjamin Graham | 51C | 71B | MSCI |
| Philip Fisher | 53C | 82A | MSCI |
| Peter Lynch | 51C | 70B | MSCI |
| Joel Greenblatt | 30F | 80A | MSCI |
| Charlie Munger | 43D | 87C | MSCI |
| Terry Smith | 46D | 88C | MSCI |
Side-by-side metrics
| Metric | HSBC | MSCI |
|---|---|---|
| Market cap | $316.25B | $42.85B |
| P/E (TTM) | 14.0x | 31.2x |
| EV/EBIT | 17.5x | 27.5x |
| ROIC (TTM) | 0.65% | 38.53% |
| Gross margin | 49.29% | 82.86% |
| Net margin | 17.67% | 40.74% |
| Revenue CAGR 5y | 18.91% | 11.29% |
| EPS CAGR 5y | 18.19% | 15.35% |
| Debt / Equity | 2.4x | - |
| Dividend yield | 4.11% | 1.37% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
HSBC leads on
- Market cap$316.25Bvs $42.85B+86%
- Dividend yield4.11%vs 1.37%+67%
- P/E (TTM)14.0xvs 31.2x+55%
- Revenue CAGR 5y18.91%vs 11.29%+40%
MSCI leads on
- Debt / Equity-vs 2.4x+196%
- ROIC (TTM)38.53%vs 0.65%+98%
- Net margin40.74%vs 17.67%+57%
- Gross margin82.86%vs 49.29%+41%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.