Citigroup Inc vs HSBC Holdings plc ADR

Citigroup Inc (C) is overvalued and HSBC Holdings plc ADR (HSBC) is slightly overvalued.

Both trade above our estimate of their intrinsic value. HSBC is the closer of the two: -10%, against -37% for C.

Values as of the 22 Sept 2026 close.

Citigroup Inc (C)

Book value at 0.72x, the multiple a 8.3% return on equity justifies, blended with earnings, values the shares at $96.80; the price of $132.47 is 37% above that value.

Leak Score 30/100 on 10 of 12 signals

HSBC Holdings plc ADR (HSBC)

Book value at 2.00x, the multiple a 14.0% return on equity justifies, blended with earnings, values the shares at $92.20; the price of $101.59 is 10% above that value.

Leak Score 0/100 on 3 of 12 signals

MetricCHSBC
VerdictOvervaluedSlightly overvalued
Price$132.47$101.59
Intrinsic value$96.80$92.20
Margin of safety-37%-10%
Leak Score30/100 (10/12)0/100 (3/12)
Market cap$222.2B$348.4B
Revenue growth, 5 years13.7%12.1%
Operating margin14.3%15.3%
Net margin9.3%17.8%
Return on equity8.3%14.0%
Debt to equity3.853.29
P/E14.3x14.6x
Forward P/E10.3x10.8x
P/B1.1x2.0x
Dividend yield1.9%4.1%

All stocks in Banks - Diversified