Here’s how you could target £7,066 a year of retirement income by putting just £5 a day into HSBC shares…

Some in the markets may think HSBC shares have risen too far, but my analysis implies the opposite — and the long term income case is compelling too.

| More on:

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More.

HSBC (LSE: HSBA) shares have tripled in price in the past five years. However, with further strong earnings growth forecast, they could still be significantly undervalued.

The stock also delivers solid dividend yields, which are also projected to rise on improving profits, margins, and capital returns.

So what returns could be made with small, regular investments by long-term investors?

How does the core business look?

A risk to HSBC’s earnings is declining interest rates in its key markets. These affect the margin earned on lending versus deposits, making profits more volatile than in some other sectors.

That said, consensus forecasts are that its earnings will grow strongly over the medium term, at least.

Analysts expect this to be driven by HSBC’s shift toward higher yielding assets and lower cost funding. This lifts the margin earned between lending and deposits. It includes reducing exposure to low‑return Western operations and growing its loan book in higher‑margin Asian markets.

Rising fee income from wealth management and transaction banking is also expected to support strong earnings growth.

Its full-year 2024 results saw fee-based wealth and personal banking deliver over a third of its profits. Overall, pre-tax profit for the year hit $32.3bn (£24.6bn), up $2bn from 2023.

Its Q3 2025 numbers showed a 15% rise in profit before tax over the previous quarter to $7.295bn. The bank subsequently raised its return on tangible equity target for 2025 to mid-teens or better, from mid-teens only.

What difference can £5 a day make?

It is often said that stock investing is only for the wealthy, requiring large sums to make an impact. This simply is not true.

In fact, £5 a day (£150 a month) can make a difference in the short and long term.

Put into HSBC shares averaging a 5.3% yield (as they are currently), this would generate £5,879 in dividends after 10 years. This also assumes the dividends are reinvested into the stock to harness the dividend compounding effect.

Over 30 years on the same basis (which is not guaranteed), the dividend income alone would rise to £79,164. At that point, the total holding (including deposits) would be worth £133,314. And it would be paying a yearly dividend income of £7,066.

Share price gains too?

A bullish price run does not mean there is no value in a share. Price is whatever the market pays at any moment, whereas value reflects underlying business fundamentals.

Discounted cash flow (DCF) analysis uses these fundamentals, reflected in future cash flow forecasts, to determine where a share should be priced. It also incorporates earnings-growth projections, with the consensus here being around 12.6% a year for the next three years.

Assuming these forecasts are correct — which is never guaranteed — and using a discount rate of 10.3%, my DCF modelling implies HSBC’s fair value is £18.16 per share. That is 32% above the current price.

Because asset prices can gravitate toward fair value over time, this suggests a potentially attractive buying opportunity if forecasts prove accurate.

My investment view

Given the strong earnings growth outlook for HSBC and what this could mean for share-price gains — alongside its high dividend yield — I will add to my holding shortly. 

For the same reasons, I think the stock is well worth consideration by other investors.

HSBC Holdings is an advertising partner of Motley Fool Money. Simon Watkins has positions in HSBC Holdings. The Motley Fool UK has recommended HSBC Holdings. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

More on Investing Articles

Thoughtful man using his phone while riding on a train and looking through the window
Investing Articles

Can this unloved stock market style still make investors richer?

Quality investing is out of fashion in the stock market today. How might investors consider profiting from this perhaps temporary…

Read more »

piggy bank, searching with binoculars
Investing Articles

Down 33%, is there a once-in-a-decade opportunity in this FTSE 100 stock?

This FTSE 100 firm has a potentially very large commercial opportunity emerging in the next couple of years. But does…

Read more »

Young Asian woman with head in hands at her desk
Investing Articles

£5,000 invested in Greggs’ shares 5 years ago is now worth…

Investors who bought Greggs' shares five years ago are still waiting to get their money back. But has the investment…

Read more »

Exterior of BT Group head office - One Braham, London
Investing Articles

Buying 5,000 BT shares generates passive income of…

BT has increased the interim dividend for its current financial year. Is now the time to consider buying the telecom…

Read more »

Emma Raducanu for Vodafone billboard animation at Piccadilly Circus, London
Investing Articles

Vodafone shares or BT? Which should I consider buying?

UK telecoms stocks are booming, with Vodafone's shares doing particularly well. James Beard compares the FTSE 100’s two largest in…

Read more »

US Stock

2 S&P 500 stocks tipped to grow 100% (or more) in 2026

Jon Smith talks through a couple of S&P 500 shares that endured a tricky 2025 but have exciting forecasts for…

Read more »

Passive income text with pin graph chart on business table
Investing Articles

With 2,685 shares in this 7.2%-yielding FTSE 100 gem, investors can target £12,406 in yearly passive income!

This FTSE 100 financial giant could turn a modest investment into serious passive income over time, with the long‑term totals…

Read more »

Rainbow foil balloon of the number two on pink background
Investing Articles

I don’t care if the stock market crashes. I’m still buying cheap UK shares

Some commentators are expecting a stock market crash. But should investors ignore these gloomy predictions and carry on investing?

Read more »