Management

Accounting

“Comparative Analysis of the

Financial Performance of HSBC,
JP MORGAN, CITI Bank, Bank
of America and Well Fargo”
By- Under the guidance of –
Aishwarya Srivastava DR.ROHIT BANSAL
23MS1002 Associate Professor
MBA(2023-2025) DOMS, RGIPT, JAIS

1
 Agenda

1 2 3 4 5
Introduction Ratio Analysis DuPoint Current Market-- Refrences
Analysis 2023

2 Comparative analysis 20XX

Introduction
Welcome to the exploration of financial ratios in
the world of banking. Discover the insights these
metrics offer into the health and performance of
HSBC, Citigroup, JPMorgan Chase, Bank of
America, and Wells Fargo. Join me in this journey
of financial discovery.

3
The New York Stock Exchange
(NYSE) is an iconic and historic stock
exchange situated in the heart of New
York City's financial district, on Wall
Street. Established in 1792, it has
played a pivotal role in shaping the
global financial landscape.. The
exchange lists a diverse array of
companies, including some of the
world's largest corporations, and is
subject to rigorous regulatory
oversight by the U.S. Securities and
Exchange Commission (SEC). With
its rich history and global
significance, the NYSE stands as a
symbol of the world's financial
markets.
 Companies for Comparative Analysis

5 Comparative analysis 20XX

 Liquidity Ratios

Solvency
Ratios
Ratio Profitability Ratios
Analysis
Efficiency Ratios

Coverage
Ratios
 CURRENT RATI0
Current Ratio
1.2

0.8

0.6

0.4

0.2

0
Well Fargos HSBC Citi Group JP Morgan Bank of America

Current Ratio

7 Comparative analysis 20XX

 QUICK RATI0
Quick Ratio
1.2

0.8

0.6

0.4

0.2

0
Well Fargos HSBC Citi Group JP Morgan Bank of America

Series 1

8 Comparative analysis 20XX

 Net profit Margin
Net Profit Margin
0.3

0.275810814526299
0.25
0.253085776349209

0.2
0.184741286031404
0.168299890027595
0.15 0.160892278488913

0.1

0.05

0
Well Fargos HSBC Citi Group JP Morgan Bank of America

Column1

9 Comparative analysis 20XX

 Debt to Equity Ratio
Debt to Equity Ratio
4

3.5

2.5

1.5

0.5

0
Well Fargos HSBC Citi Group JP Morgan Bank of America

Series 1

10 Comparative analysis 20XX

 P/E Ratio
P/E Ratio
12000

10000

8000

6000

4000

2000

0
Well Fargos HSBC Citi Group JP Morgan Bank of America

Series 1

11 Comparative analysis 20XX

 Equity Turnover Ratio
Equity Turnover Ratio
0.6

0.5

0.4

0.3

0.2

0.1

0
Well Fargos HSBC Citi Group JP Morgan Bank of America

Series 1

12 Comparative analysis 20XX

 Tax effect ratio

Financial cost ratio

DuPoint Operating margin
Analysis
Asset turnover

Financial leverage ratio

 DuPoint Analysis
DuPoint Analysis
0.12

0.1

0.08

0.06

0.04

0.02

0
Well Fargos HSBC Citi Group JP Morgan Bank of America

Series 1

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 Current Market Analysis-2023
1. JPMorgan Chase 450

• Market cap: $401.29 billion 400

• Total consolidated assets: $3.2 trillion 401.29

2. Bank of America 350

• Market cap: $230.98 billion 300

• Total consolidated assets: $2.4 trillion
3. Wells Fargo 250
• Market cap: $148.46 billion 230.98
200
• Total consolidated assets: $1.7 trillion
4. Citigroup (Citi) 150
148.46
• Market cap: $90.80 billion
100
• Total consolidated assets: $1.8 trillion 90.8 94
5. HSBC 50
• Market cap: $94.0 billion
0
• Total consolidated assets: $2.96 trillion JP Morgan Chase Bank of America Well Fargos Citi Group HSBC Plc

15 Comparative analysis 20XX

Summary
"In this presentation, we have conducted a
comparative analysis of the financial performance
of five prominent banks: HSBC, JP Morgan,
Citibank, Bank of America, and Wells Fargo,
spanning the years from 2019 to 2022. Our
objective was to provide a comprehensive
overview of how these financial institutions fared
during this period, considering key financial
metrics and performance indicators.”

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 Refrences
 http://www.moneycontrol.com
 https://in.finance.yahoo.com/
 A Comparative Analysis of the Financial Ratios of Selected Banks
in the India for the period of 2011-2014 By Rohit Bansal.

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18 Presentation title 20XX
Thank you