PortfoliosLab logo

HSBC Holdings PLC (0005.HK)

Equity · Currency in HKD · Last updated Jun 1, 2023

Company Info

ISINGB0005405286
SectorFinancial Services
IndustryBanks—Diversified

Highlights

Market CapHK$1.15T
EPSHK$10.94
PE Ratio6.52
PEG Ratio0.58
Revenue (TTM)HK$58.59B
Gross Profit (TTM)HK$50.51B
Year RangeHK$36.85 - HK$60.00
Target PriceHK$69.90

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of HK$10,000 in HSBC Holdings PLC, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%2023FebruaryMarchAprilMay
28.53%
1.41%
0005.HK (HSBC Holdings PLC)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with 0005.HK

HSBC Holdings PLC

Return

HSBC Holdings PLC had a return of 24.16% year-to-date (YTD) and 17.29% in the last 12 months. Over the past 10 years, HSBC Holdings PLC had an annualized return of 1.30%, while the S&P 500 had an annualized return of 10.58%, indicating that HSBC Holdings PLC did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month4.14%-1.23%
Year-To-Date24.16%6.77%
6 months27.57%0.93%
1 year17.29%-4.20%
5 years (annualized)-0.70%8.26%
10 years (annualized)1.30%10.58%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202319.36%2.33%-7.52%5.55%
202217.39%2.75%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for HSBC Holdings PLC (0005.HK) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
0005.HK
HSBC Holdings PLC
0.94
^GSPC
S&P 500
0.02

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current HSBC Holdings PLC Sharpe ratio is 0.94. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.002023FebruaryMarchAprilMay
0.94
-0.02
0005.HK (HSBC Holdings PLC)
Benchmark (^GSPC)

Dividend History

HSBC Holdings PLC granted a 8.15% dividend yield in the last twelve months. The annual payout for that period amounted to HK$4.70 per share.


PeriodTTM20222021202020192018201720162015201420132012
DividendHK$4.70HK$2.11HK$1.71HK$1.64HK$4.00HK$4.00HK$3.97HK$3.96HK$3.88HK$3.80HK$3.72HK$3.18

Dividend yield

8.15%4.55%3.97%4.55%7.66%7.67%6.51%8.82%9.37%8.14%7.35%6.79%

Monthly Dividends

The table displays the monthly dividend distributions for HSBC Holdings PLC. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023HK$0.00HK$0.00HK$1.81HK$0.00
2022HK$0.00HK$0.00HK$1.41HK$0.00HK$0.00HK$0.00HK$0.00HK$0.71HK$0.00HK$0.00HK$0.00HK$0.00
2021HK$0.00HK$0.00HK$1.16HK$0.00HK$0.00HK$0.00HK$0.00HK$0.55HK$0.00HK$0.00HK$0.00HK$0.00
2020HK$0.00HK$1.64HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2019HK$0.00HK$1.65HK$0.00HK$0.00HK$0.78HK$0.00HK$0.00HK$0.78HK$0.00HK$0.78HK$0.00HK$0.00
2018HK$0.00HK$1.65HK$0.00HK$0.00HK$0.78HK$0.00HK$0.00HK$0.78HK$0.00HK$0.78HK$0.00HK$0.00
2017HK$0.00HK$1.63HK$0.00HK$0.00HK$0.78HK$0.00HK$0.00HK$0.78HK$0.00HK$0.78HK$0.00HK$0.00
2016HK$0.00HK$0.00HK$1.63HK$0.00HK$0.78HK$0.00HK$0.00HK$0.78HK$0.00HK$0.78HK$0.00HK$0.00
2015HK$0.00HK$0.00HK$1.55HK$0.00HK$0.78HK$0.00HK$0.00HK$0.78HK$0.00HK$0.78HK$0.00HK$0.00
2014HK$0.00HK$0.00HK$1.47HK$0.00HK$0.78HK$0.00HK$0.00HK$0.78HK$0.00HK$0.78HK$0.00HK$0.00
2013HK$0.00HK$0.00HK$1.40HK$0.00HK$0.78HK$0.00HK$0.00HK$0.78HK$0.00HK$0.78HK$0.00HK$0.00
2012HK$1.09HK$0.00HK$0.70HK$0.00HK$0.00HK$0.70HK$0.00HK$0.70HK$0.00HK$0.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%-10.00%2023FebruaryMarchAprilMay
-11.87%
-12.79%
0005.HK (HSBC Holdings PLC)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the HSBC Holdings PLC. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the HSBC Holdings PLC is 79.29%, recorded on Jun 5, 1989. It took 284 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.29%Jan 6, 19812073Jun 5, 1989284Jun 17, 19992357
-76.75%Oct 16, 2007341Mar 9, 20092184Jan 11, 20182525
-61.94%Jan 25, 2018659Sep 25, 2020
-42.79%Mar 4, 198024Apr 9, 1980180Jan 2, 1981204
-41.39%Feb 1, 2001158Sep 21, 2001500Oct 3, 2003658

Volatility Chart

The current HSBC Holdings PLC volatility is 5.06%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%2023FebruaryMarchAprilMay
5.06%
3.41%
0005.HK (HSBC Holdings PLC)
Benchmark (^GSPC)