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HSBC Holdings PLC (0005.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB0005405286
SectorFinancial Services
IndustryBanks—Diversified

Highlights

Market CapHK$1.18T
EPSHK$8.98
PE Ratio6.83
PEG Ratio0.46
Revenue (TTM)HK$56.35B
Gross Profit (TTM)HK$50.51B
Year RangeHK$48.00 - HK$62.40
Target PriceHK$73.20

Share Price Chart


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HSBC Holdings PLC

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Performance

Performance Chart

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.


1,000.00%1,100.00%1,200.00%1,300.00%1,400.00%OctoberNovemberDecember2024FebruaryMarch
1,115.90%
1,437.79%
0005.HK (HSBC Holdings PLC)
Benchmark (^GSPC)

S&P 500

Returns By Period

HSBC Holdings PLC had a return of 1.12% year-to-date (YTD) and 25.10% in the last 12 months. Over the past 10 years, HSBC Holdings PLC had an annualized return of 2.91%, while the S&P 500 had an annualized return of 10.89%, indicating that HSBC Holdings PLC did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date1.12%10.16%
1 month6.79%3.47%
6 months6.55%22.20%
1 year25.10%30.45%
5 years (annualized)3.95%13.16%
10 years (annualized)2.91%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.78%-1.63%
2023-8.62%4.84%-9.00%6.86%6.42%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for HSBC Holdings PLC (0005.HK) and compares them with a selected benchmark (^GSPC). These performance indicators 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
1.71
^GSPC
S&P 500
2.79

Sharpe Ratio

The current HSBC Holdings PLC Sharpe ratio is 1.71. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.71
2.77
0005.HK (HSBC Holdings PLC)
Benchmark (^GSPC)

Dividends

Dividend History

HSBC Holdings PLC granted a 7.80% dividend yield in the last twelve months. The annual payout for that period amounted to HK$4.77 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendHK$4.77HK$4.15HK$2.11HK$1.71HK$0.21HK$4.00HK$4.00HK$3.97HK$3.96HK$3.88HK$3.80HK$3.72

Dividend yield

7.80%6.59%4.35%3.64%0.52%6.57%6.17%4.97%6.35%6.26%5.14%4.43%

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
2024HK$0.00HK$0.00
2023HK$0.00HK$0.00HK$1.81HK$0.00HK$0.78HK$0.00HK$0.00HK$0.78HK$0.00HK$0.00HK$0.78HK$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$0.21HK$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$1.40HK$0.00HK$0.78HK$0.00HK$0.00HK$0.78HK$0.00HK$0.78HK$0.00HK$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%7.8%
HSBC Holdings PLC has a dividend yield of 7.80%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%53.1%
HSBC Holdings PLC has a payout ratio of 53.14%, which is quite average when compared to the overall market. This suggests that HSBC Holdings PLC strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-2.73%
0
0005.HK (HSBC Holdings PLC)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the HSBC Holdings PLC. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the HSBC Holdings PLC was 79.29%, occurring on Jun 5, 1989. Recovery took 284 trading sessions.

The current HSBC Holdings PLC drawdown is 2.73%.


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
-62.92%Jan 25, 2018659Sep 25, 2020
-42.79%Mar 4, 198024Apr 9, 1980180Jan 2, 1981204
-41.39%Feb 1, 2001158Sep 21, 2001500Oct 3, 2003658

Volatility

Volatility Chart

The current HSBC Holdings PLC volatility is 5.71%, 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%3.00%4.00%5.00%6.00%7.00%OctoberNovemberDecember2024FebruaryMarch
5.71%
2.80%
0005.HK (HSBC Holdings PLC)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of HSBC Holdings PLC over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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Revenue

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Operating Expenses

Selling, General & Admin Expenses

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Income

Income Before Tax

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items