HSBC Holdings PLC (0005.HK)

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

Company Info

ISIN	GB0005405286
Sector	Financial Services
Industry	Banks—Diversified

Highlights

Market Cap	HK$1.15T
EPS	HK$10.94
PE Ratio	6.52
PEG Ratio	0.58
Revenue (TTM)	HK$58.59B
Gross Profit (TTM)	HK$50.51B
Year Range	HK$36.85 - HK$60.00
Target Price	HK$69.90

Share Price Chart

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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.

0005.HK (HSBC Holdings PLC)

Benchmark (^GSPC)

Benchmark

S&P 500

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Symbol name

HSBC Holdings PLC

Symbol name

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.

Period	Return	Benchmark
1 month	4.14%	-1.23%
Year-To-Date	24.16%	6.77%
6 months	27.57%	0.93%
1 year	17.29%	-4.20%
5 years (annualized)	-0.70%	8.26%
10 years (annualized)	1.30%	10.58%

Monthly Returns Heatmap

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2023	19.36%	2.33%	-7.52%	5.55%
2022											17.39%	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 ratio	Sortino ratio	Omega ratio	Calmar ratio	Ulcer 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.

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.

Period	TTM	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012
Dividend	HK$4.70	HK$2.11	HK$1.71	HK$1.64	HK$4.00	HK$4.00	HK$3.97	HK$3.96	HK$3.88	HK$3.80	HK$3.72	HK$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.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2023	HK$0.00	HK$0.00	HK$1.81	HK$0.00
2022	HK$0.00	HK$0.00	HK$1.41	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.71	HK$0.00	HK$0.00	HK$0.00	HK$0.00
2021	HK$0.00	HK$0.00	HK$1.16	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.55	HK$0.00	HK$0.00	HK$0.00	HK$0.00
2020	HK$0.00	HK$1.64	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00
2019	HK$0.00	HK$1.65	HK$0.00	HK$0.00	HK$0.78	HK$0.00	HK$0.00	HK$0.78	HK$0.00	HK$0.78	HK$0.00	HK$0.00
2018	HK$0.00	HK$1.65	HK$0.00	HK$0.00	HK$0.78	HK$0.00	HK$0.00	HK$0.78	HK$0.00	HK$0.78	HK$0.00	HK$0.00
2017	HK$0.00	HK$1.63	HK$0.00	HK$0.00	HK$0.78	HK$0.00	HK$0.00	HK$0.78	HK$0.00	HK$0.78	HK$0.00	HK$0.00
2016	HK$0.00	HK$0.00	HK$1.63	HK$0.00	HK$0.78	HK$0.00	HK$0.00	HK$0.78	HK$0.00	HK$0.78	HK$0.00	HK$0.00
2015	HK$0.00	HK$0.00	HK$1.55	HK$0.00	HK$0.78	HK$0.00	HK$0.00	HK$0.78	HK$0.00	HK$0.78	HK$0.00	HK$0.00
2014	HK$0.00	HK$0.00	HK$1.47	HK$0.00	HK$0.78	HK$0.00	HK$0.00	HK$0.78	HK$0.00	HK$0.78	HK$0.00	HK$0.00
2013	HK$0.00	HK$0.00	HK$1.40	HK$0.00	HK$0.78	HK$0.00	HK$0.00	HK$0.78	HK$0.00	HK$0.78	HK$0.00	HK$0.00
2012			HK$1.09	HK$0.00	HK$0.70	HK$0.00	HK$0.00	HK$0.70	HK$0.00	HK$0.70	HK$0.00	HK$0.00

Drawdowns Chart

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

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, 1981	2073	Jun 5, 1989	284	Jun 17, 1999	2357
-76.75%	Oct 16, 2007	341	Mar 9, 2009	2184	Jan 11, 2018	2525
-61.94%	Jan 25, 2018	659	Sep 25, 2020	—	—	—
-42.79%	Mar 4, 1980	24	Apr 9, 1980	180	Jan 2, 1981	204
-41.39%	Feb 1, 2001	158	Sep 21, 2001	500	Oct 3, 2003	658

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.

0005.HK (HSBC Holdings PLC)

Benchmark (^GSPC)