Swire Pacific Ltd (0087.HK)

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Financials

Swire Pacific Ltd (0087.HK)

Equity · Currency in HKD · Last updated Apr 20, 2025

Company Info

ISIN

HK0087000532

Sector

Industrials

Industry

Conglomerates

Highlights

Market Cap

HK$78.67B

PE Ratio

3.25

PEG Ratio

0.05

Total Revenue (TTM)

HK$39.56B

Gross Profit (TTM)

HK$15.04B

EBITDA (TTM)

HK$7.31B

Year Range

HK$8.98 - HK$11.03

Share Price Chart

Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Symbol name

Performance

Performance Chart

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

0087.HK (Swire Pacific Ltd)

Benchmark (^GSPC)

Benchmark

Returns By Period

Swire Pacific Ltd had a return of -7.27% year-to-date (YTD) and 9.88% in the last 12 months. Over the past 10 years, Swire Pacific Ltd had an annualized return of 0.49%, while the S&P 500 had an annualized return of 9.65%, indicating that Swire Pacific Ltd did not perform as well as the benchmark.

0087.HK

YTD

-7.27%

-4.37%

-0.13%

9.88%

5Y*

14.45%

10Y*

0.49%

^GSPC (Benchmark)

YTD

-10.18%

-6.71%

-9.92%

6.35%

5Y*

13.40%

10Y*

9.65%

*Annualized

Monthly Returns

The table below presents the monthly returns of 0087.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2025	-2.32%	-1.65%	0.56%	-4.01%									-7.27%
2024	-9.88%	10.75%	0.00%	8.72%	-2.06%	0.38%	-3.25%	0.99%	5.43%	-0.38%	-1.34%	8.32%	16.99%
2023	2.07%	-8.49%	-2.12%	6.50%	-15.78%	17.78%	5.57%	-0.77%	4.37%	-6.19%	3.99%	22.39%	26.10%
2022	0.92%	-4.80%	7.63%	-1.90%	6.06%	-0.63%	-5.75%	23.58%	3.15%	-11.78%	15.82%	13.34%	48.74%
2021	8.69%	14.21%	2.00%	9.65%	-5.79%	-5.93%	-9.16%	6.56%	-7.16%	6.79%	-9.54%	3.24%	10.29%
2020	-5.15%	-1.27%	-27.38%	11.32%	-15.09%	2.64%	-7.17%	2.62%	-6.96%	-1.87%	22.22%	-5.84%	-33.97%
2019	7.20%	2.43%	9.48%	1.25%	-4.76%	0.00%	-5.41%	-14.28%	-2.29%	1.22%	-1.90%	2.46%	-6.55%
2018	10.36%	1.19%	-1.03%	0.43%	0.90%	4.18%	1.00%	1.42%	-1.56%	-8.81%	3.96%	-0.46%	11.03%
2017	2.70%	3.80%	-5.20%	-0.46%	3.94%	-0.44%	1.46%	1.88%	-2.73%	-0.44%	-5.64%	-4.40%	-6.00%
2016	-13.00%	2.03%	7.54%	3.87%	-0.66%	1.86%	5.35%	-5.08%	-0.29%	-3.71%	-6.06%	-2.20%	-11.51%
2015	2.60%	3.27%	1.63%	1.34%	0.41%	-7.61%	0.11%	-13.83%	3.00%	5.40%	-5.71%	-0.00%	-10.62%
2014	-8.34%	2.62%	1.46%	6.04%	1.63%	2.17%	4.14%	3.55%	-1.68%	0.43%	3.40%	-4.94%	9.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 0087.HK is 65, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Swire Pacific Ltd (0087.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

0087.HK: 0.31

^GSPC: 0.24

Sortino ratio

0087.HK: 0.58

^GSPC: 0.47

Omega ratio

0087.HK: 1.08

^GSPC: 1.07

Calmar ratio

0087.HK: 0.61

^GSPC: 0.24

Martin ratio

0087.HK: 1.28

^GSPC: 1.08

The current Swire Pacific Ltd Sharpe ratio is 0.31. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Swire Pacific Ltd with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

0087.HK (Swire Pacific Ltd)

Benchmark (^GSPC)

Dividends

Dividend History

Swire Pacific Ltd provided a 6.73% dividend yield over the last twelve months, with an annual payout of HK$0.67 per share.

Dividends

Dividend Yield

Period	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Dividend	HK$0.67	HK$0.65	HK$2.23	HK$0.55	HK$0.40	HK$0.47	HK$0.63	HK$0.46	HK$0.42	HK$0.76	HK$0.78	HK$0.72
Dividend yield	6.73%	5.80%	21.86%	5.18%	5.24%	6.48%	5.40%	3.52%	3.45%	5.67%	4.95%	3.90%

Monthly Dividends

The table displays the monthly dividend distributions for Swire Pacific Ltd. 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	Total
2025	HK$0.00	HK$0.00	HK$0.00	HK$0.42									HK$0.42
2024	HK$0.00	HK$0.00	HK$0.00	HK$0.40	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.25	HK$0.00	HK$0.00	HK$0.00	HK$0.65
2023	HK$0.00	HK$0.00	HK$0.00	HK$0.37	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$1.86	HK$0.00	HK$0.00	HK$0.00	HK$2.23
2022	HK$0.00	HK$0.00	HK$0.00	HK$0.32	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.23	HK$0.00	HK$0.00	HK$0.00	HK$0.55
2021	HK$0.00	HK$0.00	HK$0.00	HK$0.20	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.20	HK$0.00	HK$0.00	HK$0.00	HK$0.40
2020	HK$0.00	HK$0.00	HK$0.00	HK$0.33	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.14	HK$0.00	HK$0.00	HK$0.00	HK$0.47
2019	HK$0.00	HK$0.00	HK$0.00	HK$0.36	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.27	HK$0.00	HK$0.00	HK$0.00	HK$0.63
2018	HK$0.00	HK$0.00	HK$0.00	HK$0.22	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.24	HK$0.00	HK$0.00	HK$0.00	HK$0.46
2017	HK$0.00	HK$0.00	HK$0.00	HK$0.22	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.20	HK$0.00	HK$0.00	HK$0.00	HK$0.42
2016	HK$0.00	HK$0.00	HK$0.00	HK$0.56	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.20	HK$0.00	HK$0.00	HK$0.00	HK$0.76
2015	HK$0.00	HK$0.00	HK$0.00	HK$0.56	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.22	HK$0.00	HK$0.00	HK$0.00	HK$0.78
2014				HK$0.50	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.22	HK$0.00	HK$0.00	HK$0.00	HK$0.72

Dividend Yield & Payout

Dividend Yield

0087.HK: 6.7%

Swire Pacific Ltd has a dividend yield of 6.73%, which means its dividend payment is significantly above the market average.

Payout Ratio

0087.HK: 21.2%

Swire Pacific Ltd has a payout ratio of 21.24%, which is below the market average. This means Swire Pacific Ltd returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

0087.HK (Swire Pacific Ltd)

Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Swire Pacific Ltd. 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 Swire Pacific Ltd was 61.88%, occurring on Oct 30, 2020. Recovery took 862 trading sessions.

The current Swire Pacific Ltd drawdown is 9.53%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-61.88%	Jan 6, 2011	2416	Oct 30, 2020	862	May 3, 2024	3278
-61.16%	Jan 8, 2008	196	Oct 27, 2008	469	Sep 16, 2010	665
-47.44%	Jan 11, 2001	171	Sep 24, 2001	478	Sep 2, 2003	649
-36.05%	Dec 7, 1999	45	Feb 14, 2000	127	Aug 18, 2000	172
-23.26%	Jan 27, 2004	77	May 17, 2004	71	Aug 27, 2004	148

Volatility

Volatility Chart

The current Swire Pacific Ltd volatility is 8.11%, 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.

0087.HK (Swire Pacific Ltd)

Benchmark (^GSPC)

Financials

Financial Performance

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

Annual

Quarterly

Valuation

The Valuation section provides an overview of how Swire Pacific Ltd is priced in the market compared to other companies in the Conglomerates industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.

PE Ratio

0087.HK: 3.3

The chart displays the Price-to-Earnings (P/E) ratio for 0087.HK, comparing it with other companies in the Conglomerates industry. Currently, 0087.HK has a P/E ratio of 3.3. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PEG Ratio

0087.HK: 0.0

The chart shows the Price/Earnings to Growth (PEG) ratio for 0087.HK compared to other companies in the Conglomerates industry. 0087.HK currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

0087.HK: 1.0

This chart shows the Price-to-Sales (P/S) ratio for 0087.HK relative to other companies in the Conglomerates industry. Currently, 0087.HK has a P/S ratio of 1.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

0087.HK: 0.1

The chart illustrates the Price-to-Book (P/B) ratio for 0087.HK in comparison with other companies in the Conglomerates industry. Currently, 0087.HK has a P/B value of 0.1. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Swire Pacific Ltd.

Loading data...

Income Statement

	TTM
Revenue	—
Total Revenue	—
Cost Of Revenue	—
Gross Profit	—
Operating Expenses	—
Selling, General & Admin Expenses	—
R&D Expenses	—
Depreciation And Amortization	—
Total Operating Expenses	—
Income	—
Income Before Tax	—
Operating Income	—
EBITDA	—
EBIT	—
Earnings From Continuing Operations	—
Net Income	—
Income Tax Expense	—
Other Non-Operating Income (Expenses)	—
Extraordinary Items	—
Discontinued Operations	—
Effect Of Accounting Charges	—
Non Recurring	—
Minority Interest	—
Other Items	—
Interest Income	—
Interest Expense	—
Net Interest Income	—

Values in undefined except per share items

Swire Pacific Ltd (0087.HK)

Company Info

Highlights

Share Price Chart

Compare to other instruments

Performance

Performance Chart

Returns By Period

Monthly Returns

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend History

Monthly Dividends

Dividend Yield & Payout

Dividend Yield

Payout Ratio

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Financials

Financial Performance

Valuation

PE Ratio

PEG Ratio

PS Ratio

PB Ratio

Historical P/E Ratio Chart

Income Statement

Optimization

Factor Model

Portfolios

Screeners

Community