Swire Pacific Ltd (0087.HK)
Company Info
Highlights
HK$83.91B
3.48
0.05
HK$39.56B
HK$15.04B
HK$7.31B
HK$8.98 - HK$11.03
Share Price Chart
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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.
Returns By Period
Swire Pacific Ltd (0087.HK) returned -1.31% year-to-date (YTD) and 9.28% over the past 12 months. Over the past 10 years, 0087.HK returned 1.07% annually, underperforming the S&P 500 benchmark at 10.43%.
0087.HK
-1.31%
7.94%
5.07%
9.28%
16.41%
1.07%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
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% | 2.93% | -0.75% | -1.31% | |||||||
| 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 70, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
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.
Dividends
Dividend History
Swire Pacific Ltd provided a 6.32% dividend yield over the last twelve months, with an annual payout of HK$0.67 per share.
| 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 | 6.32% | 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$0.00 | 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
Swire Pacific Ltd has a dividend yield of 6.32%, which means its dividend payment is significantly above the market average.
Payout Ratio
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.
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 3.72%.
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 8.22%, 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.
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Swire Pacific Ltd, comparing actual results with analytics estimates.
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
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 3.5. 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
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
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
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 0.2. 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.
Income Statement
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