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Ping An Insurance (2318.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINCNE1000003X6
SectorFinancial Services
IndustryInsurance—Life

Highlights

Market CapHK$831.21B
EPSHK$5.11
PE Ratio8.25
PEG Ratio0.43
Revenue (TTM)HK$902.02B
Gross Profit (TTM)HK$332.28B
EBITDA (TTM)HK$155.90B
Year RangeHK$29.55 - HK$56.22
Target PriceHK$57.27

Share Price Chart


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Ping An Insurance

Popular comparisons: 2318.HK vs. 2628.HK, 2318.HK vs. 1299.HK, 2318.HK vs. 0388.HK, 2318.HK vs. BRK-B

Performance

Performance Chart

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


200.00%400.00%600.00%800.00%1,000.00%1,200.00%December2024FebruaryMarchAprilMay
1,072.75%
362.59%
2318.HK (Ping An Insurance)
Benchmark (^GSPC)

S&P 500

Returns By Period

Ping An Insurance had a return of 16.55% year-to-date (YTD) and -14.16% in the last 12 months. Over the past 10 years, Ping An Insurance had an annualized return of 6.57%, while the S&P 500 had an annualized return of 10.62%, indicating that Ping An Insurance did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date16.55%10.42%
1 month12.57%2.95%
6 months15.24%15.74%
1 year-14.16%25.24%
5 years (annualized)-10.69%13.90%
10 years (annualized)6.57%10.62%

Monthly Returns

The table below presents the monthly returns of 2318.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-7.50%7.34%-5.84%8.77%16.55%
202317.52%-12.19%-4.13%10.96%-12.35%3.57%12.84%-16.53%-2.38%-10.59%-10.22%-1.81%-27.78%
20229.08%-1.39%-7.86%-7.64%-2.14%10.01%-13.40%0.32%-13.38%-19.90%52.07%8.17%-2.29%
2021-4.00%4.38%-2.89%-6.45%-0.59%-9.95%-10.39%-11.37%-10.11%4.98%-3.31%3.89%-38.64%
2020-3.69%-2.31%-12.12%4.66%-2.26%1.31%5.94%0.55%-2.64%0.06%14.39%4.51%6.30%
20199.76%8.89%6.35%7.34%-6.81%8.31%-0.43%-3.75%1.10%0.78%-2.26%3.83%36.50%
201813.89%-9.93%-4.37%-2.82%-0.84%-4.63%0.83%3.85%6.15%-7.11%2.51%-8.65%-12.85%
20173.35%3.24%5.07%0.69%14.04%3.00%13.95%7.25%-2.62%14.26%12.41%5.65%114.12%
2016-18.72%-5.87%12.77%-1.21%-5.32%-1.59%7.28%10.91%0.69%1.87%4.76%-9.56%-8.16%
20154.42%4.42%8.06%19.53%2.42%-8.24%-13.68%-14.91%1.68%13.82%-2.75%1.30%10.84%
2014-9.43%0.24%1.98%-10.81%4.53%1.03%10.83%-5.11%-7.15%8.66%2.68%21.60%15.54%
20137.16%-6.69%-7.24%2.08%-5.36%-9.69%-3.83%8.27%6.52%5.90%18.43%-3.94%8.13%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 2318.HK is 20, indicating that it is in the bottom 20% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of 2318.HK is 2020
2318.HK (Ping An Insurance)
The Sharpe Ratio Rank of 2318.HK is 1616Sharpe Ratio Rank
The Sortino Ratio Rank of 2318.HK is 1616Sortino Ratio Rank
The Omega Ratio Rank of 2318.HK is 1818Omega Ratio Rank
The Calmar Ratio Rank of 2318.HK is 2424Calmar Ratio Rank
The Martin Ratio Rank of 2318.HK is 2727Martin 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 Ping An Insurance (2318.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


2318.HK
Sharpe ratio
The chart of Sharpe ratio for 2318.HK, currently valued at -0.59, compared to the broader market-2.00-1.000.001.002.003.004.00-0.59
Sortino ratio
The chart of Sortino ratio for 2318.HK, currently valued at -0.73, compared to the broader market-4.00-2.000.002.004.006.00-0.73
Omega ratio
The chart of Omega ratio for 2318.HK, currently valued at 0.92, compared to the broader market0.501.001.502.000.92
Calmar ratio
The chart of Calmar ratio for 2318.HK, currently valued at -0.34, compared to the broader market0.002.004.006.00-0.34
Martin ratio
The chart of Martin ratio for 2318.HK, currently valued at -0.80, compared to the broader market-10.000.0010.0020.0030.00-0.80
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.21, compared to the broader market-2.00-1.000.001.002.003.004.002.21
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.15, compared to the broader market-4.00-2.000.002.004.006.003.15
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.78, compared to the broader market0.002.004.006.001.78
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.37, compared to the broader market-10.000.0010.0020.0030.008.37

Sharpe Ratio

The current Ping An Insurance Sharpe ratio is -0.59. 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 Ping An Insurance 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2024FebruaryMarchAprilMay
-0.59
2.19
2318.HK (Ping An Insurance)
Benchmark (^GSPC)

Dividends

Dividend History

Ping An Insurance granted a 6.59% dividend yield in the last twelve months. The annual payout for that period amounted to HK$2.71 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendHK$2.71HK$2.71HK$2.87HK$2.73HK$2.32HK$2.12HK$1.94HK$1.22HK$0.65HK$0.85HK$0.44HK$0.31

Dividend yield

6.59%7.68%5.55%4.86%2.44%2.30%2.80%1.50%1.67%1.98%1.11%0.90%

Monthly Dividends

The table displays the monthly dividend distributions for Ping An Insurance. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.70HK$0.00HK$0.00HK$1.01HK$0.00HK$0.00HK$0.00HK$2.71
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.80HK$0.00HK$0.00HK$1.06HK$0.00HK$0.00HK$0.00HK$2.87
2021HK$0.00HK$0.00HK$0.00HK$1.67HK$0.00HK$0.00HK$0.00HK$0.00HK$1.06HK$0.00HK$0.00HK$0.00HK$2.73
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$1.42HK$0.00HK$0.00HK$0.00HK$0.90HK$0.00HK$0.00HK$0.00HK$2.32
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$1.28HK$0.00HK$0.00HK$0.00HK$0.84HK$0.00HK$0.00HK$0.00HK$2.12
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.23HK$0.00HK$0.00HK$0.71HK$0.00HK$0.00HK$0.00HK$1.94
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.63HK$0.00HK$0.59HK$0.00HK$0.00HK$0.00HK$1.22
2016HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.41HK$0.00HK$0.23HK$0.00HK$0.00HK$0.00HK$0.65
2015HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.63HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00HK$0.85
2014HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.28HK$0.00HK$0.00HK$0.16HK$0.00HK$0.00HK$0.00HK$0.44
2013HK$0.19HK$0.00HK$0.00HK$0.00HK$0.13HK$0.00HK$0.00HK$0.00HK$0.31

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%6.6%
Ping An Insurance has a dividend yield of 6.59%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%82.4%
Ping An Insurance has a payout ratio of 82.43%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

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


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-53.45%
-0.92%
2318.HK (Ping An Insurance)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Ping An Insurance. 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 Ping An Insurance was 79.20%, occurring on Oct 27, 2008. Recovery took 843 trading sessions.

The current Ping An Insurance drawdown is 53.45%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.2%Oct 3, 2007263Oct 27, 2008843Mar 19, 20121106
-66.38%Jan 18, 2021441Oct 31, 2022
-59.28%Mar 20, 2012320Jul 9, 2013462May 22, 2015782
-49.07%May 27, 2015178Feb 12, 2016352Jul 17, 2017530
-32.5%Jan 4, 200741Mar 5, 200746May 14, 200787

Volatility

Volatility Chart

The current Ping An Insurance volatility is 14.79%, 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%14.00%December2024FebruaryMarchAprilMay
14.79%
3.14%
2318.HK (Ping An Insurance)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Ping An Insurance 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
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

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Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items