Ping An Insurance (2318.HK)

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Financials

Ping An Insurance (2318.HK)

Equity · Currency in HKD · Last updated Jul 24, 2024

Company Info

ISIN	CNE1000003X6
Sector	Financial Services
Industry	Insurance - Life

Highlights

Market Cap	HK$744.92B
EPS (TTM)	HK$5.11
PE Ratio	6.84
PEG Ratio	0.43
Total Revenue (TTM)	HK$619.38B
Year Range	HK$28.37 - HK$53.97
Target Price	HK$56.78

Share Price Chart

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Symbol name

Ping An Insurance

Symbol name

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.

2318.HK (Ping An Insurance)

Benchmark (^GSPC)

Benchmark

S&P 500

Returns By Period

Ping An Insurance had a return of 0.91% year-to-date (YTD) and -25.29% in the last 12 months. Over the past 10 years, Ping An Insurance had an annualized return of 4.15%, while the S&P 500 had an annualized return of 10.91%, indicating that Ping An Insurance did not perform as well as the benchmark.

Period	Return	Benchmark
Year-To-Date	0.91%	16.48%
1 month	-6.93%	1.67%
6 months	13.97%	14.21%
1 year	-25.29%	21.98%
5 years (annualized)	-15.03%	13.13%
10 years (annualized)	4.15%	10.91%

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.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2024	-7.50%	7.34%	-5.84%	8.77%	10.01%	-6.77%							0.91%
2023	17.52%	-12.19%	-4.13%	10.96%	-12.35%	3.57%	12.84%	-16.53%	-2.38%	-10.59%	-10.22%	-1.81%	-27.78%
2022	9.08%	-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%
2019	9.76%	8.89%	6.35%	7.34%	-6.81%	8.31%	-0.43%	-3.75%	1.10%	0.78%	-2.26%	3.83%	36.50%
2018	13.89%	-9.93%	-4.37%	-2.82%	-0.84%	-4.63%	0.83%	3.85%	6.15%	-7.11%	2.51%	-8.65%	-12.85%
2017	3.35%	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%
2015	4.42%	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%
2013	7.16%	-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 21, indicating that it is in the bottom 21% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

2318.HK (Ping An Insurance)

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 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

^GSPC

Sharpe Ratio

The current Ping An Insurance Sharpe ratio is -0.71. 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.

2318.HK (Ping An Insurance)

Benchmark (^GSPC)

Dividends

Dividend History

Ping An Insurance granted a 7.77% dividend yield in the last twelve months. The annual payout for that period amounted to HK$2.66 per share.

Period	TTM	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013
Dividend	HK$2.66	HK$2.71	HK$2.87	HK$2.73	HK$2.32	HK$2.12	HK$1.94	HK$1.22	HK$0.65	HK$0.85	HK$0.44	HK$0.31
Dividend yield	7.77%	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.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2024	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$1.65	HK$0.00						HK$1.65
2023	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$1.70	HK$0.00	HK$0.00	HK$1.01	HK$0.00	HK$0.00	HK$0.00	HK$2.71
2022	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$1.80	HK$0.00	HK$0.00	HK$1.06	HK$0.00	HK$0.00	HK$0.00	HK$2.87
2021	HK$0.00	HK$0.00	HK$0.00	HK$1.67	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$1.06	HK$0.00	HK$0.00	HK$0.00	HK$2.73
2020	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$1.42	HK$0.00	HK$0.00	HK$0.00	HK$0.90	HK$0.00	HK$0.00	HK$0.00	HK$2.32
2019	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$1.28	HK$0.00	HK$0.00	HK$0.00	HK$0.84	HK$0.00	HK$0.00	HK$0.00	HK$2.12
2018	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$1.23	HK$0.00	HK$0.00	HK$0.71	HK$0.00	HK$0.00	HK$0.00	HK$1.94
2017	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.63	HK$0.00	HK$0.59	HK$0.00	HK$0.00	HK$0.00	HK$1.22
2016	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.41	HK$0.00	HK$0.23	HK$0.00	HK$0.00	HK$0.00	HK$0.65
2015	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.63	HK$0.00	HK$0.22	HK$0.00	HK$0.00	HK$0.00	HK$0.85
2014	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.00	HK$0.28	HK$0.00	HK$0.00	HK$0.16	HK$0.00	HK$0.00	HK$0.00	HK$0.44
2013					HK$0.19	HK$0.00	HK$0.00	HK$0.00	HK$0.13	HK$0.00	HK$0.00	HK$0.00	HK$0.31

Dividend Yield & Payout

Dividend Yield

Ping An Insurance has a dividend yield of 7.77%, which means its dividend payment is significantly above the market average.

Payout Ratio

Ping An Insurance has a payout ratio of 52.04%, which is quite average when compared to the overall market. This suggests that Ping An Insurance 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.

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 98.73%, occurring on Jul 9, 2013. The portfolio has not yet recovered.

The current Ping An Insurance drawdown is 97.47%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-98.73%	Mar 20, 2012	320	Jul 9, 2013	—	—	—
-79.2%	Oct 3, 2007	263	Oct 27, 2008	843	Mar 19, 2012	1106
-32.5%	Jan 4, 2007	41	Mar 5, 2007	46	May 14, 2007	87
-20.67%	May 10, 2006	25	Jun 14, 2006	20	Jul 12, 2006	45
-14.85%	Dec 1, 2004	93	Apr 18, 2005	82	Aug 15, 2005	175

Volatility

Volatility Chart

The current Ping An Insurance volatility is 8.96%, 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.

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

P/E Ratio

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Ping An Insurance.

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Income Statement

Balance Sheet

Cash Flow

Annual

Quarterly

	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