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BOC Hong Kong Holdings Ltd ADR (BHKLY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0968132094

Highlights

Market Cap

$45.41B

EPS (TTM)

$9.23

PE Ratio

9.31

PEG Ratio

3.71

Total Revenue (TTM)

$82.66B

Gross Profit (TTM)

$82.66B

EBITDA (TTM)

$26.24B

Year Range

$53.93 - $88.18

Share Price Chart


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BOC Hong Kong Holdings Ltd ADR

Performance

Performance Chart


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S&P 500

Returns By Period

BOC Hong Kong Holdings Ltd ADR (BHKLY) returned 33.54% year-to-date (YTD) and 44.67% over the past 12 months. Over the past 10 years, BHKLY returned 5.55% annually, underperforming the S&P 500 benchmark at 10.84%.


BHKLY

YTD

33.54%

1M

6.51%

6M

36.13%

1Y

44.67%

3Y*

8.89%

5Y*

15.16%

10Y*

5.55%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.15%7.34%15.48%4.69%0.74%33.54%
2024-11.89%10.03%2.95%13.68%2.10%-1.76%-1.21%7.29%4.18%3.22%-5.32%3.33%26.91%
20232.88%-2.79%-8.31%1.30%-5.71%3.31%3.11%-8.90%0.82%-3.17%1.12%1.54%-14.81%
202217.51%-7.37%4.98%-3.00%4.86%2.53%-6.77%-4.32%-1.96%-6.08%1.51%7.09%6.41%
20210.32%10.40%4.73%2.22%5.83%-7.34%-4.72%-6.96%1.46%6.83%-5.69%9.57%15.44%
2020-4.64%4.17%-20.19%10.83%-7.86%13.27%-9.03%1.63%-3.31%6.02%15.11%-7.58%-7.55%
20194.91%7.76%-0.36%7.19%-11.53%2.15%-2.85%-11.31%2.17%1.14%-0.35%1.50%-1.74%
2018-0.03%-1.17%-3.84%6.92%-2.92%-3.48%2.89%0.30%-1.55%-21.12%4.04%-5.01%-24.61%
201711.55%-1.01%4.83%0.93%8.03%7.38%3.73%1.26%-1.97%-1.40%6.87%-0.18%46.81%
2016-12.86%-1.42%16.03%-0.35%2.42%0.02%9.19%6.25%2.39%3.84%5.78%-4.56%26.71%
20154.57%0.88%0.76%9.38%5.91%2.99%-3.30%-16.73%-9.87%8.62%-4.18%-1.56%-5.70%
2014-6.43%0.53%-6.39%3.20%2.90%-2.08%7.98%7.35%-3.44%4.81%6.33%-5.23%8.23%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 90, BHKLY is among the top 10% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BHKLY is 9090
Overall Rank
The Sharpe Ratio Rank of BHKLY is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BHKLY is 9090
Sortino Ratio Rank
The Omega Ratio Rank of BHKLY is 8686
Omega Ratio Rank
The Calmar Ratio Rank of BHKLY is 9090
Calmar Ratio Rank
The Martin Ratio Rank of BHKLY is 9595
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 BOC Hong Kong Holdings Ltd ADR (BHKLY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

BOC Hong Kong Holdings Ltd ADR Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 1.72
  • 5-Year: 0.64
  • 10-Year: 0.23
  • All Time: 0.34

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of BOC Hong Kong Holdings Ltd ADR compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

BOC Hong Kong Holdings Ltd ADR provided a 6.05% dividend yield over the last twelve months, with an annual payout of $5.13 per share. The company has been increasing its dividends for 2 consecutive years.


3.00%4.00%5.00%6.00%7.00%$0.00$1.00$2.00$3.00$4.00$5.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$5.13$4.39$3.66$2.88$3.20$3.71$3.74$3.32$3.25$4.99$2.89$2.61

Dividend yield

6.05%6.85%6.75%4.25%4.82%6.18%5.41%4.49%3.19%6.97%4.76%3.89%

Monthly Dividends

The table displays the monthly dividend distributions for BOC Hong Kong Holdings Ltd ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.75$0.75
2024$0.00$0.00$0.00$0.00$0.00$0.00$2.92$0.00$1.46$0.00$0.00$0.00$4.39
2023$0.00$0.00$0.00$0.00$0.00$2.32$0.00$0.00$1.34$0.00$0.00$0.00$3.66
2022$0.00$0.00$0.00$0.00$0.00$0.00$1.74$0.00$1.14$0.00$0.00$0.00$2.88
2021$0.00$0.00$0.00$0.00$2.05$0.00$0.00$0.00$1.15$0.00$0.00$0.00$3.20
2020$0.00$0.00$0.00$0.00$0.00$0.00$2.56$0.00$1.15$0.00$0.00$0.00$3.71
2019$0.00$0.00$0.00$0.00$2.35$0.00$0.00$0.00$1.39$0.00$0.00$0.00$3.74
2018$0.00$0.00$0.00$0.00$0.00$1.93$0.00$0.00$1.39$0.00$0.00$0.00$3.32
2017$0.00$0.00$0.00$0.00$0.00$1.61$0.00$0.00$1.64$0.00$0.00$0.00$3.25
2016$0.00$0.00$0.00$0.00$0.00$1.75$0.00$0.00$3.24$0.00$0.00$0.00$4.99
2015$0.00$0.00$0.00$0.00$0.00$1.48$0.00$0.00$1.41$0.00$0.00$0.00$2.89
2014$1.20$0.00$0.00$1.41$0.00$0.00$0.00$2.61

Dividend Yield & Payout


Dividend Yield

BOC Hong Kong Holdings Ltd ADR has a dividend yield of 6.05%, which means its dividend payment is significantly above the market average.

Payout Ratio

BOC Hong Kong Holdings Ltd ADR has a payout ratio of 47.39%, which is quite average when compared to the overall market. This suggests that BOC Hong Kong Holdings Ltd ADR 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the BOC Hong Kong Holdings Ltd ADR. 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 BOC Hong Kong Holdings Ltd ADR was 72.32%, occurring on Mar 9, 2009. Recovery took 365 trading sessions.

The current BOC Hong Kong Holdings Ltd ADR drawdown is 2.84%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.32%Jan 15, 2008289Mar 9, 2009365Aug 18, 2010654
-46.93%Jan 29, 2018538Mar 23, 20201242Mar 5, 20251780
-46.69%Nov 11, 2010226Oct 4, 2011324Jan 22, 2013550
-42.51%Jun 24, 2015161Feb 11, 2016235Jan 18, 2017396
-19.69%Oct 30, 200718Nov 23, 200732Jan 10, 200850
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

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


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of BOC Hong Kong Holdings Ltd ADR, comparing actual results with analytics estimates.


0.000.020.040.060.080.10AprilMayJuneJulyAugustSeptemberOctoberNovemberDecember2021FebruaryMarch
0.08
0
Actual
Estimate

Valuation

The Valuation section provides an overview of how BOC Hong Kong Holdings Ltd ADR is priced in the market compared to other companies in the Banks - Regional 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 BHKLY, comparing it with other companies in the Banks - Regional industry. Currently, BHKLY has a P/E ratio of 9.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BHKLY compared to other companies in the Banks - Regional industry. BHKLY currently has a PEG ratio of 3.7. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BHKLY relative to other companies in the Banks - Regional industry. Currently, BHKLY has a P/S ratio of 0.7. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BHKLY in comparison with other companies in the Banks - Regional industry. Currently, BHKLY has a P/B value of 1.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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