- ISIN
- US0968132094
- Sector
- Financial Services
- Industry
- Banks - Regional
Highlights
- Market Cap
- $63.26B
- Enterprise Value
- -$526.25B
- EPS (TTM)
- $148.22
- PE Ratio
- 0.81
- PEG Ratio
- 0.05
- Total Revenue (TTM)
- $228.21B
- Gross Profit (TTM)
- $160.76B
- EBITDA (TTM)
- $51.32B
- Year Range
- $85.82 - $127.73
- ROA (TTM)
- 1.75%
- ROE (TTM)
- 21.85%
Share Price Chart
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Performance
BHKLY Performance Chart
BOC Hong Kong Holdings Ltd ADR (BHKLY) is up 18.5% since the beginning of the year. At $120 per share, BHKLY is trading 6.3% below its 52-week high of $128. Investors who bought $1,000 worth of BHKLY shares 5 years ago would now be looking at an investment worth $2,242.
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Returns By Period
BOC Hong Kong Holdings Ltd ADR (BHKLY) has returned 18.45% so far this year and 48.04% over the past 12 months. Over the last decade, BHKLY has posted an annualized return of 14.27%, slightly higher than the S&P 500 Index benchmark’s 13.66%.
BOC Hong Kong Holdings Ltd ADR
- 1D
- -2.25%
- 1M
- 5.20%
- YTD
- 18.45%
- 6M
- 26.82%
- 1Y
- 48.04%
- 3Y*
- 36.24%
- 5Y*
- 17.52%
- 10Y*
- 14.27%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
BHKLY Monthly Returns History
Based on dividend-adjusted daily data since Jul 13, 2007, BHKLY's average daily return is +0.06%, while the average monthly return is +1.15%. At this rate, an investment would double in approximately 5.1 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2009 with a return of +38.6%, while the worst month was Oct 2008 at -35.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.
On a daily basis, BHKLY closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +14.5%, while the worst single day was Oct 27, 2008 at -14.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.32% | 9.09% | -4.55% | 5.01% | 5.20% | -0.33% | 18.45% | ||||||
| 2025 | 2.15% | 7.34% | 15.48% | 4.69% | 0.22% | 6.97% | 3.47% | -0.67% | 6.15% | 3.89% | 0.60% | 4.52% | 69.37% |
| 2024 | -11.89% | 10.04% | 2.95% | 13.68% | 2.10% | -1.76% | 3.65% | 7.29% | 4.18% | 3.22% | -5.31% | 3.32% | 33.15% |
| 2023 | 2.88% | -2.79% | -8.31% | 1.30% | -5.71% | 3.31% | 3.11% | -8.90% | 0.82% | -3.17% | 1.12% | 1.54% | -14.81% |
| 2022 | 17.51% | -7.37% | 4.98% | -3.00% | 4.86% | 2.53% | -6.77% | -4.32% | -1.96% | -6.08% | 1.51% | 7.09% | 6.41% |
| 2021 | 0.32% | 10.48% | 4.65% | 2.22% | 5.80% | -7.34% | -4.72% | -6.96% | 1.46% | 6.83% | -5.69% | 9.57% | 15.41% |
Benchmark Metrics
BOC Hong Kong Holdings Ltd ADR has an annualized alpha of 8.51%, beta of 0.61, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since July 16, 2007.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (73.73%) than losses (62.61%) - typical of diversified or defensive assets.
- Beta of 0.61 may look defensive, but with R2 of 0.17 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.17 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 8.51%
- Beta
- 0.61
- R²
- 0.17
- Upside Capture
- 73.73%
- Downside Capture
- 62.61%
Return for Risk
Risk / Return Rank
BHKLY ranks 86 for risk / return — in the top 86% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BOC Hong Kong Holdings Ltd ADR (BHKLY) and compare them to S&P 500 Index.
| BHKLY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.81 | 2.24 | -0.43 |
Sortino ratioReturn per unit of downside risk | 2.62 | 3.07 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.41 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 4.60 | 2.93 | +1.68 |
Martin ratioReturn relative to average drawdown | 10.54 | 13.52 | -2.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
BOC Hong Kong Holdings Ltd ADR provided a 4.92% dividend yield over the last twelve months, with an annual payout of $5.89 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.89 | $5.90 | $7.29 | $3.66 | $2.88 | $3.18 | $3.67 | $3.68 | $3.28 | $4.83 | $9.75 | $2.85 |
Dividend yield | 4.92% | 5.80% | 11.38% | 6.75% | 4.25% | 4.79% | 6.11% | 5.32% | 4.44% | 4.75% | 13.62% | 4.69% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.00 | $0.74 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.00 | $3.66 | $0.00 | $0.74 | $0.00 | $0.75 | $0.00 | $5.90 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.83 | $0.00 | $1.46 | $0.00 | $0.00 | $0.00 | $7.29 |
| 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 | $2.03 | $0.00 | $0.00 | $0.00 | $1.15 | $0.00 | $0.00 | $0.00 | $3.18 |
Dividend Yield & Payout
Dividend Yield
BOC Hong Kong Holdings Ltd ADR has a dividend yield of 4.92%, which is quite average when compared to the overall market.
Payout Ratio
BOC Hong Kong Holdings Ltd ADR has a payout ratio of 54.03%, 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 72.34%, occurring on Mar 9, 2009. Recovery took 365 trading sessions.
The current BOC Hong Kong Holdings Ltd ADR drawdown is 2.41%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -72.34%Mar 2009 | 1y 1mo | 1y 5mo | 2y 7moJan 2008 - Aug 2010 |
COVID crash2020 | -46.99%Mar 2020 | 2y 1mo | 4y 11mo | 7y 1moJan 2018 - Feb 2025 |
2011 bear market2011 | -46.73%Oct 2011 | 10mo 27d | 1y 3mo | 2y 2moNov 2010 - Jan 2013 |
2016 bear market2016 | -42.53%Feb 2016 | 7mo 22d | 8mo 16d | 1y 4moJun 2015 - Oct 2016 |
Financial crisis2007–2009 | -19.77%Nov 2007 | 22d | 1mo 20d | 2mo 12dOct 2007 - Jan 2008 |
Drawdown Indicators
| BHKLY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.34% | -56.78% | -15.56% |
Max Drawdown (1Y)Largest decline over 1 year | -10.49% | -9.10% | -1.39% |
Max Drawdown (3Y)Largest decline over 3 years | -22.16% | -18.90% | -3.26% |
Max Drawdown (5Y)Largest decline over 5 years | -38.52% | -25.43% | -13.09% |
Max Drawdown (10Y)Largest decline over 10 years | -46.99% | -33.92% | -13.07% |
Current DrawdownCurrent decline from peak | -2.41% | -0.74% | -1.67% |
Average DrawdownAverage peak-to-trough decline | -18.01% | -10.72% | -7.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 1.97% | +2.60% |
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.
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 0.8. 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 BHKLY compared to other companies in the Banks - Regional industry. BHKLY currently has a PEG ratio of 0.1. 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 BHKLY relative to other companies in the Banks - Regional industry. Currently, BHKLY has a P/S ratio of 0.3. 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 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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Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
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Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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