HSBC Holdings plc (HBC1.DE)
Company Info
| ISIN | GB0005405286 |
|---|---|
| Sector | Financial Services |
| Industry | Banks - Diversified |
Highlights
| Market Cap | €144.29B |
|---|---|
| EPS (TTM) | €1.04 |
| PE Ratio | 7.57 |
| PEG Ratio | 4.99 |
| Total Revenue (TTM) | €66.99B |
| Gross Profit (TTM) | €62.91B |
| EBITDA (TTM) | €7.65B |
| Year Range | €6.10 - €8.29 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: HBC1.DE vs. XDWD.DE, HBC1.DE vs. VWRP.L
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in HSBC Holdings plc, 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
HSBC Holdings plc had a return of 14.37% year-to-date (YTD) and 18.06% in the last 12 months. Over the past 10 years, HSBC Holdings plc had an annualized return of 5.53%, while the S&P 500 had an annualized return of 10.85%, indicating that HSBC Holdings plc did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.37% | 17.79% |
| 1 month | 0.56% | 0.18% |
| 6 months | 14.17% | 7.53% |
| 1 year | 18.06% | 26.42% |
| 5 years (annualized) | 8.77% | 13.48% |
| 10 years (annualized) | 5.53% | 10.85% |
Monthly Returns
The table below presents the monthly returns of HBC1.DE, 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 | -2.34% | -0.88% | 5.49% | 10.96% | 3.56% | -0.93% | 3.21% | -3.51% | 14.37% | ||||
| 2023 | 15.81% | 7.33% | -10.25% | 4.88% | 6.42% | 3.59% | 5.18% | -7.18% | 9.43% | -9.61% | 3.83% | 7.04% | 38.42% |
| 2022 | 18.04% | -1.59% | 3.69% | -3.54% | 4.21% | -0.64% | -0.55% | 0.88% | -12.19% | -2.56% | 11.81% | -0.85% | 14.47% |
| 2021 | 1.00% | 13.43% | 4.44% | 4.83% | 0.00% | -6.14% | -3.78% | -2.07% | 0.33% | 15.04% | -6.01% | 8.02% | 29.99% |
| 2020 | -5.17% | -5.09% | -15.64% | -8.35% | -12.48% | -0.43% | -7.25% | -4.82% | -8.24% | 8.20% | 21.26% | -2.09% | -36.90% |
| 2019 | 2.24% | 1.30% | 1.18% | 6.63% | -4.45% | 0.62% | -1.70% | -7.60% | 6.28% | -1.71% | -0.30% | 3.72% | 5.41% |
| 2018 | 0.35% | -2.53% | -7.39% | 9.26% | -1.02% | -0.92% | 1.85% | -7.13% | 1.24% | -2.89% | 1.81% | -4.44% | -12.18% |
| 2017 | 4.44% | -2.02% | 0.67% | -0.89% | 4.43% | 3.37% | 4.73% | -2.53% | 2.76% | 1.98% | -3.21% | 6.32% | 21.33% |
| 2016 | -6.48% | -13.35% | -4.61% | 5.70% | 1.81% | -4.77% | 5.75% | 14.29% | 1.22% | 3.43% | 8.28% | 1.46% | 10.12% |
| 2015 | 3.98% | -0.62% | 1.51% | 11.72% | -1.84% | -6.10% | 0.87% | -12.05% | -4.75% | 7.71% | 4.86% | -3.27% | -0.27% |
| 2014 | -3.40% | 0.60% | -1.66% | 0.46% | 5.79% | -3.89% | 8.08% | 3.92% | -2.68% | 3.22% | -1.52% | -2.79% | 5.44% |
| 2013 | 6.66% | 0.85% | -0.08% | 0.97% | 3.44% | -7.47% | 8.02% | -7.36% | 2.04% | 1.12% | 3.62% | -4.80% | 5.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HBC1.DE is 69, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HSBC Holdings plc (HBC1.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
HSBC Holdings plc granted a 9.02% dividend yield in the last twelve months. The annual payout for that period amounted to €0.71 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €0.71 | €0.60 | €0.32 | €0.26 | €0.25 | €0.58 | €0.58 | €0.54 | €0.47 | €0.70 | €0.60 | €0.56 |
Dividend yield | 9.02% | 8.07% | 5.51% | 4.83% | 5.75% | 8.26% | 8.10% | 6.20% | 6.20% | 9.53% | 7.72% | 7.12% |
Monthly Dividends
The table displays the monthly dividend distributions for HSBC Holdings plc. 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 | €0.00 | €0.00 | €0.36 | €0.00 | €0.12 | €0.00 | €0.00 | €0.12 | €0.00 | €0.60 | |||
| 2023 | €0.00 | €0.00 | €0.26 | €0.00 | €0.11 | €0.00 | €0.00 | €0.12 | €0.00 | €0.00 | €0.11 | €0.00 | €0.60 |
| 2022 | €0.00 | €0.00 | €0.21 | €0.00 | €0.00 | €0.00 | €0.00 | €0.11 | €0.00 | €0.00 | €0.00 | €0.00 | €0.32 |
| 2021 | €0.00 | €0.00 | €0.18 | €0.00 | €0.00 | €0.00 | €0.00 | €0.08 | €0.00 | €0.00 | €0.00 | €0.00 | €0.26 |
| 2020 | €0.00 | €0.25 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.25 |
| 2019 | €0.00 | €0.24 | €0.00 | €0.00 | €0.11 | €0.00 | €0.00 | €0.11 | €0.00 | €0.11 | €0.00 | €0.00 | €0.58 |
| 2018 | €0.00 | €0.24 | €0.00 | €0.00 | €0.11 | €0.00 | €0.00 | €0.11 | €0.00 | €0.11 | €0.00 | €0.00 | €0.58 |
| 2017 | €0.00 | €0.20 | €0.00 | €0.00 | €0.12 | €0.00 | €0.00 | €0.11 | €0.00 | €0.11 | €0.00 | €0.00 | €0.54 |
| 2016 | €0.00 | €0.00 | €0.19 | €0.00 | €0.10 | €0.00 | €0.00 | €0.09 | €0.00 | €0.09 | €0.00 | €0.00 | €0.47 |
| 2015 | €0.00 | €0.00 | €0.28 | €0.00 | €0.14 | €0.00 | €0.00 | €0.14 | €0.00 | €0.14 | €0.00 | €0.00 | €0.70 |
| 2014 | €0.00 | €0.00 | €0.23 | €0.00 | €0.12 | €0.00 | €0.00 | €0.13 | €0.00 | €0.13 | €0.00 | €0.00 | €0.60 |
| 2013 | €0.21 | €0.00 | €0.12 | €0.00 | €0.00 | €0.12 | €0.00 | €0.12 | €0.00 | €0.00 | €0.56 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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 HSBC Holdings plc. 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 HSBC Holdings plc was 69.47%, occurring on Mar 9, 2009. Recovery took 1061 trading sessions.
The current HSBC Holdings plc drawdown is 4.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.47% | Nov 7, 2006 | 590 | Mar 9, 2009 | 1061 | May 7, 2013 | 1651 |
| -59.28% | Jan 17, 2018 | 679 | Sep 25, 2020 | 605 | Feb 9, 2023 | 1284 |
| -43.71% | Dec 18, 2000 | 136 | Sep 21, 2001 | 1037 | Nov 22, 2005 | 1173 |
| -39.4% | Apr 28, 2015 | 240 | Apr 7, 2016 | 221 | Feb 15, 2017 | 461 |
| -16.82% | May 21, 2013 | 213 | Mar 20, 2014 | 117 | Sep 4, 2014 | 330 |
Volatility
Volatility Chart
The current HSBC Holdings plc volatility is 4.32%, 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
Valuation
The Valuation section provides an assessment of the market value of HSBC Holdings plc compared to its peers in the Banks - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for HBC1.DE in comparison to other companies of the Banks - Diversified industry. Currently, HBC1.DE has a PE value of 7.6. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for HBC1.DE in comparison to other companies of the Banks - Diversified industry. Currently, HBC1.DE has a PEG value of 5.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for HSBC Holdings plc.
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Income Statement
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