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Hargreaves Lansdown plc (HL.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

GB00B1VZ0M25

Sector

Financial Services

IPO Date

May 15, 2007

Highlights

Market Cap

£5.21B

EPS (TTM)

£0.62

PE Ratio

17.73

Total Revenue (TTM)

£595.05M

Gross Profit (TTM)

£442.65M

EBITDA (TTM)

£308.85M

Year Range

£688.00 - £1,169.00

Target Price

£1,107.80

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
HL.L vs. PSH.AS
Popular comparisons:
HL.L vs. PSH.AS

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Hargreaves Lansdown plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
-0.05%
12.86%
HL.L (Hargreaves Lansdown plc)
Benchmark (^GSPC)

Returns By Period

Hargreaves Lansdown plc had a return of 0.14% year-to-date (YTD) and 36.52% in the last 12 months. Over the past 10 years, Hargreaves Lansdown plc had an annualized return of 10.34%, while the S&P 500 had an annualized return of 11.31%, indicating that Hargreaves Lansdown plc did not perform as well as the benchmark.


HL.L

YTD

0.14%

1M

-0.32%

6M

-0.05%

1Y

36.52%

5Y*

-8.45%

10Y*

10.34%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.41%0.14%
20244.33%-4.88%1.04%10.57%29.70%7.25%-2.39%0.54%0.32%-2.38%0.51%0.41%49.59%
20233.83%-6.68%-3.64%0.45%-0.10%1.67%4.39%-10.59%1.58%-8.61%1.67%2.17%-14.27%
2022-1.03%-15.40%-11.15%-9.01%-6.56%-8.07%7.67%-3.61%6.07%-11.99%10.53%1.49%-36.81%
202112.03%-11.59%2.05%11.55%-3.63%-4.10%2.74%-7.60%-5.10%7.37%-13.01%1.35%-11.15%
2020-10.85%-10.93%-9.79%3.93%27.28%-11.18%7.40%-7.58%-3.37%-13.41%5.73%6.64%-21.19%
2019-11.68%6.67%6.97%21.12%0.40%-15.31%9.43%-10.57%88.90%-14.77%4.68%4.31%78.57%
20183.08%-7.11%-5.36%9.58%6.57%3.38%5.30%5.97%54.77%-16.42%1.79%-2.76%56.32%
201711.54%-1.33%-2.55%5.92%1.45%-6.87%5.99%1.45%5.71%6.89%1.26%12.48%48.56%
2016-9.50%-9.10%8.47%-4.32%4.90%-7.86%4.51%1.77%-3.71%-8.88%1.47%3.06%-19.46%
2015-0.10%11.77%1.95%6.77%3.09%-9.07%3.90%-6.09%7.29%19.64%3.60%0.67%48.81%
20149.75%-5.99%111.02%-19.75%4.19%1.56%-17.21%9.46%-15.78%5.13%-1.81%3.74%51.12%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 85, HL.L is among the top 15% 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 HL.L is 8585
Overall Rank
The Sharpe Ratio Rank of HL.L is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of HL.L is 8989
Sortino Ratio Rank
The Omega Ratio Rank of HL.L is 9494
Omega Ratio Rank
The Calmar Ratio Rank of HL.L is 6868
Calmar Ratio Rank
The Martin Ratio Rank of HL.L is 8888
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 Hargreaves Lansdown plc (HL.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for HL.L, currently valued at 1.54, compared to the broader market-2.000.002.001.541.74
The chart of Sortino ratio for HL.L, currently valued at 2.74, compared to the broader market-4.00-2.000.002.004.006.002.742.35
The chart of Omega ratio for HL.L, currently valued at 1.49, compared to the broader market0.501.001.502.001.491.32
The chart of Calmar ratio for HL.L, currently valued at 0.55, compared to the broader market0.002.004.006.000.552.61
The chart of Martin ratio for HL.L, currently valued at 8.23, compared to the broader market0.0010.0020.0030.008.2310.66
HL.L
^GSPC

The current Hargreaves Lansdown plc Sharpe ratio is 1.54. 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 Hargreaves Lansdown plc 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 Ratio1.201.401.601.802.002.202.40SeptemberOctoberNovemberDecember2025February
1.54
1.50
HL.L (Hargreaves Lansdown plc)
Benchmark (^GSPC)

Dividends

Dividend History

Hargreaves Lansdown plc provided a 392.91% dividend yield over the last twelve months, with an annual payout of £43.20 per share. The company has been increasing its dividends for 3 consecutive years.


100.00%200.00%300.00%400.00%500.00%600.00%£0.00£10.00£20.00£30.00£40.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend£43.20£43.20£41.50£39.70£23.90£28.60£18.60£17.90£29.00£17.70£18.70£16.61

Dividend yield

392.91%393.44%565.40%463.68%176.38%187.54%96.12%96.81%160.93%145.92%124.17%164.13%

Monthly Dividends

The table displays the monthly dividend distributions for Hargreaves Lansdown plc. 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
2024£0.00£13.20£0.00£0.00£0.00£0.00£0.00£0.00£0.00£30.00£0.00£0.00£43.20
2023£0.00£0.00£12.70£0.00£0.00£0.00£0.00£0.00£0.00£0.00£28.80£0.00£41.50
2022£0.00£0.00£12.26£0.00£0.00£0.00£0.00£0.00£27.44£0.00£0.00£0.00£39.70
2021£0.00£11.90£0.00£0.00£0.00£0.00£0.00£0.00£12.00£0.00£0.00£0.00£23.90
2020£0.00£11.20£0.00£0.00£0.00£0.00£0.00£0.00£17.40£0.00£0.00£0.00£28.60
2019£0.00£10.30£0.00£0.00£0.00£0.00£0.00£0.00£8.30£0.00£0.00£0.00£18.60
2018£0.00£10.10£0.00£0.00£0.00£0.00£0.00£0.00£7.80£0.00£0.00£0.00£17.90
2017£0.00£0.00£8.60£0.00£0.00£0.00£0.00£0.00£20.40£0.00£0.00£0.00£29.00
2016£0.00£0.00£7.80£0.00£0.00£0.00£0.00£0.00£9.90£0.00£0.00£0.00£17.70
2015£0.00£0.00£7.30£0.00£0.00£0.00£0.00£0.00£11.40£0.00£0.00£0.00£18.70
2014£7.00£0.00£0.00£0.00£0.00£0.00£9.61£0.00£0.00£0.00£16.61

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%392.9%
Hargreaves Lansdown plc has a dividend yield of 392.91%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%68.1%
Hargreaves Lansdown plc has a payout ratio of 68.07%, which is quite average when compared to the overall market. This suggests that Hargreaves Lansdown plc 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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-47.11%
-2.07%
HL.L (Hargreaves Lansdown plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Hargreaves Lansdown 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 Hargreaves Lansdown plc was 66.79%, occurring on Oct 24, 2023. The portfolio has not yet recovered.

The current Hargreaves Lansdown plc drawdown is 47.11%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.79%Oct 1, 20191026Oct 24, 2023
-44.77%Nov 1, 2007178Jul 16, 2008281Aug 25, 2009459
-43.38%Mar 20, 2014145Oct 15, 2014286Dec 1, 2015431
-37.74%Apr 28, 201184Aug 26, 2011259Sep 6, 2012343
-30.75%Dec 3, 2015141Jun 27, 2016329Oct 12, 2017470

Volatility

Volatility Chart

The current Hargreaves Lansdown plc volatility is 0.53%, 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.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
0.53%
3.61%
HL.L (Hargreaves Lansdown plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Hargreaves Lansdown plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Hargreaves Lansdown plc.


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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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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