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ISIN
US4385503036
Sector
Utilities

Highlights

Market Cap
$15.09B
Enterprise Value
$24.04B
EPS (TTM)
HK$0.61
PE Ratio
10.39
PEG Ratio
3.39
Total Revenue (TTM)
HK$109.74B
Gross Profit (TTM)
HK$39.86B
EBITDA (TTM)
HK$26.14B
Year Range
$0.74 - $1.01
ROA (TTM)
6.97%
ROE (TTM)
19.20%

Share Price Chart


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Performance

HOKCY Performance Chart

Hong Kong and China Gas Co Ltd ADR (HOKCY) is down 10.7% since the beginning of the year. At $1 per share, HOKCY is trading 19.8% below its 52-week high of $1. Investors who bought $1,000 worth of HOKCY shares 5 years ago would now be looking at an investment worth $707.


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S&P 500 Index

Returns By Period

Hong Kong and China Gas Co Ltd ADR (HOKCY) has returned -10.70% so far this year and 13.15% over the past 12 months. Over the last ten years, HOKCY has returned 0.68% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Hong Kong and China Gas Co Ltd ADR

1D
-5.11%
1M
-12.02%
YTD
-10.70%
6M
4.48%
1Y
13.15%
3Y*
5.87%
5Y*
-6.70%
10Y*
0.68%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HOKCY Monthly Returns History

Based on dividend-adjusted daily data since Jul 13, 2007, HOKCY's average daily return is +0.04%, while the average monthly return is +0.26%. At this rate, an investment would double in approximately 22.2 years.

Historically, 55% of months were positive and 45% were negative. The best month was May 2025 with a return of +17.9%, while the worst month was Oct 2008 at -43.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, HOKCY closed higher 43% of trading days. The best single day was Jun 3, 2025 with a return of +29.5%, while the worst single day was Oct 27, 2008 at -58.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-4.91%5.84%-7.85%10.60%-11.46%-1.66%-10.70%
20252.90%1.32%13.53%-0.64%17.93%-9.69%5.47%-1.22%-5.93%7.12%1.79%6.88%43.06%
2024-7.57%8.10%-1.72%3.16%0.68%3.71%6.59%0.79%6.67%-10.00%-2.78%-1.43%4.54%
20234.39%-5.58%-4.62%-1.74%7.06%-4.33%-0.23%-15.01%-7.05%2.97%-4.17%14.72%-15.58%
2022-1.94%-0.66%-23.84%-7.74%5.56%-1.41%-0.47%-10.46%-9.85%-15.95%14.19%11.56%-38.72%
2021-7.84%4.96%10.14%0.61%9.60%-9.65%4.61%-1.26%-2.23%1.97%-7.42%8.01%9.32%

Benchmark Metrics

Hong Kong and China Gas Co Ltd ADR has an annualized alpha of 5.61%, beta of 0.39, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.

  • This stock participated in 66.38% of S&P 500 Index downside but only 36.12% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.39 may look defensive, but with R2 of 0.03 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 0.03 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
5.61%
Beta
0.39
0.03
Upside Capture
36.12%
Downside Capture
66.38%

Return for Risk

Risk / Return Rank

HOKCY ranks 53 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


HOKCY Risk / Return Rank: 5353
Overall Rank
HOKCY Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
HOKCY Sortino Ratio Rank: 5353
Sortino Ratio Rank
HOKCY Omega Ratio Rank: 5050
Omega Ratio Rank
HOKCY Calmar Ratio Rank: 5757
Calmar Ratio Rank
HOKCY Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Hong Kong and China Gas Co Ltd ADR (HOKCY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HOKCYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.88

Sortino ratioReturn per unit of downside risk

-1.89

Omega ratioGain probability vs. loss probability

1.10

1.37

-0.26

Calmar ratioReturn relative to maximum drawdown

0.66

2.78

-2.12

Martin ratioReturn relative to average drawdown

1.24

12.44

-11.20

Dividends

Dividend History

Hong Kong and China Gas Co Ltd ADR provided a 5.53% dividend yield over the last twelve months, with an annual payout of $0.04 per share.


2.00%4.00%6.00%8.00%10.00%$0.00$0.01$0.02$0.03$0.04$0.05$0.06$0.0720152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.04$0.05$0.07$0.04$0.04$0.05$0.04$0.03$0.03$0.05$0.06$0.01

Dividend yield

5.53%4.81%9.90%6.15%4.91%2.90%2.49%1.80%1.72%3.31%5.01%1.03%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2025$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.02$0.00$0.00$0.00$0.05
2024$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.02$0.00$0.00$0.00$0.00$0.07
2023$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.02$0.00$0.00$0.00$0.00$0.04
2022$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.02$0.00$0.00$0.00$0.00$0.04
2021$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.02$0.00$0.00$0.00$0.05

Dividend Yield & Payout


Dividend Yield

Hong Kong and China Gas Co Ltd ADR has a dividend yield of 5.53%, which means its dividend payment is significantly above the market average.

Payout Ratio

Hong Kong and China Gas Co Ltd ADR has a payout ratio of 114.64%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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 Hong Kong and China Gas Co 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 Hong Kong and China Gas Co Ltd ADR was 64.65%, occurring on Nov 30, 2023. The portfolio has not yet recovered.

The current Hong Kong and China Gas Co Ltd ADR drawdown is 45.83%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-64.65%Nov 2023
4y 4mo
6y 11moJul 2019 - now
Financial crisis2007–2009
-61.29%Oct 2008
10mo 25d4y 28d
4y 11moDec 2007 - Nov 2012
2016 bear market2016
-45.42%Jan 2016
2y 8mo2y 4mo
5y 26dMay 2013 - Jun 2018
Financial crisis2007–2009
-12.33%Nov 2007
3d16d
19dNov 2007 - Dec 2007
Rate-hike selloffLate 2018
-12.15%Oct 2018
3mo2mo 10d
5mo 10dJul 2018 - Jan 2019

Drawdown Indicators


HOKCYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-64.65%

-56.78%

-7.87%

Max Drawdown (1Y)

Largest decline over 1 year

-20.03%

-9.10%

-10.93%

Max Drawdown (3Y)

Largest decline over 3 years

-26.14%

-18.90%

-7.24%

Max Drawdown (5Y)

Largest decline over 5 years

-57.22%

-25.43%

-31.79%

Max Drawdown (10Y)

Largest decline over 10 years

-64.65%

-33.92%

-30.73%

Current Drawdown

Current decline from peak

-45.83%

-1.80%

-44.03%

Average Drawdown

Average peak-to-trough decline

-26.98%

-10.71%

-16.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.66%

2.03%

+8.63%

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 Hong Kong and China Gas Co Ltd ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Hong Kong and China Gas Co Ltd ADR is priced in the market compared to other companies in the Utilities - Regulated Gas 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 HOKCY, comparing it with other companies in the Utilities - Regulated Gas industry. Currently, HOKCY has a P/E ratio of 10.4. 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 HOKCY compared to other companies in the Utilities - Regulated Gas industry. HOKCY currently has a PEG ratio of 3.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for HOKCY relative to other companies in the Utilities - Regulated Gas industry. Currently, HOKCY has a P/S ratio of 1.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for HOKCY in comparison with other companies in the Utilities - Regulated Gas industry. Currently, HOKCY has a P/B value of 2.0. 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
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