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HSBC Holdings plc (HSBA.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

GB0005405286

Sector

Financial Services

Highlights

Market Cap

£140.76B

EPS (TTM)

£0.97

PE Ratio

8.10

PEG Ratio

3.26

Total Revenue (TTM)

£54.53B

Gross Profit (TTM)

£50.46B

EBITDA (TTM)

-£814.00M

Year Range

£526.46 - £785.40

Target Price

£842.21

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:
HSBA.L vs. SPY HSBA.L vs. BAC HSBA.L vs. VOO HSBA.L vs. GS HSBA.L vs. HMWO.L HSBA.L vs. SWDA.L HSBA.L vs. JGGI.L HSBA.L vs. JPM HSBA.L vs. VUSA.L HSBA.L vs. VEVE.L
Popular comparisons:
HSBA.L vs. SPY HSBA.L vs. BAC HSBA.L vs. VOO HSBA.L vs. GS HSBA.L vs. HMWO.L HSBA.L vs. SWDA.L HSBA.L vs. JGGI.L HSBA.L vs. JPM HSBA.L vs. VUSA.L HSBA.L vs. VEVE.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.


-5.00%0.00%5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
19.37%
8.53%
HSBA.L (HSBC Holdings plc)
Benchmark (^GSPC)

Returns By Period

HSBC Holdings plc had a return of -1.18% year-to-date (YTD) and 33.97% in the last 12 months. Over the past 10 years, HSBC Holdings plc had an annualized return of 8.83%, while the S&P 500 had an annualized return of 11.22%, indicating that HSBC Holdings plc did not perform as well as the benchmark.


HSBA.L

YTD

-1.18%

1M

4.36%

6M

19.37%

1Y

33.97%

5Y*

11.92%

10Y*

8.83%

^GSPC (Benchmark)

YTD

0.47%

1M

-2.98%

6M

5.95%

1Y

24.05%

5Y*

12.57%

10Y*

11.22%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.72%-0.60%4.93%12.37%3.12%-1.79%2.94%-3.82%0.37%6.35%4.39%7.18%36.54%
202315.65%6.57%-10.94%4.38%4.29%5.28%3.96%-8.63%10.60%-8.16%3.00%5.55%31.97%
202217.60%-2.46%5.07%-4.59%6.32%0.49%-4.09%4.45%-11.63%-4.28%13.95%1.18%20.02%
20211.03%11.35%1.76%6.99%0.55%-8.35%-4.76%-1.59%1.00%13.19%-5.02%6.99%22.91%
2020-6.77%-1.32%-13.29%-9.74%-9.73%2.30%-9.61%-3.52%-8.68%7.65%19.63%-2.42%-33.48%
2019-1.24%-1.63%1.70%7.03%-2.14%1.83%-0.03%-8.73%5.61%-5.44%-1.15%2.71%-2.52%
2018-2.06%-2.60%-7.21%9.02%0.36%-1.37%2.79%-7.43%0.13%-2.56%3.01%-2.62%-11.05%
20172.97%-2.02%0.68%-2.21%7.39%5.34%6.37%0.13%-1.79%0.63%-0.04%4.48%23.54%
2016-8.19%-6.63%-2.55%4.29%0.09%4.68%6.27%15.60%2.55%7.87%3.08%3.42%32.25%
20150.16%-5.30%1.75%12.91%-2.93%-8.45%1.68%-9.49%-3.86%3.11%4.31%1.27%-6.65%
2014-5.34%0.43%-1.73%-0.56%5.14%-5.77%7.34%3.43%-3.97%3.18%-0.39%-4.46%-3.64%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 89, HSBA.L is among the top 11% 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 HSBA.L is 8989
Overall Rank
The Sharpe Ratio Rank of HSBA.L is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of HSBA.L is 8282
Sortino Ratio Rank
The Omega Ratio Rank of HSBA.L is 8686
Omega Ratio Rank
The Calmar Ratio Rank of HSBA.L is 9595
Calmar Ratio Rank
The Martin Ratio Rank of HSBA.L is 9090
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 HSBC Holdings plc (HSBA.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 HSBA.L, currently valued at 1.66, compared to the broader market-4.00-2.000.002.001.662.03
The chart of Sortino ratio for HSBA.L, currently valued at 2.03, compared to the broader market-4.00-2.000.002.004.002.032.71
The chart of Omega ratio for HSBA.L, currently valued at 1.33, compared to the broader market0.501.001.502.001.331.37
The chart of Calmar ratio for HSBA.L, currently valued at 3.08, compared to the broader market0.002.004.006.003.083.04
The chart of Martin ratio for HSBA.L, currently valued at 9.05, compared to the broader market-10.000.0010.0020.009.0512.93
HSBA.L
^GSPC

The current HSBC Holdings plc Sharpe ratio is 1.66. 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 HSBC Holdings 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 Ratio0.501.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
1.66
1.93
HSBA.L (HSBC Holdings plc)
Benchmark (^GSPC)

Dividends

Dividend History

HSBC Holdings plc provided a 8.44% dividend yield over the last twelve months, with an annual payout of £0.65 per share. The company has been increasing its dividends for 3 consecutive years.


4.00%5.00%6.00%7.00%8.00%£0.00£0.10£0.20£0.30£0.40£0.50£0.60£0.7020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend£0.65£0.65£0.42£0.22£0.16£0.21£0.40£0.38£0.40£0.38£0.33£0.30

Dividend yield

8.44%8.34%6.67%4.21%3.55%5.54%6.69%5.83%5.18%5.79%6.12%4.88%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025£0.00£0.00
2024£0.00£0.00£0.24£0.00£0.21£0.00£0.00£0.10£0.00£0.00£0.10£0.00£0.65
2023£0.00£0.00£0.19£0.00£0.08£0.00£0.00£0.08£0.00£0.00£0.08£0.00£0.42
2022£0.00£0.00£0.14£0.00£0.00£0.00£0.00£0.08£0.00£0.00£0.00£0.00£0.22
2021£0.00£0.00£0.11£0.00£0.00£0.00£0.00£0.05£0.00£0.00£0.00£0.00£0.16
2020£0.00£0.21£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.21
2019£0.00£0.16£0.00£0.00£0.08£0.00£0.00£0.08£0.00£0.08£0.00£0.00£0.40
2018£0.00£0.15£0.00£0.00£0.08£0.00£0.00£0.08£0.00£0.08£0.00£0.00£0.38
2017£0.00£0.17£0.00£0.00£0.08£0.00£0.00£0.08£0.00£0.08£0.00£0.00£0.40
2016£0.00£0.00£0.15£0.00£0.08£0.00£0.00£0.08£0.00£0.08£0.00£0.00£0.38
2015£0.00£0.00£0.13£0.00£0.06£0.00£0.00£0.06£0.00£0.07£0.00£0.00£0.33
2014£0.11£0.00£0.06£0.00£0.00£0.06£0.00£0.06£0.00£0.00£0.30

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%8.4%
HSBC Holdings plc has a dividend yield of 8.44%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%52.0%
HSBC Holdings plc has a payout ratio of 51.95%, which is quite average when compared to the overall market. This suggests that HSBC Holdings 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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-1.18%
-1.99%
HSBA.L (HSBC Holdings plc)
Benchmark (^GSPC)

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 61.71%, occurring on Mar 9, 2009. Recovery took 973 trading sessions.

The current HSBC Holdings plc drawdown is 1.18%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.71%Oct 6, 2008108Mar 9, 2009973Jan 15, 20131081
-58.43%Jan 12, 2018685Sep 25, 2020606Feb 21, 20231291
-56.31%Aug 13, 1997299Oct 5, 1998134Apr 9, 1999433
-46.83%Dec 27, 1989226Nov 7, 1990198Aug 12, 1991424
-46.68%Feb 7, 1994251Jan 23, 1995259Jan 19, 1996510

Volatility

Volatility Chart

The current HSBC Holdings plc volatility is 3.20%, 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.


2.00%4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
3.20%
5.65%
HSBA.L (HSBC Holdings plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of HSBC Holdings plc 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 assessment of the market value of HSBC Holdings plc compared to its peers in the Banks - Diversified industry.


PE Ratio
10.020.030.040.050.08.1
The chart displays the price to earnings (P/E) ratio for HSBA.L in comparison to other companies of the Banks - Diversified industry. Currently, HSBA.L has a PE value of 8.1. This PE ratio falls in the average range for the industry.
PEG Ratio
5.010.015.020.025.03.3
The chart displays the price to earnings to growth (PEG) ratio for HSBA.L in comparison to other companies of the Banks - Diversified industry. Currently, HSBA.L has a PEG value of 3.3. 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



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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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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