- ISIN
- US4042804066
- CUSIP
- 404280406
- Sector
- Financial Services
- Industry
- Banks - Diversified
- IPO Date
- Jul 16, 1999
Highlights
- Market Cap
- $333.79B
- Enterprise Value
- $762.94B
- EPS (TTM)
- $6.38
- PE Ratio
- 15.12
- PEG Ratio
- 0.74
- Total Revenue (TTM)
- $128.37B
- Gross Profit (TTM)
- $65.42B
- EBITDA (TTM)
- $34.27B
- Year Range
- $59.92 - $96.90
- Target Price
- $52.00
- ROA (TTM)
- 0.67%
- ROE (TTM)
- 12.77%
Share Price Chart
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Performance
HSBC Performance Chart
HSBC Holdings plc (HSBC) is up 26.8% since the beginning of the year. At $97 per share, HSBC is currently trading at its 52-week high. Investors who bought $1,000 worth of HSBC shares 5 years ago would now be looking at an investment worth $4,469.
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Returns By Period
HSBC Holdings plc (HSBC) has returned 26.83% so far this year and 73.28% over the past 12 months. Looking at the last ten years, HSBC has achieved an annualized return of 18.67%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
HSBC Holdings plc
- 1D
- 1.62%
- 1M
- 4.88%
- YTD
- 26.83%
- 6M
- 26.73%
- 1Y
- 73.28%
- 3Y*
- 46.06%
- 5Y*
- 34.91%
- 10Y*
- 18.67%
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%
HSBC Monthly Returns History
Based on dividend-adjusted daily data since Jul 16, 1999, HSBC's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.
Historically, 56% of months were positive and 44% were negative. The best month was May 2009 with a return of +28.9%, while the worst month was Oct 2008 at -27.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, HSBC closed higher 51% of trading days. The best single day was Mar 23, 2009 with a return of +14.4%, while the worst single day was Mar 2, 2009 at -18.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.87% | 5.85% | -8.96% | 11.36% | 2.61% | 2.95% | 26.83% | ||||||
| 2025 | 6.00% | 14.27% | -1.15% | -2.35% | 6.65% | 2.55% | 0.84% | 5.98% | 10.10% | -1.28% | 2.27% | 10.55% | 67.91% |
| 2024 | -2.98% | -0.38% | 4.59% | 10.72% | 6.08% | -2.58% | 3.79% | -0.37% | 1.64% | 2.08% | 2.73% | 5.48% | 34.48% |
| 2023 | 18.55% | 3.71% | -8.16% | 5.63% | 3.49% | 7.60% | 5.45% | -9.57% | 5.73% | -7.93% | 7.21% | 5.49% | 39.45% |
| 2022 | 17.98% | -2.90% | 1.92% | -9.38% | 7.90% | -2.36% | -3.89% | -0.46% | -15.44% | -0.61% | 19.10% | 0.97% | 7.79% |
| 2021 | 0.93% | 13.61% | 0.51% | 7.14% | 3.72% | -10.90% | -4.44% | -2.87% | -1.10% | 14.99% | -7.95% | 8.92% | 20.76% |
Benchmark Metrics
HSBC Holdings plc has an annualized alpha of 3.16%, beta of 0.90, and R2 of 0.41 versus S&P 500 Index. Calculated based on daily prices since July 16, 1999.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (87.78%) than losses (86.37%) - typical of diversified or defensive assets.
- R2 of 0.41 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 3.16%
- Beta
- 0.90
- R²
- 0.41
- Upside Capture
- 87.78%
- Downside Capture
- 86.37%
Return for Risk
Risk / Return Rank
HSBC ranks 93 for risk / return — in the top 93% 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 HSBC Holdings plc (HSBC) 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.
| HSBC | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.70 | ||
| Sortino ratioReturn per unit of downside risk | +0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.37 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 4.52 | 2.78 | +1.74 |
| Martin ratioReturn relative to average drawdown | 15.96 | 12.44 | +3.53 |
Dividends
Dividend History
HSBC Holdings plc provided a 3.89% dividend yield over the last twelve months, with an annual payout of $3.75 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.75 | $3.30 | $4.10 | $2.65 | $1.35 | $1.10 | $1.05 | $2.55 | $2.55 | $2.55 | $2.55 | $2.50 |
Dividend yield | 3.89% | 4.19% | 8.29% | 6.54% | 4.33% | 3.65% | 4.05% | 6.52% | 6.20% | 4.94% | 6.35% | 6.33% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $2.25 | $0.00 | $0.50 | $0.00 | $2.75 | ||||||
| 2025 | $0.00 | $0.00 | $1.80 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $3.30 |
| 2024 | $0.00 | $0.00 | $1.55 | $0.00 | $1.55 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $4.10 |
| 2023 | $0.00 | $0.00 | $1.15 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $2.65 |
| 2022 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $1.35 |
| 2021 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 |
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 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 74.47%, occurring on Mar 11, 2009. Recovery took 3810 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -74.47%Mar 2009 | 1y 4mo | 15y 1mo | 16y 6moNov 2007 - Apr 2024 |
Dot-com crash2000–2002 | -41.42%Sep 2001 | 7mo 25d | 2y 12d | 2y 8moJan 2001 - Oct 2003 |
Dot-com crash2000–2002 | -22.57%May 2000 | 4mo 23d | 2mo 14d | 7mo 7dJan 2000 - Aug 2000 |
2025 selloff2025 | -21.83%Apr 2025 | 1mo 3d | 1mo 11d | 2mo 14dMar 2025 - May 2025 |
2026 correction2026 | -16.28%Mar 2026 | 21d | 28d | 1mo 19dFeb 2026 - Apr 2026 |
Drawdown Indicators
| HSBC | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.47% | -56.78% | -17.69% |
Max Drawdown (1Y)Largest decline over 1 year | -16.28% | -9.10% | -7.18% |
Max Drawdown (3Y)Largest decline over 3 years | -21.83% | -18.90% | -2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -31.80% | -25.43% | -6.37% |
Max Drawdown (10Y)Largest decline over 10 years | -62.26% | -33.92% | -28.34% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -24.07% | -10.71% | -13.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.60% | 2.03% | +2.57% |
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 HSBC Holdings plc 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 HSBC Holdings plc is priced in the market compared to other companies in the Banks - Diversified 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 HSBC, comparing it with other companies in the Banks - Diversified industry. Currently, HSBC has a P/E ratio of 15.1. 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 HSBC compared to other companies in the Banks - Diversified industry. HSBC currently has a PEG ratio of 0.7. 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 HSBC relative to other companies in the Banks - Diversified industry. Currently, HSBC has a P/S ratio of 2.6. 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 HSBC in comparison with other companies in the Banks - Diversified industry. Currently, HSBC has a P/B value of 1.9. 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 | — |
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