HSBC Holdings plc (HSBC)
Company Info
US4042804066
404280406
Jul 16, 1999
Highlights
$200.24B
$5.45
10.40
2.15
$71.90B
$67.82B
$8.37B
$37.38 - $60.01
$65.66
0.18%
2.31
Share Price Chart
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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 (HSBC) returned 18.19% year-to-date (YTD) and 33.14% over the past 12 months. Over the past 10 years, HSBC returned 7.07% annually, underperforming the S&P 500 benchmark at 10.43%.
HSBC
18.19%
21.44%
24.75%
33.14%
23.35%
7.07%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of HSBC, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.00% | 14.27% | -1.15% | -2.35% | 1.09% | 18.19% | |||||||
| 2024 | -2.98% | -0.38% | 4.59% | 10.72% | 3.60% | -2.58% | 3.79% | -0.37% | 1.64% | 2.08% | 2.73% | 5.48% | 31.34% |
| 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% | -2.88% | -1.10% | 14.99% | -7.95% | 8.92% | 20.76% |
| 2020 | -7.16% | -7.50% | -16.56% | -8.14% | -10.42% | 1.21% | -2.91% | -4.50% | -9.48% | 7.15% | 23.40% | 0.08% | -33.72% |
| 2019 | 2.48% | -0.61% | -0.61% | 7.37% | -5.31% | 2.38% | -3.79% | -9.35% | 6.60% | 0.09% | -1.40% | 4.91% | 1.43% |
| 2018 | 4.40% | -6.05% | -3.95% | 5.43% | -2.77% | -2.56% | 2.72% | -8.09% | -0.05% | -5.50% | 3.53% | -3.36% | -16.05% |
| 2017 | 6.02% | -2.95% | 1.29% | 0.86% | 6.84% | 6.67% | 7.98% | -2.41% | 2.09% | -0.30% | 1.80% | 4.01% | 36.04% |
| 2016 | -10.31% | -10.25% | 1.25% | 7.10% | -1.10% | -3.48% | 4.60% | 15.22% | 1.10% | 1.38% | 5.08% | 1.62% | 9.90% |
| 2015 | -3.20% | -2.41% | -2.37% | 16.53% | -3.28% | -5.66% | 0.58% | -11.00% | -4.51% | 4.45% | 2.12% | -1.08% | -11.54% |
| 2014 | -6.60% | 2.52% | -1.90% | 0.96% | 3.71% | -3.64% | 5.10% | 2.20% | -5.88% | 1.28% | -2.49% | -5.07% | -10.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 88, HSBC is among the top 12% 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HSBC Holdings plc (HSBC) 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 provided a 6.70% dividend yield over the last twelve months, with an annual payout of $3.80 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.80 | $3.05 | $2.65 | $1.35 | $1.10 | $0.00 | $2.55 | $2.55 | $2.55 | $2.55 | $2.50 | $2.45 |
Dividend yield | 6.70% | 6.17% | 6.54% | 4.33% | 3.65% | 0.00% | 6.51% | 6.20% | 4.94% | 6.35% | 6.33% | 5.19% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $1.80 | $0.00 | $0.50 | $2.30 | |||||||
| 2024 | $0.00 | $0.00 | $1.55 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $3.05 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $1.05 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 | $2.55 |
| 2018 | $0.00 | $1.05 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 | $2.55 |
| 2017 | $0.00 | $1.05 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 | $2.55 |
| 2016 | $0.00 | $0.00 | $1.05 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 | $2.55 |
| 2015 | $0.00 | $0.00 | $1.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 | $2.50 |
| 2014 | $0.95 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 | $2.45 |
Dividend Yield & Payout
Dividend Yield
HSBC Holdings plc has a dividend yield of 6.70%, which means its dividend payment is significantly above the market average.
Payout Ratio
HSBC Holdings plc has a payout ratio of 95.61%, 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.
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 3812 trading sessions.
The current HSBC Holdings plc drawdown is 5.07%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.47% | Nov 1, 2007 | 341 | Mar 11, 2009 | 3812 | May 2, 2024 | 4153 |
| -41.52% | Jan 29, 2001 | 161 | Sep 21, 2001 | 513 | Oct 6, 2003 | 674 |
| -22.57% | Jan 3, 2000 | 101 | May 25, 2000 | 50 | Aug 7, 2000 | 151 |
| -21.83% | Mar 6, 2025 | 24 | Apr 8, 2025 | — | — | — |
| -15.75% | Aug 24, 1999 | 39 | Oct 18, 1999 | 19 | Nov 12, 1999 | 58 |
Volatility
Volatility Chart
The current HSBC Holdings plc volatility is 8.38%, 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
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of HSBC Holdings plc, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 14.3% positive surprise.
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 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 HSBC compared to other companies in the Banks - Diversified industry. HSBC currently has a PEG ratio of 2.2. 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 3.5. 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 1.0. 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
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EBIT | — |
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Net Income | — |
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Net Interest Income | — |