HSBC Holdings plc (HSBC)
Company Info
ISIN | US4042804066 |
---|---|
CUSIP | 404280406 |
Sector | Financial Services |
Industry | Banks—Diversified |
Highlights
Market Cap | $150.94B |
---|---|
EPS | $5.70 |
PE Ratio | 6.93 |
PEG Ratio | 0.44 |
Revenue (TTM) | $56.35B |
Gross Profit (TTM) | $50.51B |
Year Range | $30.72 - $39.79 |
Target Price | $49.99 |
Short % | 0.18% |
Short Ratio | 5.07 |
Share Price Chart
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Compare to other instruments
Popular comparisons: HSBC vs. JPM, HSBC vs. VOO, HSBC vs. 3988.HK, HSBC vs. VTI, HSBC vs. ^GSPC, HSBC vs. VGT, HSBC vs. SPY, HSBC vs. WFC, HSBC vs. V, HSBC vs. ING
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 had a return of 0.13% year-to-date (YTD) and 26.14% in the last 12 months. Over the past 10 years, HSBC Holdings plc had an annualized return of 2.64%, while the S&P 500 had an annualized return of 10.96%, indicating that HSBC Holdings plc did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 0.13% | 10.04% |
1 month | 6.60% | 3.53% |
6 months | 5.06% | 22.79% |
1 year | 26.14% | 32.16% |
5 years (annualized) | 3.85% | 13.15% |
10 years (annualized) | 2.64% | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -2.98% | -0.38% | ||||||||||
2023 | -9.57% | 5.73% | -7.93% | 7.21% | 5.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for HSBC Holdings plc (HSBC) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
HSBC Holdings plc | 1.24 | ||||
S&P 500 | 2.76 |
Dividends
Dividend History
HSBC Holdings plc granted a 7.82% dividend yield in the last twelve months. The annual payout for that period amounted to $3.05 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $3.05 | $2.65 | $1.35 | $1.10 | $0.00 | $2.55 | $2.55 | $2.55 | $2.55 | $2.50 | $2.45 | $2.40 |
Dividend yield | 7.82% | 6.54% | 4.33% | 3.65% | 0.00% | 6.52% | 6.20% | 4.94% | 6.35% | 6.33% | 5.19% | 4.35% |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | ||||||||||
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
2014 | $0.00 | $0.00 | $0.95 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 |
2013 | $0.90 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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. The portfolio has not yet recovered.
The current HSBC Holdings plc drawdown is 10.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-74.47% | Nov 1, 2007 | 341 | Mar 11, 2009 | — | — | — |
-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 |
-15.75% | Aug 24, 1999 | 39 | Oct 18, 1999 | 19 | Nov 12, 1999 | 58 |
-13.79% | Feb 18, 2004 | 63 | May 17, 2004 | 85 | Sep 17, 2004 | 148 |
Volatility
Volatility Chart
The current HSBC Holdings plc volatility is 4.88%, 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
Income Statement
TTM | |
---|---|
Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |