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

Company Info

ISINUS4042804066
CUSIP404280406
SectorFinancial Services
IndustryBanks—Diversified

Highlights

Market Cap$150.94B
EPS$5.70
PE Ratio6.93
PEG Ratio0.44
Revenue (TTM)$56.35B
Gross Profit (TTM)$50.51B
Year Range$30.72 - $39.79
Target Price$49.99
Short %0.18%
Short Ratio5.07

Share Price Chart


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Compare to other instruments

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HSBC Holdings plc

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.


100.00%150.00%200.00%250.00%OctoberNovemberDecember2024FebruaryMarch
102.38%
269.93%
HSBC (HSBC Holdings plc)
Benchmark (^GSPC)

S&P 500

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.


PeriodReturnBenchmark
Year-To-Date0.13%10.04%
1 month6.60%3.53%
6 months5.06%22.79%
1 year26.14%32.16%
5 years (annualized)3.85%13.15%
10 years (annualized)2.64%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
HSBC
HSBC Holdings plc
1.24
^GSPC
S&P 500
2.76

Sharpe Ratio

The current HSBC Holdings plc Sharpe ratio is 1.24. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.24
2.76
HSBC (HSBC Holdings plc)
Benchmark (^GSPC)

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.


PeriodTTM20232022202120202019201820172016201520142013
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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
5.0%10.0%15.0%20.0%7.8%
HSBC Holdings plc has a dividend yield of 7.82%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%109.3%
HSBC Holdings plc has a payout ratio of 109.31%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-10.70%
0
HSBC (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 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, 2007341Mar 11, 2009
-41.52%Jan 29, 2001161Sep 21, 2001513Oct 6, 2003674
-22.57%Jan 3, 2000101May 25, 200050Aug 7, 2000151
-15.75%Aug 24, 199939Oct 18, 199919Nov 12, 199958
-13.79%Feb 18, 200463May 17, 200485Sep 17, 2004148

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.


2.00%4.00%6.00%8.00%10.00%OctoberNovemberDecember2024FebruaryMarch
4.88%
2.82%
HSBC (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

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Income Statement


Income Statement
Balance Sheet
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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

0.00

EBIT

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Earnings From Continuing Operations

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Net Income

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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
Values in undefined except per share items