PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Standard Chartered PLC (SCBFY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

Sector

Financial Services

Highlights

Market Cap

$35.22B

EPS (TTM)

$3.00

PE Ratio

9.73

PEG Ratio

1.54

Total Revenue (TTM)

$14.50B

Gross Profit (TTM)

$14.20B

EBITDA (TTM)

$3.64B

Year Range

$15.48 - $29.38

Target Price

$25.66

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SCBFY vs. SCHD
Popular comparisons:
SCBFY vs. SCHD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Standard Chartered PLC, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%40.00%50.00%SeptemberOctoberNovemberDecember2025February
46.00%
10.30%
SCBFY (Standard Chartered PLC)
Benchmark (^GSPC)

Returns By Period

Standard Chartered PLC had a return of 17.03% year-to-date (YTD) and 100.46% in the last 12 months.


SCBFY

YTD

17.03%

1M

9.86%

6M

46.81%

1Y

100.46%

5Y*

15.16%

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20259.32%17.03%
2024-10.46%11.29%4.67%0.29%16.35%-7.80%9.53%4.49%1.76%9.78%6.10%0.24%52.56%
202312.39%13.93%-19.81%7.02%-1.61%8.99%10.27%-5.18%2.50%-16.36%9.52%0.06%15.76%
202220.23%-2.22%-4.42%0.89%17.49%-5.68%-9.76%2.73%-11.86%-4.35%26.28%-0.40%23.49%
2021-5.39%7.11%10.53%2.05%-0.35%-11.51%-6.01%4.58%-6.35%15.87%-19.10%12.63%-2.04%
2020-12.64%-12.13%-22.20%-6.21%-12.14%17.97%-5.83%2.26%-11.92%1.53%31.18%4.84%-31.25%
20199.53%5.02%6.39%22.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 97, SCBFY is among the top 3% 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 SCBFY is 9797
Overall Rank
The Sharpe Ratio Rank of SCBFY is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of SCBFY is 9797
Sortino Ratio Rank
The Omega Ratio Rank of SCBFY is 9696
Omega Ratio Rank
The Calmar Ratio Rank of SCBFY is 9797
Calmar Ratio Rank
The Martin Ratio Rank of SCBFY is 9999
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 Standard Chartered PLC (SCBFY) 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 SCBFY, currently valued at 3.61, compared to the broader market-2.000.002.003.611.74
The chart of Sortino ratio for SCBFY, currently valued at 4.23, compared to the broader market-4.00-2.000.002.004.006.004.232.36
The chart of Omega ratio for SCBFY, currently valued at 1.58, compared to the broader market0.501.001.502.001.581.32
The chart of Calmar ratio for SCBFY, currently valued at 4.49, compared to the broader market0.002.004.006.004.492.62
The chart of Martin ratio for SCBFY, currently valued at 27.33, compared to the broader market-10.000.0010.0020.0030.0027.3310.69
SCBFY
^GSPC

The current Standard Chartered PLC Sharpe ratio is 3.61. 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 Standard Chartered 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 Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
3.61
1.74
SCBFY (Standard Chartered PLC)
Benchmark (^GSPC)

Dividends

Dividend History

Standard Chartered PLC provided a 2.05% dividend yield over the last twelve months, with an annual payout of $0.60 per share. The company has been increasing its dividends for 3 consecutive years.


2.00%2.50%3.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020
Dividend$0.60$0.60$0.40$0.26$0.24$0.40

Dividend yield

2.05%2.40%2.36%1.74%1.95%3.13%

Monthly Dividends

The table displays the monthly dividend distributions for Standard Chartered 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$0.00
2024$0.00$0.00$0.42$0.00$0.00$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.60
2023$0.00$0.28$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.40
2022$0.00$0.18$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.26
2021$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.24
2020$0.40$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.40

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%2.1%
Standard Chartered PLC has a dividend yield of 2.05%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%25.6%
Standard Chartered PLC has a payout ratio of 25.61%, which is quite average when compared to the overall market. This suggests that Standard Chartered 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.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February00
SCBFY (Standard Chartered PLC)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Standard Chartered 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 Standard Chartered PLC was 55.03%, occurring on Sep 25, 2020. Recovery took 597 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.03%Dec 17, 2019196Sep 25, 2020597Feb 9, 2023793
-26.27%Aug 14, 2023128Feb 14, 202454May 2, 2024182
-23.75%Mar 6, 202316Mar 27, 202385Jul 28, 2023101
-12.23%Aug 1, 20243Aug 5, 202410Aug 19, 202413
-10.39%Nov 8, 20199Nov 20, 201917Dec 16, 201926

Volatility

Volatility Chart

The current Standard Chartered PLC volatility is 6.26%, 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%12.00%SeptemberOctoberNovemberDecember2025February
6.26%
3.07%
SCBFY (Standard Chartered PLC)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Standard Chartered 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 Standard Chartered PLC compared to its peers in the Banks - Diversified industry.


PE Ratio
10.020.030.040.050.09.7
The chart displays the price to earnings (P/E) ratio for SCBFY in comparison to other companies of the Banks - Diversified industry. Currently, SCBFY has a PE value of 9.7. This PE ratio falls in the average range for the industry.
PEG Ratio
5.010.015.020.025.030.01.5
The chart displays the price to earnings to growth (PEG) ratio for SCBFY in comparison to other companies of the Banks - Diversified industry. Currently, SCBFY has a PEG value of 1.5. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Standard Chartered PLC.


Loading data...

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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

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.

Copyright © 2025 PortfoliosLab