2318.HK vs. 1299.HK
Compare and contrast key facts about Ping An Insurance (2318.HK) and AIA Group Ltd (1299.HK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2318.HK or 1299.HK.
Key characteristics
| 2318.HK | 1299.HK | |
|---|---|---|
| YTD Return | -0.28% | -24.25% |
| 1Y Return | -27.84% | -37.24% |
| 3Y Return (Ann) | -22.81% | -18.48% |
| 5Y Return (Ann) | -14.32% | -6.93% |
| 10Y Return (Ann) | 5.33% | 4.98% |
| Sharpe Ratio | -0.81 | -1.32 |
| Daily Std Dev | 38.81% | 29.55% |
| Max Drawdown | -79.20% | -55.41% |
| Current Drawdown | -60.17% | -50.03% |
Fundamentals
| 2318.HK | 1299.HK | |
|---|---|---|
| Market Cap | HK$690.89B | HK$530.31B |
| EPS | HK$5.15 | HK$0.30 |
| PE Ratio | 6.07 | 2.36K |
| PEG Ratio | 0.43 | 0.11 |
| Revenue (TTM) | HK$906.88B | HK$19.76B |
| Gross Profit (TTM) | HK$332.28B | HK$5.74B |
| EBITDA (TTM) | HK$158.35B | HK$5.92B |
Correlation
The correlation between 2318.HK and 1299.HK is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
2318.HK vs. 1299.HK - Performance Comparison
In the year-to-date period, 2318.HK achieves a -0.28% return, which is significantly higher than 1299.HK's -24.25% return. Over the past 10 years, 2318.HK has outperformed 1299.HK with an annualized return of 5.33%, while 1299.HK has yielded a comparatively lower 4.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
2318.HK vs. 1299.HK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ping An Insurance (2318.HK) and AIA Group Ltd (1299.HK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
2318.HK vs. 1299.HK - Dividend Comparison
2318.HK's dividend yield for the trailing twelve months is around 7.70%, more than 1299.HK's 3.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2318.HK Ping An Insurance | 7.70% | 7.68% | 5.55% | 4.86% | 2.44% | 2.30% | 2.80% | 1.50% | 1.67% | 1.98% | 1.11% | 0.90% |
1299.HK AIA Group Ltd | 3.02% | 2.29% | 1.71% | 1.76% | 1.34% | 1.44% | 1.59% | 1.34% | 1.67% | 1.13% | 1.03% | 0.99% |
Drawdowns
2318.HK vs. 1299.HK - Drawdown Comparison
The maximum 2318.HK drawdown since its inception was -79.20%, which is greater than 1299.HK's maximum drawdown of -55.41%. Use the drawdown chart below to compare losses from any high point for 2318.HK and 1299.HK. For additional features, visit the drawdowns tool.
Volatility
2318.HK vs. 1299.HK - Volatility Comparison
Ping An Insurance (2318.HK) and AIA Group Ltd (1299.HK) have volatilities of 11.08% and 10.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
2318.HK vs. 1299.HK - Financials Comparison
This section allows you to compare key financial metrics between Ping An Insurance and AIA Group Ltd. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities