AZN vs. HSBA.L
AZN (AstraZeneca PLC) and HSBA.L (HSBC Holdings plc) are both stocks. AZN operates in Drug Manufacturers - General (Healthcare), while HSBA.L operates in Banks - Diversified (Financial Services). Over the past 10 years, AZN returned 15.85%/yr vs 17.27%/yr for HSBA.L. At a 0.30 correlation, their price movements are largely independent.
Performance
AZN vs. HSBA.L - Performance Comparison
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Different Trading Currencies
AZN is traded in USD, while HSBA.L is traded in GBp. To make them comparable, the HSBA.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AZN achieves a 0.81% return, which is significantly lower than HSBA.L's 19.57% return. Over the past 10 years, AZN has underperformed HSBA.L with an annualized return of 15.85%, while HSBA.L has yielded a comparatively higher 17.27% annualized return.
AZN
- 1D
- -2.37%
- 1M
- -0.71%
- YTD
- 0.81%
- 6M
- 1.53%
- 1Y
- 28.04%
- 3Y*
- 9.54%
- 5Y*
- 12.08%
- 10Y*
- 15.85%
HSBA.L
- 1D
- 0.82%
- 1M
- 2.25%
- YTD
- 19.57%
- 6M
- 33.16%
- 1Y
- 60.71%
- 3Y*
- 43.51%
- 5Y*
- 32.16%
- 10Y*
- 17.27%
AZN vs. HSBA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 0.81% | 43.30% | -0.62% | 1.44% | 19.14% | 19.66% | 3.12% | 35.68% | 13.86% | 33.10% |
HSBA.L HSBC Holdings plc | 19.57% | 69.67% | 34.16% | 39.11% | 7.09% | 21.78% | -34.03% | 1.50% | -16.08% | 35.30% |
Correlation
The correlation between AZN and HSBA.L is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2007 | 0.30 |
The correlation between AZN and HSBA.L shifts across timeframes, from 0.20 (10 years) to 0.30 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AZN:
$283.40B
HSBA.L:
£237.12B
AZN:
$6.66
HSBA.L:
£1.27
AZN:
27.27
HSBA.L:
10.80
AZN:
0.04
HSBA.L:
0.52
AZN:
4.69
HSBA.L:
1.91
AZN:
5.99
HSBA.L:
1.36
AZN:
$60.44B
HSBA.L:
£125.68B
AZN:
$49.37B
HSBA.L:
£61.95B
AZN:
$20.47B
HSBA.L:
£31.98B
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Return for Risk
AZN vs. HSBA.L — Risk / Return Rank
AZN
HSBA.L
AZN vs. HSBA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) and HSBC Holdings plc (HSBA.L). 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.
| AZN | HSBA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.97 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.40 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 3.54 | -1.70 |
| Martin ratioReturn relative to average drawdown | 4.90 | 12.89 | -7.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AZN | HSBA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 2.20 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 1.21 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.65 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.14 | +0.35 |
Drawdowns
AZN vs. HSBA.L - Drawdown Comparison
The maximum AZN drawdown since its inception was -48.94%, smaller than the maximum HSBA.L drawdown of -75.69%. Use the drawdown chart below to compare losses from any high point for AZN and HSBA.L.
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Drawdown Indicators
| AZN | HSBA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.94% | -75.69% | +26.75% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -17.07% | +1.64% |
Max Drawdown (3Y)Largest decline over 3 years | -27.87% | -21.55% | -6.32% |
Max Drawdown (5Y)Largest decline over 5 years | -27.87% | -32.36% | +4.49% |
Max Drawdown (10Y)Largest decline over 10 years | -27.87% | -63.05% | +35.18% |
Current DrawdownCurrent decline from peak | -12.90% | -3.66% | -9.24% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -34.38% | +23.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 4.68% | +1.07% |
Volatility
AZN vs. HSBA.L - Volatility Comparison
AstraZeneca PLC (AZN) has a higher volatility of 7.42% compared to HSBC Holdings plc (HSBA.L) at 6.69%. This indicates that AZN's price experiences larger fluctuations and is considered to be riskier than HSBA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AZN | HSBA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 6.69% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 17.47% | 22.87% | -5.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.55% | 27.52% | -1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.02% | 26.66% | -2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.94% | 26.39% | -1.45% |
Dividends
AZN vs. HSBA.L - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 2.93%, less than HSBA.L's 4.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 2.93% | 1.70% | 2.27% | 2.15% | 2.12% | 2.35% | 2.80% | 2.81% | 3.69% | 3.95% | 5.01% | 4.06% |
HSBA.L HSBC Holdings plc | 4.06% | 4.28% | 8.28% | 6.80% | 4.11% | 3.54% | 0.00% | 6.79% | 5.83% | 5.18% | 0.00% | 0.00% |
Financials
AZN vs. HSBA.L - Financials Comparison
This section allows you to compare key financial metrics between AstraZeneca PLC and HSBC Holdings plc. 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
AZN vs. HSBA.L - Profitability Comparison
AZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a gross profit of 12.61B and revenue of 15.29B. Therefore, the gross margin over that period was 82.5%.
HSBA.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, HSBC Holdings plc reported a gross profit of 15.89B and revenue of 31.56B. Therefore, the gross margin over that period was 50.4%.
AZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported an operating income of 4.25B and revenue of 15.29B, resulting in an operating margin of 27.8%.
HSBA.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, HSBC Holdings plc reported an operating income of 9.18B and revenue of 31.56B, resulting in an operating margin of 29.1%.
AZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a net income of 3.08B and revenue of 15.29B, resulting in a net margin of 20.2%.
HSBA.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, HSBC Holdings plc reported a net income of 7.19B and revenue of 31.56B, resulting in a net margin of 22.8%.
Frequently Asked Questions
AZN and HSBA.L have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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