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BCS vs. HSBC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BCS and HSBC is 0.60, 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

BCS vs. HSBC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Barclays PLC (BCS) and HSBC Holdings plc (HSBC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BCS:

1.66

HSBC:

1.71

Sortino Ratio

BCS:

2.18

HSBC:

1.93

Omega Ratio

BCS:

1.29

HSBC:

1.29

Calmar Ratio

BCS:

0.88

HSBC:

1.74

Martin Ratio

BCS:

12.50

HSBC:

8.15

Ulcer Index

BCS:

4.85%

HSBC:

4.66%

Daily Std Dev

BCS:

36.17%

HSBC:

24.84%

Max Drawdown

BCS:

-94.39%

HSBC:

-74.47%

Current Drawdown

BCS:

-48.47%

HSBC:

-1.61%

Fundamentals

Market Cap

BCS:

$59.50B

HSBC:

$205.54B

EPS

BCS:

$1.99

HSBC:

$5.45

PE Ratio

BCS:

8.39

HSBC:

10.69

PEG Ratio

BCS:

1.31

HSBC:

2.21

PS Ratio

BCS:

2.39

HSBC:

3.54

PB Ratio

BCS:

0.60

HSBC:

1.08

Total Revenue (TTM)

BCS:

$26.99B

HSBC:

$71.90B

Gross Profit (TTM)

BCS:

$26.99B

HSBC:

$67.82B

EBITDA (TTM)

BCS:

-$410.00M

HSBC:

$8.37B

Returns By Period

In the year-to-date period, BCS achieves a 27.89% return, which is significantly higher than HSBC's 22.50% return. Over the past 10 years, BCS has underperformed HSBC with an annualized return of 3.31%, while HSBC has yielded a comparatively higher 7.53% annualized return.


BCS

YTD

27.89%

1M

19.80%

6M

26.09%

1Y

59.53%

5Y*

33.20%

10Y*

3.31%

HSBC

YTD

22.50%

1M

17.78%

6M

33.69%

1Y

42.11%

5Y*

25.21%

10Y*

7.53%

*Annualized

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Risk-Adjusted Performance

BCS vs. HSBC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BCS
The Risk-Adjusted Performance Rank of BCS is 8989
Overall Rank
The Sharpe Ratio Rank of BCS is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BCS is 8888
Sortino Ratio Rank
The Omega Ratio Rank of BCS is 8787
Omega Ratio Rank
The Calmar Ratio Rank of BCS is 8181
Calmar Ratio Rank
The Martin Ratio Rank of BCS is 9797
Martin Ratio Rank

HSBC
The Risk-Adjusted Performance Rank of HSBC is 9090
Overall Rank
The Sharpe Ratio Rank of HSBC is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of HSBC is 8585
Sortino Ratio Rank
The Omega Ratio Rank of HSBC is 8787
Omega Ratio Rank
The Calmar Ratio Rank of HSBC is 9191
Calmar Ratio Rank
The Martin Ratio Rank of HSBC is 9393
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.

BCS vs. HSBC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Barclays PLC (BCS) and HSBC Holdings plc (HSBC). 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.


The current BCS Sharpe Ratio is 1.66, which is comparable to the HSBC Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of BCS and HSBC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

BCS vs. HSBC - Dividend Comparison

BCS's dividend yield for the trailing twelve months is around 2.56%, less than HSBC's 5.67% yield.


TTM20242023202220212020201920182017201620152014
BCS
Barclays PLC
2.56%3.17%4.84%4.02%1.61%3.90%3.76%3.21%1.40%2.32%3.02%2.84%
HSBC
HSBC Holdings plc
5.67%6.17%6.54%4.33%3.65%0.00%6.52%6.20%4.94%6.35%6.33%5.19%

Drawdowns

BCS vs. HSBC - Drawdown Comparison

The maximum BCS drawdown since its inception was -94.39%, which is greater than HSBC's maximum drawdown of -74.47%. Use the drawdown chart below to compare losses from any high point for BCS and HSBC. For additional features, visit the drawdowns tool.


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Volatility

BCS vs. HSBC - Volatility Comparison

Barclays PLC (BCS) and HSBC Holdings plc (HSBC) have volatilities of 8.14% and 7.90%, 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.


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Financials

BCS vs. HSBC - Financials Comparison

This section allows you to compare key financial metrics between Barclays 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B10.00B15.00B20.00B20212022202320242025
7.71B
17.74B
(BCS) Total Revenue
(HSBC) Total Revenue
Values in USD except per share items

BCS vs. HSBC - Profitability Comparison

The chart below illustrates the profitability comparison between Barclays PLC and HSBC Holdings plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

80.0%85.0%90.0%95.0%100.0%20212022202320242025
100.0%
100.0%
(BCS) Gross Margin
(HSBC) Gross Margin
BCS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Barclays PLC reported a gross profit of 7.71B and revenue of 7.71B. Therefore, the gross margin over that period was 100.0%.

HSBC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, HSBC Holdings plc reported a gross profit of 17.74B and revenue of 17.74B. Therefore, the gross margin over that period was 100.0%.

BCS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Barclays PLC reported an operating income of 3.36B and revenue of 7.71B, resulting in an operating margin of 43.5%.

HSBC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, HSBC Holdings plc reported an operating income of 9.28B and revenue of 17.74B, resulting in an operating margin of 52.3%.

BCS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Barclays PLC reported a net income of 2.10B and revenue of 7.71B, resulting in a net margin of 27.2%.

HSBC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, HSBC Holdings plc reported a net income of 6.93B and revenue of 17.74B, resulting in a net margin of 39.1%.