BCS vs. HSBC
Compare and contrast key facts about Barclays PLC (BCS) and HSBC Holdings plc (HSBC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCS or HSBC.
Key characteristics
| BCS | HSBC | |
|---|---|---|
| YTD Return | 78.80% | 20.35% |
| 1Y Return | 109.98% | 31.75% |
| 3Y Return (Ann) | 13.01% | 23.57% |
| 5Y Return (Ann) | 13.19% | 8.96% |
| 10Y Return (Ann) | 2.42% | 4.37% |
| Sharpe Ratio | 3.53 | 1.46 |
| Sortino Ratio | 4.06 | 1.79 |
| Omega Ratio | 1.55 | 1.28 |
| Calmar Ratio | 1.38 | 1.72 |
| Martin Ratio | 26.12 | 8.72 |
| Ulcer Index | 4.27% | 3.67% |
| Daily Std Dev | 31.64% | 21.87% |
| Max Drawdown | -94.39% | -74.47% |
| Current Drawdown | -59.24% | -3.29% |
Fundamentals
| BCS | HSBC | |
|---|---|---|
| Market Cap | $47.31B | $163.99B |
| EPS | $1.45 | $6.10 |
| PE Ratio | 9.03 | 7.43 |
| PEG Ratio | 1.17 | 3.05 |
| Total Revenue (TTM) | $26.37B | $128.76B |
| Gross Profit (TTM) | $19.82B | $153.84B |
| EBITDA (TTM) | -$672.00M | $6.61B |
Correlation
The correlation between BCS and HSBC is 0.64, 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
In the year-to-date period, BCS achieves a 78.80% return, which is significantly higher than HSBC's 20.35% return. Over the past 10 years, BCS has underperformed HSBC with an annualized return of 2.42%, while HSBC has yielded a comparatively higher 4.37% 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
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.
Dividends
BCS vs. HSBC - Dividend Comparison
BCS's dividend yield for the trailing twelve months is around 3.09%, less than HSBC's 6.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 3.09% | 4.87% | 4.17% | 1.60% | 3.90% | 3.72% | 3.21% | 1.39% | 2.25% | 3.09% | 2.87% | 2.09% |
HSBC HSBC Holdings plc | 6.73% | 6.54% | 4.33% | 3.65% | 0.00% | 6.52% | 6.20% | 4.94% | 6.35% | 6.33% | 5.19% | 4.35% |
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.
Volatility
BCS vs. HSBC - Volatility Comparison
Barclays PLC (BCS) has a higher volatility of 11.34% compared to HSBC Holdings plc (HSBC) at 6.39%. This indicates that BCS's price experiences larger fluctuations and is considered to be riskier than HSBC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities