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BNZL.L vs. HSBA.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BNZL.L vs. HSBA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Bunzl plc (BNZL.L) and HSBC Holdings plc (HSBA.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BNZL.L achieves a 17.73% return, which is significantly lower than HSBA.L's 22.49% return. Over the past 10 years, BNZL.L has underperformed HSBA.L with an annualized return of 4.12%, while HSBA.L has yielded a comparatively higher 18.10% annualized return.


BNZL.L

1D
4.73%
1M
0.62%
YTD
17.73%
6M
13.58%
1Y
6.59%
3Y*
-6.32%
5Y*
3.52%
10Y*
4.12%

HSBA.L

1D
-1.26%
1M
2.97%
YTD
22.49%
6M
34.35%
1Y
66.62%
3Y*
41.24%
5Y*
33.39%
10Y*
18.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BNZL.L vs. HSBA.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BNZL.L
Bunzl plc
17.73%-35.01%5.63%18.04%-2.45%20.80%23.20%-10.71%16.71%0.07%
HSBA.L
HSBC Holdings plc
22.49%57.78%34.72%32.14%19.91%22.90%-35.99%-2.42%-11.05%23.54%

Correlation

The correlation between BNZL.L and HSBA.L is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.01

Correlation (3Y)
Calculated over the trailing 3-year period

0.19

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Oct 30, 1998

0.30

Over the past year, the correlation between BNZL.L and HSBA.L has dropped to 0.01 - well below their long-term average of 0.30, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

BNZL.L:

£7.79B

HSBA.L:

£240.72B

EPS

BNZL.L:

£2.93

HSBA.L:

£1.27

PE Ratio

BNZL.L:

8.14

HSBA.L:

10.96

PEG Ratio

BNZL.L:

4.74

HSBA.L:

0.52

PS Ratio

BNZL.L:

0.33

HSBA.L:

1.94

PB Ratio

BNZL.L:

2.79

HSBA.L:

1.38

Total Revenue (TTM)

BNZL.L:

£23.62B

HSBA.L:

£125.68B

Gross Profit (TTM)

BNZL.L:

£3.39B

HSBA.L:

£61.95B

EBITDA (TTM)

BNZL.L:

£2.30B

HSBA.L:

£31.98B

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Return for Risk

BNZL.L vs. HSBA.L — Risk / Return Rank

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

BNZL.L
BNZL.L Risk / Return Rank: 4747
Overall Rank
BNZL.L Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
BNZL.L Sortino Ratio Rank: 4545
Sortino Ratio Rank
BNZL.L Omega Ratio Rank: 4343
Omega Ratio Rank
BNZL.L Calmar Ratio Rank: 4747
Calmar Ratio Rank
BNZL.L Martin Ratio Rank: 4747
Martin Ratio Rank

HSBA.L
HSBA.L Risk / Return Rank: 9191
Overall Rank
HSBA.L Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
HSBA.L Sortino Ratio Rank: 9090
Sortino Ratio Rank
HSBA.L Omega Ratio Rank: 9292
Omega Ratio Rank
HSBA.L Calmar Ratio Rank: 8888
Calmar Ratio Rank
HSBA.L Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BNZL.L vs. HSBA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bunzl plc (BNZL.L) 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.


BNZL.LHSBA.LDifference
Sharpe ratioReturn per unit of total volatility

-2.33

Sortino ratioReturn per unit of downside risk

-2.63

Omega ratioGain probability vs. loss probability

1.07

1.48

-0.41

Calmar ratioReturn relative to maximum drawdown

0.29

4.16

-3.87

Martin ratioReturn relative to average drawdown

0.57

15.56

-14.99

BNZL.L vs. HSBA.L - Sharpe Ratio Comparison

The current BNZL.L Sharpe Ratio is 0.32, which is lower than the HSBA.L Sharpe Ratio of 2.65. The chart below compares the historical Sharpe Ratios of BNZL.L and HSBA.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BNZL.LHSBA.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.32

2.65

-2.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.15

1.36

-1.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.18

0.73

-0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.49

-0.01

Drawdowns

BNZL.L vs. HSBA.L - Drawdown Comparison

The maximum BNZL.L drawdown since its inception was -48.72%, smaller than the maximum HSBA.L drawdown of -61.74%. Use the drawdown chart below to compare losses from any high point for BNZL.L and HSBA.L.


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Drawdown Indicators


BNZL.LHSBA.LDifference

Max Drawdown

Largest peak-to-trough decline

-48.72%

-61.74%

+13.02%

Max Drawdown (1Y)

Largest decline over 1 year

-22.45%

-15.93%

-6.52%

Max Drawdown (3Y)

Largest decline over 3 years

-44.42%

-21.98%

-22.44%

Max Drawdown (5Y)

Largest decline over 5 years

-44.42%

-21.98%

-22.44%

Max Drawdown (10Y)

Largest decline over 10 years

-48.72%

-59.97%

+11.25%

Current Drawdown

Current decline from peak

-31.70%

-1.26%

-30.44%

Average Drawdown

Average peak-to-trough decline

-9.27%

-14.81%

+5.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.50%

4.27%

+7.23%

Volatility

BNZL.L vs. HSBA.L - Volatility Comparison

The current volatility for Bunzl plc (BNZL.L) is 7.37%, while HSBC Holdings plc (HSBA.L) has a volatility of 9.91%. This indicates that BNZL.L experiences smaller price fluctuations and is considered to be less risky 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


BNZL.LHSBA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.37%

9.91%

-2.54%

Volatility (6M)

Calculated over the trailing 6-month period

15.79%

20.81%

-5.02%

Volatility (1Y)

Calculated over the trailing 1-year period

20.69%

25.02%

-4.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.81%

24.55%

-1.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.07%

24.75%

-1.68%

Dividends

BNZL.L vs. HSBA.L - Dividend Comparison

BNZL.L's dividend yield for the trailing twelve months is around 3.10%, less than HSBA.L's 4.03% yield.


PositionTTM20252024202320222021202020192018201720162015
BNZL.L
Bunzl plc
3.10%3.56%2.13%1.99%2.11%1.89%3.58%2.45%1.99%2.08%1.86%1.92%
HSBA.L
HSBC Holdings plc
4.03%4.29%7.16%6.80%4.11%3.54%0.00%6.79%5.83%5.18%5.79%6.12%

Financials

BNZL.L vs. HSBA.L - Financials Comparison

This section allows you to compare key financial metrics between Bunzl 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


0.0010.00B20.00B30.00B40.00B50.00B60.00B202120222023202420252026
8.97B
31.56B
(BNZL.L) Total Revenue
(HSBA.L) Total Revenue
Values in GBp except per share items

BNZL.L vs. HSBA.L - Profitability Comparison

The chart below illustrates the profitability comparison between Bunzl 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

0.0%20.0%40.0%60.0%80.0%100.0%202120222023202420252026
-2.3%
50.4%
Portfolio components
BNZL.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bunzl plc reported a gross profit of -202.25M and revenue of 8.97B. Therefore, the gross margin over that period was -2.3%.

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%.

BNZL.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bunzl plc reported an operating income of 585.05M and revenue of 8.97B, resulting in an operating margin of 6.5%.

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%.

BNZL.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bunzl plc reported a net income of 368.25M and revenue of 8.97B, resulting in a net margin of 4.1%.

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


BNZL.L and HSBA.L have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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