HSBA.L vs. SGPYY
HSBA.L (HSBC Holdings plc) and SGPYY (Sage Group PLC ADR) are both stocks. HSBA.L operates in Banks - Diversified (Financial Services), while SGPYY operates in Software - Application (Technology). Over the past 10 years, HSBA.L returned 18.05%/yr vs 5.84%/yr for SGPYY. At a 0.20 correlation, their price movements are largely independent.
Performance
HSBA.L vs. SGPYY - Performance Comparison
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Different Trading Currencies
HSBA.L is traded in GBp, while SGPYY is traded in USD. To make them comparable, the SGPYY values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, HSBA.L achieves a 20.63% return, which is significantly higher than SGPYY's -17.33% return. Over the past 10 years, HSBA.L has outperformed SGPYY with an annualized return of 18.05%, while SGPYY has yielded a comparatively lower 5.84% annualized return.
HSBA.L
- 1D
- 0.76%
- 1M
- 4.48%
- YTD
- 20.63%
- 6M
- 33.00%
- 1Y
- 62.97%
- 3Y*
- 40.74%
- 5Y*
- 33.67%
- 10Y*
- 18.05%
SGPYY
- 1D
- -0.86%
- 1M
- -1.38%
- YTD
- -17.33%
- 6M
- -16.84%
- 1Y
- -28.59%
- 3Y*
- 2.61%
- 5Y*
- 7.63%
- 10Y*
- 5.84%
HSBA.L vs. SGPYY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSBA.L HSBC Holdings plc | 20.63% | 57.77% | 36.43% | 32.14% | 19.91% | 22.90% | -35.99% | -2.41% | -11.05% | 23.54% |
SGPYY Sage Group PLC ADR | -17.33% | -13.78% | 9.86% | 62.08% | -13.64% | 52.70% | -20.29% | 28.13% | -23.36% | 26.67% |
Correlation
The correlation between HSBA.L and SGPYY is -0.10, 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 | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.20 |
The correlation between HSBA.L and SGPYY shifts across timeframes, from -0.10 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
Fundamentals
HSBA.L:
£237.12B
SGPYY:
$11.14B
HSBA.L:
£1.27
SGPYY:
$3.03
HSBA.L:
10.80
SGPYY:
15.32
HSBA.L:
0.52
SGPYY:
1.14
HSBA.L:
1.91
SGPYY:
2.22
HSBA.L:
1.36
SGPYY:
50.62
HSBA.L:
£125.68B
SGPYY:
$5.07B
HSBA.L:
£61.95B
SGPYY:
$4.66B
HSBA.L:
£31.98B
SGPYY:
$1.27B
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Return for Risk
HSBA.L vs. SGPYY — Risk / Return Rank
HSBA.L
SGPYY
HSBA.L vs. SGPYY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC Holdings plc (HSBA.L) and Sage Group PLC ADR (SGPYY). 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.
| HSBA.L | SGPYY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.49 | ||
| Sortino ratioReturn per unit of downside risk | +4.44 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 0.83 | +0.62 |
| Calmar ratioReturn relative to maximum drawdown | 3.93 | -0.76 | +4.68 |
| Martin ratioReturn relative to average drawdown | 14.65 | -1.34 | +15.99 |
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
| HSBA.L | SGPYY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.49 | -1.00 | +3.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.37 | 0.29 | +1.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.20 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.33 | -0.11 |
Drawdowns
HSBA.L vs. SGPYY - Drawdown Comparison
The maximum HSBA.L drawdown since its inception was -66.05%, which is greater than SGPYY's maximum drawdown of -47.60%. Use the drawdown chart below to compare losses from any high point for HSBA.L and SGPYY.
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Drawdown Indicators
| HSBA.L | SGPYY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.05% | -47.60% | -18.45% |
Max Drawdown (1Y)Largest decline over 1 year | -15.96% | -37.95% | +21.99% |
Max Drawdown (3Y)Largest decline over 3 years | -21.98% | -40.61% | +18.63% |
Max Drawdown (5Y)Largest decline over 5 years | -21.98% | -40.61% | +18.63% |
Max Drawdown (10Y)Largest decline over 10 years | -59.96% | -40.61% | -19.35% |
Current DrawdownCurrent decline from peak | -2.74% | -33.17% | +30.43% |
Average DrawdownAverage peak-to-trough decline | -18.74% | -11.51% | -7.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 21.31% | -17.04% |
Volatility
HSBA.L vs. SGPYY - Volatility Comparison
The current volatility for HSBC Holdings plc (HSBA.L) is 5.97%, while Sage Group PLC ADR (SGPYY) has a volatility of 12.72%. This indicates that HSBA.L experiences smaller price fluctuations and is considered to be less risky than SGPYY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSBA.L | SGPYY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 12.72% | -6.75% |
Volatility (6M)Calculated over the trailing 6-month period | 20.94% | 25.06% | -4.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.25% | 28.71% | -3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.59% | 26.65% | -2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.77% | 28.66% | -3.89% |
Dividends
HSBA.L vs. SGPYY - Dividend Comparison
HSBA.L's dividend yield for the trailing twelve months is around 4.06%, more than SGPYY's 2.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SGPYY Sage Group PLC ADR | 2.59% | 1.87% | 1.57% | 1.50% | 2.59% | 1.88% | 2.37% | 1.86% | 2.45% | 1.47% | 4.60% | 1.88% |
Financials
HSBA.L vs. SGPYY - Financials Comparison
This section allows you to compare key financial metrics between HSBC Holdings plc and Sage Group PLC ADR. 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
HSBA.L vs. SGPYY - Profitability Comparison
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%.
SGPYY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sage Group PLC ADR reported a gross profit of 1.23B and revenue of 1.38B. Therefore, the gross margin over that period was 89.1%.
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%.
SGPYY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sage Group PLC ADR reported an operating income of 308.57M and revenue of 1.38B, resulting in an operating margin of 22.3%.
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%.
SGPYY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sage Group PLC ADR reported a net income of 198.94M and revenue of 1.38B, resulting in a net margin of 14.4%.
Frequently Asked Questions
HSBA.L and SGPYY have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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