HSBC vs. 3988.HK
Compare and contrast key facts about HSBC Holdings plc (HSBC) and Bank of China Limited (3988.HK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSBC or 3988.HK.
Key characteristics
| HSBC | 3988.HK | |
|---|---|---|
| YTD Return | 6.89% | 14.09% |
| 1Y Return | 26.23% | 18.23% |
| 3Y Return (Ann) | 19.20% | 11.92% |
| 5Y Return (Ann) | 4.08% | 5.98% |
| 10Y Return (Ann) | 3.32% | 7.16% |
| Sharpe Ratio | 1.22 | 1.00 |
| Daily Std Dev | 20.82% | 19.59% |
| Max Drawdown | -74.47% | -66.11% |
| Current Drawdown | -4.68% | 0.00% |
Fundamentals
| HSBC | 3988.HK | |
|---|---|---|
| Market Cap | $153.01B | HK$1.36T |
| EPS | $5.70 | HK$0.75 |
| PE Ratio | 7.11 | 4.20 |
| PEG Ratio | 0.44 | 0.50 |
| Revenue (TTM) | $56.35B | HK$518.28B |
| Gross Profit (TTM) | $50.51B | HK$502.99B |
Correlation
The correlation between HSBC and 3988.HK is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HSBC vs. 3988.HK - Performance Comparison
In the year-to-date period, HSBC achieves a 6.89% return, which is significantly lower than 3988.HK's 14.09% return. Over the past 10 years, HSBC has underperformed 3988.HK with an annualized return of 3.32%, while 3988.HK has yielded a comparatively higher 7.16% 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
HSBC vs. 3988.HK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC Holdings plc (HSBC) and Bank of China Limited (3988.HK). 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
HSBC vs. 3988.HK - Dividend Comparison
HSBC's dividend yield for the trailing twelve months is around 7.33%, less than 3988.HK's 7.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSBC HSBC Holdings plc | 7.33% | 6.54% | 4.33% | 3.65% | 0.00% | 6.52% | 6.20% | 4.94% | 6.35% | 6.33% | 5.19% | 4.35% |
3988.HK Bank of China Limited | 7.41% | 8.45% | 9.12% | 8.46% | 7.90% | 6.33% | 6.26% | 5.01% | 6.02% | 6.86% | 5.65% | 6.15% |
Drawdowns
HSBC vs. 3988.HK - Drawdown Comparison
The maximum HSBC drawdown since its inception was -74.47%, which is greater than 3988.HK's maximum drawdown of -66.11%. Use the drawdown chart below to compare losses from any high point for HSBC and 3988.HK. For additional features, visit the drawdowns tool.
Volatility
HSBC vs. 3988.HK - Volatility Comparison
HSBC Holdings plc (HSBC) has a higher volatility of 5.74% compared to Bank of China Limited (3988.HK) at 4.51%. This indicates that HSBC's price experiences larger fluctuations and is considered to be riskier than 3988.HK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HSBC vs. 3988.HK - Financials Comparison
This section allows you to compare key financial metrics between HSBC Holdings plc and Bank of China Limited. 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