HSBC vs. BCS
Compare and contrast key facts about HSBC Holdings plc (HSBC) and Barclays PLC (BCS).
Performance
HSBC vs. BCS - Performance Comparison
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HSBC vs. BCS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSBC HSBC Holdings plc | 7.81% | 67.91% | 34.48% | 39.45% | 7.79% | 20.76% | -31.71% | 1.44% | -16.05% | 36.04% |
BCS Barclays PLC | -15.86% | 96.49% | 76.26% | 6.01% | -21.90% | 31.71% | -12.84% | 31.90% | -29.25% | 0.44% |
Fundamentals
HSBC:
$290.51B
BCS:
$73.44B
HSBC:
$6.36
BCS:
$2.04
HSBC:
12.98
BCS:
10.36
HSBC:
0.64
BCS:
1.87
HSBC:
1.96
BCS:
2.64
HSBC:
1.64
BCS:
0.94
HSBC:
$147.86B
BCS:
$28.09B
HSBC:
$80.78B
BCS:
$28.09B
HSBC:
$29.03B
BCS:
$7.30B
Returns By Period
In the year-to-date period, HSBC achieves a 7.81% return, which is significantly higher than BCS's -15.86% return. Over the past 10 years, HSBC has outperformed BCS with an annualized return of 16.85%, while BCS has yielded a comparatively lower 12.78% annualized return.
HSBC
- 1D
- 3.96%
- 1M
- -8.96%
- YTD
- 7.81%
- 6M
- 20.32%
- 1Y
- 51.19%
- 3Y*
- 44.33%
- 5Y*
- 30.73%
- 10Y*
- 16.85%
BCS
- 1D
- 4.70%
- 1M
- -12.85%
- YTD
- -15.86%
- 6M
- 3.60%
- 1Y
- 40.55%
- 3Y*
- 48.18%
- 5Y*
- 19.89%
- 10Y*
- 12.78%
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Return for Risk
HSBC vs. BCS — Risk / Return Rank
HSBC
BCS
HSBC vs. BCS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC Holdings plc (HSBC) and Barclays PLC (BCS). 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.
| HSBC | BCS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 1.30 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.31 | 1.77 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.24 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.58 | 1.54 | +1.05 |
Martin ratioReturn relative to average drawdown | 9.47 | 5.42 | +4.05 |
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
| HSBC | BCS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 1.30 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.21 | 0.59 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.34 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.17 | +0.07 |
Correlation
The correlation between HSBC and BCS is 0.65, 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.
Dividends
HSBC vs. BCS - Dividend Comparison
HSBC's dividend yield for the trailing twelve months is around 4.55%, more than BCS's 2.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSBC HSBC Holdings plc | 4.55% | 4.19% | 8.29% | 6.54% | 4.33% | 3.65% | 4.05% | 6.52% | 6.20% | 4.94% | 6.35% | 6.33% |
BCS Barclays PLC | 2.21% | 1.70% | 3.13% | 4.86% | 4.18% | 1.61% | 3.91% | 3.68% | 3.21% | 1.37% | 2.26% | 2.95% |
Drawdowns
HSBC vs. BCS - Drawdown Comparison
The maximum HSBC drawdown since its inception was -74.47%, smaller than the maximum BCS drawdown of -94.36%. Use the drawdown chart below to compare losses from any high point for HSBC and BCS.
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Drawdown Indicators
| HSBC | BCS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.47% | -94.36% | +19.89% |
Max Drawdown (1Y)Largest decline over 1 year | -19.48% | -26.20% | +6.72% |
Max Drawdown (5Y)Largest decline over 5 years | -31.80% | -48.14% | +16.34% |
Max Drawdown (10Y)Largest decline over 10 years | -62.26% | -66.10% | +3.84% |
Current DrawdownCurrent decline from peak | -10.25% | -37.43% | +27.18% |
Average DrawdownAverage peak-to-trough decline | -24.26% | -38.46% | +14.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 7.42% | -2.11% |
Volatility
HSBC vs. BCS - Volatility Comparison
The current volatility for HSBC Holdings plc (HSBC) is 11.22%, while Barclays PLC (BCS) has a volatility of 11.96%. This indicates that HSBC experiences smaller price fluctuations and is considered to be less risky than BCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSBC | BCS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.22% | 11.96% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 20.39% | 21.39% | -1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.02% | 31.39% | -3.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.53% | 33.89% | -8.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.47% | 37.72% | -12.25% |
Financials
HSBC vs. BCS - Financials Comparison
This section allows you to compare key financial metrics between HSBC Holdings plc and Barclays 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
HSBC vs. BCS - Profitability Comparison
HSBC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, HSBC Holdings plc reported a gross profit of 27.48B and revenue of 46.79B. Therefore, the gross margin over that period was 58.7%.
BCS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Barclays PLC reported a gross profit of 6.50B and revenue of 6.50B. Therefore, the gross margin over that period was 100.0%.
HSBC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, HSBC Holdings plc reported an operating income of 6.79B and revenue of 46.79B, resulting in an operating margin of 14.5%.
BCS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Barclays PLC reported an operating income of 1.91B and revenue of 6.50B, resulting in an operating margin of 29.4%.
HSBC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, HSBC Holdings plc reported a net income of 4.94B and revenue of 46.79B, resulting in a net margin of 10.6%.
BCS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Barclays PLC reported a net income of 1.45B and revenue of 6.50B, resulting in a net margin of 22.4%.