HSBC vs. JPM
Compare and contrast key facts about HSBC Holdings plc (HSBC) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSBC or JPM.
Correlation
The correlation between HSBC and JPM is 0.60, 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
HSBC vs. JPM - Performance Comparison
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Key characteristics
HSBC:
1.59
JPM:
1.09
HSBC:
1.84
JPM:
1.77
HSBC:
1.28
JPM:
1.26
HSBC:
1.64
JPM:
1.43
HSBC:
7.64
JPM:
4.82
HSBC:
4.68%
JPM:
7.27%
HSBC:
24.89%
JPM:
28.66%
HSBC:
-74.47%
JPM:
-74.02%
HSBC:
-4.11%
JPM:
-9.04%
Fundamentals
HSBC:
$200.24B
JPM:
$701.75B
HSBC:
$5.45
JPM:
$20.38
HSBC:
10.40
JPM:
12.39
HSBC:
2.15
JPM:
6.68
HSBC:
3.45
JPM:
4.07
HSBC:
1.05
JPM:
2.05
HSBC:
$71.90B
JPM:
$228.61B
HSBC:
$67.82B
JPM:
$186.05B
HSBC:
$8.37B
JPM:
$104.01B
Returns By Period
In the year-to-date period, HSBC achieves a 19.39% return, which is significantly higher than JPM's 6.78% return. Over the past 10 years, HSBC has underperformed JPM with an annualized return of 7.32%, while JPM has yielded a comparatively higher 17.73% annualized return.
HSBC
19.39%
15.99%
31.34%
38.85%
23.60%
7.32%
JPM
6.78%
8.00%
8.01%
31.11%
25.76%
17.73%
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Risk-Adjusted Performance
HSBC vs. JPM — Risk-Adjusted Performance Rank
HSBC
JPM
HSBC vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC Holdings plc (HSBC) and JPMorgan Chase & Co. (JPM). 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.
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Dividends
HSBC vs. JPM - Dividend Comparison
HSBC's dividend yield for the trailing twelve months is around 5.81%, more than JPM's 2.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSBC HSBC Holdings plc | 5.81% | 6.17% | 6.54% | 4.33% | 3.65% | 0.00% | 6.51% | 6.20% | 4.94% | 6.35% | 6.33% | 5.19% |
JPM JPMorgan Chase & Co. | 2.00% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
HSBC vs. JPM - Drawdown Comparison
The maximum HSBC drawdown since its inception was -74.47%, roughly equal to the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for HSBC and JPM. For additional features, visit the drawdowns tool.
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Volatility
HSBC vs. JPM - Volatility Comparison
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Financials
HSBC vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between HSBC Holdings plc and JPMorgan Chase & Co.. 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. JPM - Profitability Comparison
HSBC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, HSBC Holdings plc reported a gross profit of 17.74B and revenue of 17.74B. Therefore, the gross margin over that period was 100.0%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
HSBC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, HSBC Holdings plc reported an operating income of 9.28B and revenue of 17.74B, resulting in an operating margin of 52.3%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
HSBC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, HSBC Holdings plc reported a net income of 6.93B and revenue of 17.74B, resulting in a net margin of 39.1%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.