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HSBC vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between HSBC and V is 0.41, 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.


-0.50.00.51.00.4

Performance

HSBC vs. V - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in HSBC Holdings plc (HSBC) and Visa Inc. (V). The values are adjusted to include any dividend payments, if applicable.

0.00%500.00%1,000.00%1,500.00%2,000.00%2,500.00%SeptemberOctoberNovemberDecember2025
52.92%
2,622.38%
HSBC
V

Key characteristics

Sharpe Ratio

HSBC:

1.97

V:

1.42

Sortino Ratio

HSBC:

2.32

V:

1.94

Omega Ratio

HSBC:

1.37

V:

1.27

Calmar Ratio

HSBC:

2.30

V:

1.95

Martin Ratio

HSBC:

13.85

V:

4.92

Ulcer Index

HSBC:

3.00%

V:

4.94%

Daily Std Dev

HSBC:

21.12%

V:

17.05%

Max Drawdown

HSBC:

-74.47%

V:

-51.90%

Current Drawdown

HSBC:

-0.46%

V:

-0.36%

Fundamentals

Market Cap

HSBC:

$187.01B

V:

$662.32B

EPS

HSBC:

$6.07

V:

$9.88

PE Ratio

HSBC:

8.64

V:

34.60

PEG Ratio

HSBC:

3.48

V:

2.28

Total Revenue (TTM)

HSBC:

$54.53B

V:

$36.80B

Gross Profit (TTM)

HSBC:

$50.46B

V:

$31.17B

EBITDA (TTM)

HSBC:

-$814.00M

V:

$25.63B

Returns By Period

In the year-to-date period, HSBC achieves a 6.00% return, which is significantly lower than V's 8.15% return. Over the past 10 years, HSBC has underperformed V with an annualized return of 6.61%, while V has yielded a comparatively higher 18.42% annualized return.


HSBC

YTD

6.00%

1M

6.85%

6M

29.82%

1Y

43.44%

5Y*

12.43%

10Y*

6.61%

V

YTD

8.15%

1M

8.54%

6M

28.72%

1Y

24.26%

5Y*

11.76%

10Y*

18.42%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

HSBC vs. V — Risk-Adjusted Performance Rank

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

HSBC
The Risk-Adjusted Performance Rank of HSBC is 9191
Overall Rank
The Sharpe Ratio Rank of HSBC is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of HSBC is 8686
Sortino Ratio Rank
The Omega Ratio Rank of HSBC is 8989
Omega Ratio Rank
The Calmar Ratio Rank of HSBC is 9292
Calmar Ratio Rank
The Martin Ratio Rank of HSBC is 9595
Martin Ratio Rank

V
The Risk-Adjusted Performance Rank of V is 8484
Overall Rank
The Sharpe Ratio Rank of V is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8080
Sortino Ratio Rank
The Omega Ratio Rank of V is 8181
Omega Ratio Rank
The Calmar Ratio Rank of V is 9090
Calmar Ratio Rank
The Martin Ratio Rank of V is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HSBC vs. V - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for HSBC Holdings plc (HSBC) and Visa Inc. (V). 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.


Sharpe ratio
The chart of Sharpe ratio for HSBC, currently valued at 1.97, compared to the broader market-2.000.002.001.971.42
The chart of Sortino ratio for HSBC, currently valued at 2.32, compared to the broader market-4.00-2.000.002.004.002.321.94
The chart of Omega ratio for HSBC, currently valued at 1.37, compared to the broader market0.501.001.502.001.371.27
The chart of Calmar ratio for HSBC, currently valued at 3.29, compared to the broader market0.002.004.006.003.291.95
The chart of Martin ratio for HSBC, currently valued at 13.85, compared to the broader market0.0010.0020.0013.854.92
HSBC
V

The current HSBC Sharpe Ratio is 1.97, which is higher than the V Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of HSBC and V, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.00SeptemberOctoberNovemberDecember2025
1.97
1.42
HSBC
V

Dividends

HSBC vs. V - Dividend Comparison

HSBC's dividend yield for the trailing twelve months is around 5.82%, more than V's 0.63% yield.


TTM20242023202220212020201920182017201620152014
HSBC
HSBC Holdings plc
5.82%6.17%6.54%4.33%3.65%0.00%6.52%6.20%4.94%6.35%6.33%5.19%
V
Visa Inc.
0.63%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

Drawdowns

HSBC vs. V - Drawdown Comparison

The maximum HSBC drawdown since its inception was -74.47%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for HSBC and V. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025
-0.46%
-0.36%
HSBC
V

Volatility

HSBC vs. V - Volatility Comparison

HSBC Holdings plc (HSBC) and Visa Inc. (V) have volatilities of 4.35% and 4.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%SeptemberOctoberNovemberDecember2025
4.35%
4.26%
HSBC
V

Financials

HSBC vs. V - Financials Comparison

This section allows you to compare key financial metrics between HSBC Holdings plc and Visa Inc.. 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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