HSBC vs. WFC
Compare and contrast key facts about HSBC Holdings plc (HSBC) and Wells Fargo & Company (WFC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSBC or WFC.
Correlation
The correlation between HSBC and WFC 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. WFC - Performance Comparison
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Key characteristics
HSBC:
1.59
WFC:
0.63
HSBC:
1.84
WFC:
1.18
HSBC:
1.28
WFC:
1.16
HSBC:
1.64
WFC:
0.96
HSBC:
7.64
WFC:
2.62
HSBC:
4.68%
WFC:
9.09%
HSBC:
24.89%
WFC:
33.71%
HSBC:
-74.47%
WFC:
-79.01%
HSBC:
-4.11%
WFC:
-10.09%
Fundamentals
HSBC:
$200.21B
WFC:
$235.77B
HSBC:
$5.45
WFC:
$5.56
HSBC:
10.41
WFC:
13.03
HSBC:
2.14
WFC:
1.81
HSBC:
3.45
WFC:
3.09
HSBC:
1.04
WFC:
1.47
HSBC:
$71.90B
WFC:
$79.42B
HSBC:
$67.82B
WFC:
$80.49B
HSBC:
$8.37B
WFC:
$50.15B
Returns By Period
In the year-to-date period, HSBC achieves a 19.39% return, which is significantly higher than WFC's 4.22% return. Over the past 10 years, HSBC has outperformed WFC with an annualized return of 7.36%, while WFC has yielded a comparatively lower 5.66% annualized return.
HSBC
19.39%
18.76%
31.34%
38.50%
23.76%
7.36%
WFC
4.22%
15.43%
4.52%
19.88%
26.85%
5.66%
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Risk-Adjusted Performance
HSBC vs. WFC — Risk-Adjusted Performance Rank
HSBC
WFC
HSBC vs. WFC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC Holdings plc (HSBC) and Wells Fargo & Company (WFC). 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. WFC - Dividend Comparison
HSBC's dividend yield for the trailing twelve months is around 5.81%, more than WFC's 2.21% 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% |
WFC Wells Fargo & Company | 2.21% | 2.14% | 2.64% | 2.66% | 1.25% | 4.04% | 3.57% | 3.56% | 2.54% | 2.75% | 2.71% | 2.46% |
Drawdowns
HSBC vs. WFC - Drawdown Comparison
The maximum HSBC drawdown since its inception was -74.47%, smaller than the maximum WFC drawdown of -79.01%. Use the drawdown chart below to compare losses from any high point for HSBC and WFC. For additional features, visit the drawdowns tool.
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Volatility
HSBC vs. WFC - Volatility Comparison
HSBC Holdings plc (HSBC) and Wells Fargo & Company (WFC) have volatilities of 8.36% and 8.57%, 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.
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Financials
HSBC vs. WFC - Financials Comparison
This section allows you to compare key financial metrics between HSBC Holdings plc and Wells Fargo & Company. 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. WFC - 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%.
WFC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Wells Fargo & Company reported a gross profit of 20.15B and revenue of 20.15B. 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 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%.
WFC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Wells Fargo & Company reported an operating income of 19.21B and revenue of 20.15B, resulting in an operating margin of 95.3%.
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%.
WFC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Wells Fargo & Company reported a net income of 4.89B and revenue of 20.15B, resulting in a net margin of 24.3%.