JPM vs. HSBC
Compare and contrast key facts about JPMorgan Chase & Co. (JPM) and HSBC Holdings plc (HSBC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPM or HSBC.
Key characteristics
| JPM | HSBC | |
|---|---|---|
| YTD Return | 14.15% | 12.10% |
| 1Y Return | 41.77% | 27.46% |
| 3Y Return (Ann) | 10.72% | 18.15% |
| 5Y Return (Ann) | 13.92% | 4.19% |
| 10Y Return (Ann) | 16.41% | 3.76% |
| Sharpe Ratio | 2.36 | 1.54 |
| Daily Std Dev | 16.74% | 20.71% |
| Max Drawdown | -74.02% | -74.47% |
| Current Drawdown | -3.65% | -0.03% |
Fundamentals
| JPM | HSBC | |
|---|---|---|
| Market Cap | $555.72B | $158.19B |
| EPS | $16.56 | $5.70 |
| PE Ratio | 11.68 | 7.35 |
| PEG Ratio | 3.36 | 0.44 |
| Revenue (TTM) | $149.99B | $56.35B |
| Gross Profit (TTM) | $122.31B | $50.51B |
Correlation
The correlation between JPM and HSBC is 0.56, 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
JPM vs. HSBC - Performance Comparison
In the year-to-date period, JPM achieves a 14.15% return, which is significantly higher than HSBC's 12.10% return. Over the past 10 years, JPM has outperformed HSBC with an annualized return of 16.41%, while HSBC has yielded a comparatively lower 3.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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
JPM vs. HSBC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and HSBC Holdings plc (HSBC). 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
JPM vs. HSBC - Dividend Comparison
JPM's dividend yield for the trailing twelve months is around 2.22%, less than HSBC's 6.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 2.22% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
HSBC HSBC Holdings plc | 6.99% | 6.54% | 4.33% | 3.65% | 0.00% | 6.52% | 6.20% | 4.94% | 6.35% | 6.33% | 5.19% | 4.35% |
Drawdowns
JPM vs. HSBC - Drawdown Comparison
The maximum JPM drawdown since its inception was -74.02%, roughly equal to the maximum HSBC drawdown of -74.47%. Use the drawdown chart below to compare losses from any high point for JPM and HSBC. For additional features, visit the drawdowns tool.
Volatility
JPM vs. HSBC - Volatility Comparison
JPMorgan Chase & Co. (JPM) has a higher volatility of 8.07% compared to HSBC Holdings plc (HSBC) at 6.07%. This indicates that JPM's price experiences larger fluctuations and is considered to be riskier than HSBC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
JPM vs. HSBC - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Chase & Co. and HSBC Holdings 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