SCBFY vs. HSBC
SCBFY (Standard Chartered PLC) and HSBC (HSBC Holdings plc) are both stocks. Both operate in the Banks - Diversified industry within the Financial Services sector. Over the past 5 years, SCBFY returned 34.49%/yr vs 32.27%/yr for HSBC. A 0.69 correlation means they provide meaningful diversification when combined.
Performance
SCBFY vs. HSBC - Performance Comparison
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Returns By Period
In the year-to-date period, SCBFY achieves a 12.99% return, which is significantly lower than HSBC's 23.06% return.
SCBFY
- 1D
- -3.52%
- 1M
- 7.19%
- YTD
- 12.99%
- 6M
- 24.66%
- 1Y
- 81.93%
- 3Y*
- 52.69%
- 5Y*
- 34.49%
- 10Y*
- —
HSBC
- 1D
- -1.65%
- 1M
- 4.47%
- YTD
- 23.06%
- 6M
- 34.44%
- 1Y
- 65.49%
- 3Y*
- 45.12%
- 5Y*
- 32.27%
- 10Y*
- 17.61%
SCBFY vs. HSBC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SCBFY Standard Chartered PLC | 12.99% | 103.24% | 52.51% | 15.76% | 23.36% | -2.07% | -31.49% | 22.37% |
HSBC HSBC Holdings plc | 23.06% | 67.91% | 34.48% | 39.45% | 7.79% | 20.76% | -31.71% | 8.03% |
Correlation
The correlation between SCBFY and HSBC is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Oct 9, 2019 | 0.69 |
The correlation between SCBFY and HSBC has been stable across timeframes, ranging from 0.68 to 0.72 - a consistent structural relationship.
Fundamentals
SCBFY:
$62.91B
HSBC:
$323.86B
SCBFY:
$4.55
HSBC:
$6.38
SCBFY:
11.99
HSBC:
14.67
SCBFY:
0.35
HSBC:
0.72
SCBFY:
1.83
HSBC:
2.55
SCBFY:
1.16
HSBC:
1.85
SCBFY:
$35.24B
HSBC:
$128.37B
SCBFY:
$21.49B
HSBC:
$65.42B
SCBFY:
$7.89B
HSBC:
$34.27B
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Return for Risk
SCBFY vs. HSBC — Risk / Return Rank
SCBFY
HSBC
SCBFY vs. HSBC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Standard Chartered PLC (SCBFY) 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.
| SCBFY | HSBC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.59 | 2.52 | +0.06 |
Sortino ratioReturn per unit of downside risk | 3.19 | 3.23 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.44 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.75 | 4.04 | -0.30 |
Martin ratioReturn relative to average drawdown | 12.68 | 14.50 | -1.82 |
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
| SCBFY | HSBC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.59 | 2.52 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.96 | 1.26 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.25 | +0.34 |
Drawdowns
SCBFY vs. HSBC - Drawdown Comparison
The maximum SCBFY drawdown since its inception was -55.18%, smaller than the maximum HSBC drawdown of -74.47%. Use the drawdown chart below to compare losses from any high point for SCBFY and HSBC.
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Drawdown Indicators
| SCBFY | HSBC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.18% | -74.47% | +19.29% |
Max Drawdown (1Y)Largest decline over 1 year | -21.98% | -16.28% | -5.70% |
Max Drawdown (3Y)Largest decline over 3 years | -28.20% | -21.83% | -6.37% |
Max Drawdown (5Y)Largest decline over 5 years | -28.20% | -31.80% | +3.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -62.26% | — |
Current DrawdownCurrent decline from peak | -3.52% | -1.65% | -1.87% |
Average DrawdownAverage peak-to-trough decline | -18.16% | -24.12% | +5.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.48% | 4.53% | +1.95% |
Volatility
SCBFY vs. HSBC - Volatility Comparison
Standard Chartered PLC (SCBFY) has a higher volatility of 11.44% compared to HSBC Holdings plc (HSBC) at 9.27%. This indicates that SCBFY'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.
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Volatility by Period
| SCBFY | HSBC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.44% | 9.27% | +2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 26.26% | 21.43% | +4.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.85% | 26.11% | +5.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.06% | 25.76% | +10.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.30% | 25.55% | +14.75% |
Dividends
SCBFY vs. HSBC - Dividend Comparison
SCBFY's dividend yield for the trailing twelve months is around 2.25%, less than HSBC's 4.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSBC HSBC Holdings plc | 4.00% | 4.19% | 8.29% | 6.54% | 4.33% | 3.65% | 4.05% | 6.52% | 6.20% | 4.94% | 6.35% | 6.33% |
SCBFY Standard Chartered PLC | 2.25% | 1.63% | 2.40% | 2.36% | 1.66% | 1.96% | 2.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SCBFY vs. HSBC - Financials Comparison
This section allows you to compare key financial metrics between Standard Chartered PLC 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
SCBFY vs. HSBC - Profitability Comparison
SCBFY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Standard Chartered PLC reported a gross profit of 5.90B and revenue of 10.16B. Therefore, the gross margin over that period was 58.1%.
HSBC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, HSBC Holdings plc reported a gross profit of 16.93B and revenue of 32.92B. Therefore, the gross margin over that period was 51.4%.
SCBFY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Standard Chartered PLC reported an operating income of 2.45B and revenue of 10.16B, resulting in an operating margin of 24.1%.
HSBC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, HSBC Holdings plc reported an operating income of 9.36B and revenue of 32.92B, resulting in an operating margin of 28.4%.
SCBFY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Standard Chartered PLC reported a net income of 1.90B and revenue of 10.16B, resulting in a net margin of 18.7%.
HSBC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, HSBC Holdings plc reported a net income of 7.33B and revenue of 32.92B, resulting in a net margin of 22.3%.
Frequently Asked Questions
SCBFY and HSBC have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCBFY has higher volatility (11.44%) compared to HSBC (9.27%). In terms of maximum drawdown, SCBFY dropped -55.18% vs HSBC's -74.47%.
SCBFY currently has the higher Sharpe Ratio (2.59 vs 2.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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