SCBFY vs. HSBC

Last updated Apr 1, 2026

Compare and contrast key facts about Standard Chartered PLC (SCBFY) and HSBC Holdings plc (HSBC).

Performance

SCBFY vs. HSBC - Performance Comparison

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

SCBFY vs. HSBC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
SCBFY Standard Chartered PLC	-13.05%	103.24%	52.51%	15.76%	23.36%	-2.07%	-31.49%	22.37%
HSBC HSBC Holdings plc	7.81%	67.91%	34.48%	39.45%	7.79%	20.76%	-31.71%	8.03%

Fundamentals

Market Cap SCBFY : $49.38B HSBC : $290.51B
EPS SCBFY : $4.25 HSBC : $6.36
PE Ratio SCBFY : 9.87 HSBC : 12.98
PEG Ratio SCBFY : 0.29 HSBC : 0.64
PS Ratio SCBFY : 1.66 HSBC : 1.96
PB Ratio SCBFY : 0.91 HSBC : 1.64
Total Revenue (TTM) SCBFY : $30.24B HSBC : $147.86B
Gross Profit (TTM) SCBFY : $20.74B HSBC : $80.78B
EBITDA (TTM) SCBFY : $7.51B HSBC : $29.03B

Returns By Period

In the year-to-date period, SCBFY achieves a -13.05% return, which is significantly lower than HSBC's 7.81% return.

SCBFY

• 1D: 3.25%
• 1M: -13.83%
• YTD: -13.05%
• 6M: 9.38%
• 1Y: 45.17%
• 3Y*: 44.84%
• 5Y*: 27.99%
• 10Y*: —

HSBC

• 1D: 3.96%
• 1M: -8.96%
• YTD: 7.81%
• 6M: 20.32%
• 1Y: 51.19%
• 3Y*: 44.33%
• 5Y*: 30.73%
• 10Y*: 16.85%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SCBFY vs. HSBC — Risk / Return Rank

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

SCBFY

SCBFY Risk / Return Rank: 78
SCBFY Sharpe Ratio Rank: 81
SCBFY Sortino Ratio Rank: 74
SCBFY Omega Ratio Rank: 76
SCBFY Calmar Ratio Rank: 76
SCBFY Martin Ratio Rank: 82

HSBC

HSBC Risk / Return Rank: 86
HSBC Sharpe Ratio Rank: 89
HSBC Sortino Ratio Rank: 84
HSBC Omega Ratio Rank: 86
HSBC Calmar Ratio Rank: 83
HSBC Martin Ratio Rank: 89

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	1.31	1.84	-0.53
Sortino ratio Return per unit of downside risk	1.76	2.31	-0.56
Omega ratio Gain probability vs. loss probability	1.25	1.34	-0.08
Calmar ratio Return relative to maximum drawdown	1.88	2.58	-0.70
Martin ratio Return relative to average drawdown	6.72	9.47	-2.75
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SCBFY vs. HSBC - Sharpe Ratio Comparison

The current SCBFY Sharpe Ratio is 1.31, which is comparable to the HSBC Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of SCBFY and HSBC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SCBFY	HSBC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.31	1.84	-0.53
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.79	1.21	-0.42
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.66	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.49	0.23	+0.26

Correlation

The correlation between SCBFY and HSBC is 0.69, 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.

Dividends

SCBFY vs. HSBC - Dividend Comparison

SCBFY's dividend yield for the trailing twelve months is around 2.92%, less than HSBC's 4.55% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SCBFY Standard Chartered PLC	2.92%	1.63%	2.40%	2.36%	1.66%	1.96%	2.75%	0.00%	0.00%	0.00%	0.00%	0.00%
HSBC HSBC Holdings plc	4.55%	4.19%	8.29%	6.54%	4.33%	3.65%	4.05%	6.52%	6.20%	4.94%	6.35%	6.33%

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.

Drawdown Indicators

	SCBFY	HSBC	Difference
Max Drawdown Largest peak-to-trough decline	-55.18%	-74.47%	+19.29%
Max Drawdown (1Y) Largest decline over 1 year	-24.07%	-19.48%	-4.59%
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 Drawdown Current decline from peak	-18.81%	-10.25%	-8.56%
Average Drawdown Average peak-to-trough decline	-18.52%	-24.26%	+5.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.74%	5.31%	+1.43%

Volatility

SCBFY vs. HSBC - Volatility Comparison

Standard Chartered PLC (SCBFY) has a higher volatility of 12.32% compared to HSBC Holdings plc (HSBC) at 11.22%. 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.

Volatility by Period

	SCBFY	HSBC	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.32%	11.22%	+1.10%
Volatility (6M) Calculated over the trailing 6-month period	22.31%	20.39%	+1.92%
Volatility (1Y) Calculated over the trailing 1-year period	34.72%	28.02%	+6.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.71%	25.53%	+10.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	40.26%	25.47%	+14.79%

Financials

SCBFY vs. HSBC - Profitability Comparison

The chart below illustrates the profitability comparison between Standard Chartered PLC and HSBC Holdings plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SCBFY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Standard Chartered PLC reported a gross profit of 5.01B and revenue of 9.58B. Therefore, the gross margin over that period was 52.3%.

HSBC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, HSBC Holdings plc reported a gross profit of 27.48B and revenue of 46.79B. Therefore, the gross margin over that period was 58.7%.

SCBFY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Standard Chartered PLC reported an operating income of 812.82M and revenue of 9.58B, resulting in an operating margin of 8.5%.

HSBC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, HSBC Holdings plc reported an operating income of 6.79B and revenue of 46.79B, resulting in an operating margin of 14.5%.

SCBFY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Standard Chartered PLC reported a net income of 475.31M and revenue of 9.58B, resulting in a net margin of 5.0%.

HSBC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, HSBC Holdings plc reported a net income of 4.94B and revenue of 46.79B, resulting in a net margin of 10.6%.