STBFY vs. HSBC
STBFY (Suntory Beverage & Food Ltd) and HSBC (HSBC Holdings plc) are both stocks. STBFY operates in Beverages - Brewers (Consumer Defensive), while HSBC operates in Banks - Diversified (Financial Services). Over the past 10 years, STBFY returned -4.37%/yr vs 18.67%/yr for HSBC. At a 0.16 correlation, their price movements are largely independent.
Performance
STBFY vs. HSBC - Performance Comparison
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Returns By Period
In the year-to-date period, STBFY achieves a -10.31% return, which is significantly lower than HSBC's 26.83% return. Over the past 10 years, STBFY has underperformed HSBC with an annualized return of -4.37%, while HSBC has yielded a comparatively higher 18.67% annualized return.
STBFY
- 1D
- -1.24%
- 1M
- 3.45%
- YTD
- -10.31%
- 6M
- -10.01%
- 1Y
- -13.14%
- 3Y*
- -9.04%
- 5Y*
- -5.83%
- 10Y*
- -4.37%
HSBC
- 1D
- 1.62%
- 1M
- 4.88%
- YTD
- 26.83%
- 6M
- 26.73%
- 1Y
- 73.28%
- 3Y*
- 46.06%
- 5Y*
- 34.91%
- 10Y*
- 18.67%
STBFY vs. HSBC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STBFY Suntory Beverage & Food Ltd | -10.31% | -3.90% | -1.98% | -3.48% | -5.98% | 1.63% | -14.20% | -8.26% | 1.32% | 8.12% |
HSBC HSBC Holdings plc | 26.83% | 67.91% | 34.48% | 39.45% | 7.79% | 20.76% | -31.71% | 1.44% | -16.05% | 36.04% |
Correlation
The correlation between STBFY and HSBC is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2013 | 0.16 |
Fundamentals
STBFY:
$8.34B
HSBC:
$333.79B
STBFY:
¥144.56
HSBC:
$6.38
STBFY:
15.08
HSBC:
15.12
STBFY:
1.83
HSBC:
0.74
STBFY:
0.76
HSBC:
2.63
STBFY:
1.02
HSBC:
1.91
STBFY:
¥1.78T
HSBC:
$128.37B
STBFY:
¥660.72B
HSBC:
$65.42B
STBFY:
¥246.94B
HSBC:
$34.27B
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Return for Risk
STBFY vs. HSBC — Risk / Return Rank
STBFY
HSBC
STBFY vs. HSBC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Suntory Beverage & Food Ltd (STBFY) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| STBFY | HSBC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.35 | ||
| Sortino ratioReturn per unit of downside risk | -4.14 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.46 | -0.56 |
| Calmar ratioReturn relative to maximum drawdown | -0.58 | 4.52 | -5.10 |
| Martin ratioReturn relative to average drawdown | -1.26 | 15.96 | -17.22 |
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Drawdowns
STBFY vs. HSBC - Drawdown Comparison
The maximum STBFY drawdown since its inception was -47.70%, smaller than the maximum HSBC drawdown of -74.47%. Use the drawdown chart below to compare losses from any high point for STBFY and HSBC.
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Drawdown Indicators
| STBFY | HSBC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.70% | -74.47% | +26.77% |
Max Drawdown (1Y)Largest decline over 1 year | -22.79% | -16.28% | -6.51% |
Max Drawdown (3Y)Largest decline over 3 years | -31.53% | -21.83% | -9.70% |
Max Drawdown (5Y)Largest decline over 5 years | -40.24% | -31.80% | -8.44% |
Max Drawdown (10Y)Largest decline over 10 years | -47.70% | -62.26% | +14.56% |
Current DrawdownCurrent decline from peak | -45.89% | 0.00% | -45.89% |
Average DrawdownAverage peak-to-trough decline | -20.82% | -24.07% | +3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.45% | 4.60% | +5.85% |
Volatility
STBFY vs. HSBC - Volatility Comparison
The current volatility for Suntory Beverage & Food Ltd (STBFY) is 5.24%, while HSBC Holdings plc (HSBC) has a volatility of 9.00%. This indicates that STBFY experiences smaller price fluctuations and is considered to be less risky 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
| STBFY | HSBC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 9.00% | -3.76% |
Volatility (6M)Calculated over the trailing 6-month period | 16.96% | 22.21% | -5.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.51% | 27.02% | -5.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.22% | 25.93% | -1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.14% | 25.59% | -1.45% |
Dividends
STBFY vs. HSBC - Dividend Comparison
STBFY's dividend yield for the trailing twelve months is around 1.50%, less than HSBC's 3.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSBC HSBC Holdings plc | 3.89% | 4.19% | 8.29% | 6.54% | 4.33% | 3.65% | 4.05% | 6.52% | 6.20% | 4.94% | 6.35% | 6.33% |
STBFY Suntory Beverage & Food Ltd | 1.50% | 1.34% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.81% | 1.63% | 1.33% |
Financials
STBFY vs. HSBC - Financials Comparison
This section allows you to compare key financial metrics between Suntory Beverage & Food Ltd 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
STBFY vs. HSBC - Profitability Comparison
STBFY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Suntory Beverage & Food Ltd reported a gross profit of 151.49B and revenue of 414.34B. Therefore, the gross margin over that period was 36.6%.
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%.
STBFY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Suntory Beverage & Food Ltd reported an operating income of 28.87B and revenue of 414.34B, resulting in an operating margin of 7.0%.
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%.
STBFY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Suntory Beverage & Food Ltd reported a net income of 15.19B and revenue of 414.34B, resulting in a net margin of 3.7%.
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
STBFY and HSBC have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HSBC has higher volatility (9.00%) compared to STBFY (5.24%). In terms of maximum drawdown, STBFY dropped -47.70% vs HSBC's -74.47%.
HSBC currently has the higher Sharpe Ratio (2.73 vs -0.61), 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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