SWDBY vs. HSBC
Compare and contrast key facts about Swedbank AB (SWDBY) and HSBC Holdings plc (HSBC).
Performance
SWDBY vs. HSBC - Performance Comparison
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SWDBY vs. HSBC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWDBY Swedbank AB | 7.97% | 90.26% | 5.22% | 25.67% | -9.48% | 24.29% | 28.84% | -26.38% | -0.35% | 12.99% |
HSBC HSBC Holdings plc | 7.81% | 67.91% | 34.48% | 39.45% | 7.79% | 20.76% | -31.71% | 1.44% | -16.05% | 36.04% |
Fundamentals
SWDBY:
$38.47B
HSBC:
$290.51B
SWDBY:
$28.89
HSBC:
$6.36
SWDBY:
1.18
HSBC:
12.98
SWDBY:
0.08
HSBC:
0.64
SWDBY:
0.37
HSBC:
1.96
SWDBY:
0.17
HSBC:
1.64
SWDBY:
$105.03B
HSBC:
$147.86B
SWDBY:
$52.02B
HSBC:
$80.78B
SWDBY:
$31.58B
HSBC:
$29.03B
Returns By Period
The year-to-date returns for both stocks are quite close, with SWDBY having a 7.97% return and HSBC slightly lower at 7.81%. Over the past 10 years, SWDBY has underperformed HSBC with an annualized return of 15.47%, while HSBC has yielded a comparatively higher 16.85% annualized return.
SWDBY
- 1D
- 2.75%
- 1M
- -3.02%
- YTD
- 7.97%
- 6M
- 23.79%
- 1Y
- 65.67%
- 3Y*
- 38.62%
- 5Y*
- 23.77%
- 10Y*
- 15.47%
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%
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Return for Risk
SWDBY vs. HSBC — Risk / Return Rank
SWDBY
HSBC
SWDBY vs. HSBC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Swedbank AB (SWDBY) 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.
| SWDBY | HSBC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.52 | 1.84 | +0.69 |
Sortino ratioReturn per unit of downside risk | 3.06 | 2.31 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.34 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 4.06 | 2.58 | +1.48 |
Martin ratioReturn relative to average drawdown | 14.01 | 9.47 | +4.53 |
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
| SWDBY | HSBC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.52 | 1.84 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 1.21 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.66 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.23 | -0.07 |
Correlation
The correlation between SWDBY and HSBC is 0.52, 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
SWDBY vs. HSBC - Dividend Comparison
SWDBY's dividend yield for the trailing twelve months is around 9.67%, more than HSBC's 4.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWDBY Swedbank AB | 9.67% | 5.70% | 7.49% | 4.63% | 7.15% | 8.58% | 5.23% | 10.26% | 7.05% | 12.07% | 11.31% | 5.97% |
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
SWDBY vs. HSBC - Drawdown Comparison
The maximum SWDBY drawdown since its inception was -94.66%, which is greater than HSBC's maximum drawdown of -74.47%. Use the drawdown chart below to compare losses from any high point for SWDBY and HSBC.
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Drawdown Indicators
| SWDBY | HSBC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.66% | -74.47% | -20.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.79% | -19.48% | +4.69% |
Max Drawdown (5Y)Largest decline over 5 years | -41.38% | -31.80% | -9.58% |
Max Drawdown (10Y)Largest decline over 10 years | -53.67% | -62.26% | +8.59% |
Current DrawdownCurrent decline from peak | -7.14% | -10.25% | +3.11% |
Average DrawdownAverage peak-to-trough decline | -25.13% | -24.26% | -0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.29% | 5.31% | -1.02% |
Volatility
SWDBY vs. HSBC - Volatility Comparison
Swedbank AB (SWDBY) and HSBC Holdings plc (HSBC) have volatilities of 11.07% and 11.22%, 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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Volatility by Period
| SWDBY | HSBC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.07% | 11.22% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 16.79% | 20.39% | -3.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.41% | 28.02% | -1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.57% | 25.53% | +2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.28% | 25.47% | +3.81% |
Financials
SWDBY vs. HSBC - Financials Comparison
This section allows you to compare key financial metrics between Swedbank AB 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
SWDBY vs. HSBC - Profitability Comparison
SWDBY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Swedbank AB reported a gross profit of 18.06B and revenue of 28.04B. Therefore, the gross margin over that period was 64.4%.
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%.
SWDBY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Swedbank AB reported an operating income of 9.56B and revenue of 28.04B, resulting in an operating margin of 34.1%.
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%.
SWDBY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Swedbank AB reported a net income of 8.16B and revenue of 28.04B, resulting in a net margin of 29.1%.
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%.