UUGRY vs. HSBC
UUGRY (United Utilities Group PLC ADR) and HSBC (HSBC Holdings plc) are both stocks. UUGRY operates in Utilities - Regulated Water (Utilities), while HSBC operates in Banks - Diversified (Financial Services). Over the past 10 years, UUGRY returned 7.64%/yr vs 17.61%/yr for HSBC. At a 0.31 correlation, their price movements are largely independent.
Performance
UUGRY vs. HSBC - Performance Comparison
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Returns By Period
In the year-to-date period, UUGRY achieves a 9.26% return, which is significantly lower than HSBC's 23.06% return. Over the past 10 years, UUGRY has underperformed HSBC with an annualized return of 7.64%, while HSBC has yielded a comparatively higher 17.61% annualized return.
UUGRY
- 1D
- 1.71%
- 1M
- -7.57%
- YTD
- 9.26%
- 6M
- 8.76%
- 1Y
- 17.46%
- 3Y*
- 15.24%
- 5Y*
- 8.81%
- 10Y*
- 7.64%
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%
UUGRY vs. HSBC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UUGRY United Utilities Group PLC ADR | 9.26% | 27.86% | 0.53% | 21.42% | -16.24% | 22.43% | 4.26% | 39.83% | -12.43% | 8.62% |
HSBC HSBC Holdings plc | 23.06% | 67.91% | 34.48% | 39.45% | 7.79% | 20.76% | -31.71% | 1.44% | -16.05% | 36.04% |
Correlation
The correlation between UUGRY and HSBC is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Oct 28, 2008 | 0.31 |
The correlation between UUGRY and HSBC shifts across timeframes, from 0.20 (3 years) to 0.31 (all time), reflecting how their relationship changes across market environments.
Fundamentals
UUGRY:
$12.02B
HSBC:
$323.86B
UUGRY:
$2.50
HSBC:
$6.38
UUGRY:
14.04
HSBC:
14.67
UUGRY:
0.40
HSBC:
0.72
UUGRY:
2.52
HSBC:
2.55
UUGRY:
5.36
HSBC:
1.85
UUGRY:
$4.78B
HSBC:
$128.37B
UUGRY:
$3.23B
HSBC:
$65.42B
UUGRY:
$2.71B
HSBC:
$34.27B
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Return for Risk
UUGRY vs. HSBC — Risk / Return Rank
UUGRY
HSBC
UUGRY vs. HSBC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United Utilities Group PLC ADR (UUGRY) 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.
| UUGRY | HSBC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.82 | ||
| Sortino ratioReturn per unit of downside risk | -2.08 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.44 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | 4.04 | -2.71 |
| Martin ratioReturn relative to average drawdown | 4.09 | 14.50 | -10.41 |
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
| UUGRY | HSBC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 2.52 | -1.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 1.26 | -0.90 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.69 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.25 | +0.11 |
Drawdowns
UUGRY vs. HSBC - Drawdown Comparison
The maximum UUGRY drawdown since its inception was -43.11%, smaller than the maximum HSBC drawdown of -74.47%. Use the drawdown chart below to compare losses from any high point for UUGRY and HSBC.
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Drawdown Indicators
| UUGRY | HSBC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.11% | -74.47% | +31.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.17% | -16.28% | +3.11% |
Max Drawdown (3Y)Largest decline over 3 years | -19.49% | -21.83% | +2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -38.73% | -31.80% | -6.93% |
Max Drawdown (10Y)Largest decline over 10 years | -38.73% | -62.26% | +23.53% |
Current DrawdownCurrent decline from peak | -10.96% | -1.65% | -9.31% |
Average DrawdownAverage peak-to-trough decline | -10.35% | -24.12% | +13.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 4.53% | -0.25% |
Volatility
UUGRY vs. HSBC - Volatility Comparison
United Utilities Group PLC ADR (UUGRY) has a higher volatility of 10.63% compared to HSBC Holdings plc (HSBC) at 9.27%. This indicates that UUGRY'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
| UUGRY | HSBC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.63% | 9.27% | +1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 20.47% | 21.43% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.01% | 26.11% | -1.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.33% | 25.76% | -1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.61% | 25.55% | +0.06% |
Dividends
UUGRY vs. HSBC - Dividend Comparison
UUGRY's dividend yield for the trailing twelve months is around 3.95%, 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% |
UUGRY United Utilities Group PLC ADR | 3.95% | 4.32% | 4.87% | 4.24% | 4.47% | 3.87% | 4.16% | 3.79% | 5.36% | 9.00% | 8.81% | 4.06% |
Financials
UUGRY vs. HSBC - Financials Comparison
This section allows you to compare key financial metrics between United Utilities Group PLC ADR 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
UUGRY vs. HSBC - Profitability Comparison
UUGRY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Utilities Group PLC ADR reported a gross profit of 634.90M and revenue of 1.33B. Therefore, the gross margin over that period was 47.9%.
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%.
UUGRY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Utilities Group PLC ADR reported an operating income of 550.04M and revenue of 1.33B, resulting in an operating margin of 41.5%.
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%.
UUGRY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Utilities Group PLC ADR reported a net income of 352.01M and revenue of 1.33B, resulting in a net margin of 26.5%.
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
UUGRY and HSBC have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UUGRY has higher volatility (10.63%) compared to HSBC (9.27%). In terms of maximum drawdown, UUGRY dropped -43.11% vs HSBC's -74.47%.
HSBC currently has the higher Sharpe Ratio (2.52 vs 0.70), 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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