HSBC vs JPM

Comparison between HSBC Holdings plc (HSBC, Company) and JPMorgan Chase & Company (JPM, Company).

Both HSBC and JPM are from the Financial Services sector.

5-Year PerformanceHSBC has outperformed JPM, delivering a return of +31.5% compared to +16.3%

HSBC vs JPM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HSBC(COMPANY)	JPM(COMPANY)
Market Cap	$328B	$813B
Max Drawdown	81.80%	76.47%
Sharpe Ratio	1.81	0.81
5Y Beta	0.86	0.94
Industry	Banks - Diversified	Banks - Diversified
P/E Ratio	14.81	13.69
Forward P/E	11.40	14.27
PEG Ratio	1.21	1.39
Dividend Yield	0.81%	1.90%
5Y Dividends CAGR	37.97%	10.38%
5Y EPS CAGR	28.66%	15.42%
Debt to Equity	51.69%	18.69%
Free Cash Flow Yield	2.87%	-13.25%
P/S Ratio	5.09	4.62
P/B Ratio	1.65	2.33

Market Cap

HSBC

$328B

Winner

JPM

$813B

Max Drawdown

HSBC

81.80%

Winner

JPM

76.47%

Sharpe Ratio

Winner

HSBC

1.81

JPM

0.81

5Y Beta

Winner

HSBC

0.86

JPM

0.94

Industry

HSBC

Banks - Diversified

JPM

Banks - Diversified

P/E Ratio

HSBC

14.81

Winner

JPM

13.69

Forward P/E

Winner

HSBC

11.40

JPM

14.27

PEG Ratio

Winner

HSBC

1.21

JPM

1.39

Dividend Yield

HSBC

0.81%

Winner

JPM

1.90%

5Y Dividends CAGR

Winner

HSBC

37.97%

JPM

10.38%

5Y EPS CAGR

Winner

HSBC

28.66%

JPM

15.42%

Debt to Equity

HSBC

51.69%

Winner

JPM

18.69%

Free Cash Flow Yield

Winner

HSBC

2.87%

JPM

-13.25%

P/S Ratio

HSBC

5.09

Winner

JPM

4.62

P/B Ratio

Winner

HSBC

1.65

JPM

2.33

HSBC vs JPM - Historical Returns

Returns include dividend reinvestment.

Period	HSBC	JPM
1 month	+4.47%	+1.00%
3 months	+9.54%	+6.99%
6 months	+32.30%	+0.14%
1 year	+59.95%	+21.59%
5 years(CAGR)	+31.49%	+16.33%
10 years(CAGR)	+17.31%	+20.12%
Max(CAGR)	+6.79%	+9.92%

Winner

HSBC

+4.47%

JPM

+1.00%

Winner

HSBC

+9.54%

JPM

+6.99%

Winner

HSBC

+32.30%

JPM

+0.14%

Winner

HSBC

+59.95%

JPM

+21.59%

5Y(CAGR)

Winner

HSBC

+31.49%

JPM

+16.33%

10Y(CAGR)

HSBC

+17.31%

Winner

JPM

+20.12%

Max(CAGR)

HSBC

+6.79%

Winner

JPM

+9.92%

HSBC vs JPM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HSBC	JPM
2026	+16.76%	-3.07%
2025	+70.59%	+37.16%
2024	+35.95%	+42.61%
2023	+37.41%	+29.64%
2022	+6.74%	-14.42%
2021	+21.66%	+28.94%
2020	-32.15%	-6.65%
2019	+2.00%	+44.76%
2018	-17.27%	-7.52%
2017	+33.66%	+25.37%
2016	+12.27%	+38.70%
2015	-11.22%	+7.83%
2014	-9.23%	+9.67%
2013	+6.07%	+33.70%
2012	+41.55%	+29.44%
2011	-23.00%	-22.11%
2010	-9.51%	-0.63%
2009	+19.93%	+33.35%
2008	-37.00%	-23.19%
2007	-5.44%	-7.11%
2006	+17.10%	+24.04%
2005	-0.86%	+5.36%
2004	+11.85%	+9.28%
2003	+49.14%	+49.22%
2002	-3.74%	-31.35%
2001	-12.37%	-13.56%
2000	+7.11%	-1.95%
1999	+17.50%	-7.03%

HSBC vs JPM Drawdown Comparison

The maximum drawdown for HSBC was -74.45%, occurring on Mar 11, 2009. Recovery took 4151 trading sessions.

The maximum drawdown for JPM was -73.07%, occurring on Oct 9, 2002. Recovery took 1715 trading sessions.

The current HSBC drawdown is -4.64%. The current JPM drawdown is -6.14%.

Rank	HSBC	JPM
#1	-74.45% Oct 31, 2007 - Apr 30, 2024	-73.07% Mar 23, 2000 - Jan 22, 2007
#2	-41.37% Jan 26, 2001 - Oct 3, 2003	-68.15% May 9, 2007 - Jan 16, 2013
#3	-22.63% Dec 31, 1999 - Aug 7, 2000	-43.62% Jan 2, 2020 - Jan 7, 2021
#4	-21.85% Mar 5, 2025 - May 19, 2025	-38.75% Oct 22, 2021 - Dec 14, 2023
#5	-16.23% Feb 26, 2026 - Apr 17, 2026	-24.39% Feb 18, 2025 - Jun 23, 2025
#6	-13.81% Feb 17, 2004 - Sep 17, 2004	-23.20% Jul 22, 2015 - Oct 5, 2016
#7	-12.15% Nov 6, 2006 - Oct 3, 2007	-21.79% Sep 20, 2018 - Apr 29, 2019
#8	-11.09% Nov 6, 2000 - Dec 11, 2000	-18.59% Nov 5, 1999 - Mar 16, 2000
#9	-11.02% Oct 5, 2000 - Nov 2, 2000	-15.47% Jan 6, 2026 - Mar 27, 2026
#10	-10.48% Jul 31, 2024 - Sep 19, 2024	-13.34% Dec 30, 2014 - Apr 14, 2015
#11	-9.06% Oct 3, 2025 - Nov 10, 2025	-12.64% Feb 26, 2018 - Aug 7, 2018
#12	-8.88% Dec 11, 2000 - Jan 19, 2001	-12.16% Mar 24, 2014 - Sep 17, 2014
#13	-8.62% Nov 12, 2004 - Jan 6, 2006	-11.73% Mar 1, 2017 - Jul 3, 2017
#14	-8.13% Sep 6, 2000 - Oct 5, 2000	-11.21% Jul 23, 2013 - Nov 21, 2013
#15	-8.07% Nov 12, 2025 - Dec 10, 2025	-11.19% Jun 4, 2021 - Sep 27, 2021

Correlation

Correlation between HSBC and JPM is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2000 - 2026)

HSBC vs JPM dividend yield comparison.

Year	HSBC	JPM
2026	3.03%	0.96%
2025	4.19%	1.72%
2024	8.29%	1.92%
2023	6.54%	2.38%
2022	4.33%	2.98%
2021	3.65%	2.34%
2020	4.05%	2.83%
2019	6.52%	2.37%
2018	6.20%	2.54%
2017	4.94%	1.91%
2016	6.35%	2.13%
2015	6.33%	2.54%
2014	5.19%	2.49%
2013	4.35%	2.33%
2012	3.86%	2.62%
2011	5.12%	2.41%
2010	3.33%	0.47%
2009	2.98%	1.27%
2008	9.55%	4.82%
2007	5.20%	3.30%
2006	4.15%	2.82%
2005	4.29%	3.43%
2004	3.70%	3.49%
2003	4.57%	3.70%
2002	5.00%	5.67%
2001	4.42%	5.56%
2000	2.43%	4.91%

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HSBC vs JPM

HSBC vs JPM - Performance Comparison

Key Characteristics

HSBC vs JPM - Historical Returns

HSBC vs JPM - Annual Returns (1999 - 2026)

HSBC vs JPM Drawdown Comparison

Correlation

Dividend Comparison (2000 - 2026)

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