HSBC vs MS
Comparison between HSBC Holdings plc (HSBC, Company) and Morgan Stanley (MS, Company).
Both HSBC and MS are from the Financial Services sector.
5-Year PerformanceHSBC has outperformed MS, delivering a return of +31.1% compared to +20.9%
HSBC vs MS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HSBC vs MS - Historical Returns
Returns include dividend reinvestment.
HSBC vs MS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HSBC | MS |
|---|---|---|
| 2026 | +15.29% | +7.29% |
| 2025 | +70.59% | +46.27% |
| 2024 | +35.95% | +38.75% |
| 2023 | +37.41% | +12.98% |
| 2022 | +6.74% | -12.22% |
| 2021 | +21.66% | +47.04% |
| 2020 | -32.15% | +35.62% |
| 2019 | +2.00% | +30.19% |
| 2018 | -17.27% | -22.35% |
| 2017 | +33.66% | +24.27% |
| 2016 | +12.27% | +37.49% |
| 2015 | -11.22% | -16.56% |
| 2014 | -9.23% | +26.42% |
| 2013 | +6.07% | +61.12% |
| 2012 | +41.55% | +20.02% |
| 2011 | -23.00% | -45.95% |
| 2010 | -9.51% | -11.32% |
| 2009 | +19.93% | +77.42% |
| 2008 | -37.00% | -67.42% |
| 2007 | -5.44% | -20.79% |
| 2006 | +17.10% | +42.01% |
| 2005 | -0.86% | +3.57% |
| 2004 | +11.85% | -0.72% |
| 2003 | +49.14% | +40.79% |
| 2002 | -3.74% | -26.22% |
| 2001 | -12.37% | -21.19% |
| 2000 | +7.11% | +18.60% |
| 1999 | +17.50% | +29.05% |
HSBC vs MS Drawdown Comparison
The maximum drawdown for HSBC was -74.45%, occurring on Mar 11, 2009. Recovery took 4151 trading sessions.
The maximum drawdown for MS was -88.12%, occurring on Nov 20, 2008. Recovery took 5084 trading sessions.
The current HSBC drawdown is -2.17%. The current MS drawdown is -0.13%.
| Rank | HSBC | MS |
|---|---|---|
| #1 | -74.45% Oct 31, 2007 - Apr 30, 2024 | -88.12% Sep 11, 2000 - Nov 24, 2020 |
| #2 | -41.37% Jan 26, 2001 - Oct 3, 2003 | -33.36% Mar 24, 2000 - Jul 12, 2000 |
| #3 | -22.63% Dec 31, 1999 - Aug 7, 2000 | -32.39% Feb 9, 2022 - May 15, 2024 |
| #4 | -21.85% Mar 5, 2025 - May 19, 2025 | -29.24% Feb 6, 2025 - Jun 27, 2025 |
| #5 | -16.23% Feb 26, 2026 - Apr 17, 2026 | -18.83% Jan 15, 2026 - Apr 15, 2026 |
| #6 | -13.81% Feb 17, 2004 - Sep 17, 2004 | -15.63% Dec 31, 1999 - Mar 1, 2000 |
| #7 | -12.15% Nov 6, 2006 - Oct 3, 2007 | -13.15% Jul 17, 2024 - Oct 4, 2024 |
| #8 | -11.09% Nov 6, 2000 - Dec 11, 2000 | -11.88% Jan 14, 2021 - Feb 22, 2021 |
| #9 | -11.02% Oct 5, 2000 - Nov 2, 2000 | -11.24% Jan 11, 2022 - Feb 8, 2022 |
| #10 | -10.48% Jul 31, 2024 - Sep 19, 2024 | -10.73% Nov 21, 2024 - Jan 16, 2025 |
| #11 | -9.06% Oct 3, 2025 - Nov 10, 2025 | -10.50% Jun 4, 2021 - Jul 21, 2021 |
| #12 | -8.88% Dec 11, 2000 - Jan 19, 2001 | -9.95% Mar 10, 2000 - Mar 17, 2000 |
| #13 | -8.62% Nov 12, 2004 - Jan 6, 2006 | -9.47% Aug 27, 2021 - Jan 11, 2022 |
| #14 | -8.13% Sep 6, 2000 - Oct 5, 2000 | -8.44% Jul 13, 2000 - Aug 4, 2000 |
| #15 | -8.07% Nov 12, 2025 - Dec 10, 2025 | -8.36% Mar 12, 2021 - May 5, 2021 |
Correlation
Correlation between HSBC and MS is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
HSBC vs MS dividend yield comparison.
| Year | HSBC | MS |
|---|---|---|
| 2026 | 2.50% | 1.04% |
| 2025 | 4.19% | 2.17% |
| 2024 | 8.29% | 2.82% |
| 2023 | 6.54% | 3.49% |
| 2022 | 4.33% | 3.47% |
| 2021 | 3.65% | 2.14% |
| 2020 | 4.05% | 2.04% |
| 2019 | 6.52% | 2.54% |
| 2018 | 6.20% | 2.77% |
| 2017 | 4.94% | 1.72% |
| 2016 | 6.35% | 1.66% |
| 2015 | 6.33% | 1.73% |
| 2014 | 5.19% | 0.90% |
| 2013 | 4.35% | 0.64% |
| 2012 | 3.86% | 0.78% |
| 2011 | 5.12% | 1.32% |
| 2010 | 3.33% | 0.74% |
| 2009 | 2.98% | 1.48% |
| 2008 | 9.55% | 6.73% |
| 2007 | 5.20% | 28.86% |
| 2006 | 4.15% | 1.33% |
| 2005 | 4.29% | 1.90% |
| 2004 | 3.70% | 1.80% |
| 2003 | 4.57% | 1.59% |
| 2002 | 5.00% | 2.30% |
| 2001 | 4.42% | 1.64% |
| 2000 | 2.43% | 1.01% |
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