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HSBC vs UNH

Comparison between HSBC Holdings plc (HSBC, Company) and Unitedhealth Group Inc (UNH, Company).

HSBC is from the Financial Services sector, while UNH is from the Healthcare sector.

5-Year PerformanceHSBC has outperformed UNH, delivering a return of +39.0% compared to -0.2%

HSBC vs UNH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
HSBC
$360B
Winner
UNH
$367B
Max Drawdown
HSBC
81.80%
Winner
UNH
74.45%
Sharpe Ratio
Winner
HSBC
1.89
UNH
0.90
5Y Beta
HSBC
N/A
UNH
0.30
Industry
HSBC
Banks - Diversified
UNH
Healthcare Plans
P/E Ratio
Winner
HSBC
14.18
UNH
26.04
Forward P/E
Winner
HSBC
12.21
UNH
19.61
PEG Ratio
Winner
HSBC
0.37
UNH
1.26
Dividend Yield
HSBC
0.73%
Winner
UNH
2.30%
5Y Dividends CAGR
Winner
HSBC
41.47%
UNH
17.42%
5Y EPS CAGR
Winner
HSBC
23.00%
UNH
0.29%
Debt to Equity
Winner
HSBC
67.57%
UNH
70.16%
Free Cash Flow Yield
HSBC
2.61%
Winner
UNH
6.43%
P/S Ratio
HSBC
5.28
Winner
UNH
0.80
P/B Ratio
Winner
HSBC
1.80
UNH
3.79

HSBC vs UNH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HSBC
+3.49%
UNH
-10.60%
3M
Winner
HSBC
+13.69%
UNH
+2.57%
6M
HSBC
+22.83%
Winner
UNH
+36.33%
1Y
Winner
HSBC
+67.07%
UNH
+32.05%
5Y(CAGR)
Winner
HSBC
+38.99%
UNH
-0.17%
10Y(CAGR)
Winner
HSBC
+17.74%
UNH
+12.47%
Max(CAGR)
HSBC
+7.30%
Winner
UNH
+17.66%

HSBC vs UNH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHSBCUNH
2026+34.58%+17.52%
2025+70.59%-32.93%
2024+35.95%-4.74%
2023+37.41%+3.04%
2022+6.74%+6.92%
2021+21.66%+45.70%
2020-32.15%+21.82%
2019+2.00%+22.76%
2018-17.27%+14.16%
2017+33.66%+38.60%
2016+12.27%+39.81%
2015-11.22%+18.62%
2014-9.23%+37.79%
2013+6.07%+40.26%
2012+41.55%+6.88%
2011-23.00%+38.28%
2010-9.51%+15.90%
2009+19.93%+10.63%
2008-37.00%-52.98%
2007-5.44%+10.77%
2006+17.10%-12.91%
2005-0.86%+43.52%
2004+11.85%+49.17%
2003+49.14%+35.80%
2002-3.74%+18.62%
2001-12.37%+20.13%
2000+7.11%+128.51%
1999+17.50%+1.78%

HSBC vs UNH Drawdown Comparison

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

The maximum drawdown for UNH was -74.37%, occurring on Nov 20, 2008. Recovery took 1829 trading sessions.

The current HSBC drawdown is -2.97%. The current UNH drawdown is -34.95%.

RankHSBCUNH
#1-74.45%
Oct 31, 2007 - Apr 30, 2024
-74.37%
Dec 21, 2005 - Apr 2, 2013
#2-41.37%
Jan 26, 2001 - Oct 3, 2003
-61.39%
Nov 11, 2024 - Aug 1, 2025
#3-22.63%
Dec 31, 1999 - Aug 7, 2000
-35.92%
Feb 19, 2020 - May 29, 2020
#4-21.85%
Mar 5, 2025 - May 19, 2025
-24.27%
Feb 17, 2000 - Apr 10, 2000
#5-16.23%
Feb 26, 2026 - Apr 17, 2026
-23.98%
Dec 3, 2018 - Dec 12, 2019
#6-13.81%
Feb 17, 2004 - Sep 17, 2004
-23.85%
Oct 23, 2002 - Jun 11, 2003
#7-12.15%
Nov 6, 2006 - Oct 3, 2007
-19.99%
Nov 30, 2023 - Jul 16, 2024
#8-11.09%
Nov 6, 2000 - Dec 11, 2000
-19.85%
May 1, 2001 - Jul 18, 2001
#9-11.02%
Oct 5, 2000 - Nov 2, 2000
-18.48%
Oct 31, 2022 - Nov 30, 2023
#10-10.48%
Jul 31, 2024 - Sep 19, 2024
-17.50%
Dec 28, 2000 - Apr 25, 2001
#11-9.51%
Jun 2, 2026 - Jun 17, 2026
-16.91%
Apr 20, 2022 - Aug 15, 2022
#12-9.06%
Oct 3, 2025 - Nov 10, 2025
-15.58%
Jun 19, 2002 - Oct 16, 2002
#13-8.88%
Dec 11, 2000 - Jan 19, 2001
-15.18%
Nov 18, 1999 - Jan 7, 2000
#14-8.62%
Nov 12, 2004 - Jan 6, 2006
-14.78%
Jul 6, 2000 - Aug 11, 2000
#15-8.13%
Sep 6, 2000 - Oct 5, 2000
-14.70%
Jan 13, 2000 - Feb 17, 2000

Correlation

Correlation between HSBC and UNH is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

Dividend Comparison (2000 - 2026)

HSBC vs UNH dividend yield comparison.

YearHSBCUNH
20263.12%1.16%
20254.19%2.64%
20248.29%1.62%
20236.54%1.38%
20224.33%1.21%
20213.65%1.12%
20204.05%1.38%
20196.52%1.41%
20186.20%1.38%
20174.94%1.30%
20166.35%1.48%
20156.33%1.59%
20145.19%1.39%
20134.35%1.40%
20123.86%1.47%
20115.12%1.21%
20103.33%1.12%
20092.98%0.10%
20089.55%0.23%
20075.20%0.05%
20064.15%0.06%
20054.29%0.02%
20043.70%0.03%
20034.57%0.03%
20025.00%0.04%
20014.42%0.04%
20002.43%0.02%

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