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KB vs. BCS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KB vs. BCS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KB Financial Group Inc. (KB) and Barclays PLC (BCS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KB achieves a 17.76% return, which is significantly higher than BCS's -3.65% return. Over the past 10 years, KB has outperformed BCS with an annualized return of 16.60%, while BCS has yielded a comparatively lower 13.16% annualized return.


KB

1D
-6.97%
1M
-9.67%
YTD
17.76%
6M
17.24%
1Y
31.93%
3Y*
43.18%
5Y*
20.13%
10Y*
16.60%

BCS

1D
-0.16%
1M
2.19%
YTD
-3.65%
6M
5.42%
1Y
35.75%
3Y*
50.36%
5Y*
22.92%
10Y*
13.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KB vs. BCS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KB
KB Financial Group Inc.
17.76%56.57%45.22%10.35%-11.26%22.62%-0.46%-1.45%-28.25%65.80%
BCS
Barclays PLC
-3.65%96.49%76.26%6.01%-21.90%31.71%-12.84%31.90%-29.25%0.44%

Correlation

The correlation between KB and BCS is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (5Y)
Calculated over the trailing 5-year period

0.44

Correlation (10Y)
Calculated over the trailing 10-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Nov 13, 2001

0.42

Fundamentals

Market Cap

KB:

$37.91B

BCS:

$83.15B

EPS

KB:

$16.37K

BCS:

$2.06

PE Ratio

KB:

0.01

BCS:

11.77

PEG Ratio

KB:

0.00

BCS:

2.13

PS Ratio

KB:

0.00

BCS:

2.96

PB Ratio

KB:

0.00

BCS:

1.08

Total Revenue (TTM)

KB:

$43.88T

BCS:

$28.57B

Gross Profit (TTM)

KB:

$22.91T

BCS:

$26.96B

EBITDA (TTM)

KB:

$9.39T

BCS:

$9.15B

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Return for Risk

KB vs. BCS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KB
KB Risk / Return Rank: 7070
Overall Rank
KB Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
KB Sortino Ratio Rank: 6666
Sortino Ratio Rank
KB Omega Ratio Rank: 6565
Omega Ratio Rank
KB Calmar Ratio Rank: 7575
Calmar Ratio Rank
KB Martin Ratio Rank: 7272
Martin Ratio Rank

BCS
BCS Risk / Return Rank: 7272
Overall Rank
BCS Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
BCS Sortino Ratio Rank: 7373
Sortino Ratio Rank
BCS Omega Ratio Rank: 7070
Omega Ratio Rank
BCS Calmar Ratio Rank: 6868
Calmar Ratio Rank
BCS Martin Ratio Rank: 7272
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KB vs. BCS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KB Financial Group Inc. (KB) and Barclays PLC (BCS). 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.


KBBCSDifference
Sharpe ratioReturn per unit of total volatility

-0.34

Sortino ratioReturn per unit of downside risk

-0.36

Omega ratioGain probability vs. loss probability

1.18

1.22

-0.03

Calmar ratioReturn relative to maximum drawdown

1.92

1.37

+0.55

Martin ratioReturn relative to average drawdown

3.87

3.91

-0.04

KB vs. BCS - Sharpe Ratio Comparison

The current KB Sharpe Ratio is 0.90, which is comparable to the BCS Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of KB and BCS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


KBBCSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

1.24

-0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

0.68

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.35

+0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.18

0.00

Drawdowns

KB vs. BCS - Drawdown Comparison

The maximum KB drawdown since its inception was -84.27%, smaller than the maximum BCS drawdown of -94.36%. Use the drawdown chart below to compare losses from any high point for KB and BCS.


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Drawdown Indicators


KBBCSDifference

Max Drawdown

Largest peak-to-trough decline

-84.27%

-94.36%

+10.09%

Max Drawdown (1Y)

Largest decline over 1 year

-16.74%

-26.20%

+9.46%

Max Drawdown (3Y)

Largest decline over 3 years

-34.41%

-26.20%

-8.21%

Max Drawdown (5Y)

Largest decline over 5 years

-42.89%

-48.14%

+5.25%

Max Drawdown (10Y)

Largest decline over 10 years

-66.92%

-66.10%

-0.82%

Current Drawdown

Current decline from peak

-14.29%

-28.35%

+14.06%

Average Drawdown

Average peak-to-trough decline

-40.16%

-38.43%

-1.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.26%

9.17%

-0.91%

Volatility

KB vs. BCS - Volatility Comparison

KB Financial Group Inc. (KB) has a higher volatility of 10.59% compared to Barclays PLC (BCS) at 9.51%. This indicates that KB's price experiences larger fluctuations and is considered to be riskier than BCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KBBCSDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.59%

9.51%

+1.08%

Volatility (6M)

Calculated over the trailing 6-month period

25.13%

23.47%

+1.66%

Volatility (1Y)

Calculated over the trailing 1-year period

35.66%

28.98%

+6.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.40%

34.00%

-0.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.77%

37.74%

-4.97%

Dividends

KB vs. BCS - Dividend Comparison

KB's dividend yield for the trailing twelve months is around 2.37%, more than BCS's 1.93% yield.


PositionTTM20252024202320222021202020192018201720162015
BCS
Barclays PLC
1.93%1.70%3.13%4.86%4.18%1.61%3.91%3.68%3.21%1.37%2.26%2.95%
KB
KB Financial Group Inc.
2.37%2.92%4.98%2.81%5.78%5.27%3.97%0.00%0.00%0.00%3.10%3.05%

Financials

KB vs. BCS - Financials Comparison

This section allows you to compare key financial metrics between KB Financial Group Inc. and Barclays 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00T10.00T15.00T20.00T20222023202420252026
2.71T
8.16B
(KB) Total Revenue
(BCS) Total Revenue
Values in USD except per share items

KB vs. BCS - Profitability Comparison

The chart below illustrates the profitability comparison between KB Financial Group Inc. and Barclays PLC over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%100.0%20222023202420252026
100.0%
100.0%
Portfolio components
KB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, KB Financial Group Inc. reported a gross profit of 2.71T and revenue of 2.71T. Therefore, the gross margin over that period was 100.0%.

BCS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Barclays PLC reported a gross profit of 8.16B and revenue of 8.16B. Therefore, the gross margin over that period was 100.0%.

KB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, KB Financial Group Inc. reported an operating income of 2.71T and revenue of 2.71T, resulting in an operating margin of 100.0%.

BCS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Barclays PLC reported an operating income of 2.81B and revenue of 8.16B, resulting in an operating margin of 34.5%.

KB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, KB Financial Group Inc. reported a net income of 1.97T and revenue of 2.71T, resulting in a net margin of 72.8%.

BCS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Barclays PLC reported a net income of 2.18B and revenue of 8.16B, resulting in a net margin of 26.7%.


Frequently Asked Questions


KB and BCS have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KB has higher volatility (10.59%) compared to BCS (9.51%). In terms of maximum drawdown, KB dropped -84.27% vs BCS's -94.36%.

BCS currently has the higher Sharpe Ratio (1.24 vs 0.90), 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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