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

Performance

KB vs. PKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KB Financial Group Inc. (KB) and POSCO Holdings Inc. (PKX). 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 24.24% return, which is significantly higher than PKX's 8.70% return. Over the past 10 years, KB has outperformed PKX with an annualized return of 17.76%, while PKX has yielded a comparatively lower 5.58% annualized return.


KB

1D
-0.81%
1M
0.98%
YTD
24.24%
6M
25.23%
1Y
38.19%
3Y*
49.57%
5Y*
22.43%
10Y*
17.76%

PKX

1D
-4.70%
1M
-22.38%
YTD
8.70%
6M
11.53%
1Y
24.04%
3Y*
-5.71%
5Y*
-2.21%
10Y*
5.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KB vs. PKX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KB
KB Financial Group Inc.
24.24%56.57%45.22%10.35%-11.26%22.62%-0.46%-1.45%-28.25%65.80%
PKX
POSCO Holdings Inc.
8.70%27.24%-52.98%77.86%-3.49%-3.40%25.14%-7.86%-29.68%51.95%

Correlation

The correlation between KB and PKX is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.45

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

0.41

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

0.45

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

0.50

Correlation (All Time)
Calculated using the full available price history since Nov 12, 2001

0.54

The correlation between KB and PKX shifts across timeframes, from 0.41 (3 years) to 0.54 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

KB:

$39.99B

PKX:

$21.51B

EPS

KB:

₩16.37K

PKX:

₩697.72

PE Ratio

KB:

9.92

PKX:

127.02

PS Ratio

KB:

1.38

PKX:

0.96

PB Ratio

KB:

1.12

PKX:

0.59

Total Revenue (TTM)

KB:

₩43.88T

PKX:

₩51.56T

Gross Profit (TTM)

KB:

₩22.91T

PKX:

₩3.80T

EBITDA (TTM)

KB:

₩9.39T

PKX:

₩4.70T

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Return for Risk

KB vs. PKX — Risk / Return Rank

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

KB
KB Risk / Return Rank: 7373
Overall Rank
KB Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
KB Sortino Ratio Rank: 6969
Sortino Ratio Rank
KB Omega Ratio Rank: 6969
Omega Ratio Rank
KB Calmar Ratio Rank: 7878
Calmar Ratio Rank
KB Martin Ratio Rank: 7575
Martin Ratio Rank

PKX
PKX Risk / Return Rank: 5858
Overall Rank
PKX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
PKX Sortino Ratio Rank: 5858
Sortino Ratio Rank
PKX Omega Ratio Rank: 5656
Omega Ratio Rank
PKX Calmar Ratio Rank: 5757
Calmar Ratio Rank
PKX Martin Ratio Rank: 5959
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. PKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KB Financial Group Inc. (KB) and POSCO Holdings Inc. (PKX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


KBPKXDifference
Sharpe ratioReturn per unit of total volatility

+0.49

Sortino ratioReturn per unit of downside risk

+0.50

Omega ratioGain probability vs. loss probability

1.21

1.13

+0.08

Calmar ratioReturn relative to maximum drawdown

2.29

0.65

+1.64

Martin ratioReturn relative to average drawdown

4.54

1.73

+2.81

KB vs. PKX - Sharpe Ratio Comparison

The current KB Sharpe Ratio is 1.05, which is higher than the PKX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of KB and PKX, 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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Drawdowns

KB vs. PKX - Drawdown Comparison

The maximum KB drawdown since its inception was -84.27%, roughly equal to the maximum PKX drawdown of -82.11%. Use the drawdown chart below to compare losses from any high point for KB and PKX.


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Drawdown Indicators


KBPKXDifference

Max Drawdown

Largest peak-to-trough decline

-84.27%

-82.11%

-2.16%

Max Drawdown (1Y)

Largest decline over 1 year

-16.74%

-36.94%

+20.20%

Max Drawdown (3Y)

Largest decline over 3 years

-34.41%

-68.71%

+34.30%

Max Drawdown (5Y)

Largest decline over 5 years

-42.89%

-68.71%

+25.82%

Max Drawdown (10Y)

Largest decline over 10 years

-66.92%

-71.23%

+4.31%

Current Drawdown

Current decline from peak

-9.57%

-54.23%

+44.66%

Average Drawdown

Average peak-to-trough decline

-40.11%

-44.23%

+4.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.44%

13.94%

-5.50%

Volatility

KB vs. PKX - Volatility Comparison

KB Financial Group Inc. (KB) and POSCO Holdings Inc. (PKX) have volatilities of 14.09% and 13.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KBPKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.09%

13.81%

+0.28%

Volatility (6M)

Calculated over the trailing 6-month period

27.00%

34.16%

-7.16%

Volatility (1Y)

Calculated over the trailing 1-year period

36.61%

43.10%

-6.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.69%

40.01%

-6.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.90%

37.74%

-4.84%

Dividends

KB vs. PKX - Dividend Comparison

KB's dividend yield for the trailing twelve months is around 2.25%, more than PKX's 1.51% yield.


PositionTTM20252024202320222021202020192018201720162015
KB
KB Financial Group Inc.
2.25%2.92%4.98%2.81%5.78%5.27%3.97%0.00%0.00%0.00%3.10%3.05%
PKX
POSCO Holdings Inc.
1.51%3.32%5.32%1.50%2.74%3.54%1.61%0.00%0.00%1.70%3.32%4.85%

Financials

KB vs. PKX - Financials Comparison

This section allows you to compare key financial metrics between KB Financial Group Inc. and POSCO Holdings Inc.. 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
12.20B
(KB) Total Revenue
(PKX) Total Revenue
Values in KRW except per share items

KB vs. PKX - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
100.0%
8.5%
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%.

PKX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, POSCO Holdings Inc. reported a gross profit of 1.04B and revenue of 12.20B. Therefore, the gross margin over that period was 8.5%.

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%.

PKX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, POSCO Holdings Inc. reported an operating income of 496.57M and revenue of 12.20B, resulting in an operating margin of 4.1%.

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%.

PKX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, POSCO Holdings Inc. reported a net income of 318.82M and revenue of 12.20B, resulting in a net margin of 2.6%.


Frequently Asked Questions


KB and PKX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KB has higher volatility (14.09%) compared to PKX (13.81%). In terms of maximum drawdown, KB dropped -84.27% vs PKX's -82.11%.

KB currently has the higher Sharpe Ratio (1.05 vs 0.56), 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.

Portfolio Optimizer

Find the right allocation for KB and PKX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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