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NGG vs. SHG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NGG vs. SHG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in National Grid plc (NGG) and Shinhan Financial Group Co., Ltd. (SHG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NGG achieves a 6.37% return, which is significantly lower than SHG's 19.17% return. Over the past 10 years, NGG has underperformed SHG with an annualized return of 7.13%, while SHG has yielded a comparatively higher 9.12% annualized return.


NGG

1D
-2.06%
1M
-5.31%
YTD
6.37%
6M
9.22%
1Y
18.03%
3Y*
13.68%
5Y*
10.91%
10Y*
7.13%

SHG

1D
-4.85%
1M
-6.76%
YTD
19.17%
6M
19.73%
1Y
50.24%
3Y*
37.29%
5Y*
15.51%
10Y*
9.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NGG vs. SHG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NGG
National Grid plc
6.37%35.88%-1.26%18.82%-12.68%29.02%-0.75%38.53%-13.76%4.94%
SHG
Shinhan Financial Group Co., Ltd.
19.17%68.28%12.80%15.25%-4.61%5.27%-21.83%7.27%-23.51%23.27%

Correlation

The correlation between NGG and SHG is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.17

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

0.20

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

0.22

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

0.21

Correlation (All Time)
Calculated using the full available price history since Sep 17, 2003

0.26

Fundamentals

Market Cap

NGG:

$79.78B

SHG:

$30.83B

EPS

NGG:

$6.16

SHG:

$10.58K

PE Ratio

NGG:

13.02

SHG:

0.01

PEG Ratio

NGG:

0.34

SHG:

0.00

PS Ratio

NGG:

2.23

SHG:

0.00

PB Ratio

NGG:

2.03

SHG:

0.00

Total Revenue (TTM)

NGG:

$35.68B

SHG:

$34.80T

Gross Profit (TTM)

NGG:

$10.47B

SHG:

$16.62T

EBITDA (TTM)

NGG:

$15.03B

SHG:

$8.32T

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Return for Risk

NGG vs. SHG — Risk / Return Rank

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

NGG
NGG Risk / Return Rank: 6565
Overall Rank
NGG Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
NGG Sortino Ratio Rank: 6060
Sortino Ratio Rank
NGG Omega Ratio Rank: 6262
Omega Ratio Rank
NGG Calmar Ratio Rank: 6767
Calmar Ratio Rank
NGG Martin Ratio Rank: 7070
Martin Ratio Rank

SHG
SHG Risk / Return Rank: 8282
Overall Rank
SHG Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
SHG Sortino Ratio Rank: 8282
Sortino Ratio Rank
SHG Omega Ratio Rank: 7878
Omega Ratio Rank
SHG Calmar Ratio Rank: 8282
Calmar Ratio Rank
SHG Martin Ratio Rank: 8484
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.

NGG vs. SHG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for National Grid plc (NGG) and Shinhan Financial Group Co., Ltd. (SHG). 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.


NGGSHGDifference
Sharpe ratioReturn per unit of total volatility

-0.83

Sortino ratioReturn per unit of downside risk

-1.21

Omega ratioGain probability vs. loss probability

1.17

1.28

-0.11

Calmar ratioReturn relative to maximum drawdown

1.28

2.80

-1.52

Martin ratioReturn relative to average drawdown

3.61

7.79

-4.18

NGG vs. SHG - Sharpe Ratio Comparison

The current NGG Sharpe Ratio is 0.84, which is lower than the SHG Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of NGG and SHG, 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


NGGSHGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.84

1.67

-0.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.52

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.30

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.23

+0.13

Drawdowns

NGG vs. SHG - Drawdown Comparison

The maximum NGG drawdown since its inception was -54.85%, smaller than the maximum SHG drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for NGG and SHG.


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Drawdown Indicators


NGGSHGDifference

Max Drawdown

Largest peak-to-trough decline

-54.85%

-82.02%

+27.17%

Max Drawdown (1Y)

Largest decline over 1 year

-14.15%

-18.03%

+3.88%

Max Drawdown (3Y)

Largest decline over 3 years

-20.76%

-35.19%

+14.43%

Max Drawdown (5Y)

Largest decline over 5 years

-39.20%

-37.00%

-2.20%

Max Drawdown (10Y)

Largest decline over 10 years

-39.20%

-65.50%

+26.30%

Current Drawdown

Current decline from peak

-12.41%

-10.89%

-1.52%

Average Drawdown

Average peak-to-trough decline

-13.41%

-33.84%

+20.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.01%

6.47%

-1.46%

Volatility

NGG vs. SHG - Volatility Comparison

National Grid plc (NGG) has a higher volatility of 10.58% compared to Shinhan Financial Group Co., Ltd. (SHG) at 9.51%. This indicates that NGG's price experiences larger fluctuations and is considered to be riskier than SHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NGGSHGDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.58%

9.51%

+1.07%

Volatility (6M)

Calculated over the trailing 6-month period

17.31%

22.62%

-5.31%

Volatility (1Y)

Calculated over the trailing 1-year period

21.60%

30.37%

-8.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.10%

29.92%

-7.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.12%

30.32%

-7.20%

Dividends

NGG vs. SHG - Dividend Comparison

NGG's dividend yield for the trailing twelve months is around 4.04%, more than SHG's 0.64% yield.


PositionTTM20252024202320222021202020192018201720162015
NGG
National Grid plc
4.04%4.03%11.81%5.20%5.18%4.75%5.32%4.94%6.51%14.95%5.07%4.73%
SHG
Shinhan Financial Group Co., Ltd.
0.64%2.24%5.96%3.87%5.54%1.54%0.00%0.00%0.00%0.00%3.35%3.10%

Financials

NGG vs. SHG - Financials Comparison

This section allows you to compare key financial metrics between National Grid plc and Shinhan Financial Group Co., Ltd.. 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


0.002.00T4.00T6.00T8.00T10.00T20222023202420252026
10.78B
8.73T
(NGG) Total Revenue
(SHG) Total Revenue
Values in USD except per share items

NGG vs. SHG - Profitability Comparison

The chart below illustrates the profitability comparison between National Grid plc and Shinhan Financial Group Co., Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20222023202420252026
39.0%
48.0%
Portfolio components
NGG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, National Grid plc reported a gross profit of 4.21B and revenue of 10.78B. Therefore, the gross margin over that period was 39.0%.

SHG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shinhan Financial Group Co., Ltd. reported a gross profit of 4.19T and revenue of 8.73T. Therefore, the gross margin over that period was 48.0%.

NGG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, National Grid plc reported an operating income of 4.21B and revenue of 10.78B, resulting in an operating margin of 39.0%.

SHG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shinhan Financial Group Co., Ltd. reported an operating income of 2.29T and revenue of 8.73T, resulting in an operating margin of 26.2%.

NGG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, National Grid plc reported a net income of 2.66B and revenue of 10.78B, resulting in a net margin of 24.7%.

SHG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shinhan Financial Group Co., Ltd. reported a net income of 1.62T and revenue of 8.73T, resulting in a net margin of 18.6%.


Frequently Asked Questions


NGG and SHG have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NGG has higher volatility (10.58%) compared to SHG (9.51%). In terms of maximum drawdown, NGG dropped -54.85% vs SHG's -82.02%.

SHG currently has the higher Sharpe Ratio (1.67 vs 0.84), 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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